Dedicated customer service professional with a track record of resolving complex inquiries and enhancing client satisfaction. Demonstrated ability to maintain accurate and compliant records while effectively communicating with diverse clients. Passionate about contributing to team success and fostering long-term client relationships.
Overview
32
32
years of professional experience
Work History
Customer Service Representative
The Ray Tax Group
Crowley
04.2020 - 01.2026
Address inbound inquiries related to property taxes.
Respond promptly to clients' questions via phone and email regarding tax evaluation
Update and verify client details in company database, ensuring all files are precise, compliant and well organized.
Investigate and resolve discrepancies, process refunds, and de-escalated frustrated client while adhering to business and legal guidelines.
Outbound to client regarding collection of outstanding invoice/invoice.
Consult regarding amount due for the property protest and percentage due to the company.
Assist in pulling comps and evidence for the agent and investigate by contacting client to collect documents on newly purchased property.
Verify we had current contract on file Appoint of Agent and Payment contract with fee and Appeal contract with percentages.
Worked closely with coordinators on multiple properties and on million-dollar properties.
Contacted various counties regarding property values, new values after protested, if there were new owners or in a trust.
Accessed county website to verify we had we had protest dates and current documents for the protest.
Customer Service Representative
USMD,Medical Clinics of North of North
02.2016 - 04.2020
Answer inbound phone calls while displaying willingness to assist, displaying compassion and empathy.
Place outbound calls as necessary.
Schedule, coordinate and assist with patient appointments.
Relay necessary messages to staff through direct call or by appropriate communication process.
Coordinate care for all services ordered by healthcare provider in order to meet the treatment needs of the member.
Maintain and update current information on physicians’ schedules ensuring that patients are scheduled properly.
Accurately answer questions or guide in right direction regarding patient appointments, prescriptions, testing, etc.
Verify necessary information and create, maintain, and update patient records and associated schedules.
Participates in all other communal job duties necessary for functioning of the office.
Attend meetings as required.
Perform other duties as assigned.
Follow compliance requirements and determined by the organization.
Conduct follow-up phone calls to patients, providers, physicians, adjustors, and other parties as needed; recognizing and resolving customer issues in a timely manner and escalating to leadership only as necessary.
Maintains patient privacy and confidentiality under requirements of federal and state laws, including HIPAA, and in accordance with company policy.
Research complex issues across multiple databases and work with support resources to resolve customer issues and/or partner with others to resolve escalated issues.
Meet the performance goals established for the position in the areas of: efficiency, call quality, patient satisfaction, first call resolution and attendance.
This is high volume, customer service environment. You'll need to be efficient, productive and thorough dealing with our members over the phone. You also must be able to work a flexible schedule that includes evening hours.
Customer Service Call Center Representative
Transamerica Life Insurance
12.2010 - 01.2016
Worked close to gather information for agents regarding requirement for policy to be approved and issued.
Effectively researched and resolved inquires between all concerned parties.
Process miscellaneous changes including but not limited to demographic changes, bank changes and Third Party Notifications.
Review Power of Attorneys.
Process Quotes for insured requesting to lower premium due to increase in policies.
Review Rate increase information with insured and/or agents concerning policy.
Process Coverage changes per insured request.
Service as a liaison between Agents and Underwriters to resolve outstanding issues.
Maintained a 95% Quality.
Knowledge of Health Insurance Portability and Accountability Act.
Handle inbound and outbound calls to agents and insured.
Plano, Tx
Benefit Confirmation Specialist
Healthmarkets, Inc
02.2008 - 08.2010
Continued forward progress to promote and market innovative insurance product lines to large customer base, educating and interpreting mandated benefits regulated by clients home state.
Handling inbound and outbound calls.
Served as point of contact to clients, managed high volume of clients contacts and effectively researched and resolved inquires.
Credited for successfully managing 80 to 90 calls per day, maintain 97% + Quality score rating.
Recognized as “Top Producer” out of 25 specialists.
Assisted in retention department in retaining current business by making changes to policy such as decreasing or increasing coverage.
Process payments by phone correction to demographics and banking information.
North Richland Hills, Tx
Patient Services Supervisor
Administaff, Inc.
01.2006 - 11.2007
Daily operation of Patient Services Team (Collectors, Refund Specialist, Customer Service).
Assigned and distribute and monitor all activity.
Develop and prepare employee evaluations and recommendations for personal action, both positive and negative.
Stayed current with policy and procedures of the business office, general knowledge of all payors.
Attend seminars and training session to provide feedback to team.
Counsel with patients who have concerns about accuracy of billing or level of service provided by team.
Investigate and research account history.
Approval of discounts depending on level of billing worked closely with Collections Company.
Knowledgeable with Indigent Programs.
Reviewed EOB’s as needed with Collectors.
Interpreted ICD-9s and CPT Codes.
Reviewed all final processing of Refunds to patients and insurance companies.
Act as a liaison between clinics, physician and billing department.
Irving, Texas
Customer Service Supervisor
North Tx Affiliated Medical Group
01.2001 - 12.2005
Manage Customer Service, Collection and Refund Team, distribute daily work queues and monitor all activity, review all call logs regarding issues.
Report to Director all concerns regarding the front end.
Prepare employee evaluations an provide feedback for employees.
Provide training as needed to keep current on insurance companies and customer service.
Customer Service Representative at Internal Revenue Service, IRS 40hours/weeksCustomer Service Representative at Internal Revenue Service, IRS 40hours/weeks