Melissa Neff

Obtained information to provide auto and home insurance quotes.

Collected past due payments

Reviewed policy changes to make sure they were processed correctly

Processed payments for insurance policies

• Expedited document processing with accurate data entry and timely filing.
• Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
• Maintained confidentiality in handling sensitive information while performing administrative tasks.
• Utilized office management software to record and track customer information.
• Input data into spreadsheets and databases.

• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Maintained a professional and welcoming environment for clients, contributing to an overall positive experience.
• Responded to inquiries from callers seeking information.
• Directed phone inquiries, answered customer questions, and scheduled appointments.
• Coordinated master schedule by booking and rescheduling appointments and balancing workloads.
• Handled financial transactions accurately by processing payments, issuing receipts, and maintaining detailed records of all transactions.
• Obtained and verified insurance benefits and informed the patient.

• Updated and renewed home and farm policies in a timely manner
• Worked with office agents to manage and process policies following underwriting guidelines
• Processed policy payments
• Managed office banking, mail and other post office tasks
• Streamlined data entry processes for enhanced accuracy in client records management systems.
• Reduced errors in policy documentation by conducting thorough reviews and implementing quality control measures.

• Performed office reception duties
• Prepared and submitted documents for subpoenaed radiology billing and medical records
• Processed payments from legal entities for subpoenaed records

• Registered new patients/Prescreened patients for verification of insurance benefits/Reviewed benefits with patients
• Collected patient information for financial assistance applications/Processed payments and payment plans