Personable and dedicated Customer Service Representative with extensive experience in Medicare part B/D industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
30
30
years of professional experience
Work History
Patient Access Representative/Fiscal Clerk
Medmark
Parma Heights, OH
01.2024 - 09.2025
Collaborated with clinical and administrative staff to meet patient needs.
Responded to calls quickly while maintaining professionalism.
Clarified protocols, guidelines, and offerings to patients.
Reported liabilities and risk management concerns to supervisor for review.
Oversaw patient registration, ensuring accurate documentation.
Derived patient cost estimate based on insurance determination at pre-registration.
Actively participated in team meetings and training sessions.
Processed patient co-pays, deductibles, and other payments, ensuring accurate financial records.
Obtained necessary signatures for privacy laws and consent for treatment.
Managed swift referrals for patient access to essential resources.
Maintained confidentiality of patient information in compliance with HIPAA regulations.
Kept patient appointments on schedule by notifying providers of patients' arrival and reviewing service delivery compared to schedule.
Validated patient demographics and insurance details for system registration.
Secured informed consent and payment documentation from patients.
Verified patients' insurance and payment methods during admissions or check-in processes.
Provided a courteous reception for all visitors and patients.
Processed insurance verifications and authorizations to ensure coverage of services.
Verified completeness and correctness of data entries in computer systems.
Ensured compliance with HIPAA by safeguarding all patient information.
Explained financial obligations and secured fees.
Delivered aid to various departments upon request.
Managed large influx of calls, delivering outstanding service to patients and families.
Prepared daily reports on registration activities, highlighting areas for improvement.
Ensured timely resolution of patient issues using empathetic approaches.
Transformed traditional document processes by implementing electronic storage methods.
Supported development of consistent cash documentation procedures.
Ensured compliance by updating references with latest Medicare, Medicaid and third-party payer requirements.
Explained various admission forms and policies, acquiring signatures for consent.
Collected co-pays and other payments from patients at time of service.
Managed incoming faxes related to patient registration processes.
Performed pre-registration functions such as verifying demographic information, obtaining authorizations, and collecting deposits and co-payments.
Monitored waiting areas to ensure a comfortable and safe environment for patients and visitors.
Collaborated with insurance companies to resolve billing discrepancies and pre-certification issues.
Coordinated scheduling of appointments across multiple departments to optimize patient care.
Responded to patient inquiries regarding billing or financial matters.
Conducted prompt follow-up on outstanding claims.
Completed routine maintenance and repair.
Recognized by management for providing exceptional customer service.
Achieved savings by creating effective solutions to issues.
Resolved customer inquiries regarding billing issues or payment disputes.
Matched orders with invoices and recorded required information.
Performed bookkeeping and accounting consulting services.
Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
Documented financial transactions across spreadsheets and databases.
Reconciled bank statements with internal accounting records.
Checked expense reports for correctness prior to payment submission.
Utilized Excel to manage cash flows, budgets, and accounts receivable and payable functions.
Updated and maintained databases with current information.
Fostered customer interaction through the application of advanced people skills.
Customer Service Representative
CVS Caremark Mail Services Pharmacy
Woonsocket, RI
08.2020 - 12.2023
Answered customer inquiries and provided accurate information regarding products and services.
Provided excellent customer service to resolve customer complaints promptly.
Facilitated billing processes, returns, and exchanges for customers.
Captured detailed notes on customer comments, dealings, and interactions for subsequent use.
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Developed strong relationships with customers by providing personalized assistance and support.
Tracked orders from start to finish to ensure timely delivery of goods or services.
Provided effective solutions through approachable and expert support.
Managed tense situations with professionalism and poise.
Facilitated resolution of customer inquiries via multi-channel support including phone calls, live chats, and email correspondence.
Demonstrated excellent communication skills in resolving product and consumer complaints.
Developed strong customer relationships to encourage repeat business.
De-escalated challenging customer issues with a calm demeanor.
Consulted with customers to resolve service and billing issues.
Set up and activated customer accounts.
Identified service requirements by conducting targeted inquiries.
Educated customers on special pricing opportunities and company offerings.
Processed payments while guiding customers through setting up payment options.
Streamlined processes for resolving overdue account balances through tailored plans.
Ensured awareness of security protocols, promotional offers, and transactional procedures.
Upheld quality control policies and procedures to increase customer satisfaction.
Streamlined problem-solving process by prioritizing customer inquiries.
Used proven techniques to de-escalate angry customers during telephone interactions.
Conducted outbound calls to gather account details.
Streamlined wait time processes to reduce complaints.
Homeschool Educator
Ohio Virtual Acadamy
Maumee, OH
08.2011 - 05.2023
Developed captivating exercises to enhance comprehension of core subjects.
Crafted personalized educational strategies accommodating unique learning preferences and strengths.
Facilitated development of critical thinking skills via open-ended questions.
Remained calm and patient in student interactions to support individual growth and development.
Coordinated field trips and educational outings to enhance real-world learning experiences.
Streamlined deployment of online lessons and resources for remote learning environments.
Assistant Human Resources Manager
Phoenix Residential/Grand Manor
Parma, Ohio
02.2005 - 08.2011
Monitored and tracked daily transport operations, ensuring that all vehicles ran safely and efficiently.
Prepared reports on the performance of drivers, vehicle maintenance, and fuel consumption.
Managed employee operations through effective hiring, scheduling, coaching, and evaluation coordination.
Maintained adherence to local regulations governing transportation safety standards.
Developed strategies to reduce costs associated with transportation activities.
Identified opportunities to improve service quality and efficiency of transport operations.
Developed and maintained job descriptions, employee handbooks, and organizational charts.
Conducted recruitment processes, including screening resumes, and interviewing candidates.
Performed background checks on potential new hires.
Guided management on compliance with compensation policies and procedures.
Guided employees in handling grievances, disciplinary actions, and performance concerns.
Coordinated employee training sessions for both new hires and existing staff members.
Ensured precise updates and organization of HR documentation, including contracts and job postings.
Coordinated diverse company events including team-building initiatives and festive celebrations.
Reviewed resumes from external applicants against job requirements to determine suitability for open positions.
Prepared orientation materials for newly hired personnel.
Ensured adherence to employment laws at federal, state, and local levels.
Conducted employee orientation sessions outlining company policies and job roles.
Followed federal and state regulations when filing documents for staff.
Facilitated recruitment and hiring processes.
Developed employee orientation and training programs for new hires.
Scheduled meetings with employees to address concerns and grievances.
Handled employee discipline and termination to address policy infractions.
Organized employee directories and updated individual contact information.
Aligned HR policies with federal and local regulations.
Participated in industry events and workshops to source top-tier talent.
Suggested promotions and wage increases according to employee performance.
Scheduled random drug testing for employees to diminish regularity risks.
Reported on workplace health and safety compliance to superiors.
Catering General Manager
Sammy's Restaurant Bar & Grill
Cleveland, OH
04.1995 - 02.2005
Defined and implemented personnel performance standards for consistent service.
Developed strategies to enhance service quality, boosting team performance and business sustainability.
Upheld restaurant standards for food and beverage quality, team member engagement, financial goals, standard operating procedures, and guest experiences.
Supervised staff preparing and serving up to 500 meals per day.
Achieved restaurant and bar HR goals through recruitment, selection, orientation, training, assignment, scheduling, and coaching.
Enhanced profitability by managing expenses through portion control and quality standards.
Conducted precise monthly inventories of supplies and equipment.
Ordered food items, kitchen apparatus, and service supplies promptly.
Monitored operations to uphold conformity with alcohol-related laws.
Created and executed operational strategies to enhance efficiency.
Established and maintained effective communication with staff members to ensure efficient operations.
Oversaw comprehensive daily business operations in budgeting, staffing, scheduling, and inventory control.
Analyzed financial metrics to pinpoint cost-saving opportunities.
Coordinated training activities for employees to ensure compliance with company policies and procedures.
Encouraged inter-departmental collaboration with curated team-building exercises.
Ensured compliance with local health department regulations regarding food safety standards.
Designed innovative methodologies to boost productivity.
Addressed issues promptly while upholding top-notch service standards.
Created employee appreciation initiatives to drive engagement with organizational targets.
Led recurring strategic sessions with leaders to review advancements on planned targets.
Partnered with various departments to craft actionable improvement strategies.
Offered direction to managers to encourage a cooperative environment within the organization.
Carried out periodic reviews of internal controls to uphold the correctness of accounting records.
Guided employees through responsibilities, policies, and procedures.
Recruited suitable candidates for vacant roles.
Created schedules and monitored payroll to remain within budget.
Guided team with strategic planning, task assignment, and leadership.
Recruited and guided employees to surpass key performance benchmarks.
Administered employee discipline through verbal and written warnings.
Monitored inventory levels to maintain cost efficiency.