Summary
Overview
Work History
Education
Skills
Timeline
Generic

Margarita Delgado

Phoenix,AZ

Summary

Dedicated Intake Specialist skilled in claim eligibility analysis and records management. Excellent communication and interpersonal skills. Familiar with industry standards and requirements. Managing duties to facilitate smooth workflow and operational efficiency.

Overview

6
6
years of professional experience

Work History

Intake Specialist

Integrated Orthopedics
05.2022 - 03.2024
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
  • Collaborated with other departments to streamline workflow processes, resulting in increased efficiency and a more cohesive organizational structure.
  • Supported office staff and operational requirements with administrative tasks.

Customer Service Representative

Steward Orthopedics And Sports Medicine
01.2020 - 04.2022
  • Entered referrals into appropriate system based on type of referral obtained.
  • Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.

Bilingual Customer Service Representative

American Vision Partners
02.2018 - 01.2021
  • Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
  • Managed high-volume inbound calls, effectively prioritizing issues to ensure swift resolution and minimize hold times for customers.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Promptly and accurately scheduled 30 to 40 new patients a day.

Education

High School Diploma -

Camelback High School
Phoenix, AZ
05.1999

Skills

  • Problem-Solving
  • Insurance Verification
  • Attention to Detail
  • Relationship Building

Timeline

Intake Specialist

Integrated Orthopedics
05.2022 - 03.2024

Customer Service Representative

Steward Orthopedics And Sports Medicine
01.2020 - 04.2022

Bilingual Customer Service Representative

American Vision Partners
02.2018 - 01.2021

High School Diploma -

Camelback High School
Margarita Delgado