Keith Montgomery
HOUSTON
Summary
Business Development Representative with 7+ years of cross-functional experience in account onboarding, verification workflows, and customer-facing operations. Leverages strong research, cold-calling, presentation, and analytics skills to drive accurate provider and client data, streamline handoffs, and accelerate time-to-value. Known for improving process reliability, mentoring peers, and closing operational gaps while pursuing growth in strategic sales and partner development roles.
Overview
7
7
years of professional experience
Work History
Network Verification Coordinator
Oak Street Health
Montgomery
09.2022 - Current
- Coordinated patient scheduling and appointments to enhance care delivery efficiency.
- Designed and refined outbound verification workflows to capture accurate provider contact and insurance data, improving database reliability and reducing follow-up needs with measurable efficiency gains.
- Coordinated with referral coordinators and care teams to reconcile conflicting provider information, enabling smoother referral routing and stronger interdepartmental trust.
- Investigated online and internal sources to validate specialty clinic details, applying systematic checks that led to noticeable improvements in data completeness and usability.
- Acted as a subject-matter resource for colleagues on insurance acceptance and specialty clinic queries, shortening research time and enhancing team confidence.
- Conducted targeted outreach to provider offices to update addresses, faxes, and acceptance policies, strengthening Oak Street Health's provider database and external relationships.
- Maintained precise verification records and documented process exceptions to ensure auditability and drive continuous process refinements across the verification team.
- Identified process bottlenecks and proposed practical improvements to verification procedures, leading to marked gains in turnaround and better support for inbound care-team inquiries.
- Organized team meetings, ensuring effective collaboration and information sharing.
- Assisted in implementing new administrative procedures to improve workflow processes.
- Supported training sessions for staff on operational protocols and patient engagement strategies.
- Maintained accurate records of patient interactions and service documentation.
Account and Sales Lead
Sunpro ADT Solar
Montgomery
10.2021 - 09.2022
- Spearheaded cross-functional onboarding strategy to streamline account activation, improving handoff clarity and delivering noticeable improvements in client time-to-value.
- Analyzed onboarding bottlenecks and redesigned templated workflows to simplify setups, enabling more predictable activations and reduced operational exceptions.
- Coordinated sales, operations and support transitions for new accounts, closing service gaps and strengthening stakeholder alignment to improve response consistency.
- Optimized reconciliation and billing procedures to tighten documentation and dispute handling, restoring invoice accuracy and protecting revenue continuity.
- Mentored junior account staff on platform features and onboarding best practices, building team capability and sustaining performance during peak cycles.
- Audited account activity and implemented corrective action plans to address service shortfalls, tracking outcomes to deliver measurable gains in client satisfaction.
- Maintained precise onboarding and activity logs and introduced escalation triggers to monitor progress proactively, enabling faster issue resolution and smoother activations.
Customer Service Representative
MetLife
Nebraska
08.2019 - 10.2021
- Redesigned call-script prompts to shorten handling time and improve first-contact resolution, producing noticeable gains in customer satisfaction and call efficiency.
- Coordinated with claims and underwriting teams to expedite complex cases, reducing escalation frequency and strengthening interdepartmental workflows.
- Managed client claim portfolios, prioritizing high-impact issues to accelerate settlements and support consistent service delivery.
- Analyzed incoming inquiry patterns to identify recurring pain points, proposing process changes that led to measurable improvements in response consistency.
- Provided hands-on coaching and knowledge-sharing during peak periods, lifting team throughput and maintaining service quality under heavy volume.
- Maintained accurate customer records and performed precise data entry for claims processing, ensuring regulatory compliance and reliable audit trails.
- Resolved escalated customer issues using structured troubleshooting and policy knowledge, restoring client trust and preventing repeat complaints.
Education
Bachelor of Science - Health Information Management
Western Governors University
Salt Lake City, UT 04.2026 - 04.2026
Skills
- Cold Calling
- Telemarketing
- Research
- Presentation Skills
- Writing Skills
- Marketing
- Analytics
- Project Management
- Documentation
- Data Entry
- Public Speaking
- Process Improvement
- Management
- Salesforce
- Data Analysis
- Order Fulfillment
- Branding
- E-Commerce
- Quality Assurance
- Powerpoint
- Customer Support
- Typing
- Teaching
- Sales
- B2B Sales
- Business Development
- Technical Writing
- Call Center
- CRM Software
- Account Management
- Negotiation
- Team Leadership
- Strategic Planning
- Customer Engagement
- Conflict Resolution
- Problem Solving
- Relationship Building
- Data analysis
- Interdepartmental communication
- Records management
- Team collaboration
- Workflow optimization
- Patient scheduling
- Quality assurance
- Problem resolution
- Administrative procedures
- Insurance verification
- Presenting ideas and plans
- Client coordination
- MS office
- Logistics coordination
Timeline
Bachelor of Science - Health Information Management
Western Governors University
04.2026 - 04.2026
Network Verification Coordinator
Oak Street Health
09.2022 - Current
Account and Sales Lead
Sunpro ADT Solar
10.2021 - 09.2022
Customer Service Representative
MetLife
08.2019 - 10.2021