Established strong relationships with insurance companies, facilitating accurate billing and maximizing revenue collection for facility.
Successfully lead team of 15 through daily operations
Evaluated workflow efficiency regularly, implementing process improvements as needed to meet changing demands on the healthcare system effectively.
Ensured compliance with federal, state, and local regulations pertaining to privacy laws and medical record documentation requirements within Patient Access department.
Conducted regular performance evaluations for staff members, providing constructive feedback and identifying opportunities for growth or skill development.
Consistently met monthly and annual KPI metrics . Used various reporting methods to pull, interpret, and visualize data.
Department consistently ranked high on 5 star satisfaction surveys
Customer Relationship Advocate
Fidelity Investments
03.2021 - 04.2022
Provided clients with industry leading customer service while troubleshooting, initiating money movement, executing trades, and educated on financial products
Successfully completed Fidelity development program and passed FINRA SIE, Series 7, and 63 exam on first attempt
Proven ability to explain financial concepts to clients while building trust and promoting repeat business
Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
Analyzed financial needs of clients and connected with appropriate products