Assisted in developing strategies for improving collections processes.
Monitored accounts receivable activity to ensure timely payment of invoices.
Maintained accurate records of collections, adjustments and denials in the system.
Retention Specialist
American Life Insurance Company
Waco
07.2021 - 06.2023
Data Entry/ Data Retrival maintaining Hip Pa guidelines.
Using best judgments based on profile data given for loan on policies for members
Provided email confirmation responses
Researched data according to files for given approved deferments.
Provided quick and accurate files to underwriting for review
Input accurate data from one database to another
Neat, reliable and efficient
Researched competitive offerings and identified opportunities for improving our product offering.
Collaborated with other departments to develop promotional campaigns aimed at increasing retention rates.
Implemented new technologies and processes designed to improve the overall customer experience.
Customer Service Representative/Lead
Conceptol Technologies
Waco
05.2014 - 12.2019
Utilize a consultative approach in an effort to present the value of products and services with the purpose of retaining core products and customers, and selling products and services to existing customers.
Receive a high volume of incoming phone calls and respond to inquiries in a manner that meets high quality, productivity, and other performance standards.
Retain and upgrade cable services in accordance with company requirements and customer needs.
Save customers from disconnecting or downgrading service; present benefits of products and services on all calls including billing, technical, collections, and other types of inquiries.
Respond to customer complaints in a professional manner; attempt to resolve complaints successfully in accordance with established guidelines.
Escalate unresolved complaints in a timely and effective manner, in accordance with escalation guidelines.
Attempt to troubleshoot customers' service problems; schedule field service calls when necessary; Schedule customer appointments in accordance with established procedures.
Communicate clearly both orally and in written form
Reduced company costs
Ensure a high level of customer satisfaction through proactive support and active listening
Address customer concerns and provide solutions
Educate customers on the value of our services
Provide internal feedback on how to improve client retention
Assist with other administrative tasks as needed
Working and managing through different internal and external software systems on a daily basis. (i.e. SAP CRM, MS Office, Smartsheet, etc…)
Customer Service Representative
C3 Customer Contact Channles
Waco
06.2016 - 11.2018
Check member Medicare benefits and advise of charge per visit
Provided empathic understanding of the deductible and proper knowledge to comprehend.
Followed strict HIPPA guidelines to assist the members for Medicare needs.
Maintained excellent call times and met all set metric goals
Research every issue for a provided step by step document to assist the members questions and concerns.
Assisted with the online portal with members to help reset logins, process premium payments and check medication pricing.
Documented necessary agents and provided the follow up for members request.
Escalated calls to the proper department for further research beyond my boundaries
Contacted necessary pharmacy and also postal services to assure the members medication was never late or misdelivered to the best of our ability.
Handle customer requests, questions, and complaints on a variety of support channels.
Generate leads and identify potential up-sell or cross-sell opportunities with existing customers.
Keep track of customer expectations and recurring issues.
Build a sustainable and mutually beneficial relationship between members and your brand.
Education
High school or equivalent -
Skills
Payroll
Communication Skills
Cash Handling
Front Desk
Microsoft Word
SAP CRM
Smartsheet
CRM Software
Microsoft SharePoint
Forecasting
Clerical experience
Marketing
Typing
Documentation review
Customer retention/service
Administrative experience
Microsoft Office
Microsoft Excel
Microsoft Powerpoint
Phone etiquette
Billing procedures
Accounts receivable
Data entry
Customer service
Attention to detail
Record keeping
Languages
English, Expert
Personal Information
Work Permit: Authorized to work in the US for any employer
Assessments
Data entry: Attention to detail, Proficient, 11/01/22
RCM Auditor & Medical Records Custodian at PhyMed Health Care Group/Ventra HealthRCM Auditor & Medical Records Custodian at PhyMed Health Care Group/Ventra Health