Caroline McLean

1. Setup Customer accounts and doctor documentation in compliance with HIPAA regulations.

2. Provided exceptional customer service to ensure customer satisfaction.

3. Ordered prescriptions from existing system records.

4. Communicated with doctor offices to request prescription refills.

5. Updated insurance information for accuracy and completeness.

6. Answered customer inquiries via phone, email, and chat.

• Completed reconciliations of various accounts including petty cash, credit cards and bank accounts.
• Reconciled bank statements on a regular basis.
• Ensured accuracy of data entry into accounting systems by verifying documents against source information.
• Performed daily cash flow monitoring activities including maintaining adequate cash levels to meet obligations as needed.
• Assisted in accounts receivable, payable and general ledger activities.
• Generated monthly financial reports for management review.