Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katrina Oltmann

Charleston,SC

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

33
33
years of professional experience

Work History

Ambassador

Activus Connect
02.2022 - Current
  • Reviewed ACP/Lifeline applications and supporting documentation to determine eligibility based on USAC Program procedures and guidelines.
  • Collaborated with team members to achieve daily production goals and consistently meet deadlines.
  • Demonstrated adaptability by quickly learning new processes when required due to changes in client requirements.
  • Processed approximately 360 applications daily.

Front Office Associate

LowCountry Dental Associates
02.2019 - 01.2022
  • Greeted guests warmly upon arrival and provided a seamless registration process, setting the tone for an enjoyable stay.
  • Verify patients insurance coverage and benefits. Discuss cost estimates, financial arrangements and payment options to patients for proposed treatment plans.
  • Coordinate treatment schedules and appointments based on the agreed upon treatment plan. Prepare and submit insurance claims. Process insurance payments, follow up on outstanding claims and verify that payments received are in accordance with insurance contract fee schedules.

Front Office Coordinator and Marketing Manager

Oak Point Pediatric Dentistry
04.2006 - 06.2017
  • Developed strong relationships with patients, providing empathetic support and assistance throughout their visit.
  • Improved patient relations by proactively addressing concerns or complaints with professionalism and empathy.
  • Handled financial transactions responsibly, collecting copayments and processing payments with attention to detail.
  • Verify patients insurance coverage and benefits. Discuss cost estimates, financial arrangements and payment options to patients for proposed treatment plans.
  • Coordinate treatment schedules and appointments based on agreed upon treatment plan. Prepare and submit insurance claims. Process insurance payments, follow up on outstanding claims and verify that payments received are in accordance with insurance contract fee schedules.
  • Created and updated records and files to maintain document compliance.
  • Coordinated referrals to specialists or other healthcare providers as needed for comprehensive patient care.
  • Oversaw training and onboarding of new front office staff, ensuring thorough understanding of job responsibilities and clinic procedures.
  • Implemented successful marketing strategies, attracting new clients through social media promotion and referral programs.

Financial Counselor

University Medical Associates
03.1996 - 04.2006
  • Performed quality control function for inpatient accounts, outpatient surgeries and outpatient radiology, ensuring all pertinent information is available and accurately documented, allowing for timely and efficient billing.
  • Generate weekly status reports, communication with multiple departments, monitoring accounts for proper documentation of third party review notification, authorizations, insurance verifications, collection of deposits and self pay balances, securing reimbursement methods of non-insured admits, computer update of accounts and collection of verification of relevant patient data.
  • Conducted financial screening, arrangements and third-party demands.
  • Assists patients in completing State and county medically indigent application forms and schedule appointments for patients with on-site County eligibility social worker.
  • Obtain necessary referrals, authorization and pre-certifications as needed.
  • Inform patients prior to appointment of any co-pay, share of costs and deductible information. Develop and implement treatment plans for patients.
  • Coordinate patient care with other healthcare professionals.

Head Teller

Bank of America
02.1991 - 03.1996
  • Manage deposits, withdrawals and other financial interactions while providing excellent customer service to commercial accounts.
  • Supervise and manage teller team, including hiring, training, and performance evaluation.
  • Ensure accurate cash handling procedures are followed by all tellers, including counting and verifying large cash deposits and withdrawals.
  • Monitor and maintain adequate cash supply for daily operations, balancing cash vault and ATMs as needed.
  • Provide exceptional customer service by resolving complex customer inquiries, complaints, or issues promptly and professionally.
  • Conduct regular audits and checks to ensure teller transactions comply with banking policies and procedures, as well as regulatory requirements.
  • Create work schedules and assign tasks to tellers, ensuring coverage during peak business hours.
  • Collaborate with other departments, such as operations and customer service, to address and resolve customer concerns or operational issues.
  • Stay updated on new banking products, services, and technologies, and provide guidance and training to teller team as necessary.
  • Maintain accurate records and reports of daily transactions, balancing sheets, and other financial documents.
  • Uphold security measures and safeguard customer information by adhering to privacy policies and procedures.

Education

Middleton High School
Charleston, SC
06.1990

Skills

  • ICD-9 And Medical Terminology
  • Ability to learn quickly, multi-tasked, self-sufficient, organized and outgoing
  • Customer Engagement
  • Team Management
  • Social Media Management
  • Event Coordination
  • Problem-Solving
  • Data Entry

Timeline

Ambassador

Activus Connect
02.2022 - Current

Front Office Associate

LowCountry Dental Associates
02.2019 - 01.2022

Front Office Coordinator and Marketing Manager

Oak Point Pediatric Dentistry
04.2006 - 06.2017

Financial Counselor

University Medical Associates
03.1996 - 04.2006

Head Teller

Bank of America
02.1991 - 03.1996

Middleton High School

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Katrina Oltmann