Proactive and goal-oriented with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Customer service professional with 28 years of experience, including 20 years in finance and 7 years in management roles
Overview
22
22
years of professional experience
Work History
Account Representative III
The Cleveland Clinic Foundation
Cleveland, OH
07.2019 - Current
Serve as a resource for Ohio BWC billing, supporting team members with complex claims and escalations
Review and submit medical bills to Ohio BWC, including resolution of challenging claims using critical thinking and advanced analysis.
Monitored and analyzed denial trends, identifying root causes and reducing BWC provider ID-related denials by 75%
Lead quality assurance efforts by maintaining personal QA standards and ensuring compliance with departmental goals.
Balance and resolve patient accounts while prioritizing workflow to meet daily operational needs and deadlines.
Communicate updates to Ohio BWC regulations and educate team members on policy changes and fee schedule updates.
Provide ongoing support and guidance to Account Representatives, including troubleshooting and escalation management.
Supported onboarding and training of new hires and developed Quick Reference Guides to promote consistency and efficiency
Conducting Tier I and Tier II huddles during managements absence.
Facilitate cross-departmental training with other departments on PDF Sam and Adobe Acrobat
Lead and contribute to process improvement initiatives through Kaizen, implementing solutions that enhance operational efficiency.
Managed key projects, including the Union Hospital BWC billing initiative and Ohio BWC Provider ID implementation.
Collaborated with team members to support task completion and maintain an efficient workflow
Actively contributed to process improvement initiatives and project work to enhance efficiency and workflows
Lead Customer Service Representative
Fifth Third Bank
Brecksville, Ohio
03.2016 - 05.2017
Managed a team of 5 customer service representatives
Supervised daily operations, ensuring compliance with banking regulations and policies.
Reviewed associate performance to identify training needs.
Conducted regular audits to ensure adherence to security protocols and cash management procedures.
Implemented process improvements that reduced transaction times and increased customer satisfaction.
Established positive relationships with clients through regular follow-ups and personalized service offerings.
Teller Manager
Citizens Bank
Brunswick, Ohio
03.2004 - 01.2016
Managed cash flow and balanced cash drawers, minimizing discrepancies through meticulous audits.
Supervised daily operations of teller line, ensuring adherence to policies and procedures.
Ensured accurate organization and maintenance of legal records in compliance with bank retention schedules and regulatory guidelines
Trained and mentored teller staff, enhancing customer service and operational efficiency.
Collaborated with management to identify areas for process improvement, driving performance enhancement initiatives.
Lead Patient Service Representative / Administrative Assistant III at CU Family MedicineLead Patient Service Representative / Administrative Assistant III at CU Family Medicine
Lead Patient Services Representative / Administrative Assistant III at CU FAMILY MEDICINE – PARK MEADOWSLead Patient Services Representative / Administrative Assistant III at CU FAMILY MEDICINE – PARK MEADOWS