LISA JACKSON

Managed daily operations, assigned tasks, and provided clear instructions to enhance team productivity and performance

• Generated detailed reports to inform the company of team progress, leveraging CRM systems, Salesforce, and Power BI

• Completed daily quality assurance duties to provide feedback for improvements
• Facilitated team meetings to discuss targets, strategies, and address any issues
• Managed time to ensure tasks were completed on schedule and deadlines were met

• Collected payments for new representation agreements and invoiced clients efficiently
• Contacted clients regarding overdue payments and successfully collected past due amounts
• Communicated open balances with clients and attorneys, ensuring clear financial understanding
• Negotiated credit extensions and waivers when necessary
• Maintained confidentiality and adhered to FDCPA regulations during collections

• Interpreted and explained work procedures and policies to brief staff
• Participated in subordinates' tasks to facilitate productivity or help overcome difficulties
• Provided guidance and support to Customer Service Representatives daily
• Delegated work to staff, setting priorities and goals

• Organized and prioritized caseloads for attorneys
• Implemented feedback mechanisms for continuous improvement of the intake process
• Maintained accurate and up-to-date records of client interactions and services provided
• Answered inquiries from clients regarding their accounts or services provided by the organization
• Coordinated the intake process, ensuring all required documentation was collected and processed

• Prepared and evaluated CRM reports to identify problems and areas for improvement
• Conferred with customers by telephone or in person to provide information about products or services and take orders
• Answered customer inquiries and provided accurate information regarding products and services
• Provided detailed information on benefits and claims to Health Choice Insurance Company clients regarding Medicare and Medicaid
• Executed claims processing by accurately printing, faxing, copying, and filing client claims