Marie Rose Philemont
Naples
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns.
Bilingual Customer Service Representative with proven ability to quickly and effectively resolve complaints and issues. Well-trained and composed in busy call center settings. The goal is to be a part of a team where I would be able to grow and learn new skills so I could be an important asset to the company that I am working for.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Service Specialist
Growth Management- Collier County Government
08.2018 - Current
- Evaluated customer account information to assess current issues and determine potential solutions.
- Work with software such as Sire, Blue Beam, City View, Next Image, Excel, Word, and Outlook.
- Keep records of customer interaction, identify and assess customer’s needs to achieve satisfaction.
- Upload scanned plans and documents to City View and Sire to help facilitate the task for customers looking up records.
- Acknowledge and resolving customer complaint.
Financial Counselor
Lee Health
03.2023 - 01.2025
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Strengthened client understanding of complex financial concepts using clear explanations and real-life examples.
- Acted as an advocate for clients during creditor negotiations, working towards mutually beneficial agreements that facilitated debt resolution.
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Improved client financial stability by assessing their financial situations and developing tailored plans.
- Enhanced financial literacy for individuals and families by conducting educational workshops on budgeting, credit management, and savings.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Documented details regarding contact with patients, providers and other individuals in system.
Medical Records Clerk
Physician Regionals
03.2020 - 12.2024
- Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Scanned medical records in digital format for easy retrieval and accessibility.
- Printed and photocopied documents to provide patients with copies of medical records.
- Maintained patient confidence by keeping patient records information confidential.
- Maintained patient records systems by archiving, scaning and indexing important documents and files.
- Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
- Supported medical staff by providing organized and accurate medical records.
- Uploaded physician progress notes, history, and physicals into electronic medical records.
- Responded effectively to requests for medical records from legal representatives, insurance companies, and other authorized parties in a timely manner.
- Maintained patient records in compliance with security regulations.
- Assisted in training new Medical Records Clerks, sharing best practices for managing files efficiently while maintaining confidentiality.
- Collaborated with physicians and nurses, providing timely access to accurate and up-to-date medical records.
Data Entry Clerk
Collier County Board of County Commissioners
02.2017 - 04.2020
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Scanned documents and saved in database to keep records of essential organizational information.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Verified accuracy of data entered into system to produce error-free reports.
- Sorted documents and maintained organized filing process.
- Verified entered data against source documents to maintain consistency across multiple platforms within the organization.
- Prioritized tasks effectively to ensure timely completion of all assigned projects without sacrificing attention to detail.
- Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.
- Created and maintained data entry logs to track data entry activities.
Administrative Assistant
Peter’s Services
09.2016 - 08.2018
- Directed customer communication to appropriate department personnel, in addition to providing information to resolve inquiries and bolster customer satisfaction.
- Created and maintained spreadsheets and developed administrative and logistical reports.
- Managed conference calls by documenting participant details and preparing audio recordings for future reference.
- Scheduled and coordinated meetings and calendars of high-level decision-makers.
- Organized and maintained filing and document management systems, coordinating archiving and purging aligned with company document policies.
- Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company policies and procedures.
- Assisted with administrative tasks, including filing, answering phones and help customers filling out important forms and application.
Education
Bachelor Of Nursing - Nursing
Keiser University
Fort Lauderdale, FLBachelor of Science - Pre-Medicine
Florida SouthWestern State College
Naples FloridaAssociate of Arts - Accounting And Business Management
Universal Class
Washington DCHigh School Diploma -
Palmetto Ridge High School
Naples, FLAssociate Of Applied Arts - Accounting And Finance
Florida SouthWestern State College
Fort Myers, FL05.2019
Skills
- Schedule mastery
- Senior leadership support
- Project management
- Process optimization
- Effective and attentive speaking and listening
- Great time management, sense of urgency
- Report creation
- Project management abilities
- Call center experience
- Clerical support
- Microsoft Office expertise
- Technologically savvy
- Promotional support
- Customer service
- Data evaluation
- Customer relations
- Highly organized, detail oriented
- Takes initiative
- Adapts to change quickly
- Good communication skills
- Excellent written and oral communication
- Customer relationship management (CRM)
- Telephone etiquette
- Account management
- CRM software
- Call centers
- Report generation
- Data entry
- Computer proficiency
- Professional telephone demeanor
- Microsoft outlook
- Building rapport
- Administrative support
- Call management
- Documentation
- Microsoft Office Suite
- Software CRM system proficiency
- Data collection
Certification
- Advanced Certificate in Business Accounting
- Red Cross First Aid/CPR/AED
- Financial Literacy
Education and Training
other,other,true,other
Languages
French
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Counselor
Lee Health
03.2023 - 01.2025
Medical Records Clerk
Physician Regionals
03.2020 - 12.2024
Customer Service Specialist
Growth Management- Collier County Government
08.2018 - Current
Data Entry Clerk
Collier County Board of County Commissioners
02.2017 - 04.2020
Administrative Assistant
Peter’s Services
09.2016 - 08.2018
Bachelor of Science - Pre-Medicine
Florida SouthWestern State College
Associate of Arts - Accounting And Business Management
Universal Class
High School Diploma -
Palmetto Ridge High School
Bachelor Of Nursing - Nursing
Keiser University
Associate Of Applied Arts - Accounting And Finance
Florida SouthWestern State College
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