Kellie Walters
Jeffersonville,IN
Summary
Experienced professional with over 10 years of experience in finance. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
13
13
years of professional experience
Work History
Benefit Verification Coordinator
Knipper Pharmaceutical
08.2023 - Current
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
- Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
- Developed comprehensive reports for senior management, enabling informed decision-making based on data-driven insights.
- Optimized the use of electronic claims submission systems to expedite claim processing times.
- Expedited appeals process for denied claims through meticulous preparation of supporting documentation and adherence to timelines.
- Enhanced claim processing efficiency by reviewing and verifying insurance benefits information.
- Collaborated with healthcare providers to ensure accurate billing and benefit coverage information.
- Achieved faster client response times by promptly addressing inquiries related to benefits eligibility and coverage details.
- Safeguarded confidential client information by adhering to strict privacy guidelines and protocols.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
Benefit Specialist
Pharmacord
04.2023 - 08.2023
- Optimized the use of electronic claims submission systems to expedite claim processing times.
- Expedited appeals process for denied claims through meticulous preparation of supporting documentation and adherence to timelines.
- Utilized advanced research skills to investigate specific policy provisions and resolve any ambiguities or conflicts.
- Enhanced claim processing efficiency by reviewing and verifying insurance benefits information.
- Collaborated with healthcare providers to ensure accurate billing and benefit coverage information.
- Achieved faster client response times by promptly addressing inquiries related to benefits eligibility and coverage details.
- Established positive relationships with insurance carriers, streamlining communication channels when clarifying policy details or negotiating terms on behalf of clients.
- Safeguarded confidential client information by adhering to strict privacy guidelines and protocols.
Business Owner
Mad Batter Bakery
01.2020 - 03.2023
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Prepared bank deposits and handled business sales, returns, and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
- Trained and motivated employees to perform daily business functions.
- Enhanced company profitability by reducing overhead costs and negotiating favorable contracts with suppliers.
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
Personal Banker
WesBanco
08.2011 - 11.2019
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
Education
High School Diploma -
Crothersville Community Schools
Crothersville, INAssociate of Science - Business Management
Sullivan University
Louisville, KY08.2017
Skills
- Customer service
- Reading comprehension
- Multitasking abilities
- Responsible
- Computer skills
- Basic math
- Leadership
- Supervision
- Written Communication
- Flexible & Adaptable
- Conflict resolution
- Customer Service
- Data Entry
- Work Planning and Prioritization
- Relationship Building
- MS Office
- Discretion and Confidentiality
- Document Management
- Presenting Ideas and Plans
- Recordkeeping
- Staff Management
- Administrative Leadership
- Regulatory Compliance
- Operations Management
- Financial Management
- Business Development
- Multitasking and Organization
- Documentation and Recordkeeping
- Phone and Email Etiquette
- Coaching and Mentoring
Timeline
Benefit Verification Coordinator
Knipper Pharmaceutical
08.2023 - Current
Benefit Specialist
Pharmacord
04.2023 - 08.2023
Business Owner
Mad Batter Bakery
01.2020 - 03.2023
Personal Banker
WesBanco
08.2011 - 11.2019
High School Diploma -
Crothersville Community Schools
Associate of Science - Business Management
Sullivan University
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