Kaitlin Tramel
Sherman,TX
Summary
Proven Insurance Broker and Medical Office Manager with a track record of enhancing customer satisfaction. Skilled in HIPAA compliance and insurance verification, while excelling in networking and conflict resolution, significantly improving client retention and operational efficiency.
Overview
18
18
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Insurance Broker
Saleytics
09.2024 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Handled approximately 950+ outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Owner
GemStone Doodles
12.2023 - 05.2024
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Maintained detailed records of each dog''s lineage and health history to ensure responsible breeding practices.
- Collaborated with fellow breeders to share best practices and continually improve overall quality of the breed.
Insurance Representative
Acclara Solutions
07.2022 - 11.2023
- Collaborated with healthcare providers to ensure accurate billing practices, reducing disputes and errors.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
- Maintained strict confidentiality while handling sensitive personal data complying with HIPAA regulations.
Insurance Broker
US Health Advisors, Life and Health Insurance
08.2021 - 11.2022
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Payment Specialist
Axis Neuromonitoring
01.2018 - 07.2021
- Performed various administrative tasks related to payments, including generating reports, updating records, and maintaining accurate documentation.
- Maintained strict compliance with HIPAA, CMS, and payer-specific guidelines during payment posting activities.
- Expedited month-end close procedures through efficient coordination with billing and finance teams.
- Identified trends in payer denials and collaborated with other departments to resolve recurring issues proactively.
- Ensured timely reimbursement through meticulous claims adjustments and denials management.
Medical Office Manager
Dsa Dermatology/Platinum Dermatology
03.2014 - 12.2017
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
- Managed daily administrative tasks to ensure smooth operations within the medical office environment.
- Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
Medical Front Desk Supervisor
Max Health Family Medicine
01.2011 - 02.2014
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Ensured HIPAA compliance by maintaining strict confidentiality with all patient records and information.
- Managed high volume of incoming calls, addressing inquiries, and providing exceptional customer service to patients.
Cold-Laser and Physical Therapist Assistant
Atlas Medical
01.2007 - 12.2010
- Collaborated with physical therapists to develop comprehensive treatment plans addressing individual patient needs and goals.
- Followed all HIPAA rules and regulations regarding patient confidentiality.
- Educated patients on proper body mechanics, posture correction, and home exercise routines to prevent future injuries.
- Improved patient mobility by implementing personalized therapeutic exercise programs and manual therapy techniques.
Education
Some College (No Degree) - Nursing
Coastal Carolina University
Conway, SC 08.2006 - 05.2007
Some College (No Degree) - Nursing
Tarleton State University
Stephenville, TX 01.2008 - 05.2010
High School Diploma -
Katy High School
Katy, TX05.2006
Skills
- Proactive team player
- Driven
- Sales Presentations
- HIPAA Compliance
- Payment reconciliation
- Medical Billing Expertise
- Follow-up skills
- Strong Work Ethic
- Effective Multitasking
- Conflict Resolution
- Healthcare Compliance Knowledge
- Medical Practice Operations
- Attention to Detail
- Insurance Eligibility and Verification
Certification
- Life and Health Insurance License - Texas Department of Insurance.
- CPR & First Aid through American Heart Association 2024
Timeline
Insurance Broker
Saleytics
09.2024 - Current
Owner
GemStone Doodles
12.2023 - 05.2024
Insurance Representative
Acclara Solutions
07.2022 - 11.2023
Insurance Broker
US Health Advisors, Life and Health Insurance
08.2021 - 11.2022
Payment Specialist
Axis Neuromonitoring
01.2018 - 07.2021
Medical Office Manager
Dsa Dermatology/Platinum Dermatology
03.2014 - 12.2017
Medical Front Desk Supervisor
Max Health Family Medicine
01.2011 - 02.2014
Some College (No Degree) - Nursing
Tarleton State University
01.2008 - 05.2010
Cold-Laser and Physical Therapist Assistant
Atlas Medical
01.2007 - 12.2010
Some College (No Degree) - Nursing
Coastal Carolina University
08.2006 - 05.2007
High School Diploma -
Katy High School
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