Kagnie Solis
Ariel
Summary
Proven Financial Counselor at Advanced Recovery Systems, adept in cash flow management and professional relationship building, enhanced client financial literacy and insurance understanding significantly. Leveraged Excel proficiency and empathetic patient counseling to streamline processes, boosting client satisfaction and operational efficiency. Business-minded Financial Counselor known for successfully managing high level of patient accounts. Determined employee with over [Number] years of experience processing financial forms and obtaining referrals and other health documentation. Remains calm and poised in all types of situations. Logical Financial Counselor with extensive history of speaking with patients, physicians and insurance company representatives. Efficient professional with more than [Number] years of experience obtaining pre-admission paperwork, counseling patients and developing effective payment plans for healthcare services.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Counselor
Advanced Recovery Systems
01.2021 - 08.2024
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Strengthened client understanding of complex financial concepts using clear explanations and real-life examples.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.
- Documented details regarding contact with patients, providers and other individuals in system.
- Worked with clients to support understanding of rationale and details of financial strategies.
Staff Manager
Anderson Lodge
06.2017 - 05.2020
- Conducted regular staff meetings to keep team informed of updates, address concerns, and promote open communication channels.
- Boosted sales performance, coaching team members on effective sales techniques and client relationship management.
- Managed staff schedules to ensure adequate coverage during peak business hours, reducing overtime costs.
- Coached and mentored team members in company policies and successful [Type] strategies.
- Implemented performance evaluations for continuous improvement, providing constructive feedback and tailored development plans.
- Monitored staff activities to quickly identify and correct any costly, unsafe or inappropriate behaviors.
- Optimized inventory management processes through meticulous tracking and forecasting methods to minimize stock shortages or overages.
- Provided staff with support and training to achieve top client satisfaction.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Surgery Scheduling Coordinator
Peacehealth Southwest Hospital
04.2016 - 07.2017
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Fostered positive customer service culture within team which led to higher customer satisfaction rates.
- Collaborated with product team to communicate customer feedback, resulting in product enhancements.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded to customer requests for products, services, and company information.
Patient Service Representative
Vancouver Clinic
02.2013 - 06.2017
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Verified insurance eligibility and coverage for patients.
- Handled sensitive patient concerns with professionalism and empathy, fostering an atmosphere of trust within the clinic.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Improved patient satisfaction by providing exceptional customer service during check-in and check-out processes.
- Managed patient registration process, confirming data accuracy and completeness.
- Used Epic to schedule appointments.
- Maintained a well-organized front desk, contributing to a welcoming environment for patients and visitors.
- Handled customer service inquiries in person, via telephone and through email.
- Assisted patients in filling out check-in and payment paperwork.
- Facilitated patient registration by accurately entering demographic and insurance information into electronic health record systems.
- Entered patient demographic and insurance data into electronic medical record system.
- Processed medical records requests efficiently, safeguarding patient privacy while ensuring timely information access for healthcare providers.
- Served as a reliable source of information for patients regarding appointment scheduling, insurance coverage inquiries, and general office policies.
- Assisted with insurance verification tasks, ensuring accurate billing and timely reimbursement for services rendered.
- Took copayments and compiled daily financial records.
- Balanced deposits and credit card payments each day.
- Managed waiting room operations effectively, addressing any issues or concerns that arose during peak hours.
Education
Diploma - Administration
Everest
Vancouver, WA07.2012
High School Diploma -
Battle Ground High School
Battle Ground, WA06.2005
Skills
- Proficient in Excel
- Cash Flow Management
- Insurance Verification
- Financial advice
- Professional relationship building
- Patient Counseling
- Financial Counseling
- Budget Planning
- Cash Handling
- Process Improvement
- Banking
Certification
CPR and First Aid
Timeline
Financial Counselor
Advanced Recovery Systems
01.2021 - 08.2024
Staff Manager
Anderson Lodge
06.2017 - 05.2020
Surgery Scheduling Coordinator
Peacehealth Southwest Hospital
04.2016 - 07.2017
Patient Service Representative
Vancouver Clinic
02.2013 - 06.2017
Diploma - Administration
Everest
High School Diploma -
Battle Ground High School
CPR and First Aid
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