Dhuha AlRubaya

Responsabilty

• Provide administrative support to insurance agents, including managing calendars, scheduling appointments, and coordinating meetings.
• Assist clients with inquiries, policy changes, and claims processing, ensuring excellent customer service and satisfaction.
• Process insurance applications, endorsements, and renewals accurately and efficiently.
• Maintain client records and policy documents, organizing and updating files in compliance with industry regulations.
• Prepare quotes and proposals for various insurance products, including property and casualty, life, health, and commercial lines.
• Collaborate with insurance underwriters and carriers to obtain quotes, bind coverage, and resolve policy-related issues.
• Assist in marketing and sales efforts, including lead generation, client outreach, and promotional campaigns.
• Handle billing inquiries, premium payments, and account reconciliation, ensuring accuracy and timeliness.

Experience

• Knowledge of insurance products, coverage options, and regulations
• Strong customer service and communication skills
• Proficiency in insurance agency management systems (AMS) and Microsoft Office Suite
• Attention to detail and accuracy in data entry and documentation
• Ability to prioritize tasks and manage time effectively
• Team player with the ability to work independently in a fast-paced environment

Responsabiltes

• Assign appropriate medical codes to diagnoses, procedures, and services using ICD-10, CPT, and HCPCS code sets.
• Review patient medical records to ensure accuracy and completeness of documentation for coding purposes.
• Verify insurance coverage and eligibility, and submit claims to insurance companies and government payers in a timely manner.
• Follow up on unpaid or denied claims, appealing claim denials and resolving billing discrepancies as needed.
• Collaborate with healthcare providers and clinical staff to clarify documentation and ensure coding compliance.
• Maintain up-to-date knowledge of coding guidelines, regulations, and payer policies to ensure compliance with industry standards.
• Prepare and generate billing reports, analyze trends, and identify opportunities for process improvement.
• Train and mentor new staff members on coding procedures, compliance guidelines, and software systems.

Experience

• Proficient in medical coding systems (ICD-10, CPT, HCPCS)
• Strong understanding of medical terminology and anatomy
• Knowledge of healthcare billing and reimbursement processes
• Familiarity with electronic health record (EHR) systems and medical billing software
• Excellent attention to detail and accuracy
• Effective communication and interpersonal skills
• Ability to work independently and as part of a team in a fast-paced environment

Responabiltes

• Oversee and manage daily office operations, including administrative support, staff supervision, and facilities management.
• Develop and implement office policies and procedures to improve efficiency and ensure compliance with company standards.
• Coordinate and schedule meetings, appointments, and travel arrangements for senior management and staff.
• Manage office budgets and expenses, tracking expenditures and identifying cost-saving opportunities.
• Supervise administrative staff, providing training and support to ensure smooth workflow and high-quality performance.
• Serve as the primary point of contact for internal and external stakeholders, handling inquiries and requests in a professional and timely manner.
• Prepare and distribute correspondence, reports, and presentations for executive team and department heads.
• Maintain office supplies inventory, ordering supplies as needed and negotiating contracts with vendors to ensure competitive pricing.
• Plan and organize company events, including team-building activities, holiday parties, and corporate meetings.

Experience

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong organizational and multitasking abilities
• Excellent communication and interpersonal skills
• Attention to detail and accuracy
• Ability to work independently and collaboratively in a fast-paced environment

Responsibilities:

• Provided expert guidance and assistance to individuals and businesses in preparing and filing income tax returns in compliance with federal, state, and local regulations.
• Conducted thorough interviews with clients to gather necessary financial information and documents for accurate tax filing.
• Analyzed financial records, including income statements, expense reports, and investment portfolios, to identify potential deductions, credits, and liabilities.
• Utilized tax preparation software (such as TurboTax, H&R Block, or proprietary software) to input client data, calculate taxes owed or refunds due, and generate accurate tax forms.
• Stayed up-to-date with changes in tax laws, regulations, and filing requirements to ensure compliance and maximize tax benefits for clients.
• Addressed client inquiries and concerns regarding tax matters, providing clear explanations and guidance in a professional and courteous manner.
• Assisted with tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Maintained strict confidentiality and adhered to ethical standards in handling sensitive financial information and tax documents.
• Collaborated effectively with team members to streamline processes, share knowledge, and deliver exceptional service to clients.
• Participated in continuing education and professional development activities to enhance skills and knowledge in tax preparation and related areas.

Achievements:

• Successfully assisted over 500 clients with their income tax filings, resulting in a high rate of accuracy and client satisfaction.
• Received accolades for excellence in customer service and tax preparation skills.
• Implemented process improvements resulting in reduced errors and increased efficiency.

Experience:

Client Diversity: Supported individuals, sole proprietors, partnerships, and small businesses, gaining insight into diverse tax scenarios and tailoring solutions accordingly.

Review Proficiency: Conducted meticulous reviews of prior year tax returns, identifying errors and optimizing tax outcomes for clients.

Collaborative Skills: Worked effectively with tax attorneys, accountants, and financial advisors to address complex tax situations and deliver comprehensive solutions.

Issue Resolution: Managed audits, notices, and disputes with tax authorities, employing strategic problem-solving and negotiation skills to achieve favorable outcomes.

Training Leadership: Developed and delivered training sessions for junior staff, enhancing team capabilities in tax preparation and compliance.

Client Relationship Building: Established strong client relationships, driving repeat business and referrals through exceptional service and personalized attention.