Lisa Steel
Atlanta,GA
Summary
Financial Services and Patient Account Representative with over 10 years of experience in account management and regulatory compliance. Expertise in resolving complex financial issues and optimizing revenue cycle management. Demonstrated success in enhancing operational efficiency and delivering exceptional customer service in dynamic healthcare and financial settings. Strong work ethic and adaptability with proven ability to master new skills independently.
Overview
23
23
years of professional experience
Work History
Patient Care & Estate Management
Self-Employed
Atlanta, USA
08.2013 - Current
- Managed estate finances, property maintenance, and healthcare arrangements for family members.
- Provided direct patient care, coordinating medical appointments, medications, and in-home support services.
- Handled financial obligations, including insurance claims, budgeting, and estate planning.
- Acted as liaison between healthcare providers, financial institutions, and legal representatives.
Financial Services Representative
Piedmont Hospital
Atlanta, USA
09.2010 - 07.2013
- Ensured 100% compliance with HIPAA and financial regulations while managing patient financial accounts.
- Opened 500+ new accounts, IRAs, and CDs, assisting clients in selecting appropriate financial products.
- Resolved complex customer inquiries, ensuring high levels of satisfaction and retention.
- Assisted with financial audits and reporting, maintaining accurate documentation.
Patient Account Representative
Atlanta Medical
Atlanta, USA
02.2002 - 12.2010
- Maintained accurate EMR records, improving data accuracy by 30%.
- Processed insurance claims & billing, securing timely payments and reducing claim denials.
- Assisted 100+ patients monthly in setting up customized payment plans, reducing outstanding balances by 20%.
- Investigated and resolved insurance claim disputes, improving claim approval rates.
- Educated patients on payment policies and contract terms, ensuring transparency.
Education
Healthcare Management -
Herzing College
Atlanta, GA01.2000
Skills
- Financial reporting and reconciliation
- Regulatory compliance (HIPAA, banking, insurance)
- Revenue cycle management
- Insurance billing and claims processing
- Patient payment retention
- Electronic medical records (EMR)
- Customer service and relations
- Multitasking and problem-solving
- Google Workspace proficiency
Skills Expertise
Financial Reporting & Account Reconciliation, Regulatory Compliance (HIPAA, Banking, Insurance), Revenue Cycle Management, Insurance Billing & Claims Processing, Patient Payment Plans & Account Retention, Electronic Medical Records (EMR), Customer Service & Client Relations, Multitasking & Problem-Solving, Google Drive & Office Suite
References
References available upon request.
Timeline
Patient Care & Estate Management
Self-Employed
08.2013 - Current
Financial Services Representative
Piedmont Hospital
09.2010 - 07.2013
Patient Account Representative
Atlanta Medical
02.2002 - 12.2010
Healthcare Management -
Herzing College