Kelly Boviall
Colorado Springs,CO
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Account Manager, Insurance
State Farm
01.2023 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with customers to provide information about available products and policies.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Maintained confidentiality of patient finances, records, and health statuses.
Executive Insurance and Billing Specialist
Radix Chiropractic
05.2022 - Current
- Reviewed patient records, identified medical codes and created invoices for billing purposes
- Prepared billing statements for patients and verified correct diagnostic coding
- Prevented financial delinquencies by working closely with managers to resolve billing issues before becoming unmanageable
- Produced, distributed and tracked more than 50 monthly invoices for medical office
- Responded to emails and other correspondence to facilitate communication and enhance business processes
Customer Account Executive
Oracle
05.2018 - 02.2020
- Developed and implemented database sales tracking, enabling improved understanding of product profitability and inventory needs
- Attended networking events to build
- Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results
- Reached average of 80-90% renewal commitment quarter over quarter
- Researched and corrected customer concerns to promote company loyalty
- Transcribed meeting minutes to support sales, business development and senior management teams
Insurance and Loan Specialist
USAA
08.2013 - 02.2018
- Explained very technical financial information to applicants in easy to understand language
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches
- Originated, reviewed, processed, closed and administered customer loans
- Executed record filing system to improve document organization and management
Education
Associate of Applied Science - Business Administration And Management
Pikes Peak Community College
Colorado Springs, COSkills
- Customer Relations
- File and records management
- Team Building
- Self-Motivated
- Critical Thinking
- Accounts receivable management
- Medical office administration
- Personnel training and development
- Inter-department collaboration
Hobbies and Interests
- Hiking
- Swimming
- Yoga
- Volunteering
Timeline
Account Manager, Insurance
State Farm
01.2023 - Current
Executive Insurance and Billing Specialist
Radix Chiropractic
05.2022 - Current
Customer Account Executive
Oracle
05.2018 - 02.2020
Insurance and Loan Specialist
USAA
08.2013 - 02.2018
Associate of Applied Science - Business Administration And Management
Pikes Peak Community College
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