Jordan Woods
Sun Life Financial
Newington,CT
1
Certification
5
years of professional experience
Detail-oriented Data Intake Associate with a strong track record in streamlining client processes and enhancing communication. Expertise in data entry and compliance ensures accurate documentation and fosters team collaboration.
Work History
Data Intake Associate
4 Years 10 Months- Streamlined client intake processes, enhancing overall efficiency and accuracy.
- Managed documentation for new policy applications, ensuring compliance with company standards.
- Collaborated with cross-functional teams to resolve client inquiries promptly.
- Implemented training programs for new associates, fostering team development and knowledge sharing.
- Analyzed data trends to identify areas for process improvement within intake operations.
- Maintained up-to-date knowledge of industry regulations impacting client intake procedures.
- Upheld the highest standards of professionalism while managing a diverse range of cases, maintaining confidentiality and discretion at all times.
- Contributed to a positive workplace atmosphere through effective collaboration with colleagues and supervisors.
- Maintained high levels of professionalism while managing sensitive client information, adhering to all applicable privacy laws and regulations.
- Improved communication between departments by regularly updating shared databases with accurate client information.
- Participated in ongoing training programs to stay current on industry best practices, improving service provision to clients as a result.
- Demonstrated adaptability by successfully handling fluctuations in caseloads while maintaining excellent attention-to-detail throughout the entire intake process.
- Streamlined the intake process by implementing efficient data entry techniques and reducing wait times for clients.
- Boosted team morale through active participation in staff meetings and providing constructive feedback for continuous improvement.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Supported office staff and operational requirements with administrative tasks.
- Monitored progress towards service plan goals.
- Developed standardized workflows that improved consistency in handling client requests.
Education
Bachelor of Science - General Studies
Skills
Client relationship building
Data entry proficiency
Information gathering
Follow-up skills
Teamwork
Problem-solving
Time management
Attention to detail
Multitasking
Excellent communication
Team collaboration
Active listening
Verbal and written communication
Decision-making
Relationship building
Microsoft office
Analytical thinking
Adaptability
Data confidentiality
Data entry software
Reliability
Procedural coding accuracy
Coding error resolution
Accomplishments
- Collaborated with team of 10 in the development of Slate processing.
- Documented and resolved demographic issues with slate claims which led to accuracy to loading to our claims system.
- Achieved benchmark of processing 22 claims by completing various TPA claims with accuracy and efficiency.
- Achieved training claims services processors through effectively helping with Q and A.
Certification
- CMS Certified Training - June 2023
Languages
English
Native or Bilingual
Timeline
Data Intake Associate
Sun Life Financial
08.2021 - CurrentRead More
University of Connecticut
Bachelor of Science from General Studies
Read More