Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand.
Overview
22
22
years of professional experience
Work History
Team Lead
Optum/Change Healthcare
03.2019 - Current
Encouraging, supporting, and motivating team members
Analyze information and evaluate assigned claims
Build rapport with attorneys, carriers, and patients
Create reports, analyze data, identify lost revenue
Identify potential cases, Expedite case resolution, track progress and report performance
Interpret and calculate lien laws
Handle escalated calls, emails, complaints, and questions
Manage multiple projects/reports simultaneously
Evaluate, negotiate, and resolve claims within delegated authority
Follow up on aging claims carrier/insurance companies
Review and open case files
Prepare correspondence including sending notice letters to attorneys, carriers, and patients
Communicate both orally and written with attorneys and insurance carriers
Troubleshoot and resolve issues with clients’ billing
Negotiate Files with high dollar claims
Examine claims forms and other records to determine insurance coverage
Respond to Attorneys and insurance company for settlement offers/counter offers
Investigate coverage and liability of claims through telephone, automated correspondence, and/or personal contact with patients, attorneys, insureds.
Client Service Leader/Office Manager
HR Block
01.2002 - 04.2019
Analyze reports for tracking production and productivity
Completing schedules for staff, Leading Team up to 30 people
Compute taxes owed or overpaid, using adding machines or personal computers, tax form instructions and tax tables
Consult tax law handbooks or bulletins to determine procedures for preparation of a typical and complex returns
Demonstrate expertise providing training and feedback, engagement and developing talent
Establish client relationships through employees and following up with office operations
Host Marketing and Networking Events - Follow up on lead generation
Interview clients to obtain additional information on taxable income and deductible expenses
Oversee Client Resolutions and manage complaints
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
Provide Feedback & Employee Performance Appraisals/ Coach & Development Support Staff
Audit calls and templates for accuracy.
Designed training programs for new hires, expediting their integration into the team and enhancing their skill set.
Created customer support strategies to increase customer retention.
Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Customer Data Associate
Optum Subrogation/Ingenix Subrogation
09.2001 - 05.2018
Contact insured or other involved persons to obtain missing information
Examine claims forms and other records to determine insurance coverage
Identify potential cases, Expedite case resolution, track progress and report performance
Interpret correspondence with claimants, witnesses, police, physicians, or other relevant parties
Provide customer service, such as limited instructions on proceeding with medical claim
Recover accident-related medical and disability expense
VCC High Volume Call Center Setting/ High Demand Call Center Experience/Auto dialer.
Compiled information and input into database.
Education
Bachelor of Science - Business Administration And Management
Cardinal Stritch University
Milwaukee, WI
05.2018
Associate of Science - Entrepreneurial Studies
Milwaukee Area Techinal College
Milwaukee
12.2014
Skills
CPT/ICD10
EPIC
Champ
Nebo
Ecare
Assurance
Outlook
Teams
Microsoft
Excel
Power point
ISO
Unet
Cosmos
Facets
Subrotrack
Medical Terminology
Kronos
Production Monitoring
Schedule Management
Trend Tracking
Performance Monitoring
Invoice Verification
Employee Evaluation
Key Performance Indicators
Coaching and Mentoring
Marketing Knowledge
Performance Improvement
Complaint Resolution
Goal setting
Task prioritization
Conflict resolution
Relationship building
Active listening
Accomplishments
Certificate in Leadership
Certificate in Entrepreneurship
Certificate in Banking & Finance
Timeline
Team Lead
Optum/Change Healthcare
03.2019 - Current
Client Service Leader/Office Manager
HR Block
01.2002 - 04.2019
Customer Data Associate
Optum Subrogation/Ingenix Subrogation
09.2001 - 05.2018
Bachelor of Science - Business Administration And Management