Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
8
8
years of professional experience
Work History
Intake Referral Specialist
Lanterncare, Formerly EmployerDirect Healthcare
11.2024 - Current
Called insurance companies to get precertification and other benefits information on behalf of patients.
Collaborated with healthcare providers to ensure accurate and complete referral information, improving patient care coordination.
Streamlined referral processes for increased efficiency, resulting in timely appointments for patients.
Verified insurance benefits and eligibility for all procedures before referring clients.
Promoted clear communication between primary care providers and specialists through detailed documentation and follow-up calls.
Developed strong relationships with external healthcare facilities, fostering a collaborative approach to patient care coordination.
Scheduled appointments with specialists on behalf of clients.
Managed high-volume referral requests by prioritizing tasks and maintaining organized records.
Acted as a liaison between referring physicians and specialists, establishing trust and rapport through professionalism.
Patient Care Advocate
EmployerDirect Healthcare
11.2021 - 11.2024
Managed approximately 85 cases daily using CRM platforms, providing exemplary service to SurgeryPlus benefit members
Resolved problems and improved customer satisfaction by 10% in a fast-paced startup environment
Facilitate communication between patients and healthcare providers, ensuring that patients' concerns and questions are addressed
Help resolve disputes or concerns that arise during the healthcare process, working with both patients and healthcare providers to find solutions.
Assisted with new hire onboarding and team meeting facilitation of refresher topics to improve team performance
Clarifying options to patients on their choice for hospitals, doctors and treatments
Assist with tasks like scheduling appointments, obtaining medical records, and resolving billing issues.
Acts as a trusted resource and ally for members, providing support and guidance throughout their medical journeys.
Customer Service Representative
Santander Consumer USA
06.2019 - 06.2021
Provided outstanding, personalized service to customers while accurately updating customer accounts and addressing inquiries in compliance with company policies and procedures
Partnered with internal departments to ensure timely responses to customer inquiries and adherence to quality guidelines
Patient Care Coordinator
Walgreens Prime Strategic Alliance (WPSA)
07.2017 - 06.2019
Managed incoming calls and emails from members, pharmacies, and healthcare providers, addressing inquiries related to medication and benefits
Reinforced department standard operating procedures and training guidelines, ensuring compliance with HIPAA regulations
Assisted the Supervisor in monitoring adherence and compliance, contributing to the team's success and effectiveness
Conducted training sessions for groups of 15-30 employees, demonstrating effective facilitation and communication skills
Education
High School Diploma -
H. Grady Spruce
Skills
Facilitation of training in classroom environments
Training material development
Project management in fast-paced environments
Excellent written and oral communication skills
Proficiency in Microsoft Office products
Detail-oriented
Insurance verification
Referral processing
Case management
Relationship building
Appointment scheduling
Scheduling software
Healthcare systems
HIPAA compliance
Timeline
Intake Referral Specialist
Lanterncare, Formerly EmployerDirect Healthcare
11.2024 - Current
Patient Care Advocate
EmployerDirect Healthcare
11.2021 - 11.2024
Customer Service Representative
Santander Consumer USA
06.2019 - 06.2021
Patient Care Coordinator
Walgreens Prime Strategic Alliance (WPSA)
07.2017 - 06.2019
High School Diploma -
H. Grady Spruce
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