Motivated individual with experience in customer service and processing medical claims. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Dedicated and thorough worker that desires to succeed individually, as well as within a team.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Account Manager
CalNonprofits Insurance Services
11.2022 - Current
Developed strong relationships with clients through regular communication and excellent customer service.
Anticipated clients' needs by staying in touch on regular basis.
Maintained high standards of customer service by answering inquiries pertaining to employee benefit needs.
Developed cohesive renewal package plans per each individual client's needs.
Built and strengthened client relationships.
Contributed to team objectives in fast-paced environment.
Kept detailed records of daily activities through an online database.
Served as a trusted advisor for clients, offering guidance on industry best practices and relevant product solutions.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Claims Examiner
Benefits And Risk Management Services
09.2015 - 10.2022
Handled sensitive information with discretion, ensuring confidentiality of personal and financial details for claimants throughout the claims examination process.
Utilized analytical skills to evaluate medical bills for accuracy and appropriateness of charges before approving payments as part of the claims process.
Participated in cross-functional team meetings to address organizational challenges related to claims management and develop solutions collaboratively.
Reduced claim processing time by implementing efficient workflow strategies and prioritizing tasks effectively.
Maintained detailed records of all claims activities, ensuring compliance with regulatory requirements and company policies.
Interpreted policy provisions, endorsements, and exclusions to accurately determine coverage for claims.
Mitigated fraud risks by identifying suspicious patterns in claims data and escalating concerns to appropriate teams for further investigation.
Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
Examined claims forms and other records to determine insurance coverage.
Education
No Degree - Psychology
Sierra College
Rocklin, CA
05.2025
Skills
Data-driven decision-making
Customer Service
Goal-Oriented
Customer Relationships
Strategic Planning
Schedule Management
Client meetings
Coordinating documents
Deadline Adherence
Communication Competence
Confidentiality Awareness
Certification
Life Agent & Accident and Health or Sickness License number 4282750