Lindsay Magler
Scandia,MN
Summary
Creative and engaging Account Manager promoting dynamic client management, issue resolution and relationship-building skills. Effective at maximizing repeat business opportunities. Proven history of increasing revenue while building trust and maximizing upsell opportunities.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
Account Manager
ChiroSpring (Fomerly ClinicDr)
Davenport, IA
01.2022 - 04.2024
- Developed and maintained relationships with preferred service accounts to ensure customer satisfaction.
- Analyzed client data and identified opportunities for growth.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Provided denial recommendations and billing and coding guidelines to healthcare clinics nationwide through a cloud-based health records/practice management solution.
- Observed HIPAA privacy practices as a business associate, safeguarding PHI client data
Operations Specialist
ClinicDr
Vergas, MN
03.2016 - 12.2021
- Contacted insurance companies to ensure proper and timely payment on healthcare claims
- Conducted insurance verifications and ensured compliance with prior authorization requirements
- Entered EOB information obtained through payer calls and portals into secure practice management enterprise environment
- Managed overdue claim reports for timely refiling of unprocessed claims.
- Disputed claims through payer-specific required channels for reprocessing of wrongfully denied claims
- Reviewed provider treatment records for claim assembly service; verified diagnostic pointers, modifiers, and additional CMS-1500 billing features to ensure prompt payment of claims including E&M services, injections, radiology, chiropractic, and physical therapy
- Utilized clearinghouse relationships and user portals to create and submit secondary/supplemental claims, replacement claims, and void claims
Branch Manager, Lender
First Resource Bank (Formerly Eagle Valley Bank)
Stillwater, MN
08.2011 - 02.2014
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Managed staff scheduling, hiring and training processes.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Conducted regular performance reviews for all employees in the branch.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
Personal Banker, Branch Manager
Deerwood Bank (Formerly American Bank)
St. Paul, MN
08.2009 - 08.2011
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Researched customer inquiries and reported findings in a timely manner.
- Cross-sold banking products such as credit cards, loans and investments.
Lead Teller
Deerwood Bank (Formerly American Bank)
St. Paul, MN
03.2006 - 08.2009
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Led weekly staff meetings to discuss goals, objectives, and performance metrics.
- Maintained up-to-date knowledge of current bank products and services for customers' convenience.
Education
Business Management
Cardinal Stritch University
Milwaukee, WISkills
- Account development
- Schedule Management
- Campaign execution
- Client Relationship Management
- Relationship Building
- CRM proficiency
Certification
- HIPAA Awareness for Business Associate
- HIPAA Security Training
- Notary Public (inactive)
Timeline
Account Manager
ChiroSpring (Fomerly ClinicDr)
01.2022 - 04.2024
Operations Specialist
ClinicDr
03.2016 - 12.2021
Branch Manager, Lender
First Resource Bank (Formerly Eagle Valley Bank)
08.2011 - 02.2014
Personal Banker, Branch Manager
Deerwood Bank (Formerly American Bank)
08.2009 - 08.2011
Lead Teller
Deerwood Bank (Formerly American Bank)
03.2006 - 08.2009
Business Management
Cardinal Stritch University
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