Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Powell

Zebulon,NC

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

4
4
years of professional experience

Work History

Patient Services Representative

UNC Rex Healthcare
12.2023 - Current
  • Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
  • Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
  • Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
  • Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
  • Identified insurance payment sources and listed payers in proper sequence to establish chain of payment.

IRA Specialist

Guidant Financial
06.2022 - 10.2023
  • Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
  • Educated clients on the benefits of various IRA types, assisting them in making informed decisions about their retirement savings options.
  • Facilitated successful resolution of account discrepancies by working closely with clients and internal stakeholders.
  • Created comprehensive reports detailing account activity for both internal review and client presentation purposes.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Case Manager

NCORR - NC Rebuild Housing Recovery
12.2019 - 09.2022
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
  • Strengthened relationships with community organizations to increase access to supportive resources for clients in need.

Education

Master of Arts - Pastoral Counseling

International Theological Seminary
El Monte, CA
05.2005

Associate of Arts - Recording Arts Technology

Institute of Audio Research
New York, NY
02.2003

Skills

  • Insurance Verification
  • Patient Registration
  • Appointment Scheduling
  • Patient confidentiality
  • Project Management
  • Data Entry
  • Computer Skills
  • Customer Service

Timeline

Patient Services Representative

UNC Rex Healthcare
12.2023 - Current

IRA Specialist

Guidant Financial
06.2022 - 10.2023

Case Manager

NCORR - NC Rebuild Housing Recovery
12.2019 - 09.2022

Master of Arts - Pastoral Counseling

International Theological Seminary

Associate of Arts - Recording Arts Technology

Institute of Audio Research

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