Summary
Overview
Work History
Education
Timeline
Generic
Kristianna Moffitt

Kristianna Moffitt

Marysville,WA

Summary

Talented Associate focused on improving operations through detail-oriented and organized support. Effective at operating with little oversight to develop creative solutions and resolve customer concerns.

Overview

29
29
years of professional experience

Work History

Patient Services Specialist

Providence Medical Group
Everett, WA
08.2023 - Current
  • Collected forms, insurance card and co-pay to facilitate registration process and prepare patient for appointment.
  • Called patient to confirm appointment and prepared paperwork prior to visit to expedite check-in process.
  • Inputted accurate patient insurance, billing and payment information in [Software].
  • Collaborated with colleagues to maintain and upkeep office and waiting area to provide clean and organized environment for patients.
  • Verified patient availability during appointment scheduling process to reduce reschedules and cancellations.
  • Demonstrated exceptional customer service to foster welcoming and professional environment for patients.
  • Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
  • Stayed calm under pressure to and successfully dealt with difficult situations.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
  • Engaged with patients to provide critical information.
  • Contacted insurance company to verify patient coverage before visit.

Regional Sales Associate

Truist/Crump/Time Financial
Bellevue, WA
02.2014 - 01.2021
  • Liaised with Morgan Stanley Financial Advisors and the Operations department to develop and enhance client solutions.
  • Maintained open communication, followed-up on customer needs and offered new products to account holders to maintain client base and encourage repeat buyers.
  • Built rapport with key regional accounts.
  • Kept up-to-date with regional market and industry trends to optimize marketing and sales plans.
  • Called 10-20 warm leads each week to expand client base.
  • Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.

Regional Administrative Assistant

Morgan Stanley
Seattle, WA
12.2012 - 12.2013
  • Planned events and department activities by acquiring venues, developing guest lists and organizing catering services.
  • Prepared packages for shipment by generating packing slips and setting up courier deliveries.
  • Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.
  • Arranged travel and hotel accommodations for international and domestic business meetings and trips.
  • Maintained inventory in supply closet to prevent shortages.
  • Verified data when processing incoming and outgoing checks and wire transfers to increase accuracy.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Conducted research using various media sources to obtain relevant data for staff requirements.
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
  • Liaised with senior and executive administrative assistants to handle requests and queries from senior managers.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
  • Directed customer communication to appropriate department personnel.

Regional Sales Assistant

Smith Barney
Seattle, WA
06.2005 - 11.2011
  • Maintained open communication, followed-up on customer needs and offered new products to account holders to maintain client base and encourage repeat buyers.
  • Attended annual educational opportunities and professional networking events to develop job knowledge.
  • Helped build client base and promoted products to new and existing clients.
  • Kept up-to-date with regional market and industry trends to optimize marketing and sales plans.
  • Built rapport with key regional accounts.
  • Listened to customer needs to identify and recommend optimal Customer Service solutions.
  • Produced sales documents, finalized deals and filed records.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Underwriting Assistant

Physicians Insurance
Seattle, WA
10.1995 - 08.2004
  • Gathered physician insurance and education data to share with underwriters.
  • Photocopied, documented and scanned received documentation and filed it for use by Associate and Lead Underwriters.
  • Authored first drafts of Committee Meeting documents and delivered updates every quarter.
  • Reviewed and evaluated physician and dentist insurance applications to approve, suspend or decline requests.
  • Generated premium/renewal reports and documentation for senior management and underwriting staff.
  • Responded to requests for immediate office support, such as data searches, office memo drafts or reference retrievals.
  • Quickly remedied customer issues in office, via telephone and with email communication by responding to questions and inquiries within forty-eight hours.
  • Performed data entry functions to track information such as payments, account updates and customer interactions.
  • Created and delivered policy renewal documents to Underwriting department.
  • Entered data into underwriting database to track activity during the renewal process.
  • Collected and reviewed third-party reports, including Committee Meeting notes to support decisions.
  • Reviewed, classified, coded and rated applications to support Underwriters during busy periods.
  • Performed Medical Quality Assurance Commission database reviews.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.

Education

High School Diploma -

Marysville-Pilchuck
Marysville, WA

Timeline

Patient Services Specialist

Providence Medical Group
08.2023 - Current

Regional Sales Associate

Truist/Crump/Time Financial
02.2014 - 01.2021

Regional Administrative Assistant

Morgan Stanley
12.2012 - 12.2013

Regional Sales Assistant

Smith Barney
06.2005 - 11.2011

Underwriting Assistant

Physicians Insurance
10.1995 - 08.2004

High School Diploma -

Marysville-Pilchuck

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Kristianna Moffitt