Candace Benavidez
Surprise,AZ
Summary
Spirited Treatment Coordinator with talents in effectively communicating, managing production calendars and handling insurance policy concerns. Creative and personable with the capability of putting together simple presentations to assist patients in finding the best treatment and payment options. Outstanding phone and email etiquette.
Overview
7
7
years of professional experience
Work History
Treatment Coordinator
AZPerio
Scottsdale, AZ
07.2021 - Current
- Researched billing issues, scheduled appointments and verified insurance coverage.
- Explained treatment choices, fees and time lines to our patients and helped determine best options.
- Educated patients on dental benefits and coordinated proper payment with insurance companies.
- Included family members and support system in patient treatment planning.
- Sent and handled electronic requests for new medications and medication refills.
- Explained upcoming treatment preparation, instructions and other facts to patients.
- Made sure that all payments collected throughout the day balanced including online payments, cash and checks.
- Acted as main point of contact for patients, doctors and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
- Scheduled, rescheduled and cancelled appointments for all 5 of our Perio Offices.
- Greeted visitors and patients to determine needs, check appointments and direct accordingly.
- Referred patients to dental triage to treat severe or unusual symptoms or complaints.
- Obtained payments from patients and scanned identification and insurance cards.
- Received and routed laboratory results to correct clinical staff members.
- Helped patients complete necessary medical forms and documentation.
- Maintained energy and enthusiasm in fast-paced environment.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Carried out day-to-day duties accurately and efficiently
- Handled numerous calls per day to address customer inquiries and concerns
- Kept reception area clean and neat to give visitors positive first impression
License/Renewal/Title Clerk
U-Haul International Inc.
Phoenix, AZ
05.2013 - 07.2019
- New Production
- Spoke to the State assigned by U-Haul to see what was required in order to register brand new trailers, We discussed annual registration, Perm Plates, insurance and tax fees;
- Created Vehicle Identification Number/Certificate of Origins for each trailer;
- Handled high volume paperwork and collaborated with the state(s) in order to register up to 10,00 brand new trailers;
- Assembled COV's, Application's, Bill of Sale's, spreadsheets, along with the fees required;
- Tracked and recorded all expenses, refunds, and late fees, and reconciled accounts to maintain accurate and current financial records;
- Kept physical files and digitized records organized for easy updating by authorized team members;
- Annual/Multi Annual Renewals
- 31 States to be Renewed;
- Ran programs to see what trailers were scrapped, sold, stolen, transferred or retired out;
- Those trailers were investigated, the one's in question were added to a spreadsheet to be reviewed by a manager and if allowed were deleted from the fleet;
- Good relationships with the DMV's were high priority;
- Phone meeting's were arranged, email correspondence were sent, new laws were given and at times challenged, contact people & addresses were confirmed or updated, fees were given. Everything required to run a smooth renewal season;
- Provided clerical support to DMV employees by copying, faxing and mailing documents;
- Checks were requested with proof of fee's, with one state money wires were requested which I was approved to send. All checks had to be approved by the VP of the company if over a certain amount;
- Verified trailer renewal's were submitted , along with all renewal paperwork and fees to each state. I had to do this in a timely matter. Some trailers received plates and/or stickers and needed to be on the trailer's before the expiration date of the previous renewal. This was a challenge considering that the trailers were rentals, and could be anywhere in the United States.
- After confirmations in installations, all systems in our database had to be updated as well in order to have the trailer listed as an active rental trailer;
- I was Second party for Virginia and Kansas. I was given key's to enter the states database and renew without assistance.
- State Taxes
- Some states on top of renewal fees, taxed each trailer registered in their state;
- The state would provide a spreadsheet with fees owed. I would run our program, compare and combine both spreadsheets;
- I would divide over 7,000 trailers by jurisdiction, compare the previous year's paid fees, past fee's that were overlooked, renewals that werent current, and bring current the taxes paid in full.
- U-Haul's record and the states records had to match perfect. What was active and paid for in our system had to be in their system.
- Detail was everything
- Replacement of Lost Titles
- All trailer title's were kept at the headquarters.
- Maintained a control spreadsheet of VIN, title numbers, and year of vehicles, along with a inventory list;
- All titles had to be current;
- Prepared fees, Bill of Sales and all legal paperwork to request trailer title from state;
- Updated U-Haul system with the current title number.
- Service Vehicles Transfers/Titles/Up Keep
- Service Vehicles were Presidential Vehicles within our Fleet;
- Approved personnel were able to keep these vehicles for personal use;
- These vehicles were often times sold/transferred from state to state;
- The seller would notify my manager, I would then pull the title, create a BOS, instructions on flipping the title that would contain the new state and name of the owner;
- All titles were kept at headquarters;
- Updating spreadsheets were mandatory;
- Scanned the original title and paperwork under the SV files;
- Entered the title, vehicle information, and new location had to be current;
- Audit's were done every 6 months;
- Service Vehicle's could not be transferred unless it was approved and mailed through my desk.
- Replaced Plates that were in the National Crime Data Base
- NCIC HOT PLATES
- These plates had to be ordered ASAP;
- These trailers were involved in a crime;
- The plates were listed in the National Crime Database;
- In order to avoid customers being pulled out by gunpoint, lawsuits against the company, and someone getting hurt; THESE WERE PRIORITY.
- I took care of 85% of all HOT plates for U-Haul in an expedited manner.
- Title Clerk
- Entered title and vehicle information in database;
- Processed new paperwork for titles;
- Mailed all sold trucks title to new owner;
- Salvaged titles;
- Removed all sold trucks from our system;
Education
No Degree - Basic Studies
Cypress College
Cypress, CASkills
- Customer Service
- Data management
- Teamwork
- Title Processing
- File and database management
- Relationship building
- Telephone etiquette
- Employee training
- Scheduling
- Multitasking ability
- Claims Processing
- Goal Setting
- Knowledge of dental insurance
- Collections duties
- Accurate payment posting
Timeline
Treatment Coordinator
AZPerio
07.2021 - Current
License/Renewal/Title Clerk
U-Haul International Inc.
05.2013 - 07.2019
No Degree - Basic Studies
Cypress College