Janet Carrillo
Redwood City,CA
Summary
Devoted professional proactively and quickly identifies best course of action for given scenarios. Confident handling tasks independently and in teams with highly organized approach to work. Strong advocate for those in need and committed to providing best possible service. A confident and outgoing individual actively seeking opportunities for growth and new challenges.
Overview
7
7
years of professional experience
Work History
Client Services Lead
Opya
San Mateo
05.2021 - Current
- Established and oversaw administrative procedures to meet objectives set by clinical directors and senior management
- Managed intake process for all enrolling clients across all regions
- Planned and developed company quarterly newsletter
- Developed and update all DocuSign templates
- Trained and supported onboarding colleagues
- Obtained Spanish translations for intake documents and other client-facing materials
- Managed client capacity and client pipeline across all regions
- Managed report revisions, report submissions, and authorizations entry for all clients
- Acted as liaison between insurance carriers and Opya by managing and resolving any authorizations issues
- Organized and lead end-of-year insurance coverage check initiative
Client Services Associate
Veracyte
South San Francisco
02.2021 - 04.2021
- Temp position
- Processed 50+ financial aid applications daily
- Mailed determination letters to clients
- Built sustainable relationships and trust with customer accounts using open and interactive communication
- Referred unresolved customer grievances to designated departments for further investigation
- Determined charges for services requested and arranged for billing
- Gave accurate and appropriate information to answer questions, troubleshoot issues, and resolve complaints
- Navigated multiple computer systems and applications and utilized search tools to find information.
Financial Coordinator
Rim Orthodontics
Redwood City
10.2017 - 10.2020
- Called insurance companies to follow up on unpaid claims, provider disputes and for clarity on unfamiliar
- Assisted in treatment consultations for Spanish translation
- Effectively communicated answers regarding billing, treatment and scheduling by phone and in-person
- Discussed nuances of insurance benefits to help patients understand financial obligations
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and
budgets - Trained and supported onboarding colleagues
- Mentored employees in complex issue resolution
- Submitted claims to insurance companies on same day as patient treatment.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Increased departmental efficiency, implementing standardized procedures for all financial coordinator tasks.
Education
Bachelor of Arts -
San Francisco State University
San Francisco, CA05.2019
Timeline
Client Services Lead
Opya
05.2021 - Current
Client Services Associate
Veracyte
02.2021 - 04.2021
Financial Coordinator
Rim Orthodontics
10.2017 - 10.2020
Bachelor of Arts -
San Francisco State University