Summary
Overview
Work History
Education
Skills
Timeline
Generic

LASHEILA MCKINNEY

Germantown,WI

Summary

My objective is to obtain a professional and rewarding career where I can utilize the knowledge and skills obtained through my collective employment experiences, as well as learn new skills. I am known for superior customer service; it is truly my passion.

Overview

15
15
years of professional experience

Work History

Account Manager

Dental Associates
Milwaukee, Wisconsin
07.2025 - Current
  • Managed client accounts, ensuring satisfaction and long-term relationships.
  • Developed strategic proposals to meet client needs and expectations.
  • Coordinated project timelines and deliverables with cross-functional teams.

Account Manager

Prairie States Enterprises
Sheboygan, Wisconsin
06.2023 - 07.2025
  • Lead new employer group (client) implementations
  • Act as primary contact for clients, brokers, networks, prescription benefit managers, and all other vendors. Establish strong relationships through communication and timely problem resolution
  • Managed multiple clients, overseeing contract management, client relationships, invoicing, and bill management to ensure seamless service delivery
  • Collaborated across multiple departments to accommodate individual client needs and requirements, including census files and monthly reports.
  • Produced and delivered monthly, quarterly, and annual utilization and forecast reports to clients and brokers, facilitating informed decision-making
  • Create plan documents such as, SBCs, Schedule of Benefits, and SPD (Plan Documents)
  • Collaborated with internal departments to provide plan coverage details that assisted with claims, eligibility, and coordination of benefits.
  • Prairie States is a Third Party Administrator (TPA) servicing clients across the U.S. They offer a unique cutting edge clinical approach of experienced medical professionals who apply their expertise to both claims administration and health benefits management.

Client Delivery Manager

Optavise/CNO (formally, DirectPath/Patient Care)
03.2016 - 04.2023
  • Lead new employer group (client) implementations
  • Served as primary contact for clients, brokers, and vendors, establishing strong relationships through effective communication and timely problem resolution
  • Supported Sales team in new sales and renewal processes, contributing to client success and satisfaction
  • Responsible for collaborating across multiple departments to accommodate individual client needs and requirements
  • Collaborated across multiple departments to accommodate individual client needs and requirements
  • Provide support to the Sales team in new sales and the renewal process
  • Produced and delivered utilization and forecast reports monthly, quarterly, and annually to clients and brokers, ensuring informed decision-making
  • Participate in employee benefit presentations and health/benefit fairs
  • Optavise offers Patient Advocacy Services across the US. They offer personalized benefit education, health care transparency, and tax-advantaged reimbursement plan administration for Fortune 1000 employers.

Account Coordinator

Optavise/CNO (formally, DirectPath/Patient Care)
10.2015 - 03.2016
  • Managed communications with internal and external contacts during client implementations and renewals, ensuring alignment between Sales, Account Management, Operations Management, Brokers, and clients
  • Maintain client data and assist the Account Manager in the collection of client information
  • Fill in as primary contact for client when Account Manager is unavailable
  • Responded to escalated client inquiries and member experience issues, coordinated resolution, and delivered communications.
  • Served as primary contact for clients in absence of Account Manager, ensuring continuity of service and support
  • Optavise offers Patient Advocacy Services across the US. They offer personalized benefit education, health care transparency, and tax-advantaged reimbursement plan administration for Fortune 1000 employers.

Emergency Room Patient Registrar

St. Francis Hospital
11.2013 - 10.2015
  • Collected and identified patient demographic information, updating records in designated patient management systems.
  • Conduct insurance verification and determine plan coverage
  • Requested coordination of benefits upon notification of other insurance
  • Identify non-participating Insurances or Out of Networks plans; taking necessary steps to inform patients and physicians regarding options based on findings
  • Explain hospital regulations and processes with patients to assist in securing signatures and other necessary information prior to admission
  • Coordinated patient admission needs and room assignments, ensuring effective communication across hospital teams
  • Conduct professional yet empathetic conversations with patients, families, and visitors
  • Maintain the Emergency Room intake working spaces and the patient lobby
  • Ascension Wheaton Franciscan is part of a nationwide collaboration of hospitals, medical practices and healthcare innovators that are committed to transforming the way healthcare is delivered by sharing best practices and knowledge from one community to another.

Patient Registration - Lead

St. Mary's Hospital - West Allis Clinic
11.2011 - 11.2013
  • Assisted in developing and training department processes to enhance operational efficiency
  • Maintains clean working spaces and patient lobby, ensuring that supplies for the department are available
  • Collect and maintain patient demographics, which included; insurance ID cards, benefit information and general patient information
  • Collect and maintain patient demographics, which included: insurance ID cards, benefit information and general patient information
  • Request coordination of benefits, when notified of other insurance
  • Assist in the development and training of department processes
  • Maintains clean working spaces and patient lobby, ensuring that supplies for the department is available

Education

License - Life And Health License

Kaplan College
Milwaukee, WI
09.2025 - 09.2025

Riverside University High School
Milwaukee, WI

Skills

  • Account Management
  • Health Benefits Knowledge
  • Employee Benefits
  • Microsoft 365 (Word, Excel, PPT, Outlook)
  • Client Presentation
  • Client service excellence
  • Critical thinking
  • Communication proficiency
  • Dependability
  • Adaptable and Flexible
  • Collaborative Team Player
  • Self-starter

Timeline

License - Life And Health License

Kaplan College
09.2025 - 09.2025

Account Manager

Dental Associates
07.2025 - Current

Account Manager

Prairie States Enterprises
06.2023 - 07.2025

Client Delivery Manager

Optavise/CNO (formally, DirectPath/Patient Care)
03.2016 - 04.2023

Account Coordinator

Optavise/CNO (formally, DirectPath/Patient Care)
10.2015 - 03.2016

Emergency Room Patient Registrar

St. Francis Hospital
11.2013 - 10.2015

Patient Registration - Lead

St. Mary's Hospital - West Allis Clinic
11.2011 - 11.2013

Riverside University High School
LASHEILA MCKINNEY