Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Training
Timeline
Generic

Greisha Ortega

Tampa,FL

Summary

To secure a challenging position in a reputable organization to expand my learning, knowledge, and skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Independent Licensed Insurance Agent

Amerilife
Clearwater, FL
03.2022 - Current
  • Prospecting cold and warm leads and generating new clientele by facilitating and hosting events and seminars
  • Keeping up with contracts with over 50 companies
  • Educated and helped clients select health and life policy coverage based on their needs and by exercising knowledge of insurance policies coverage and requirements
  • Being compliant with Medicare guidelines
  • Accurately processing premiums payments
  • Following up with established clients
  • Keeping up with emails daily.

DMS Agent

Humana Insurance Illinois
Tampa, FL
07.2018 - 01.2021
  • Managed 80+ daily inbound and outbound calls from current and potential clients
  • Educated and helped clients select health policy coverage based on their needs and by exercising knowledge of insurance policy coverage and requirements
  • Being compliant with Medicare guidelines
  • Accurately processed premium payments.

Nutrition Care Coordinator

Bio-Scrip Infusion Services
Tampa, FL
12.2014 - 06.2017
  • Managing patient information in CPR system
  • Answering high volume incoming and outgoing calls
  • Recording/Verifying insurance eligibility
  • Submitting authorizations for HCPC codes
  • Charting every conversation
  • High volume of incoming and outgoing emails.

Medical Assistant II

BayCare Medical Group, Cardiology Heart Failure
Tampa, FL
02.2014 - 12.2014
  • Managing patient information in EMR system
  • Scanning of patient records into the EMR
  • In-taking and exiting patients
  • Ordering labs and tests per provider instructions
  • Answering and receiving numerous phone calls daily
  • Attach EKG leads/Performing EKGS
  • Translator for Spanish speaking patients
  • Perform venipuncture
  • Collected specimens
  • Label tubes and specimens
  • Perform PFTs
  • Call Pharmacy for Patients needing refills.

Medical Assistant/Receptionist/Scheduler/Biller

The Wright Center for Primary Care
Scranton, PA
11.2010 - 11.2013
  • Making patient appointments and follow-up visits
  • In-taking and exiting patients
  • Managing patient information in EMR system
  • Receiving and accurately recording payments
  • Performing cash account management activities
  • Recording/verifying insurance information from patients, expeditiously submitting claims, following up on payment, and collecting copayments and deductibles
  • Scanning of patient records into the EMR
  • Ordering Labs and tests per provider instructions
  • Complying with new Medicare and private insurance rules requires authorization of all procedures by the sole clerical FTE
  • Answering and receiving numerous phone calls daily
  • Opening and distributing mail daily
  • Creating triages
  • Mailing
  • Receiving new patient information packets
  • Appointment reminders
  • Conducting daily report generation for phone system appointment reminders
  • Coordinating patient registration and billing with Regional Hospital of Scranton
  • Complying with Red Flag Rules for photo identification
  • Coordinating referrals
  • Performing all required activities associated with patient scheduling
  • Assisting Residents with EMR implementation
  • Translator for Spanish speaking patient
  • Attached EKG leads/performed EKGS
  • Performed venipuncture
  • Collected specimens
  • Labeled tubes and specimens
  • Coding
  • Other duties as assigned.

Education

Associate degree -

Fortis Institute (formerly Allied Medical & Technical Institute)
10.2010

Skills

  • Bilingual
  • EMR MEDENT
  • PRACTICE PARTNERS
  • Venipuncture
  • Vital Signs
  • Laboratory/ Office Procedures
  • PFTS
  • Insurance Techniques/ Coding
  • 12-Lead Electrocardiography
  • Aseptic techniques
  • Medical Transcription and Specialty Terminology
  • Computer Concepts- Microsoft Programs, outlook
  • Computerized Patient Billing
  • Bookkeeping/ Financial Management
  • Communication
  • Customer Service
  • Management
  • Leadership
  • Data Entry
  • Underwriting
  • Contact Business to Business
  • Problem Solving
  • Networking
  • Life Insurance
  • Policy Writing
  • New Client Acquisition
  • Insurance Sales Strategy
  • Team Training and Development
  • Regulatory Compliance Understanding
  • Email Marketing
  • Client Service
  • Professional Networking
  • Client Account Management
  • Client Relationship Management
  • Asset Protection
  • Leads Prospecting
  • Customer Follow-Up
  • Negotiation Abilities
  • Business Planning

Certification

  • Licensed Insurance Agent, 08/01/17, Present
  • National Certified Medical Assistant, 10/01/10, Present

Accomplishments

I was nominated as top producer out of 700 agents only 100 were nominated to attend the kick off event of Amerilife.

Languages

  • Spanish
  • English

Training

07/01/10, 10/01/10, Scranton, PA, Re-filed charge sheet in charts, Called new patients, Performed evaluations, Took and recorded vital signs, Verified charges, Entered new charges, Verified Insurance, Copied, mailed and filed documents, Registered patients, Attached EKG leads/performed EKGS, Performed venipuncture, Collected specimens, Labeled tubes

Timeline

Independent Licensed Insurance Agent

Amerilife
03.2022 - Current

DMS Agent

Humana Insurance Illinois
07.2018 - 01.2021

Nutrition Care Coordinator

Bio-Scrip Infusion Services
12.2014 - 06.2017

Medical Assistant II

BayCare Medical Group, Cardiology Heart Failure
02.2014 - 12.2014

Medical Assistant/Receptionist/Scheduler/Biller

The Wright Center for Primary Care
11.2010 - 11.2013

Associate degree -

Fortis Institute (formerly Allied Medical & Technical Institute)

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Greisha Ortega