Consumer-focused and dedicated Bilingual (English and Spanish) Customer Service Associate with great work ethics, building adaptable and reliable staff developments.
Overview
27
27
years of professional experience
Work History
Referral Specialist
180 Medical
09.2019 - Current
Coordinated patient referrals to ensure timely access to specialized care.
Streamlined communication between healthcare providers and patients to enhance referral accuracy.
Maintained comprehensive documentation of patient interactions and referral processes.
Developed training materials for new staff on efficient referral procedures and systems.
Called insurance companies to get precertification and other benefits information on behalf of patients.
Collaborated with healthcare providers to ensure accurate and complete referral information, improving patient care coordination.
Streamlined referral processes for increased efficiency, resulting in timely appointments for patients.
Verified insurance benefits and eligibility for Type procedures before referring clients.
Coordinated with medical staff and patients to find cost-effective options for services.
Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
Managed high-volume referral requests by prioritizing tasks and maintaining organized records.
Enhanced patient satisfaction by promptly addressing inquiries and resolving issues related to referrals.
Identified opportunities for process improvements within the referral department, leading to increased efficiency and accuracy.
Assisted patients in navigating insurance requirements, facilitating approval of necessary treatments.
Completed administrative patient intakes with case histories, insurance information and mandated forms.
Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
Registered and verified patient records before triage with most up-to-date information.
Outside Sales Representative
Stroke Scan Plus
01.2017 - 12.2019
Schedule appointments for new patients or clients after new event is set. Promote additional services company provides.
Sales/Back-up Cashier
Valu+Pawn
04.2011 - 01.2014
Started as back-up cashier/receptionist, assisted managers with reports, and conducting money transactions while ensuring to limit overage/shortages in main drawer. Promoted to Sales Rep w/ hourly + commission pay in highly competitive work environment. Awarded in Million Dollar Club limited selection.
Front/Back Office Medical Assistant
Concentra-Redbird
01.2007 - 07.2010
Provided triage, referrals, past assessments and medication in occupational health clinics. Scheduled and managed external medical consultations per status with necessary personnel.
Nutritionist / Front-End
Kroger #528
01.1999 - 01.2007
Started as Bagger, was later promoted to Natures Market Head of Dept. Provide and promote culturally competent nutrition education to diverse walk-in customer population. Coordinated and managed inventory for Nature’s Market Department in the 2nd highest volume store in Dallas.
Front/ Back Medical Assistant
303 Medical
01.2003 - 01.2004
Delivered a complete range of medical service and expertise. Accurately obtained & documented patient history, medical assessments, individual conditions and diagnosis; as well as selected department referrals for acute or chronically ill patients. Worked both Front and back office MA.
Education
Medical Assistant -
PCI Health Training Center
Irving, TX
01.2003
Associates degree - Entry Level
Eastfield Community College
Mesquite, TX
01.2001
High School Diploma - undefined
North Dallas High School
Dallas, TX
01.1997
Skills
Relationship building
Motivated team player
Problem-solving
Customer Service-oriented
Goal oriented
Customer service
Sales closing
Phone and email etiquette
Sales presentations
High energy
Sales strategies
Networking
B2B sales
Customer focused-service
Computer skills
Approachable
Upselling strategies
Objection handling
Revenue and profit maximization
CRM and Salesforce proficiency
Cold calling
Appointment setting
Basic math functions
Flexible schedule
Language fluency
Language skills
Languages
Spanish
Native or Bilingual
Qualifications
Exceptional capacity to multitask: managed competing priorities with ease while delivering superior work ethics.
Solid administrative & referral experience including admission, assessment and treatment. As well as, managing heavy daily patient volume, triage, appointment scheduling and referrals.
Proficient in Microsoft Office, 35 wpm, 10 key, CPR certified and other clerical functions.
Demonstrated ability to forge, lead, and motivate outstanding healthcare teams that provide top quality patient care.