Summary
Overview
Work History
Skills
References
Certification
Education
Timeline
Generic

Emily Bolling

San Pedro,USA

Summary

Licensed health insurance professional equipped with strong analytical skills and in-depth knowledge of health insurance products and regulations. Proven track record of effective communication and negotiation, ensuring optimal client satisfaction and policy administration. Focused on team collaboration and results, adaptable to changing needs, and dependable in high-pressure environments. Skilled in policy analysis, claims processing, and client education, bringing client-first approach to every interaction.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Care Provider

In-Home Supportive Services
07.2023 - Current
  • Delivered high-quality personal care services that improved overall health outcomes for patients with various medical conditions or disabilities.
  • Maintained safe and clean environment for patients by adhering to infection control protocols and performing regular housekeeping duties.
  • Ensured continuity of care by maintaining accurate records of all interactions, interventions, observations, and outcomes related to each patient''s progress.
  • Provided transportation for clients to medical appointments, social events, and other necessary outings.

Sales Executive

Summit Marketing Solutions
08.2019 - 05.2023
  • Participated in ongoing professional development opportunities, refining skills and acquiring new knowledge to serve clients in an ever-changing industry landscape better
  • Utilized CRM systems effectively for maintaining updated client records leading to improved organization of client/project information
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Adeptly navigating multiple systems while maintaining focus on customer needs; Averaging 350 inbound calls, 40 emails, and 12 text messages per day.
  • Conducted preliminary assessments of potential clients' finances, determining eligibility for company's services based on their unique circumstances

Billing Clerk

Lakewood Regional Medical Center
06.2018 - 07.2019
  • Maintained confidentiality of sensitive customer information by adhering to strict privacy guidelines, upholding the company''s reputation for professionalism in handling personal data.
  • Developed strong relationships with clients by providing exceptional customer service during phone calls or email communications regarding billing matters.
  • Adapted quickly to changes in company policies or procedures, maintaining consistent performance levels during periods of transition.
  • Maintained high levels of accuracy in data entry, minimizing discrepancies in billing and customer accounts.

Skills

  • CRM Knowledge
  • Data Entry
  • Slack Communications
  • Telecommunications
  • Cold Calling
  • Remote Sales
  • HIPAA compliance
  • Medicare
  • Insurance verification
  • Networking and relationship building
  • Schedule and calendar management

References

  • Kristy Schnitzler, IHSS, (424)210-1354
  • Mitchell Bumgardner, Summit Marketing, (574)265-5850

Certification

  • AHS Insurance Producer #4414165 - California Department of Insurance November 2024

Education

Diploma - San Pedro High School

Timeline

Care Provider

In-Home Supportive Services
07.2023 - Current

Sales Executive

Summit Marketing Solutions
08.2019 - 05.2023

Billing Clerk

Lakewood Regional Medical Center
06.2018 - 07.2019
  • AHS Insurance Producer #4414165 - California Department of Insurance November 2024
Emily Bolling