Kimberly Giles
Putnam,CT
Summary
Experienced Intake Coordinator skilled in managing client assessments, workflow coordination, and ensuring seamless service delivery. Strong focus on team collaboration and achieving results. Flexible and reliable, adept at adapting to changing needs. Proficient in client communication, scheduling, and administrative tasks, ensuring efficient operations and high client satisfaction.
Overview
10
10
years of professional experience
Work History
Intake Coordinator
T&n Reliable Nursing Care
11.2024 - Current
- Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Contributed to a positive work environment through effective teamwork and open communication among colleagues.
- Conducted initial assessments of patient needs and eligibility for various programs or services offered by the organization.
- Ensured regulatory compliance by maintaining up-to-date records and documentation.
- Established rapport with patients through empathetic listening skills and providing relevant information regarding their care plans.
- Trained new staff members on intake procedures, contributing to a well-prepared team.
- Improved efficiency within the department by prioritizing tasks and managing time effectively.
Lead of Member Services
Planet Fitness
02.2024 - Current
- Excellent communication skills, both verbal and written.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed and motivated employees to be productive and engaged in work.
- Self-motivated, with a strong sense of personal responsibility.
Payroll Client Relations Specialist
Complete Payroll Solutions
04.2023 - 07.2023
- Provide quality customer service to all CPS clients and processes and support basic to complex client payrolls
- Keeps current with payroll processing systems and changes in wage and tax laws
- Maintains a high rate of client retention through quality service, responding timely to clients’ needs
- Responsible for client account maintenance including bank account changes and report scheduling
Accounting/Employee Benefits Coordinator
Impact Plastics
03.2021 - 11.2021
- Manage weekly payroll and benefits for employees
- Perform new hire onboarding tasks and track training progress
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Served as primary point of contact for employee benefits inquiries, resolving issues promptly and accurately.
- Facilitated new hire orientations, providing comprehensive information on company-sponsored benefit programs.
Accounting Specialist- Billing/AR/AP
Wilson Language Training
09.2017 - 11.2019
- Produced accurate billing in accordance with specified processes and deadlines, and reconciled service billing
- Worked directly with customers to resolve problems associate with service billing in a timely manner
- Processed end of day invoicing and settled credit cards, reviewed and prepared contracts for company approval
Customer Service Specialist III
Customer Service Specialist III
06.2015 - 09.2017
- Consistently followed processes and procedures outlined by both department and company
- Processed customer orders in Great Plains and created/updated both contact and account records in CRM
- Accurately assessed customer needs and escalated calls, when necessary, to the appropriate person or department
- Reviewed orders created by Tier I and Tier II Specialists and provided constructive feedback when necessary
Education
Bachelor’s of Science - Business Administration, Minor in Criminal Justice
Nichols College
Dudley, MA01.2016
Associate’s Degree - Business Administration
Nichols College
Dudley, MA01.2012
Skills
- Team leadership
- Microsoft office
- Documentation and control
- Insurance verification
- Follow-up skills
- Relationship building
- Administration and operations
- Staff training
- Regulatory compliance
Timeline
Intake Coordinator
T&n Reliable Nursing Care
11.2024 - Current
Lead of Member Services
Planet Fitness
02.2024 - Current
Payroll Client Relations Specialist
Complete Payroll Solutions
04.2023 - 07.2023
Accounting/Employee Benefits Coordinator
Impact Plastics
03.2021 - 11.2021
Accounting Specialist- Billing/AR/AP
Wilson Language Training
09.2017 - 11.2019
Customer Service Specialist III
Customer Service Specialist III
06.2015 - 09.2017
Associate’s Degree - Business Administration
Nichols College
Bachelor’s of Science - Business Administration, Minor in Criminal Justice
Nichols College
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