Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

Itzel Pena

Glendale,AZ

Summary

Experienced customer care advisor, brings 6+ years of applying exceptional customer service, conflict mediation and communication skills to address diverse needs. Responsive and resilient team player with adaptable and resourceful mindset. Well-versed in data entry, data collection, processing intake information accurately, and completing prior authorizations.

Overview

10
10
years of professional experience

Work History

Customer Care Advisor and Application Processing

McKesson Specialty Health
08.2018 - 05.2023

As a customer care advisor I completed the following tasks :

  • Logged incoming call information and solutions provided into internal database.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Navigated multiple computer systems and applications to find information.
  • Cross-trained and provided backup support for organizational leadership.
  • Assembled products according to changing daily work orders and specific customer needs.
  • Received and reviewed incoming documents and materials.
  • Maintain strict confidentiality of applicant information in accordance with company and legal standards
  • Review and verify incoming applications for completeness and accuracy, ensuring all necessary documentation is included.
  • Communicate with applicants to obtain missing information or clarify discrepancies in submitted documents.
  • Enter and update application data in the system, maintaining a high level of accuracy.
  • Coordinate with other departments to resolve any issues or inconsistencies in applications.
  • Track and monitor the status of applications, providing updates to applicants as needed.

Customer Service Representative

McKesson Specialty Health
06.2017 - 11.2017
  • Met customer call guidelines for service levels, handle time and productivity.
  • Responded to customer requests for products, services, and company information.
  • Documented and detailed calls and complaints using call center's CRM database.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Placed outbound customer service or customer satisfaction calls to follow up on issues.


Pharmacy Technician

Optum Rx/ CVS Caremark
10.2014 - 05.2017
  • Establish or maintain patient profiles, including list of medications taken by individual patients
  • Obtain customer information such as name, address, date of birth and ensuring that information is correct
  • Prepare and process medical insurance claim forms and record
  • Supported doctors and hospitals in obtaining prior authorizations
  • Provide excellent customer service to callers.
  • Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
  • Tracked referral submission during facilitation of prior authorization issuance.
  • Verified eligibility and compliance with authorization requirements for service providers.
  • Prepared and distributed denial letters, detailing reasons for denial and possible appeal measures.
  • Developed and maintained productive working relationships with healthcare providers.
  • Evaluated clinical criteria for approval or denial of services requiring pre-authorization.

Pharmacy Technician Trainee

Safeway pharmacy
06.2014 - 07.2014
  • Effectively resolved insurance rejections and other billing issues
  • Assisted other pharmacy staff with drug inventory, purchasing, and receiving
  • Performed technical processes required to dispense medications to patients
  • Hand counted control medications, measured liquids and reconstituted antibiotics
  • Accurately and efficiently preparing prescription orders
  • Entering patient and order information into the pharmacy system
  • Processing and submitting insurance claims
  • Providing quality customer service to patients and other healthcare providers in person and via phone as well.

Cashier and Customer Service

HMSHost
07.2013 - 10.2013
  • Handle cash, credit or check transactions with customers
  • Scan goods and collect payments
  • Issue change, receipts, refunds, or tickets
  • Redeem stamps and coupons
  • Count money in cash drawers at the beginning and end of shifts to ensure that amounts are correct and that there is adequate change
  • Resolve customer complaints, guide them and provide relevant information
  • Greet customers when entering or leaving establishment
  • Maintain clean and tidy checkout areas
  • Keep reports of transactions
  • Process returns and check to see if items are damaged
  • Pleasantly deal with customers to ensure satisfaction.

Education

Pharmacy technician certificate -

Carrington college

High school or equivalent - undefined

Hope High School
Phoenix, AZ
05.2013

Skills

  • Bilingual (10 years)
  • Call center experience
  • Complaint Handling
  • Customer Service
  • Data Entry
  • Documentation And Reporting
  • Active listening and ability to convey information clearly
  • Ability to work effectively in a team
  • Ability to prioritize tasks and meet deadlines

Additional Information

I am equally effective working both remotely and on-site, and I can adapt seamlessly to either environment based on the needs of the team and the project.

Languages

Spanish
Native or Bilingual

Timeline

Customer Care Advisor and Application Processing

McKesson Specialty Health
08.2018 - 05.2023

Customer Service Representative

McKesson Specialty Health
06.2017 - 11.2017

Pharmacy Technician

Optum Rx/ CVS Caremark
10.2014 - 05.2017

Pharmacy Technician Trainee

Safeway pharmacy
06.2014 - 07.2014

Cashier and Customer Service

HMSHost
07.2013 - 10.2013

Pharmacy technician certificate -

Carrington college

High school or equivalent - undefined

Hope High School
Itzel Pena