Dynamic Customer Service Representative with proven success at Evicore, adept at managing multiple projects and enhancing client relationships. Skilled in database management and problem-solving, consistently exceeding appointment-setting goals. Recognized for maintaining professionalism under pressure while ensuring compliance with HIPAA regulations and delivering exceptional service.
Overview
17
17
years of professional experience
Work History
Customer Service Representative
Evicore
Colorado Springs, CO
03.2024 - 05.2025
Responded to customer inquiries, delivering accurate information on products and services.
Maintained professionalism while addressing challenging customer interactions.
Updated patient files in accordance with company policy and procedure guidelines.
Managed multiple projects simultaneously while meeting deadlines set by management team members.
Assisted in checking patient's insurance eligibility prior to their appointment.
Adhered to HIPAA regulations when handling confidential patient information.
Verified patient demographic information in order to ensure accuracy of data entry.
Appointment Setter
Florida Blue - Blue Cross Blue Shield Of Florida
West Palm Beach, FL
09.2023 - 01.2024
Participated in team-building activities to improve appointment setting efficiency
Consistently achieved and exceeded monthly goals for appointment setting
Utilized various software and technologies to set appointments
Utilized multiple resources to locate and identify potential leads
Monitored and reported on appointment setting progress and success
Developed and maintained customer relationships to ensure successful appointment setting
Handled inbound and outbound calls to set appointments
Utilized problem-solving skills to troubleshoot issues with appointment setting
Established rapport and trust with potential customers
Utilized CRM to track and forecast daily and weekly appointment setting goals
Responsible for setting over 100 appointments per month for clients
Proven track record of success in cold-calling, lead generation, and appointment setting
Patient Access Representative
United Healthcare
Port Saint Lucie, FL
08.2022 - 07.2023
Provided customer service support in a timely and professional manner
Analyzed patient access data to identify areas of improvement
Served as a liaison between patients and healthcare providers
Developed and implemented processes to enhance patient access services
Managed patient access services for a large healthcare system, including patient registration, authorization, and eligibility verification
Developed and maintained positive relationships with patients and staff
Created and maintained patient records in accordance with HIPAA regulations
Ensured accurate and timely collection of patient financial information
Assisted in the development and implementation of patient access policies and procedures
Ensured accuracy of patient information in the system
Ensured accurate and timely registration of patients by verifying insurance, collecting co-payments, and scheduling appointments
Monitored patient access performance and identified areas for improvement
Developed and maintained relationships with insurance providers
Verified patient eligibility and benefits in accordance with payer regulations
Assisted with scheduling, pre-registration, and authorization of patient visits
Managed patient accounts by providing payment plans, researching billing inquiries, and resolving billing issues
Resolved customer service issues in a courteous and professional manner
Processed patient referrals and authorizations in a timely manner
Coordinated with other departments to ensure a smooth patient experience
Customer Service/Project Coordinator
Paradise Exteriors
Boynton Beach, FL
12.2019 - 05.2022
Proactively identified customer needs and provided solutions
Investigated and resolved customer service issues in a timely and efficient manner
Assisted customers with product selection based on their individual needs and preferences
Maintained up-to-date knowledge of products and services
Provided technical support to customers regarding products and services
Processed customer payments in an accurate and timely manner
Educated customers on product features and benefits
Followed up with customers to ensure they were satisfied with their purchase
Processed customer orders in accordance with company procedures
Monitored and responded to customer feedback in order to maintain customer satisfaction
Trained and mentored new customer service agents
Addressed customer concerns in a professional and courteous manner
Tracked customer orders and updated customers on order status
Resolved customer inquiries and complaints in a professional and timely manner
Answered customer inquiries via telephone, email, and live chat
Provided accurate information about products and services to customers
Developed and implemented customer service policies and procedures
Developed and maintained positive relationships with customers to ensure their satisfaction and loyalty
Responded to customer complaints in a timely and professional manner
Processed customer orders and returns in a timely and accurate manner
Explained product warranties and return policies to customers
Developed and maintained customer service databases
Customer Service Clerk
Publix
West Palm Beach, FL
01.2018 - 11.2019
Assisted with merchandising and display of products
Processed customer transactions accurately and efficiently
Ensured compliance with customer service standards
Operated cash register and handled cash transactions
Participated in customer service training sessions
Developed customer service strategies to improve customer satisfaction
Maintained customer records and updated database
Monitored customer service metrics and tracked performance
Answered customer inquiries and resolved customer complaints in a timely and professional manner
Trained and supervised new customer service clerks
Generated customer service reports for management review
Participated in team meetings to discuss customer service issues
Analyzed customer feedback to identify areas for improvement
Recommended new products and services to customers
Assisted customers with product selection and ordering
Processed returns and exchanges
Assisted with store opening and closing procedures
Reservation Agent
Colibri Hotel Collection
Tulum, Quintana Roo
01.2008 - 03.2015
Analyzed customer data to identify trends and make recommendations
Worked with management to develop and implement strategies to improve customer service
Ensured customer data was accurate and up-to-date in the reservation system
Handled customer inquiries, complaints, and requests in a timely and professional manner
Assisted customers with special requests, such as early check-in or late check-out
Collaborated with other departments to ensure customer satisfaction
Provided detailed information regarding hotel amenities, services, and rates
Trained new employees on the reservation system and customer service best practices
Monitored reservations for accuracy and updated customer profiles as needed
Answered incoming calls and emails promptly and professionally to assist customers with reservations
Verified customer information and payment details to ensure accuracy of reservations