Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dawana E. Thomas

Round Rock,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level in the Client Services Coordinator, Shelter position. Ready to help team achieve company goals.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Farmers Insurance Company
05.2022 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Educated clients on insurance policies and procedures.
  • Monitored customer feedback and identified areas of improvement.

Commercial lines Agent

Progressive insurance
04.2019 - 10.2021
  • Supporting customer needs, made coverage decisions that determine the extent of Progressive’s coverage liability
  • Gathered details
  • On heavy equipment vehicles such as semi-trucks, cement mixers, and construction vehicles assist companies supporting rideshare services, and customers using those services - Made decisions - Solving problems - Planning, prioritizing, and organizing Effectively communicating verbally and in writing.

Accounts Receivable Specialist

Sonic healthcare
04.2018 - 04.2019
  • Responsible for the posting of payments from insurance companies, patients, or any third-party payers, to customer accounts
  • Little direct patient contact but must be able to communicate through writing or telephone when questions arise
  • Must adhere to departmental policies and procedures, including departmental programs, quality control, quality assurance, and safety
  • Utilize skills and abilities to post payments efficiently and correctly, correctly identify the patient and account number to ensure accuracy
  • Correctly identify the type of payment and follow departmental procedure for account application
  • Be able to effectively discuss accounts with inquiring parties
  • Based on information with payment, correctly apply payments, process refunds, or resubmit accounts as needed
  • Decipher insurance company codes to follow-up on payment or denial
  • Effectively correspond with remote locations to verify payments received and sent, along with patient names, account numbers and types of payment
  • Demonstrates ability to handle incoming paperwork efficiently, filing according to departmental process when completed
  • Utilizes down time to achieve maximum work
  • Keeps appropriate supplies on hand and uses them effectively
  • Communicates with insurance companies and patients concerning payments or with fellow employees to process account questions
  • Maintains a working knowledge of departmental standards, insurance protocols, and national laboratory reimbursement charges
  • Focus on all times is on correct and timely posting of payments
  • Maintains a positive work environment within work area and department as a whole
  • Performs additional tasks as required, meeting time guidelines
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.

Health Plan Operation Specialist

HPOS, Fresenius Medical Care
02.2017 - 08.2017
  • Treatment Surveillance Program-Monitor real-time member treatments to identify, investigate and determine intervention opportunities
  • Maintained oversight of members until they returned to routine care
  • Identified members discharged from the hospital to ensure timely follow up and continued support
  • Comply with all departmental required data collection and auditing activities, participate in quality improvement activities, and participates in project-based work
  • Document all interaction in FHP’s systems
  • Accountable for outstanding customer service to all external and internal customers
  • Develop and maintain effective relationships through effective and timely communication
  • Take initiative and action to respond, resolve and follow up regarding customer service issues with all customers in a timely manner
  • Follow defined processes for triage, handoff, and resolution of inquiries, escalates issues to supervisor for resolution, as deemed necessary
  • Review and comply with the Code of Business Conduct and all applicable company policies and procedures, local, state, and federal laws, and regulations
  • Assist with various projects as assigned by direct supervisor
  • As other duties are assigned.

Admin Assistance/Call Center Scheduler

Austin Travis County Integral Care
01.2015 - 02.2017
  • Handled inbound calls for several city departments from citizens who are requesting assistance with City of Austin services, Maintained a professional "Customer First" attitude when providing service to both internal and external customers of the city; accurately ascertain, responded to and documented the requests for services and information while providing excellent customer service; Exercised individual judgment and the ability to interpret, organize, communicate and act upon information.; Responded to irate, difficult and challenging customers and situations with poise and professionalism; Determined call severity in what could be sensitive and/or life threatening situations while maintaining discretion; Maintained knowledge of city departments and services.

Education

Work History

Explanation, J.M. Hanks High School
El Paso, TX

Associate of Science - Biblical Studies

Christian Bible College
Atlanta, GA
04.2023

Skills

  • Client Service
  • Customer Service and Assistance
  • Customer Follow-Up
  • Partnership Cultivation
  • Accurate Reporting
  • Verbal and Written Communication
  • Clerical Support
  • Data Evaluation
  • Client Relations Strength
  • Team Collaboration
  • Attention to Detail
  • Phone Inquiries
  • Adaptability and Dependability
  • Telephone Etiquette
  • Operations Support
  • Setting Up Booths
  • Teacher Assistance
  • Youth Guidance
  • Youth Ministry
  • Filing
  • Documentation
  • Editing

Certification

  • Sexual Assault Advocate Training - October 2021

Timeline

Licensed Insurance Agent

Farmers Insurance Company
05.2022 - Current

Commercial lines Agent

Progressive insurance
04.2019 - 10.2021

Accounts Receivable Specialist

Sonic healthcare
04.2018 - 04.2019

Health Plan Operation Specialist

HPOS, Fresenius Medical Care
02.2017 - 08.2017

Admin Assistance/Call Center Scheduler

Austin Travis County Integral Care
01.2015 - 02.2017

Work History

Explanation, J.M. Hanks High School

Associate of Science - Biblical Studies

Christian Bible College
Dawana E. Thomas