Holly Taia Blum

• Manage new account onboarding process, ensuring a smooth transition for Members into the company's services.
• Proactively identified potential roadblocks during account onboarding tasks, working closely with other departments to address these issues efficiently and effectively.
• Adhere to regulatory compliance requirements for all local, state, and federal permitting laws.
• Provide Field Pros with real-time guidance and adjustments, facilitating completion of installations within compliance guidelines.
• Audit jobs completed to ensure they align with contract and promotional terms.
• Identify, confirm, record and correct discrepancies after the installation is completed by Felid Pros.
• Provide assistance with inbound and outbound document processes, document uploading, logging, and work order creation.
• Created and maintained user accounts and properly routed documents for approval.
• Coordinate efforts across departments such as Finance and Sales teams to address potential issues affecting account reconciliation and collection.
• Participated in regular account reconciliation exercises, ensuring accuracy of open Stages and ADC accounts.
• Process Member and other department requests efficiently and effectively.

•Enhanced Member Experience by implementing personalized service strategies and addressing individual Member needs.
•Boosted membership retention rates through consistent follow-up and
timely resolution of concerns.
•Serviced high volume of calls while providing a excellent Member
Experience.
•Presented feedback to management on Member Experience trends and
improvement areas.
• Confirmed excellent customer service by quickly resolving Member concerns.
• Collaborated with MX team to achieve seamless Member experience.
•Handled Member inquiries and complaints and resolved issues to Members
satisfaction.
•Exercised composure under pressure and in escalated customer service
scenarios.
•Provided exceptional customer service to diverse clientele even in
high-stress environments.
•Delivered superior customer service to strengthen relationships and drive
future business revenue.
•Served as an advocate for Members within the organization, championing
their interests during internal discussions about program development or
policy changes.
•Participated in regular team meetings focused on sharing best practices and
identifying opportunities for further enhancements to the overall Member
experience journey.
•Handled complaints with prompt, courteous service to uphold professional
reputation.
•Commercial Member support role, billing and basic technical support.
•Retention team collaboration and implementation of MX taking on this new
role, with hopes of retaining Members with A3 Smart Home.

· Performed efficient troubleshooting of account issues
· Reporting of patient side effects/adverse events
· Coordinating delivery of patients specialty medications
· Communicating between providers, patients and insurance policies
· Handing payments for patient medications
· Assisting with financial assistance programs
· Assessing patient adverse events and monitoring progress
· Maintaining patient confidentiality and quality care
· Resolve escalated patient concerns
· Process insurance claims
· Answer inbound calls from patients and providers