Intake CoordinatorCustomer Service RepresentativeInsurance Customer Service RepresentativeAuto Insurance AgentHostess/Server
Work Type
Full TimePart TimeContract Work
Location Preference
Remote
Important To Me
Career advancementFlexible work hoursWork-life balance
Dedicated professional skilled in insurance verification, appointment scheduling, and customer service. Proven ability to manage patient intake and resolve inquiries, contributing to enhanced patient experiences.
8
years of professional experience
Work History
Intake Coordinator
8 Months
Northeast Health Services - Beverly, MA | 07.2024 - 03.2025
Managed patient intake documentation, verifying accuracy to maintain compliance with health regulations.
Coordinated appointment scheduling for new patients, ensuring timely processing and efficient workflow.
Provided support to clinical staff by collecting and inputting patient data into the electronic health records system.
Facilitated insurance verification processes, improving turnaround time for patient services eligibility.
Responded to patient inquiries promptly, delivering exceptional customer service to foster positive experiences.
Completed intake assessment forms and filed clients' charts.
Collaborated with healthcare professionals to ensure patients received appropriate services and resources.
Customer Service Representative
1 Year 4 Months
Health IQ - Mountain View, CA | 01.2022 - 05.2023
Resolved customer complaints efficiently, ensuring satisfaction and retention.
Assisted customers with inquiries, providing accurate information on health insurance options.
Managed high-volume call traffic, maintaining professionalism under pressure.
Documented customer interactions in CRM system for tracking and follow-up purposes.
Conducted follow-up calls to ensure ongoing customer satisfaction and support needs were met.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Addressed customer inquiries to ensure satisfaction and foster positive service experience.
Maintained detailed records of customer interactions, contributing to comprehensive a comprehensive database for future reference.
Insurance Customer Service Representative
1 Year 1 Month
Maximus - Chester, VA | 10.2020 - 11.2021
Resolved customer inquiries regarding policies, claims, and coverage options to enhance client satisfaction.
Processed policy applications and renewals efficiently using internal software systems to ensure accuracy.
Provided clear explanations of complex insurance concepts to clients, facilitating informed decision-making.
Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
Assisted customers with completing insurance documents to avoid missed information.
Processed insurance policy cancellations and renewals quickly to meet call time targets.
Set up customer payment plans to cover annual policies and renewals.
Auto Insurance Agent
1 Year 7 Months
Teleperformance USA - Richmond, VA | 02.2019 - 09.2020
Assisted clients in selecting appropriate auto insurance policies based on individual needs and preferences.
Educated customers about coverage options, claims processes, and risk management strategies.
Processed policy applications and renewals, ensuring accuracy and compliance with company standards.
Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
Collaborated with underwriters to ensure accurate risk evaluation, optimizing premium rates for both company profitability and client affordability.
Conducted thorough needs assessments, recommending suitable coverage options based on each client's unique situation.
Hostess/Server
4 Months
Buffalo Wild Wings - Grand Island, NE | 08.2018 - 12.2018
Welcomed and seated guests, ensuring a positive first impression and efficient table turnover.
Provided menu recommendations and answered questions to enhance guest dining experience and satisfaction.
Managed reservations and waitlists using restaurant management software to optimize seating efficiency.
Collaborated with kitchen staff to ensure timely food delivery and address customer concerns promptly.
Trained new staff on service standards, fostering a cohesive team environment and improving service consistency.
Executed daily opening and closing procedures to maintain cleanliness and organization within dining areas.
Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
Helped customers with dietary restrictions, allergies and intolerances obtain safe, delicious food by working closely with kitchen staff on alternatives.
Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
Prep Cook
1 Year 3 Months
Chick Fill A - Colonial Heights, VA | 01.2017 - 04.2018
Prepared food items according to standardized recipes and quality standards.
Collaborated with team members to streamline food preparation processes.
Maintained cleanliness and organization of kitchen workstations and equipment.
Assisted in inventory management, ensuring adequate stock levels for kitchen operations.
Implemented efficient prep techniques, reducing food waste during preparation stages.
Demonstrated strong multitasking abilities, managing multiple food stations simultaneously without compromising quality or speed.
Washed, peeled, and cut fruits and vegetables in advance to save time on food preparation.
Maintained clean, hygienic kitchen workspace by sweeping, mopping, and taking out trash.
Education
Bachelor of Science - Psychology
Capella University - Minneapolis
01-2028
Skills
Insurance verification
Follow-up management
Patient communication
Clinical documentation
Appointment management
Electronic health records
Patient intake documentation
Microsoft office
Timeline
Intake Coordinator
Northeast Health Services
07.2024 - 03.2025Read more
Customer Service Representative
Health IQ
01.2022 - 05.2023Read more
Insurance Customer Service Representative
Maximus
10.2020 - 11.2021Read more
Auto Insurance Agent
Teleperformance USA
02.2019 - 09.2020Read more
Hostess/Server
Buffalo Wild Wings
08.2018 - 12.2018Read more
Prep Cook
Chick Fill A
01.2017 - 04.2018Read more
Capella University - Bachelor of Science, Psychology