Lily-Anne Saengthong
Savoy,IL
Summary
Experienced professional with multi-industry experience ranging from hospitality, banking, and insurance. Dedicated to providing exceptional service to clients while maintaining trust and transparency in professional transactions. Reflects a balance of autonomy and collaboration to further efforts in reaching team goals. Big picture focus with excellence in communicating intentions and vision to succeed.
Overview
11
11
years of professional experience
Work History
Receptionist
Dr Heath Grote DDS and Dr Mohammad Arif DDS, DMD
2023.03 - Current
- Maintain office scheduling by assessment of patient symptoms and obtaining referral details
- Ensure patient understanding of insurance parameters within office guidelines for accurate quoting
- Coordinate marketing efforts to maximize referral office relationships by monitoring referral rankings
- Assist patients with check-in/check-out procedures, post treatment explanation, and return scheduling
- Oversee daily submission of claims and update patients accordingly once EOB has been received
- Track office collections by monitor of outstanding balances and coordinating patient installments
Commercial Account Manager
HH Insurance Group
2019.05 - 2022.11
- Account Manager for written premiums ranging from $1,500 to $80,000 per line of coverage
- Successfully retained 90% of total accounts including large restaurant groups and professional offices
- Promoted from personal lines to collaborate with the CEO on building a separate commercial team
- Developed the training trajectory, related materials, and reviews for new hires
- Oversaw the assumption of Legacy Special Risks - Marine and the team transition
- Recorded revenue for sales-based accounts on an annual or monthly basis for final premium auditing
- Monitored the renewal timeline and delegated preparations for market submissions at the 90-day mark
- Facilitated endorsement and compliance reviews in collaboration with underwriting teams
- Maximized production by use of agency and state systems such as Salesforce and Sunbiz
- Participated in continued education focused on carrier guidelines, market conditions, and eligibility
Senior Representative
The Bank of Tampa
2015.11 - 2019.04
- Vault Custodian responsible for monitoring cash levels, shipments, and transaction volumes
- Conducted both scheduled and randomized audits of branch compliance
- Located opportunities for relationship growth by tracking of portfolio patterns
- Upheld review procedures to grant supervisor approval for high value cash transactions
- Coordinated the quarterly board member meetings and oversaw material preparations
Teller
JPMorgan & Chase Co
2013.02 - 2015.11
- Reviewed branch limits and transaction volumes to maintain compliant cash levels as eATM custodian
- Followed policy and procedure for accurate reporting on high value cash transaction
- Introduced clients to company and branch technology aiding in the education of resources available
- Processed teller transactions accurately by use of identity verification and account reviews
Education
Associate - Arts
St Petersburg College
2017
High School Diploma -
Berkeley Preparatory School
2013
Skills
- Additional Languages: Thai & Laotian
- Salesforce & Microsoft 365
- Customer and Client Relations
- Training Support
- Claim Handling
- Business Retention
- Strategic Planning
- Promotions and Marketing Strategies
Timeline
Receptionist
Dr Heath Grote DDS and Dr Mohammad Arif DDS, DMD
2023.03 - Current
Commercial Account Manager
HH Insurance Group
2019.05 - 2022.11
Senior Representative
The Bank of Tampa
2015.11 - 2019.04
Teller
JPMorgan & Chase Co
2013.02 - 2015.11
Associate - Arts
St Petersburg College
High School Diploma -
Berkeley Preparatory School
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