Marguerite Whitehead
Broxton,GA
Summary
Dynamic Financial Data Analyst with proven expertise at CRH Physician Practices, excelling in financial statement analysis and customer service. Achieved significant reductions in aged accounts receivable through meticulous follow-up and strong organizational skills. Proficient in Excel and adept at fostering trustful relationships, enhancing patient satisfaction while resolving complex billing issues.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Data Analyst
CRH Physician Practices
03.2022 - Current
- Posted payments and processed refunds.
- Provided exceptional customer service, handling sensitive patient situations with professionalism and empathy.
- Facilitated smooth communications between patients, providers, and insurers, fostering an atmosphere of trust and collaboration.
- Conducted regular audits of patient accounts, identifying discrepancies and rectifying errors as needed.
- Enhanced patient satisfaction by promptly addressing inquiries and resolving account issues.
- Achieved a significant reduction in aged accounts receivable through diligent follow-up efforts with both patients and insurers.
- Responded to patient, family, and external payer inquiries.
- Utilized computer programs to create invoices, letters, and other documents.
- Negotiated payment plans with patients experiencing financial difficulties, supporting them in meeting their obligations without undue stress.
- Educated patients on financial policies, promoting understanding of their responsibilities within the healthcare system.
- Researched billing errors and discrepancies to initiate corrective action.
- Responded to customer inquiries and provided detailed account information.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Established relationships with customers to encourage payment of delinquent accounts.
- Processed debtor payments and updated accounts to reflect new balance.
Receptionist
Dubberly Glass
06.2021 - 03.2022
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Answered central telephone system and directed calls accordingly.
- Corresponded with clients through email, telephone, or postal mail.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Customer Service Representative
Walgreens
08.2012 - 12.2014
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
Education
Associate of Science - Engineering Physics
South Georgia State College
Douglas, GA05-2012
Skills
- Financial statement analysis
- Decision support
- Strong organization
- Excel proficiency
- Flexible team player
- Documentation skills
- Data inputting
- Advanced computer skills
- Financial software
Certification
CPAR - Certified Patient Account Representative
Timeline
Financial Data Analyst
CRH Physician Practices
03.2022 - Current
Receptionist
Dubberly Glass
06.2021 - 03.2022
Customer Service Representative
Walgreens
08.2012 - 12.2014
Associate of Science - Engineering Physics
South Georgia State College
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