Kricia Kilpatrick
Wethersfield
Summary
Dynamic professional with extensive experience at Baileys Medical Equipment and Supplies, excelling in patient intake and healthcare informatics. Proven ability to enhance operational efficiency and ensure HIPAA compliance while delivering exceptional service. Strong problem-solving and organizational skills drive successful collaboration with healthcare teams to meet patient needs effectively.
Professional with comprehensive expertise in medical care delivery, known for reliability and adaptability. Strong focus on patient care, diagnosis, and treatment, combined with commitment to collaboration and achieving optimal outcomes. Skilled in medical procedures, patient communication, and data analysis. Team player with results-driven mindset and ability to thrive in dynamic environments.
Overview
15
15
years of professional experience
Work History
Medical Intake Specialist
Baileys Medical Equipment and Supplies
01.2025 - Current
- Responsible for rendering intake by receiving, qualifying, and processing all patient orders in a timely, efficient, accurate, and courteous manner.
- Answer incoming phone calls promptly and courteously; greet walk-in patients with professionalism
- Collaborated with healthcare professionals to recommend appropriate medical supplies for patient needs.
- Prepare and/or obtain appropriate documents associated with each patient order.
- Open new patient computer files and complete required documents before passing accounts to billing department.
- Instruct patients or caregivers in the safe use of all equipment delivered in-store and provide appropriate instructional materials.
Senior Annuity Specialist
Cantor Colburn LLC
11.2016 - 09.2023
- Analyzed client annuity needs to provide tailored product recommendations.
- Facilitated onboarding process for new financial advisors, ensuring compliance with regulatory standards.
- Developed training materials for team members on annuity products and industry regulations.
- Streamlined operational workflows, enhancing efficiency in processing annuity applications.
- Engaged clients through email and mail for business logistics regarding account creation, contracts, and annuity management
Lead Data File Clerk
Cantor Colburn
05.2013 - 11.2016
- Organized and maintained accurate filing systems to ensure efficient document retrieval.
- Processed incoming and outgoing correspondence, prioritizing time-sensitive materials for prompt distribution.
- Assisted in digitizing files, improving accessibility and reducing physical storage needs.
- Collaborated with team members to streamline document management processes and enhance workflow efficiency.
Sales and Service Specialist
Bank of America
02.2011 - 05.2013
- Facilitated customer account management, ensuring compliance with banking regulations and policies.
- Delivered exceptional service through effective problem-solving and conflict resolution techniques.
- Assisted customers in understanding product features, enhancing overall satisfaction and loyalty.
- Implemented process improvements that streamlined service delivery and increased team efficiency.
Education
High School Diploma -
Penn Foster Career School
Scranton, PASkills
- Medical research
- Healthcare informatics
- Medical record-keeping
- Quality improvement
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Organizational skills
- HIPAA compliance
- Decision-making
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Medical Intake Specialist
Baileys Medical Equipment and Supplies
01.2025 - Current
Senior Annuity Specialist
Cantor Colburn LLC
11.2016 - 09.2023
Lead Data File Clerk
Cantor Colburn
05.2013 - 11.2016
Sales and Service Specialist
Bank of America
02.2011 - 05.2013
High School Diploma -
Penn Foster Career School