Experienced patient and customer care professional with 9+ years in healthcare support, known for compassionate communication, insurance navigation, and HIPAA-compliant documentation. Skilled in coordinating referrals, scheduling appointments, and resolving concerns with efficiency and empathy.
Overview
2027
2027
years of professional experience
Work History
Patient Care Advocate
Rene Jaso MD
Assisted patients with appointment scheduling, referral coordination, and visit preparation.
Communicated insurance coverage details, eligibility questions, and billing concerns clearly.
Documented patient interactions accurately in electronic medical records and care notes.
Coordinated follow-up calls to confirm treatment instructions and care plan adherence.
Maintained confidentiality while supporting compassionate, patient-centered service delivery.
Customer Service Advocate
Stone Oak Family Doctors, WellMed
02.2019 - 06.2026
Coordinated referrals to specialists, ensuring continuity of care and timely follow-up for complex cases.
Escalated unresolved issues to specialized teams and monitored progress through resolution.
Improved response efficiency by streamlining workflow steps and prioritizing urgent requests.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Managed high-volume calls, chats, and emails while maintaining consistent service quality.
Engagement Care Coordinator
OPPM
09.2016 - 07.2018
De-escalated complex complaints with calm communication and policy-based solutions.
Recommended process improvements to reduce call handling errors and improve customer experience.
Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Consistently met or exceeded performance goals, contributing to the overall success of the call center.