Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniela Montolio

Riverview,FL

Summary

Hardworking ,passionate and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet company goals.

Overview

13
13
years of professional experience

Work History

Business Associate

Smile Design Dentistry
01.2023 - Current

101 North Franklin st , Tampa Fl 33602

Supervisor : Crystal Ortiz : 813-897-2007

Full Time Position -40 hrs

  • Achieved revenue goals by managing collections and accounts receivables, referral process, and insurance billing.
  • Handled account payments and provided information regarding outstanding balances.
  • Educated dental team members on insurance policies and procedures to promote a cohesive office environment focused on quality patient care.
  • Reviewed accounts receivable reports, insurance contracts and weekly and monthly financial reports.
  • Maintained accurate records of customer payments.
  • Collaborated with dentists to create treatment plans that optimize available insurance benefits without compromising quality of care.
  • Reduced billing errors by consistently verifying insurance eligibility prior to service delivery.
  • Conducted regular reviews of billed services against actual treatment rendered to ensure accuracy in coding practices leading to optimal reimbursement rates from insurers.
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
  • Ensured timely payment collection from both patients and insurance companies by diligently tracking outstanding balances.
  • Processed payment via telephone and in person with focus on accuracy and efficiency.
  • Enhanced office productivity by effectively scheduling appointments according to provider availability and patient needs.
  • Assisted patients in completing necessary paperwork for filing claims, ensuring timely submission of required documentation.
  • Prepared insurance claims for submission to clearinghouses or insurance companies.
  • Assisted patients in understanding their dental insurance benefits, coverage limits, and out-of-pocket expenses.
  • Processed vendor and supplier payments on weekly basis.
  • Supported patients throughout the treatment process by answering questions about their financial responsibility concerning deductibles, copayments, or coinsurance amounts.
  • Reduced patient wait times with effective communication between dental staff for prompt treatment coordination.
  • Provided exceptional customer service through a warm and welcoming demeanor, promptly addressing patient inquiries and concerns.
  • Answered phone calls, messages, scheduling appointments, and handling patient inquiries.
  • Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
  • Provided excellent customer service to create positive experiences and build patient trust.
  • Handled patient complaints quickly and professionally to restore patient confidence and prevent loss of clientele.
  • Received and routed laboratory results to correct clinical staff members.
  • Secured sign-in sheets, dental charts, and encounter forms to safeguard sensitive data and information.
  • Contributed to a pleasant atmosphere by greeting patients upon arrival, providing them with relevant paperwork, and guiding them through the check-in process.
  • Performed various administrative tasks by filing, copying and faxing documents.

Front Desk Receptionist

Busciglio Smiles Orthodontics
04.2022 - 01.2023

515 Corner Dr, Brandon, FL

Supervisor: Courtney

Full Time -40 hrs

  • Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
  • Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
  • Transcribed phone messages and relayed to appropriate personnel.
  • Used internal software to process reservations, check-ins and check-outs.
  • Used quick response and dynamic service skills to build relationships with patrons and improve customer retention rate.
  • Monitored office supplies by checking inventory and placing orders.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained strong knowledge of basic medical terminology to better understand services and procedures.
  • Observed strict procedures to protect sensitive patient information, medical records and payment data.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Posted payments to accounts and maintained records.
  • Scheduled, rescheduled and cancelled appointments for dental patients.
  • Prepared insurance claim forms, explained benefits and outlined pricing details for procedures and services.

Medical Billing Representative

USCB
01.2022 - 03.2022
  • Provided primary customer support to internal and external customers.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Prepared billing statements for patients and verified correct diagnostic coding.
  • Communicated with insurance providers to resolve denied claims and resubmitted.
  • Reviewed patient records, identified medical codes and created invoices for billing purposes.
  • Updated patient financial information to guarantee accuracy.
  • Evaluated patients' financial status and established appropriate payment plans.
  • Posted and adjusted payments from insurance companies.
  • Filed and updated patient information and medical records.

Sales Representative

Matrix Medical Network
03.2021 - 01.2022
  • Completed daily cold calling and outreach to build sales pipeline.
  • Handled high-volume telemarketing operations with expert use of client management software and computer dialing.
  • Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.
  • Answered calls, took messages and transferred calls to correct individuals.
  • Troubleshot problems for callers and helped independently resolve common issues.
  • Recorded contact information of customers and potential customers in internal database.
  • Provided information about available products and services, membership details, and purchase advantages.
  • Overcame objections using friendly, persuasive strategies.

Medical Receptionist

Kiddy Clinic
07.2019 - 04.2020

760 Market StPaterson, NJ 07513

Supervisor: Chenny Mejia : 201-647-5403

Full time -40 hrs

  • Maintained current and accurate medical records for over hundreds of patients.
  • Organized paperwork such as charts and reports for office and patient needs.
  • Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
  • Enhanced office efficiency by handling numerous callers per day.
  • Completed and filed financial documentation for accounting purposes.
  • Managed master calendar and scheduled appointments for many providers based on optimal patient loads and clinician availability.
  • Adhered to strict HIPAA guidelines at all times to protect patient privacy.
  • Obtained payments from patients and scanned identification and insurance cards.
  • Used computer programs and registration systems to schedule patients for routine and complex procedures.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Responded to correspondence from insurance companies to verify patient's coverage.
  • Promptly answered multi-line phone system and greeted callers enthusiastically.
  • Remained aware of provider schedules and scope of practice on evolving basis to organize and schedule appropriate care.
  • Checked patient data including insurance, demographic and health history to keep information current.
  • Scheduled, rescheduled and handled cancelled appointments for patients.

Customer Service Representative

Rheem
12.2017 - 04.2019
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Assisted customers with setting appointments, shipping and special order requests, and arranging merchandise pick-up at other locations.
  • Regularly exceeded daily sales and product add-on quotas.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Achieved sales targets regularly with solid promotional and cross-selling skills.
  • Managed numerous translation requests each day with positive and upbeat communication style to uncover and handle customer needs.
  • Tapped cultural knowledge and relationship-building skills to assist customers with explaining issues.
  • Sought out training opportunities to enhance customer relationship management abilities and further boost satisfaction scores.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
  • Trained, oversaw and mentored new team members to strengthen performance and job expertise.

Customer Service Representative

Navient Solutions
09.2016 - 08.2017
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Contributed to company achieving and holding industry-leading customer service ratings.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Evaluated account and service histories to identify trends, using data to mitigate future issues.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Executed customer transactions.

Personal Assistant

Regional Marketing Director
12.2015 - 06.2016
  • Provided staff coaching, mentoring and consultation to enhance performance and professional development.
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.
  • Handled incoming mail, bills and invoices and completed appropriate actions.
  • Updated executives on changing business needs by thoroughly documenting internal and client meetings.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Arranged domestic and international travel plans and itineraries, including flight, car service and restaurant reservations.
  • Maintained appropriate filing of personal and professional documentation.
  • Utilized personal and professional networks to identify, acquire and manage new clients.
  • Orchestrated successful conferences, including associated travel for all speakers and attendees, facilities and support services.
  • Entrusted to handle confidential and sensitive situations in professional matter.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Handled all incoming information requests for several busy executives.
  • Maintained entire family's schedule and organized events.

Medical Receptionist Volunteer

Kiddy Clinic
08.2011 - 08.2013
    • Organized paperwork such as charts and reports for office and patient needs.
    • Scheduled, rescheduled and handled cancelled appointments for patients.
    • Adeptly managed multi-line phone system and pleasantly greeted all patients.
    • Scheduled appointments for doctor visits and procedures using desktop calendar software.
    • Coordinated patient scheduling, check-in, check-out and payments for billing.

Education

High School Diploma -

Eastside High School
Paterson, NJ
06.2013

Skills

  • Professional telephone demeanor
  • Technical Support
  • Creative problem solving
  • Multi-line phone talent
  • CRM
  • Bilingual in English and Spanish
  • Data Collection
  • Troubleshooting Technical Issues
  • Call center operations
  • EMR / EHR
  • Microsoft Office
  • E-clinic software
  • EPIC software
  • Professional Demeanor
  • Time Management
  • Analytical Skills
  • Situational Awareness
  • Task Prioritization
  • Continuous Improvement
  • Interpersonal Communication
  • Active Listening
  • Time management abilities
  • Professionalism
  • Reliability
  • Multitasking
  • Technical knowledge
  • Problem-Solving
  • Decision-Making
  • Safety Protocols
  • HIPAA Guidelines
  • Appointment Scheduling
  • Payment collection
  • Patient Scheduling
  • Inventory oversight
  • Account management
  • Electronic Medical Records
  • Insurance Verification
  • Complaint resolution
  • Self Motivation

Timeline

Business Associate

Smile Design Dentistry
01.2023 - Current

Front Desk Receptionist

Busciglio Smiles Orthodontics
04.2022 - 01.2023

Medical Billing Representative

USCB
01.2022 - 03.2022

Sales Representative

Matrix Medical Network
03.2021 - 01.2022

Medical Receptionist

Kiddy Clinic
07.2019 - 04.2020

Customer Service Representative

Rheem
12.2017 - 04.2019

Customer Service Representative

Navient Solutions
09.2016 - 08.2017

Personal Assistant

Regional Marketing Director
12.2015 - 06.2016

Medical Receptionist Volunteer

Kiddy Clinic
08.2011 - 08.2013

High School Diploma -

Eastside High School
Daniela Montolio