Overview
Work History
Education
Skills
Timeline
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Charlotte Brotzman

Zephyrhills,FL

Overview

14
14
years of professional experience

Work History

Transition Specialist

Patient engagment advisors
Zephyrhills, FL
09.2023 - Current
  • *Engaged patients daily to provide assistance with transitioning to home, making sure all follow-up appointments, including primary care and specialists, are set up to be on their discharge paperwork once they are discharged home. *Scheduled post-operation appointments for surgery follow-ups. Called emergency room patients to make sure they scheduled, or assisted in scheduling, follow-up appointments according to their needs once discharged from the emergency department. *Assisted case management with making sure patients' home needs were addressed. *Set up transportation for patients who need rides home from the hospital. *Provided resource packages for discounts on prescriptions and shelters, as well as helping uninsured patients get a free clinic visit for help in obtaining insurance, primary care, and medications. *Worked on Epic system reviewing electronic medical records to make sure patients are getting the care they need. *Met with team lead and manager to make sure all metrics were met. Participated in team huddles and meetings to ensure processes and HIPAA rules are followed.

Search Quality Rater

Welocalize
Remote, FL
05.2022 - 08.2024
  • Conducted extensive research on the subject matter to be rated.
  • Reviewed and evaluated documents, audio recordings, or other materials according to established criteria.
  • Provided feedback and explanations for ratings decisions to team members.
  • Maintained accurate records of rating activities in accordance with company policies.
  • Utilized specialized software programs for tracking and analyzing rating data.
  • Ensured that all rating activities were conducted ethically and professionally.

Claims Examiner

New York Life Insurance Co
Tampa, FL
08.2010 - 06.2024
  • Spoke to and assisted beneficiaries of life insurance policies to get their claims paid quickly and efficiently
  • Reviewed medical records and documents to determine coverage eligibility of claims for insurance benefits.
  • Performed data entry into the computer system to record information regarding claim status.
  • Investigated discrepancies in claims and resolved issues with customers via telephone or written correspondence.
  • Assessed accuracy of claim payments by comparing submitted bills to benefit allowance guidelines.
  • Developed a detailed understanding of the company's policies and procedures related to claim processing and payment determination.

Private Nanny

Porter Family
Dade City, FL
06.2018 - 05.2023
  • Organized and planned a variety of activities to stimulate physical, mental and emotional growth for the children.
  • Provided supervision and guidance to ensure safety of children in all situations.
  • Maintained a safe, healthy and nurturing environment for the children in their home.
  • Communicated with parents regularly to discuss progress, concerns and any other issues related to the care of their children.
  • Prepared meals according to dietary needs of the family's children.
  • Took children on outings such as parks, library visits, sports events or educational trips.

Education

GED -

Toms River High School East
Toms River, NJ
06-1983

Skills

  • Administrative Management Opinion Polls Active Listening Customer Satisfaction User Research
    Survey Consumers Database Skills
    CERTIFICATIONS
    Loma- Meeting Customers Needs With Insurance and Annuities
    Loma- Customer service for Insurance Professionals
  • Microsoft applications
  • Epic Medical records System

Timeline

Transition Specialist

Patient engagment advisors
09.2023 - Current

Search Quality Rater

Welocalize
05.2022 - 08.2024

Private Nanny

Porter Family
06.2018 - 05.2023

Claims Examiner

New York Life Insurance Co
08.2010 - 06.2024

GED -

Toms River High School East

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Charlotte Brotzman