Summary
Overview
Work History
Education
Skills
Remote Collaboration Tools
Timeline
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Erica Anderson

Winter Park

Summary

Self-motivated healthcare and insurance professional with over 5 years of experience in benefits advising, clinical supervision, and coordination, including experience in remote and hybrid settings. Proven ability to manage electronic health records (EHR), verify insurance, lead teams, and provide customer-focused solutions. Adept at using CRM platforms and remote collaboration tools to optimize performance and support distributed teams.

Overview

3
3
years of professional experience

Work History

Benefits Advisor

Alight Solutions
Winter Park
07.2024 - 05.2025
  • Offered specialized guidance regarding health insurance, retirement plans, and FSAs, facilitating client enrollment in Medicare health plans.
  • Performed needs assessments and proposed customized benefit packages.
  • Used CRM software to track leads and streamline the sales process.
  • Met weekly sales goals and earned performance-based sales commissions using consultative selling techniques.
  • Maintained data integrity and confidentiality across systems.
  • Collaborated with remote team members to resolve discrepancies and ensure high customer satisfaction.

Clinical Supervisor

Exodus Medical
Oviedo
07.2023 - 04.2025
  • Oversaw and coordinated clinical staff to enhance efficiency in patient care.
  • Trained staff on EHR systems and compliance protocols.
  • Verified insurance authorizations and maintained accurate patient documentation.
  • Led weekly team meetings to address challenges and enhance service delivery.
  • Managed logistics and planning for medical events, encompassing staff assignments, participant communications, and payment collection

Clinical Coordinator

Medix
Orlando
02.2023 - 07.2023
  • Oversaw patient documentation and secured informed consent for studies.
  • Sustained communication with sponsors and upheld participant safety.
  • Managed high-volume records with precision and meticulous attention to detail while maintaining weekly Excel spreadsheet reports
  • Conducted structured interviews to evaluate candidate qualifications, experience, and cultural fit for clinical roles.

Clinical Lead

Village Medical Center
Orlando
04.2022 - 02.2023
  • Led a team of 8 clinical staff in delivering high-quality patient care, managing workflows, and ensuring compliance with medical protocols.
  • Coordinated and optimized calendars, appointments, and clinical schedules to ensure smooth daily operations and maximize provider availability.
  • Conducted performance evaluations, provided constructive feedback, and created individualized development plans to support staff growth and improve team performance.
  • Led the development and execution of quality improvement initiatives in collaboration with cross-functional teams, resulting in improved workflow efficiency and patient care standards.

Education

Insurance Certificate - Health, Life and Annuities

Xcel Solutions

Skills

  • CRM software
  • Excel
  • Microsoft
  • Salesforce
  • HubSpot
  • EHR/EMR systems
  • Insurance verification
  • Medical billing and coding
  • HIPAA compliance
  • Health plan advising
  • Medical terminology
  • Project planning
  • scheduling
  • Project coordination
  • Team leadership
  • Multitasking
  • Staff training
  • Research
  • Recruitment

Remote Collaboration Tools

  • Zoom
  • Slack
  • Microsoft Teams
  • Trello
  • Google Meet

Timeline

Benefits Advisor

Alight Solutions
07.2024 - 05.2025

Clinical Supervisor

Exodus Medical
07.2023 - 04.2025

Clinical Coordinator

Medix
02.2023 - 07.2023

Clinical Lead

Village Medical Center
04.2022 - 02.2023

Insurance Certificate - Health, Life and Annuities

Xcel Solutions

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Erica Anderson