Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mary Guerra

Dallas

Summary

Accomplished Insurance Specialist with 8 years of experience in the healthcare industry, skilled in insurance verification and patient care. Proven ability to enhance patient support through effective communication and administrative management. Holds multiple licenses, including Life & Health Insurance and Certified Bookkeeper, demonstrating a commitment to professional excellence. Adept at utilizing Salesforce and other software to streamline processes and improve service delivery. Authorized to work in the US for any employer

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Specialist

McKesson
Dallas-Fort Worth, TX
05.2023 - Current
  • I made outbound calls to Insurance companies for patients to get BI information and PA information on patients plan. Salesforce software and hubservices. I helped patients get the help they need to relieve medication as needed.

Collections Agent

Firstsource Solutions
06.2025 - 11.2025
  • Managed customer accounts, ensuring timely resolution of payment inquiries and disputes.
  • Negotiated payment plans with clients, enhancing recovery rates while maintaining positive relationships.
  • Analyzed account data to identify trends and develop targeted collection strategies.
  • Trained junior agents on effective communication techniques and compliance regulations.
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Processed payments and applied to customer balances.

Customer Service Representative

Advantmed
Dallas County, TX
04.2020 - 01.2023
  • Remote working in scheduling appointments for annual check up through medicaid verify patient and nurse schedules follow up with insurance verification as well as hippa policy

Administrative Assistant

Valdez Trucking
Mesquite, TX
02.2017 - 04.2020
  • Answer phones schedule appointments data entry word processing assist with all office functions

Education

High School Diploma - Basic

Sunset High School
Dallas County, TX
05-2020

Skills

  • Medical Receptionist
  • Office Management
  • Accounting
  • Microsoft Office
  • Analysis skills
  • Data entry
  • Microsoft Excel
  • Insurance Verification
  • Merchandising (7 years)
  • Administrative experience
  • Customer service
  • Patient Care
  • Medical terminology
  • Customer support
  • Time management
  • Windows
  • English
  • Medical Coding
  • Medical Billing
  • SharePoint
  • Front desk
  • Sales
  • Cash handling
  • Medical Office Experience
  • Medical Records
  • Typing
  • Dental assisting (3 years)
  • Communication skills
  • Word Processing
  • Anatomy Knowledge
  • Negotiation
  • Medical coding
  • Medical Terminology
  • Administrative Experience
  • Medical Scheduling
  • Medical office experience
  • Organizational skills
  • Computer skills

Certification

  • Life & Health Insurance License
  • Life Insurance License
  • Certified Bookkeeper

Timeline

Collections Agent

Firstsource Solutions
06.2025 - 11.2025

Insurance Specialist

McKesson
05.2023 - Current

Customer Service Representative

Advantmed
04.2020 - 01.2023

Administrative Assistant

Valdez Trucking
02.2017 - 04.2020

High School Diploma - Basic

Sunset High School