Reliable,highly motivated,customer centered patient advocate with an in-depth knowledge of financial management. Consistently assisted patients in navigating complex financial barriers caused by expected medical expenses.
Guided patients through complex application process, that included,but was not limited to Social Security disability, Florida medicaid children's Health Insurance Programs, Charity Care programs and other Community resources to alleviate financial burden.
Responsible for providing administrative and customer support. Primarily: Greeted clients warmly, both in person and by phone, handling payment. Also we should ensure a positive client experience by matching client with appropriate tax professional and addressing their needs efficiently.
Identify and communicate additional products or services that may be beneficial to the client.
Consistently assisted patients in navigating complex financial barriers caused by unexpected medical expenses.
Guided patients patients through complex application processes, that included, but was not limited to Social Security disability, Florida Medicaid,Children's Health Insurance Programs, Charity Care Programs and other community resources, to alleviate financial burden.
Developed and implemented communication strategies used to promote the organizations message, products and services.
Responsible for collection of corporate accounts, credit analysis, billing and customer service.
Established clear performance goals for the team that aligned with organizational objectives, driving success through focused effort and accountability.
Reduce delinquency rates by closely monitoring customer accounts and promptly addressing overdue payments.
DBPR -Department of Business and Professional Regulation
Real State Agent -SL3517979
Department of Treasury Internal Revenue Service
Tax Professional PTIN P00884456