Summary
Overview
Work History
Education
Skills
Certification
Assessments
Timeline
Generic

Jennifer Cahill

Winsted,CT

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Accounts Analyst/ SR. CSR/Remote

Worldpay
08.2021 - Current
  • Worked in 3 different department's: Merchant Services/Terminal Services, Business Contracts CSR, Gift Card Operations.(Remote position helping business owners across the US and Canada)
  • Helped merchants with billing questions
  • Reviewed charges placed by customers at their businesses.
  • Credit card processing.
  • Provided support when credit terminals stopped working to make sure the owner/employees could continue to work and take payments
  • Explained merchant contracts to the business owner.
  • Provided information only to the authorized signers on the accounts. Made sure merchants information was kept private/company policy
  • Processed DDA changes for gift accounts by reviewing bank account information and making sure legal business names are correct and the requester is authorized and all docs required are received
  • Processed early termination fees and waived fees as necessary.
  • Processed refunds if applicable due to company policy
  • Sent correct documents to merchants to add signers to the account, bank changes, business name changes, and closures for credit and gift card accounts
  • Closed accounts
  • All transactions processed over the phone or through email.
  • Processed credit card authorization for Discover
  • Open cases and documented phone calls and emails pertaining to the merchants requests and the outcome.
  • Assigned cases to the correct departments if the call or email was mis-directed.
  • Working with Excel Docs
  • Completing daily cases assigned to me same day

Insurance Underwriter (Temp)

Kelly Services
01.2021 - 07.2021
    • Rating, quoting & finalizing Business policies in CT & NY
    • Applying new endorsements and coverage's to renewal business policies
    • Proof Reading letters in reference to coverage changes and calculating premium changes
    • Making sure company letters are emailed and faxed to the correct agents and underwriters
    • Multi-tasking through multiple spreadsheets
    • Assisted the team when employees were on vacation and completing their work including my own responsibilities
    • Attending monthly meetings virtually
    • Evaluated applications to determine insurance coverage and appropriate risk classifications.
    • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
    • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
    • Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.

Dental Receptionist

Dr. Ira Greene DDS
07.2019 - 03.2020


  • Experience in pediatrics and special needs patients
  • Entered treatment plans, posted payments
  • Submitted claims to insurance companies
  • Submitted pre-authorizations
  • Accurately maintained all patient records including personal and medical information
  • Processed referral requests and emailed x-rays
  • Experience with Dentrix
  • Confirmed all appointments for the next day schedule
  • Prepared next day's schedule and charts
  • Completed end of day closing and deposits
  • Helped patients complete necessary medical forms and documentation.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Greeted visitors and patients to determine needs, check appointments, and direct accordingly.
  • Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Understood dental terminology and insurance breakdowns to communicate with external stakeholders.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Provided excellent customer service to create positive experiences and build patient trust.
  • Communicated with insurance companies to dispute unpaid claims and verify patient coverages.
  • Handled patient complaints quickly and professionally to restore patient confidence and prevent loss of clientele.

Insurance Agent

Insurance Works of CT
01.2014 - 01.2019
  • Quoted insurance and closed sales. Explained what each coverage was for so clients understand their insurance better and why it's so important to have
  • Handled billing questions and solved billing issues
  • Made payments in person and over the phone for clients
  • Made changes to auto policies for insured's and home policies for mortgagee purposes
  • Processed cancellations
  • At renewals I'd shop around my clients and the clients of the owner's to find lower insurance rates
  • Used email on a daily basis to speak with clients and to speak with insurance companies about changes made or documentation requested for new policies from underwriters
  • Made sure all clients received the best customer service possible
  • Trained new employees
  • Office Manager & assistant to the owners.
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Utilized CRM software to manage client relationships.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Education

High School - General Studies, Major in English & Science

Torrington High School
Torrington, CT

Diploma - General Studies

Litchfield Adult Education
Litchfield, CT

Skills

  • All Microsoft Applications
  • Customer Service
  • Excellent Telephone Etiquette
  • Sales
  • Management
  • Banking
  • Excel
  • Billing
  • Scheduling
  • CRM/SalesForce/
  • Dentrix
  • Proofreading
  • Insurance Verification
  • Data entry
  • Merchant Services

Certification

Insurance License, 07/14,-12/20, State of CT Property & Casualty License. State Of CT Life & Health License.


Communication & Social Skills -Certification

Udemy-2024


Counselling & Physcholgy Certification

Udemy-2024


Human Rights- Certification

Udemy-2024


Powerful Speaking- Certification

Udemy-2024



Assessments

  • HR: Compensation & benefits, 10/20, Proficient
  • Customer service, 01/22, Proficient
  • Customer focus & orientation, 01/22, Proficient
  • Administrative assistant/receptionist, 12/21, Proficient
  • Spreadsheets with Microsoft Excel, 10/20, Proficient
  • Work style: Conscientiousness, 03/22, Proficient
  • Work style: Reliability, 03/22, Proficient
  • Medical receptionist skills, 04/22, Proficient

Timeline

Accounts Analyst/ SR. CSR/Remote

Worldpay
08.2021 - Current

Insurance Underwriter (Temp)

Kelly Services
01.2021 - 07.2021

Dental Receptionist

Dr. Ira Greene DDS
07.2019 - 03.2020

Insurance Agent

Insurance Works of CT
01.2014 - 01.2019

Diploma - General Studies

Litchfield Adult Education

High School - General Studies, Major in English & Science

Torrington High School

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Jennifer Cahill