Dynamic Case Manager with extensive experience at Ascension, excelling in insurance verification and regulatory compliance. Proven track record in enhancing patient education and referral coordination, ensuring timely resolutions of complex claims. Adept at fostering communication among healthcare teams, driving efficiency, and maintaining high standards of customer service.
Diligent Prior Authorization Specialist with proven track record in navigating complex healthcare systems and ensuring timely approval of medical treatments. Successfully facilitated seamless communication between providers and insurance companies to streamline authorization processes. Demonstrated expertise in medical coding and patient advocacy.
Work History
Senior Member Services Representative
4 Months
Texicare | 06.2026 - 10.2026
Resolved complex member inquiries regarding eligibility, benefits, claims, and plan coverage with accurate guidance.
Assisted members with enrollment, referrals, prior authorizations, and provider directory navigation using service systems.
Documented call details, correspondence, and case updates in CRM systems to maintain accurate member records.
Escalated sensitive complaints and service issues to appropriate departments while tracking resolution through completion.
Interpreted health plan materials and policy details to explain coverage options in clear, member-focused language.
Trained new representatives on call handling, documentation standards, and service workflows to support team consistency.
Coordinated with claims, billing, and provider teams to research discrepancies and deliver timely follow-up.
Improved member service processes by identifying recurring issues and recommending workflow adjustments to reduce repeat contacts.
Conducted regular audits of member accounts to ensure compliance with company policies and procedures.
Provided support during high call volume periods by efficiently managing multiple inquiries simultaneously while maintaining professionalism.
Contributed to the development of department goals and objectives, aligning them with company mission and vision.
Took part in initiatives aimed at improving overall company performance by providing input on current workflows or suggesting possible improvements.
Analyzed trends in member inquiries to identify areas for improvement or potential product enhancements based on feedback received from clients.
Participated in cross-functional teams to address ongoing challenges within the organization, leading to process improvements.
Supported the introduction of new products or system changes by adapting quickly and assisting colleagues as needed with the transition period.
Streamlined processes for member account maintenance, resulting in improved efficiency and accuracy.
Maintained confidentiality of sensitive member information at all times, adhering strictly to data protection regulations.
Applied skills and knowledge of application such as: Snowflake, tableau, Salesforce, work force management, slack, Microsoft applications and more.
Coordinated with vendors regarding open enrollment issues and plan changes.
Researched medical claims inquiries from providers, employers, and members for resolution.
Evaluated financial statements to ensure compliance with applicable state and federal regulations.
Conducted research on various health insurance plans to determine eligibility requirements.
Collaborated with management to update existing health benefit programs.
Coordinated referral processes for patients to specialized healthcare providers.
Managed patient records using electronic health record systems.
Collaborated with medical staff to ensure accurate patient information transfer.
Assisted patients in understanding referral procedures and requirements.
Streamlined communication between healthcare teams and patients, improving care coordination.
Maintained confidentiality of patient information in compliance with regulations.
Evaluated referral requests for appropriateness based on clinical guidelines.
Educated patients about available services and resources within the healthcare system.
Communicated regularly with referring physicians, nurses, case managers, social workers, and other healthcare professionals regarding referral processes and requirements.
Entered confidential patient information and updated electronic records in database.
Assisted patients in understanding their insurance coverage and answered questions about referrals, authorizations, and other related issues.
Coordinated with provider offices to ensure timely completion of referrals prior to scheduled appointments.
Tracked referral request progress and resolved issues to maintain smooth processing.
Managed and obtained insurance authorizations for patient referrals from physicians.
Liaised with healthcare facility personnel, insurance representatives, physicians and vendors for smooth communication.
Reviewed all documentation associated with each referral request to ensure compliance with relevant regulations.
Resolved escalated patient complaints relating to denied or delayed referrals promptly.
Developed strategies that enhanced departmental efficiency and maintained high customer service standards.
Educated patients on how their health plan works so they can make informed decisions about their care options.
Identified potential problems with referrals before submitting them to insurers and worked with providers to resolve those issues quickly.
Contacted patients to confirm or reschedule appointments to minimize no-show appointments.
Provided support to referring physicians in obtaining pre-authorization for services as necessary.
Processed incoming referral requests for medical services and submitted them to the appropriate insurance companies for authorization.
Monitored changes in payer policies related to referral processing and communicated those changes internally.
Collected required signatures to initiate referral process.
Obtained PA for services such as diagnostic imaging.
Insurance & Referrals Benefits Specialist
1 Year 1 Month
Baylor Scott & White Health | 03.2023 - 04.2024
Ensures all insurance, demographic, and eligibility information is obtained
Obtains and verifies insurance authorizations/precertification
Coordinated referrals and authorizations for patient services to ensure timely access to care
Facilitated referrals to specialists for comprehensive care management.
Assisted with referrals to specialists and monitored outcomes of referrals.
Initiated referrals between primary care providers and specialists.
Initiated referrals for specialty services when appropriate.
Prioritized urgent referrals and follow-up care.
Contacting customers and other parties (claimants, third parties such as medical providers, etc.)
To assist in dealing with customer complaints in an effective and courteous manner, providing or seeking solutions as quickly as possible
Manage claim submissions and provide oversight and guidance
Knowledge of Government and Commercial policies and procedures
Knowledge of ICD-9, CPT and HCPCS Coding
Experience in PBM systems Navitus Health Solutions (Medicaid) Optum RX (Medicare)
Microsoft Office (Outlook, Excel, Word)
May coordinate requests for services between the multidisciplinary treatment teams and confirms insurance for each discipline
Evaluated benefits plans and recommended improvements to enhance offerings.
Provided guidance to employees on benefits eligibility and options available.
Maintained communication with healthcare providers regarding referrals and authorizations.
Maintained complete and accurate records of applications, forms and referrals.
Coordinated referrals to outside agencies or specialists.
Educated clients on available resources and referrals, enhancing their understanding of support options.
Insurance & Benefits Specialist
1 Year 2 Months
Aetna | 09.2021 - 11.2022
Reported visits and referrals via InSync daily, ensuring adherence to established timelines
Liaised with outside referring physicians and facilities to resolve scheduling issues, reviewed and confirmed patient appointments
Administered employee benefits programs and ensured compliance with regulations.
Coordinated with insurance carriers to resolve claims and coverage issues.
Educated employees on benefit options and enrollment processes.
Insurance & Benefits Specialist
2 Years 5 Months
WellMed | 03.2019 - 08.2021
Obtained and verified insurance authorizations and precertification to facilitate patient access to care
Experience in PBM systems Navitus Health Solutions (Medicaid) Optum RX (Medicare)
Oversaw management of physician requests for patient care services.
May coordinate requests for services between the multidisciplinary treatment teams and confirms insurance for each discipline
Referral Coordinator - Authorizations Specialist
Assists in checking out patients and assists them with referral processing and scheduling process
Complete pre-registration/registration within established error thresholds
Enters, reviews and submits charges for patient procedures and services daily.
Collected co-payments and reconciled daily reports and deposits to ensure financial accuracy
Provides assistance to other Health System or physician offices staff regarding registration information and procedures
Verifies and enters demographic information
Improved quality of care with diligent attention to patient needs and delivery strategies.
Conveyed medical and administrative policies and procedures to patients to enhance understanding and compliance
Reduced risk and legal liabilities, consistently researching options and implementing recommendations.
Updated office files daily and kept records organized.
Pharmacy Tech
1 Year 1 Month
Walgreens Pharmacy | 11.2018 - 12.2019
Assisted pharmacist in filling prescriptions by efficiently pulling stock, pouring, counting, restocking, packaging, labeling, and pricing medications
Received and processed telephone orders from physicians and designees, ensuring accurate and timely medication prescription fulfillment
Assist in checking and removing out-of-date product as instructed by the pharmacist
Executed additional duties to enhance team operations and support overall pharmacy workflow
Works with manager & pharmacists to perform other functions to care for patients
Performs work processes efficiently at each work station
Experience in PBM systems Navitus Health Solutions (Medicaid) Optum RX (Medicare)
Front Desk Receptionist
3 Years 2 Months
NextCare | 03.2015 - 05.2018
Greets patients and visitors into the clinic in a prompt, courteous and professional manner
Registers all new patients into the system
Collects co-pays, deductible and other out of pocket amounts at time of visit
Notifies nursing staff of patient arrivals, placing charts in appointment order
Organized and prepared new patient charts for efficient onboarding and record-keeping