Motivated Patient Account Representative offering five years of healthcare and customer service experience. Highly effective time management, conflict resolution and communication skills.
Overview
19
19
years of professional experience
Work History
Patient Account Rep/Assoc Collections Rep
SSM Health/Optum United Health Group
2018.10 - Current
Work with outside entities to resolve issues with billing, claims and payments.
Post payments and request refunds.
Electronically submit bills according to compliance guidelines.
Reconcile statements with patient records.
Enter detailed notes into system for interdepartmental access and review.
Research billing errors and discrepancies to initiate corrective action.
Resource Desk Specialist
Scottrade/TD Ameritrade
2017.11 - 2018.09
Responded to customer escalation calls and emails to answer questions regarding their investment accounts.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Assisted with login issues and guided clients through the website to find whatever it is they needed.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Placed trades for clients in their account or walked them through the process of how to do it online
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Client Account Response Specialist
Scottrade, Inc
2013.10 - 2017.11
Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
Assisted branches and clients in completing paperwork such as IRA distributions, Options, Margin, and Brokerage applications.
Reached out to the client or branch by phone or email to clarify and/or obtain any missing information on paperwork.
Interacted with team members across departments to research and resolve customer issues.
Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Communicate with internal departments to refer missing information once received.
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Provided customer records, account statements and copies of checks.
Reconciled cash drawer and resolved discrepancies.
Counted and packaged currency and coins.
Education
Associates of Applied Science - Paralegal
Sanford Brown College
Fenton, MO
High School Diploma -
Eureka High School
Skills
Insurance Verification
Collections
Medical Billing
Insurance Billing
10 Key
Epic System
Microsoft Word/Excel
Customer Service
Timeline
Patient Account Rep/Assoc Collections Rep
SSM Health/Optum United Health Group
2018.10 - Current
Resource Desk Specialist
Scottrade/TD Ameritrade
2017.11 - 2018.09
Client Account Response Specialist
Scottrade, Inc
2013.10 - 2017.11
Bank Teller
Citizens Bank Of New Haven
2005.04 - 2013.10
Associates of Applied Science - Paralegal
Sanford Brown College
High School Diploma -
Eureka High School
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