Melanie Simmons

Checked patients in and out for appointments and collected co-payments.

• Verified insurance coverage for appointments.
• Prepared charts for new patients, ensuring all necessary forms were completed correctly.
• Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
• Entered insurance, demographics and health history into patient database.
• Transmitted medical records and other correspondence by mail, e-mail, or fax.
• Prepared reports, invoices, letters, or medical records using word processing, or other software applications.
• Answered incoming calls, responding to inquiries from patients and other medical offices.
• Coordinated with medical staff to ensure timely communication regarding patient needs.
• Called patients to confirm scheduled appointments and obtain additional details.
• Prepared daily journals & bank deposits.
• Processed prescription refills for patients & scannned various medical documents.

• Worked remotely from home
• Advised clients on selecting appropriate property and casualty insurance policies.
• Conducted thorough risk assessments to determine coverage needs for clients.
• Reviewed and updated client files to ensure accurate policy information.
• Explained policy details and coverage options to enhance client understanding.
• Processed applications and managed renewals for existing insurance policies.
• Collaborated with underwriters to facilitate timely policy approvals and adjustments.
• Responded to client inquiries promptly, providing exceptional customer service support.
• Educated clients about claims processes and requirements for efficient handling.
• Assisted customers in selecting appropriate coverage levels based on their individual needs.
• Conducted periodic reviews of existing policies to ensure they meet changing client needs.
• Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
• Prepared and delivered detailed policy proposals and quotes to potential clients.
• Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Conducted customer needs assessments to identify appropriate coverage levels and options.

• Provided assistance with billing inquiries, payment processing, and customer service issues. Prepared daily bank deposits.

Responded promptly to customer inquiries via phone calls or emails in a professional manner.

• Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
• Maintained accurate records of client information including contact details and policy changes.
• Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
• Identified opportunities for cross-selling additional policies or services to existing customers.
• Pursued continued professional development through insurance workshops, course and webinars.
• Developed appropriate quotes based on risk information.
• Contacted underwriters and submitted forms to obtain binder coverage.
• Assisted with the preparation of budgets, forecasts and financial statements.
• Analyzed data from various sources to identify trends and make recommendations for improvement.

• Collaborated with agents to clarify underwriting requirements and guidelines.
• Reviewed policy terms and conditions for compliance with regulations.
• Utilized underwriting software to streamline application processing workflows.
• Mentored junior underwriters on best practices and industry standards.
• Maintained detailed records of underwriting decisions and processes.
• Developed recommendations for policy terms and conditions based on evaluation results.
• Conducted periodic reviews of existing policies in order to determine if adjustments are necessary due to changes in customer circumstances or market conditions.
• Negotiated with customers regarding policy terms and conditions as needed.
• Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
• Attended professional development courses related to insurance underwriting best practices.
• Entered and maintained risk information in various information systems.
• Inspected financial statements, credit information and title data to complete underwriting process.