Licensed Small Group Client Service Representative with proven expertise guiding brokers and group leaders through renewals, cost-saving strategies, and ancillary products, including Blue Balance Funded proposals. Skilled in resolving escalated broker concerns and serving as a key liaison across underwriting, claims, operations, and ancillary departments. Strong written and verbal communication skills.
Work History
Small Group Client Service Representative I
3 Years 11 Months
Healthcare Service Corporation | 09.2022 - Current
Licensed General Lines Agent (Life & Health) in Oklahoma, New Mexico, and Montana; actively pursuing HMO licensure within required timeframe
Serve as primary point of contact for brokers and group leaders, resolving benefits, billing, and renewal inquiries with accuracy and efficiency
Reviewed renewals for accuracy to ensure timely and correct processing
Advised brokers and group leaders on renewal options, including cost-saving strategies, ancillary add-ons, and Blue Balance Funded proposals
Diffuse and resolve escalated broker calls, maintaining professionalism and composure under pressure
Function as key liaison between external clients and internal partners across underwriting, claims management, operations, and ancillary departments to drive timely resolutions
Planned, developed, and delivered training on Blue Balance Funded plans, as well as general producer training on the small group market segment
Drive ancillary product growth by proactively upselling life, vision, and dental benefits to expand client coverage
Customer Advocate I
1 Year 2 Months
Healthcare Service Corporation | 07.2021 - 09.2022
Delivered accurate, responsive support across 50–100 inbound calls daily in a high-volume insurance environment
Resolved billing inquiries and investigated claims to ensure timely, accurate outcomes
Coordinated with healthcare providers and insurance carriers via outbound calls to verify information and resolve discrepancies
Trained and onboarded 15–25 new employees per quarter, building job templates to standardize workflows and accelerate ramp-up time
Resolved escalated calls with sound judgment and professionalism, serving as a trusted resource for complex customer issues
Customer Service Representative/ Authorization Specialist
Served as primary phone representative, handling 30–60 daily calls from patients, insurance agencies, and tribal healthcare organizations
Acted as liaison between PLA and patients, clients, insurers, and tribal healthcare organizations to ensure accurate billing and claims filing
Explained statements, insurance adjustments, and account balances to patients to ensure clarity on charges owed
Obtained prior authorizations for 100+ patients monthly, coordinating with tribal healthcare organizations and the VA
Developed a new tribal follow-up process and built relationships with the Cherokee, Creek, and Pawnee Nations
Verified eligibility and coordinated benefits across major payers (Medicaid, Medicare, BCBS, United Healthcare) in OK and KS
Processed patient payments and set up installment plans to resolve outstanding balances
Updated EDI and claims information with insurance companies as needed
Order Writer
1 Year 1 Month
GC Services | 06.2019 - 07.2020
Processed billing update orders across multiple departments within the Verizon Corporate Billing Office to ensure accurate charges
Served as assistant manager for the order writing department, assigning work and coordinating team schedules
Developed new workflow processes to improve efficiency across multiple billing systems, presenting recommendations to management for approval
Authored a training manual for the order writing department to onboard new hires and standardize billing correction procedures
Customer Service Supervisor
2 Years
C3 Customer Contact Channels | 05.2017 - 05.2019
Trained and qualified 53 new hires on company policies and procedures, maximizing team efficiency and readiness
Managed escalated customer service calls, emergency roadside assistance requests, and billing/contract explanations
Handled 300+ daily calls resolving billing disputes across company, individual, and government contracts, each requiring distinct billing code protocols
Ensured accurate coding and billing for tax-exempt contracts and full contractual compliance
Applied contract discounts as needed to support customer retention and maintain positive client relationships
Coordinated emergency roadside assistance to ensure timely customer support
Education
Bachelor's - Healthcare Administration
Northeastern State University | Tahlequah, OK | 01-2019
Cum Laude
Skills
Salesforce
Blue Star
SMARS
Timeline
Small Group Client Service Representative I
Healthcare Service Corporation
09.2022 - CurrentRead More
Customer Advocate I
Healthcare Service Corporation
07.2021 - 09.2022Read More
Customer Service Representative/ Authorization Specialist