Summary
Overview
Work History
Education
Skills
Timeline
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Bethany Winheim

Bethany Winheim

Norwalk,IA

Summary

Offering strong foundation in customer service with previous serving and bartending experience in 2011-2014. Brings ability to efficiently provide service while staying highly organized and personable. Proven track record in communication, teamwork and attention to detail.

Overview

14
14
years of professional experience

Work History

Associate Accountant

Luminare Health Benefits
09.2023 - Current
  • Facilitated dispute resolution by conducting thorough investigations into reported discrepancies in commission payments.
  • Developed and implemented reporting and auditing tools to improve incentive administration processes, policies and procedures.
  • Provided exceptional customer service to internal clients during inquiries or disputes regarding commissions calculations or adjustments.
  • Enhanced department efficiency by creating comprehensive training materials for new hires on commission policies and procedures.
  • Calculated, validated accuracy of and submitted commission payments within specified deadlines.
  • Reduced errors in billing statements with thorough audits, ensuring compliance with insurance regulations.
  • Verified billing accounts with accounts receivable ledger and checked for payment posting.

Billing Specialist

ALN/Health Prime
08.2018 - 09.2023
  • Developed and implemented effective billing processes to improve accuracy and efficiency
  • Researched and resolved discrepancies on patient accounts and insurance claims
  • Demonstrated ability to handle high volume workload and meet tight deadlines
  • Checked monthly reports and analyzed billing data to identify trends and discrepancies
  • Adjusted to various requirements and software programs to accommodate the needs for multiple clinics
  • Processed insurance payments, patient payments, and adjustments
  • Reviewed and processed patient claims to ensure accuracy and completeness
  • Assisted in the training and onboarding of new billing staff
  • Reconciled accounts and prepared monthly financial reports
  • Proficient in billing software/systems, including Athena and Nextgen

Personal Banker

Exchange Bank
07.2014 - 07.2018
  • Maintained knowledge on all policies, procedures, and products
  • Provided transactional customer service, processed deposits, withdrawals, and payments
  • Ensured a positive experience for the customer by listening to their needs and providing expert recommendations
  • Examined cash carefully to guard against acceptance of counterfeit checks and identification
  • Prepared documentation to open or close accounts, including obtaining signatures and assigning account numbers when necessary
  • Presented and sold banking services and products to new and existing customers
  • Referred clients to in-house financial experts or other relevant bank departments depending on customer needs

Bartender

Cunninghams Journal
08.2011 - 07.2014
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
  • Contributed to a positive work environment through effective teamwork and communication while maintaining a clean/organized workspace.

Education

High School Diploma -

North Platte High School
North Platte, NE
05.2010

Skills

  • Cash Management
  • Problem-Solving
  • Multi-tasking
  • Organizational Skills
  • Attention to Detail
  • Teamwork & Collaboration
  • Customer Service

Timeline

Associate Accountant

Luminare Health Benefits
09.2023 - Current

Billing Specialist

ALN/Health Prime
08.2018 - 09.2023

Personal Banker

Exchange Bank
07.2014 - 07.2018

Bartender

Cunninghams Journal
08.2011 - 07.2014

High School Diploma -

North Platte High School
Bethany Winheim