Jake Goldstein
Patchogue,NY
Overview
10
10
years of professional experience
Work History
Senior Provider Consultant
DentaQuest
05.2022 - Current
- Delivered strategic insights to enhance client decisions
- Collaborated with cross-functional teams to align project goals with client objectives.
- Mentored junior consultants, fostering their professional development and skill enhancement.
- Led client presentations to communicate strategic initiatives and outcomes effectively.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Negotiated contracts on behalf of clients, securing favorable terms that contributed to their overall success.
- Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.
- Boosted client revenue streams by identifying and capitalizing on untapped market opportunities.
Account Services Specialist
UnitedHealthcare
10.2020 - 2022
- Cultivated new business opportunities while managing existing group accounts.
- Optimized benefit plans to enhance coverage for dental, vision, hearing, and additional services.
- Addressed and resolved reconciling items promptly to ensure accurate financial reporting.
- Ensured adherence to terms and conditions outlined in group contracts.
- Assisted in reviewing and analyzing claims utilization reports. Supported member census data management. Coordinated benefit page updates and information dissemination.
- Facilitated collaboration with fund benefit specialists across multiple companies.
- Facilitated attendance at client events, board of trustee meetings, and conducted regular visit check-ins.
Patient Care Coordinator
Blue Medical Services
01.2018 - 10.2021
- Facilitated benefits coordination for new and established patients.
- Facilitated consultation and coordination with healthcare team members for assessment, planning, implementation, and evaluation of patient care plans.
- Facilitated patient understanding of procedures, billing, and insurance matters.
- Assisted medical professionals in patient care activities. Collaborated with MD, NP, and PA to support treatment plans. Provided necessary information to enhance patient outcomes.
- Assisted patients in obtaining specialty care. Maintained accurate and detailed reports and records.
- Facilitated support for team members by assisting with their duties upon request.
- Validated insurance benefits and resolved member complaints efficiently.
Sales Manager/Business Development
Meadowbrook Financial Mortgage Bankers, Corp.
01.2016 - 01.2018
- Aggregated mortgage funds for sale on secondary market to investors.
- Evaluated applicants' financial status, credit history, and property valuation to assess loan feasibility.
- Ensured strict adherence to federal and state compliance guidelines in mortgage lending operations.
- Surpassed monthly sales targets by 20-30% through strategic client engagement.
- Assisted in executing loan origination processes by ordering credit reports, appraisals, and title reports. Supported rate lock procedures to facilitate timely loan processing.
- Conducted thorough analysis of 1040s, 1120s, K-1s, and supplementary tax schedules for accurate return preparation.
- Directed top three producing teams, generating monthly volume exceeding $8 million.
- Cultivated a culture of integrity, honesty, and competency within a specialized industry.
Education
MBA - Healthcare Management
Molloy College
Rockville Centre, NYBachelor of Science - Business Management
Farmingdale State College
Farmingdale, NY01.2018
Personal Information
- Work Permit: Authorized to work in the US for any employer
- Visa Status: Authorized to work in the US for any employer
Timeline
Senior Provider Consultant
DentaQuest
05.2022 - Current
Account Services Specialist
UnitedHealthcare
10.2020 - 2022
Patient Care Coordinator
Blue Medical Services
01.2018 - 10.2021
Sales Manager/Business Development
Meadowbrook Financial Mortgage Bankers, Corp.
01.2016 - 01.2018
Bachelor of Science - Business Management
Farmingdale State College
MBA - Healthcare Management
Molloy College