Motivated bilingual Client Service Representative with proven administrative, problem-solving and customer relations skills. Eager to provide attentive, highly professional assistance to clients and colleges, while also expanding my skills and knowledge.
Overview
5
5
years of professional experience
Work History
Teller
Wells Fargo
12625 Frederick St. Moreno Valley, CA
08.2023 - Current
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Client Service Representative
Platinum Collision
Murrieta, CA
05.2021 - 02.2022
Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
Scheduled and confirmed appointments based on customer availability.
Presented and explained fees, clearly clarifying invoices and company policies.
Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
Explain and educate customers on repair process on a high level, including insurance claim information and processes.
Maintain a broad knowledge base of insurance partner requirements regarding authorizations, billing, and load level processes
Assist with reconciling invoices to payables report daily and monthly
Perform other administrative tasks and duties as required to successfully meet the needs of the business
Monitor DRP assignments, estimate/repair appointments and capture rates of assignments
Follow up on all DRP assignments present and past to maintain sales for the center
Maintain DRP logbooks and Enterprise ARMS daily
Client Service Coordinator
Aveanna Heathcare
Corona, CA
12.2019 - 05.2021
Responsible for recruiting, hiring, and staffing new employees
Responsible for making sure all employees are within company compliance: assuring all license are updated, trainings are complete, and all needed employee documents are up to par
Responsible for inputting, correcting and updating employee schedules
Supervision and management of 70 patient cases and overseeing over 100 nurses.
Responsible for submitting and auditing payroll transitions including adjustments and special entries.
Adhere to payroll/billing cut offs and deadlines
Responsible for obtaining insurance verifications/denials, authorizations for services, and verification of eligibility for clients
Responsible for maintaining and updating employee and client service accounts
Follow up with regional centers, families, and care providers as needed
Medical Support Specialist
Concentra Urgent Care
Murrieta, CA
04.2019 - 12.2019
Conducted patient interviews to gather health history, vital signs and information about current medical issues.
Verified appointment times with patients, preparing charts, pre-admission and consent forms.
Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
Completed and submitted clinical documentation in accordance with agency guidelines.
Assisted back office patient processes to reduce office wait times.
Handled general office duties to support administrative staff during peak hours.