Caitlyn Scheffers
Account Manager
Oskaloosa,Iowa
Summary
A people focused professional with expertise in the treatment coding and billing field as well as insurance and claim submission field. Also a considerate human looking to leave each interaction better than she found it through kindness, respect, and hard work.
Overview
10
10
years of professional experience
Work History
Personal Lines Account Manager
Ratcliff & Blake Insurance Professionals
02.2023 - Current
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Processing and management of all policy endorsements, renewals and billing issues and resolution of claims.
- Responsible for addressing and resolving all client billing concerns, claim processing, follow up and customer satisfaction.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Educated clients on insurance policies and procedures.
Real Estate Agent
ReMax Pride
09.2017 - Current
- Managed contracts, negotiations and all aspects of sales to finalize purchases to then exceed customer expectations.
- Maintained connections with clients to encourage repeat business and referrals.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages for informed decision-making.
Supported Community Living Provider
State Of Iowa
09.2017 - 03.2023
- Assisted with daily living activities, running errands, hygiene priorities and household chores to increase patient's overall independence.
- Coordinated and provided transportation to all medical and mental health appointments.
- Served as Job Coach at patient's part-time employment.
- Provided basic education on finances and social interactions, all while being compassionate and patient-focused to ideally improve client's well-being & self-esteem.
Revenue Full Cycle Biller
Lifetime Dental Solutions
01.2016 - 09.2017
- Offered simple, clear explanations to help clients and families understand dental practice policies, procedures, and what they could expect. Provided patient-focused options that enabled them to make an educated decision for their treatment and insurance benefit needs.
- Followed document protocols to safeguard confidentiality of patient records, HIPAA.
- Filed claims through insurance providers, coordinated on any denial letter or appeals, payment processing that showed accurate reimbursement to providers.
- Focused on patient satisfaction by offering help to patients who had questions about their bill, needed to set up a payment plan, needed treatment planning regarding their finances and benefit coordination. People first!
Education
Bachelor of Arts - Family Sciences, Family Life Educator
University of Northern Iowa
Cedar Falls, Iowa05.2013
Skills
- Client Relations Expertise
- Issue Resolution
- Insurance Billing
- Accounts Receivable
- Project Management
- Treatment Coding
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Personal Lines Account Manager
Ratcliff & Blake Insurance Professionals
02.2023 - Current
Real Estate Agent
ReMax Pride
09.2017 - Current
Supported Community Living Provider
State Of Iowa
09.2017 - 03.2023
Revenue Full Cycle Biller
Lifetime Dental Solutions
01.2016 - 09.2017
Bachelor of Arts - Family Sciences, Family Life Educator
University of Northern Iowa
Professional Goals
- To be a leader in character: kindness, respectfulness, consideration, work ethic, and honesty
- For my work to be done so well and so thoughtfully that no one would find need to question my integrity or intent
- To leave each interaction better than I found it, and to be known as helpful, kind, and an efficient team player
- To provide an income for my family that allows us to give freely, experience life as we desire, and to walk alongside others well
- To work in a way that treats the delivery person with as much consideration as the CEO, to be known for being approachable, having a 'let's get it done together' attitude, and for living out a 'people-first' lifestyle
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