Anna Sims

(2015-2021) Billing & Eligibility Specialist

• Managed medical and billing for members, updating member eligibility, generating invoices, sending monthly invoices to the client.
• Monitor and follow up on outstanding invoices, ensuring timely payment from clients.
• Provide excellent customer service to clients and brokers.
• Maintain accurate complete billing records and reports.

(2021-Current) Account Representative, Client Services

• Increased client satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
• Contacted clients to assess satisfaction and current needs.
• Assisted clients in navigating complex financial and legal processes to reduce risks.
• Kept detailed records of clients interactions for optimal traceability. Reporting is created in excel to provide to the client/broker a monthly preview of how the plan is performing for their members.
• Highly proficient in Excel (Pivot Tables, V-Lookups, Etc), Office, and Word.
• Implemented customized account plans to meet individual client needs.
• Collaborated with internal teams to develop tailored solutions for key accounts, fostering long-term partnerships.

• Collaborated closely with optometrists to develop customized treatment plans for patients with complex vision needs or medical conditions affecting their eyesight.
• Developed strong rapport with patients through attentive listening skills, compassionate communication, and professional demeanor during appointments.
• Assisted optometrist in delivering top-quality eye care by conducting accurate diagnostic tests.
• Delivered exceptional customer service through prompt attention to patient inquiries via phone or email, ensuring timely resolution of any concerns or issues related to eye care services.
• Ensured optimal visual acuity for patients by accurately measuring pupillary distance and ocular measurements.
• Conducted thorough contact lens trainings with first-time wearers, resulting in increased patient comfort and successful adaptation to new lenses.
• Assisted with dilating patients or using eye medications when directed by optometrist.
• Worked well with patients, staff, and manufacturer representatives to carry out successful office- and patient-related work each day.
• Supported office administration tasks such as billing, insurance claims processing, and appointment scheduling to ensure smooth operations within the practice.
• Demonstrated expertise in various types of ophthalmic equipment, ensuring accurate test results vital for diagnosing ocular disorders or diseases.
• Operated and maintained lensometers, refraction units, auto-refractors, and visual field analyzers for patient testing.
• Managed administrative duties with phone reception, appointment scheduling and payment processing.
• Collaborated with optometry staff to reach individual and team goals.