OFFICEMANAGER, Exclusive Allstate Agency/Provest Insurance Group
07.2006 - 10.2022
Maintained high standards of customer service by building relationships
with clients
Responded to customer calls swiftly to resolve issues and answer
questions
Determined client needs and financial situations by listening and
scheduling fact-finding appointments
Approached potential clients by using direct marketing mailings and phone
contacts
Spent ample time with each customer, verbally reviewing and explaining
documents for client comprehension
Built relationships with clients using active listening and issue resolution to
provide excellent service.
GRIEVANCE AND APPEAL COORDINATOR
Prudential Healthcare/Aetna Healthcare
02.1994 - 06.2006
Performed audits and deep document reviews to verify compliance with
applicable laws
Took notes on interviews and other workplace investigations, compiled
records and organized documentation for cases
Interviewed both clients and medical professionals to gather information to
mediate dispute within the mandatory time guidelines
Corresponded with the Department of Insurance to acknowledge and
respond to complaints that were escalated or lodged with their office
Proved successful working within tight deadlines and fast-paced
atmosphere
Used critical thinking to break down problems, evaluate solutions and
HY
make decisions
Developed and maintained courteous and effective working relationships.
Education
Associate of Business Administration - Business Administration
Montgomery County Community College
Blue Bell, PA
05.1983
High School Diploma -
Northeast High School
Philadelphia, PA
06.1980
Skills
SKILLS Proficient in
Word, Excel, Outlook
Zoom etc
Regulatory Compliance
Client Account Management
Quality Assurance Requirements
Form Completion and Submission
Billing Procedures
Oral and Writing Communication
Customer Service and Assistance
Additional Information
Organized and dependable candidate successful at managing multiple priorities
with a positive attitude. Willingness to take on added responsibilities to meet
team goals.
Timeline
OFFICEMANAGER, Exclusive Allstate Agency/Provest Insurance Group
07.2006 - 10.2022
GRIEVANCE AND APPEAL COORDINATOR
Prudential Healthcare/Aetna Healthcare
02.1994 - 06.2006
Associate of Business Administration - Business Administration