BETH GILREATH
Waterloo,Ne
Summary
Dedicated professional with expertise in customer service and problem resolution, committed to enhancing member experiences. Proven success in meeting service level agreements and fostering client relationships. Eager to support team growth and contribute to organizational objectives.
Overview
33
33
years of professional experience
Work History
Data Research Specialist
Kinetic Valuation Group
Omaha, Nebraska
06.2026 - Current
- Collected, verified, and recorded information to ensure data integrity.
- Reviewed records to confirm accuracy, completeness, and consistency for reliable reporting.
- Placed professional phone calls and completed research interviews.
- Entered data into spreadsheets, databases, and company systems.
- Updated research files as new information became available.
- Followed call scripts, research procedures, and quality standards.
- Supported team objectives by assisting with administrative tasks and conducting targeted research.
Member Service Representative
The Benefit Group
10.2023 - 08.2025
- Answered incoming calls, responded to voicemails, and addressed online portal and email inquiries regarding claim status and benefit information for members and providers.
- Assisted members and providers with claim status inquiries and guided providers on submitting or resubmitting claims.
- Assisted members with balance billing from providers.
- Worked incoming electronic faxes and emails from providers and members.
- Transferred members & providers to the appropriate area for procedures that will need a precertification.
- Utilized each group medical, dental and vision benefits.
- Utilized various software platforms to manage tasks and enhance workflow efficiency.
Member Service Representative
Pentagon Federal Credit Union
10.2021 - 10.2023
- Provide a best-in-class member experience in all member interactions.
- Provide best-in-class customer service by answering incoming calls, providing basic account and product information while performing account transactions and maintenance
- Educated members on products and services, recommending solutions tailored to their financial needs.
- Accurately complete requested transactions regarding PenFed deposit, credit card and loan products.
- Investigated member questions thoroughly, providing resolutions to improve satisfaction.
- Resolve problems that are within authority to resolve and refer problems that are beyond authority to the resolution team, along with a recommendation for resolution.
- Liaised between members and departments to facilitate effective communication and resolve issues.
- Maintain working knowledge of PenFed's deposit, credit card and loan products.
- Contributed to team meetings to monitor and ensure alignment with objectives.
- Efficiently navigate multiple banking platforms via internet browsers and other software.
- Troubleshoot online issues with members as well as mobile app issues
- Submit IT ticket for further research if not able to resolve
- Conduct outreach to members to convey resolution on any pending issues.
Patient Service Representative
CHI Health
05.2021 - 10.2021
- Registered patients and scheduled appointments via phone and in-person in a fast-paced environment, ensuring accurate and efficient processing.
- Scheduled patient appointments efficiently in accordance with office protocols. and follow up appointments according to office guidelines.
- Collected patient and insurance information, processing copays and deductible amounts to facilitate smooth billing operations.
- Maintained strict confidentiality of protected health Information to comply with HIPAA regulations.
- Scanned and organized patient-related documents into electronic medical record for streamlined access and compliance.
Caregiver
Leave of Absence
Omaha, NE
03.2018 - 06.2020
- Assisted clients with daily living activities and personal care needs.
- Delivered compassionate full-time care for spouse during illness, ensuring comfort and support during challenging times.
- Communicated effectively with clients to understand their needs and preferences.
- Maintained a safe and clean environment for clients and caregivers.
Customer Service Manager
PayFlex
01.2009 - 11.2017
- Managed dedicated team of customer service agents that earned top Quality scores for continual years
- Managed team of 15-30, agents
- Contributed to First Call Resolution Pilot and implemented a new process for resolving claim issues in first call, enhancing member satisfaction.
- Earned multiple customer accolades for consistently providing outstanding service.
- Rebuilt Quality Scoring Process to improve accountability among agents for meeting client goals around self-service and website education.
- Created and piloted Mentoring Program within Dedicated team giving theagents another avenue to self-develop amongst their peers.
Customer Service Supervisor
Commerce Bank
Omaha, NE
01.2000 - 01.2009
- Managed a team of 15-20 Customer Service Agents
- Recognized in annual review for achieving 100% of departmental goals, including hold time, talk time, after call work time, quality, and schedule adherence for an entire year
- Received twelve 'Bob' awards for excellence in accessibility, solution offering, and relationship building
Chargeback Specialist
Commerce Bank
Omaha, NE
12.1997 - 01.2000
Correspondence Representative
Commerce Bank
Omaha, NE
01.1997 - 12.1997
Customer Relations Phone Representative
Commerce Bank
Omaha, NE
01.1994 - 01.1997
Education
Wayne State University
NESkills
- Service level compliance
- Composure under pressure
- Data Accuracy
- Customer needs assessment
- Data Verification
- Policy adherence
- Data Integrity
- Client relationship management
- Team support
- Team collaboration
- Product expertise
- Research Communication
- Quality Assurance
- Issue resolution
Timeline
Data Research Specialist
Kinetic Valuation Group
06.2026 - Current
Member Service Representative
The Benefit Group
10.2023 - 08.2025
Member Service Representative
Pentagon Federal Credit Union
10.2021 - 10.2023
Patient Service Representative
CHI Health
05.2021 - 10.2021
Caregiver
Leave of Absence
03.2018 - 06.2020
Customer Service Manager
PayFlex
01.2009 - 11.2017
Customer Service Supervisor
Commerce Bank
01.2000 - 01.2009
Chargeback Specialist
Commerce Bank
12.1997 - 01.2000
Correspondence Representative
Commerce Bank
01.1997 - 12.1997
Customer Relations Phone Representative
Commerce Bank
01.1994 - 01.1997
Wayne State University