Kricia Kilpatrick
Wethersfield
Summary
Detail-oriented professional with expertise in patient order processing, data entry accuracy, and effective communication. Committed to fostering strong client relationships and maintaining organized systems.
Overview
13
13
years of professional experience
Work History
Intake Specialist
Baileys Medical Equipment & Supplies
East Hartford
01.2025 - Current
- Rendered timely and efficient intake by processing all patient orders accurately and courteously.
- Answered incoming phone calls promptly, greeting walk-in patients with professionalism.
- Obtained and prepared necessary documents for each patient order to ensure compliance.
- Opened new patient computer files and completed required documentation before transferring accounts to billing.
Instructed patients or caregivers on safe equipment usage, providing detailed instructional materials. - Secured required signatures and issued signed Delivery and Patient Information Checklists to patients.
Senior Annuity Specialist
Cantor Colburn LLP
Hartford
11.2016 - 09.2023
- Managed client inquiries regarding annuity products and services.
- Maintained accurate records of client transactions and communications.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Created reports summarizing performance metrics associated with various types of annuities offered by the company.
Lead Data File Clerk
Cantor Colburn LLP
Hartford
05.2013 - 11.2016
- Organized and maintained physical and electronic filing systems for legal documents.
- Processed incoming and outgoing correspondence, ensuring timely distribution.
- Coordinated document storage and retention schedules according to firm policies.
Education
High School Diploma -
Penn Foster Career School
Scranton, PA05-2007
Skills
- Patient intake
- Patient order processing
- Data entry accuracy
- Customer relationship management
- Client communication
- Record keeping
- File management
- Attention to detail
- Problem solving
- Effective communication
- Team collaboration
- Confidentiality
- Multi-line phone systems
- Self motivation
- Verbal and written communication
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Intake Specialist
Baileys Medical Equipment & Supplies
01.2025 - Current
Senior Annuity Specialist
Cantor Colburn LLP
11.2016 - 09.2023
Lead Data File Clerk
Cantor Colburn LLP
05.2013 - 11.2016
High School Diploma -
Penn Foster Career School