Liam Z. Shahine
St. Petersburg
Summary
Dynamic professional with extensive experience at Raymond James Financial, specializing in accounts receivable management and delivering exceptional customer service.
Overview
15
15
years of professional experience
Work History
Credit associate /New accounts
Raymond James Financial
10.2018 - Current
- Responds email inquiries regarding processing or issues.
- Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
- Interprets rules and regulations by applying retirement plan knowledge.
- Processes financial transactions accurately.
- Conducts audits of account activity to ensure transactions meet regulatory compliance.
- Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
- Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
- Communicates, researches and resolves issues with other internal departments.
- Supports a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures.
- Provides support as well as assists in on-the-job training of new associates.
- Reviews daily reports of individual productivity to evaluate personal performance.
- Performs other duties and responsibilities as assigned.
- Support our core production queues (Service Center Process, COB Process, E-mail & Phones) on a daily basis to ensure our Service Level goals are being met.
- Adhere to our teams White Glove approach to delivering World Class Service during each phone and e-mail interaction with our branch partners.
- Act as a technical subject matter expert to support advisors and sales assistants with complex inquiries; this includes partnering with key stakeholders such as Ops Counsel and Decedent Solutions as needed to develop acceptable solutions for our clients.
- Facilitate training for associates, lead workshops and participate in various support streams (Teams/Zoom) to ensure our associates have access to the knowledge/guidance needed to deliver on our Service 1st commitments.
- Point of contact for escalated calls/inquiries as assigned by leadership.
- Contribute to the enhancement of various processes and work with the Doc team to ensure materials are updated and team notified/trained on the applicable changes.
Referral Intake Specialist / Customer Care Specialist
Humana At Home
07.2015 - 06.2018
- Document per protocol and communicate pertinent information to designated person and/or persons.
- Meet or exceed referral activity goals on a weekly basis.
- Participate in the promotion of the multidisciplinary healthcare team.
- Work collaboratively with other members of the clinical team.
- Respond efficiently to alerts and notifications with initiative to resolve problem.
- Address and verify member referrals and channel members to appropriate levels of care management.
- Coordinate with other Humana associates and outside vendors involved in the program in handling requests and provide expeditious follow-up.
- Additional responsibilities as deemed appropriate by Humana At Home Leadership.
Unit Coordinator
Conifer Health Solutions
St. Petersburg
01.2011 - 05.2015
- Answer telephone and route calls to managers on duty.
- Retrieve and input patient information in to the database.
- Review data according to provided manuals.
- Provide managers on duty with confidential patient information.
- Prepare and submit proper weekly reports to designated departments.
Administrative Assistant /Outside Sales
Absolute Security Inc.
Clearwater
07.2013 - 02.2014
- Maintains workflow by studying methods; implementing cost reductions; and developing reporting procedures.
- Develops administrative staff by providing information, educational opportunities, and Experiential growth opportunities.
Rebate Program Administrator /Technician
St. Petersburg Water Resources Dept.
St. Petersburg
05.2010 - 01.2012
- Prepare and maintain accounting entries and adjustments to customer database.
- Responsible for Preparation of municipal customer accounts.
- Communicate with other program accounting personal.
- Assist city accountants in generating and dispensing customer’s disbursements.
- Schedule appointments and perform on-site visit to customer locations to verify compliance with program policy.
Pharmacy Technician
Walgreens Pharmacy
St. Petersburg
08.2010 - 08.2011
- Answers telephone and routed calls to others stores and pharmacy personal.
- Assists co-workers with various tasks such as insurance and customer relations.
- Files, faxes and photocopies documents as needed.
- Fill customer’s prescriptions and explain and verify orders received.
- Communicate with doctors and nurse staff.
- Operate cash register and drive thru window.
Education
Pharmacy Technician -
Florida Medical Prep
Largo, FL01.2008
High School -
Smithtown High School
Smithtown, NY01.1997
Skills
- Accounts receivable management
- Healthcare administration
- Data entry and analysis
- HIPAA compliance
- Customer service excellence
- Microsoft Outlook proficiency
- Meditech expertise
- Policy development
- Microsoft Office suite
- Presentation skills with PowerPoint
- Document creation in Word
- Spreadsheet management in Excel
- Managed care strategies
- Electronic health records (EHR)
- Event coordination
- Health insurance knowledge
- Database access and management
- Employee training programs
- Oracle database management
- Cerner system navigation
- Citrix virtualization skills
Timeline
Credit associate /New accounts
Raymond James Financial
10.2018 - Current
Referral Intake Specialist / Customer Care Specialist
Humana At Home
07.2015 - 06.2018
Administrative Assistant /Outside Sales
Absolute Security Inc.
07.2013 - 02.2014
Unit Coordinator
Conifer Health Solutions
01.2011 - 05.2015
Pharmacy Technician
Walgreens Pharmacy
08.2010 - 08.2011
Rebate Program Administrator /Technician
St. Petersburg Water Resources Dept.
05.2010 - 01.2012
Pharmacy Technician -
Florida Medical Prep
High School -
Smithtown High School
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