Summary
Overview
Work History
Education
Skills
Timeline
Generic

LaCandis Williams

Rockford,IL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with high accuracy. I'm a well driven financial service representative with a strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.

Overview

Work History

Financial Services Representative

LSI
04.2024 - Current
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained updated records of all financial transactions to support traceability.
  • Assists with online banking, such as recovering usernames, as well as unlocking or resetting passwords.
  • Logged into various of platforms to unblock debit cards if member's debit card was blocked.
  • Provide balance inquires as needed.
  • Transfer funds from one account to another rather its within the same account or member to member within the same financial institution.

Inside Sales Representative

Lincare
4 2022 - 04.2024
  • Assist with placing orders for CPAP machine supplies monthly/quarterly.
  • Verified and update insurance.
  • Managed friendly and professional customer interactions.
  • Utilized data and analytics to identify and understand customer needs.
  • Working with all internal departments as necessary, such as Revenue Cycle and Patient Advocates.

Shift Manager

Kentucky Fried Chicken
5 2021 - 12 2021
  • Exercised composure under pressure and in escalated customer service scenarios.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Trained and mentored new employees to maximize team performance.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

Access Specialist

Rosecrance
2 2019 - 4 2021
  • Verified patient insurance eligibility and entered patient information into system.
  • Conducted pre-assessment's for clients to be admitted to inpatient or outpatient treatment.
  • Scheduled clients for direct admissions.
  • Staffed clients with medical and or psychiatric doctor to make sure that our facility could accommodate client.
  • Documenting EMR to reflect approval or denial of treatment authorization.

Patient Service Registration

Mercy Health Physicians
1 2018 - 1 2019
  • Gathered demographic and insurance information to register patients for medical appointments.
  • Accurately inputted patient and insurance information into company's computer system using Epic Software.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Imaged and scanned patient and registration documentation into electronic patient records.
  • Collected payments and co-pays from customers using large variety of insurance programs, adjusting amounts based on specific plan directives.

Debt Collector

State Collection Service
8 2016 - 4 2018
  • Maintained high volume of calls and met demands of busy and productive group.
  • Contacted insurance companies to verify insurance coverage at the time of service.
  • Achieved performance goals on consistent basis.
  • Identified and contacted customers with overdue accounts to address payment status.
  • Developed strong relationships with customers to foster timely payments and account resolution.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Analyzed customer financial records to determine appropriate payment plan.
  • Worked with customer to create debt repayment plan based on current financial condition.

Education

Bachelor of Science - Healthcare Management

Colorado Technical University
Colorado Springs, CO
06.2017

Skills

  • Solution development
  • Goal Setting
  • Organizational Skills
  • Communication Skills
  • Attention Detailed
  • Medical Terminology
  • Account Maintenance
  • Financial Services
  • Teller transactions
  • Account documentation
  • Payments Processing
  • Punctual and Dependable
  • Multitasking Abilities
  • MS Office

Timeline

Financial Services Representative

LSI
04.2024 - Current

Inside Sales Representative

Lincare
4 2022 - 04.2024

Shift Manager

Kentucky Fried Chicken
5 2021 - 12 2021

Access Specialist

Rosecrance
2 2019 - 4 2021

Patient Service Registration

Mercy Health Physicians
1 2018 - 1 2019

Debt Collector

State Collection Service
8 2016 - 4 2018

Bachelor of Science - Healthcare Management

Colorado Technical University

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LaCandis Williams