Melissa Mitchell
Sunrise
Summary
Dynamic business professional skilled in client onboarding and enhancing customer satisfaction. Demonstrated ability to tailor service solutions and educate team members in achieving company objectives. Proven track record in effective communication and problem-solving across diverse environments.
Overview
8
8
years of professional experience
Work History
Onboarding Consulting Representative
TCA Consulting
09.2025 - 12.2025
- Assisted clients/companies with setting up accounts and customizing their services
- Managed processing of insurance materials requested by companies for effective account setup
- Collaborated with insurance brokers to clarify details of sold lines of service
- Reviewed insurance proposals for accuracy and completeness
- Processed insurance proposals to ensure accurate and timely service delivery
Onboarding Specialist
Freedom Care, LLC
04.2024 - 07.2025
- Conducted orientation for new caregivers and patients, enhancing understanding of care protocols
- Onboarded caregivers and patients, facilitating smooth transition into care programs
- Scheduled patient appointments, ensuring timely access to care services
- Managed billing authorization requests efficiently
Onboarding Engagement Customer Support Representative
Epitech/Allstate/Contract
01.2020 - 01.2024
- Distribution and collection of data from agents onboarding onto the Allstate Agency Voice platform
- Performing pre- and post- conversion calls to agents ensuring all data has been collected for implementation
- Reviewed and followed up with agents to ensure timely collection of required information or documentation
- Ensure agents complete legal documentation and submit Authorization to Allstate.
- Assisted agents with technical setup on Avaya/RingCentral platform for seamless communication
- Created new accounts in Salesforce to streamline agent onboarding process
Intake Member Services
Humana Health Care
01.2018 - 01.2020
- Answering inbound calls from members to qualify for Humana benefits.
- Following up with members regarding program approval and benefit changes
- Collected documents to obtain authorization for program approval.
- Verified member monthly income and benefits by contacting Social Security Administration.
- Performed insurance verification to ensure accurate processing of member claims.
- Onboard/intake caregivers and patients
- Coordinated and scheduled medical visits for patients to ensure timely care delivery.
Education
Associate Degree - Early Childhood Education
Miami Dade College
Miami, FL06-2017
High School Diploma -
Miami Central High School
06-1998
Skills
- Client onboarding
- Customer engagement
- Salesforce
- CRM
- Zoho
- Data analysis
- Technical troubleshooting
- Process improvement
- User training
- Documentation review
- Records management
- MS Word
- Excel
- Outlook
- SharePoint
- Teams
- OneNote
- Customer support
- Negotiation skills
- Negotiation skills
Aditional work Experience
- FCB Banking
- Lets work Recruiting
- United Collection Bureau
Timeline
Onboarding Consulting Representative
TCA Consulting
09.2025 - 12.2025
Onboarding Specialist
Freedom Care, LLC
04.2024 - 07.2025
Onboarding Engagement Customer Support Representative
Epitech/Allstate/Contract
01.2020 - 01.2024
Intake Member Services
Humana Health Care
01.2018 - 01.2020
Associate Degree - Early Childhood Education
Miami Dade College
High School Diploma -
Miami Central High School