Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
Verified insurance benefits and eligibility for service before sending scheduling tickets to patients.
Assisted with completion of referral work flows for our service lines.
Developed and maintained strong working relationship with our contact center, provider, and service lines to streamline processing.
Customer Advocate Specialist
HMHI U of U Healthcare
Salt Lake City, UT
04.2023 - 09.2024
Enhanced patient satisfaction by promptly addressing concerns and providing effective scheduling solutions.
Embraced the learning process of using our MIS and call flows, demonstrating adaptability and dedication while assisting patients with scheduling or messaging needs.
Maintain an adherence rate of 92% and a QA rating at 92% in order to move into a CAS-2.
Cross-trained in Call-up calls, helped get the information from the caller when a CAS 2 or 3 could not take the call.
Cross-trained and provided backup support for our patient coordinator referral team. Worked on incoming referrals, and called patients to help get them scheduled.
Participated in Referral meetings to share insight on referrals and scheduling processes.
Proactively engage in our teams chat functions, assisting co-workers by answering questions and devising scheduling solutions.
Worked extra shifts during High Call Volume months while the Contact Center was short-staffed to maintain service levels.
Participated in regular team meeting, sharing insight and best proactive for ongoing development of scheduling patients and CRM Feedback.
Help with our new CRM training. Created CRM KB and call flows.
Helped train agents on new CRM processes.
Helped in the interview process for new agents, as well as on boarding training.
Sales Associate
JCPenney
Salt Lake City, UT
09.2022 - 04.2023
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Managed returns, exchanges, and refunds in accordance with store policy.
Accomplished multiple tasks within established timeframes.
Assisted in organizing and overseeing assignments to drive operational excellence.
Lead Cashier
Kiosko
Tepic, Nayarit Mexico
07.2020 - 08.2022
Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
Assisted customers by answering questions and fulfilling request.
Processed both cash and card purchases and returns.
Worked extra shifts during busy periods and covered for call-in employees to to maintain service levels.
Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
Taught employees fundamentals of register use, merchandise scanning and costumer service.
Education
No Degree - Psychology
Universidad Nueva Galicia
Tepic, Nayarit Mexico
07.2021
No Degree - Engineer in Software Development
Universidad Tecnologica De Nayarit
Tepic, Nayarit Mexico
07-2020
High School Diploma -
Preparatoria No. 13
Tepic, Nayarit Mexico
06-2020
Skills
Insurance verification
Experience in High-Call volume Call Center
HIPPA Guideline Knowledge
Knowledge in Mental health, medicaid terminology as well as medication and diagnosis
Knowledge of EPIC and CRMS
Experience in developing training materials and call flows