Summary
Overview
Work History
Education
Skills
Timeline
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Monica Shelby

Prosper,TX

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

6
6
years of professional experience

Work History

Short Term Disability Claims Manager

New York Life Insurance Co
07.2022 - Current
  • Make claim / customer eligibility determinations and manage on-going claims for an assigned caseload of short-term disability claims, through capturing medical information, applying appropriate contractual provisions, following legal guidelines, and leveraging expert resources.
  • Communicate with claimants, employers, and various medical professionals to gather information regarding the application for, payment of, and ongoing management of short-term disability benefits.
  • Support and promote all integration initiatives (including Family Medical Leave, Life Assistance Programs, Integrated Personal Health Team, Your Health First, Healthcare Connect, etc.)
  • Ability to handle potentially high levels of call volume from customers and clients. Respond to various written and telephone inquiries, including eligibility, approval/denial determinations, status and continuation or closure of benefits.
  • Work directly with clients and Vocational Rehabilitation Counselors to facilitate return to work either on a full-time or modified duty basis
  • Network with both customers and physicians to medically manage claims from initial medical requests to reviewing and evaluating ongoing medical information
  • Pay all covered claims accurately and timely
  • Execute on all customer performance guarantees
  • Adhere to standard timeframes for processing mail, tasks and outliers
  • Understand Group Operations and Corporate Compliance, Polices and Procedures and best practices
  • Stay abreast of ongoing trainings associated with role and business unit objectives
  • Respond to all telephonic and email inquiries within customer service protocols in a clear, concise and timely manner

Insurance Coordinator

Dr. James Dean Jensen
07.2020 - 07.2022
  • Verified insurance and communicated coverage to staff and patients.
  • Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
  • Obtained prior authorization and precertification for outpatient procedures.
  • Filed and tracked insurance claims and communicated claims status to patients.

Client Success Manager

Thomson Reuters
10.2017 - 12.2019
  • Built constructive customer relationships to improve loyalty and recommendations.
  • Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
  • Identified changing customer needs and adapted service strategies to meet them.
  • Evaluated current customer retention strategies and recommended improvements.
  • Utilized knowledge of customer experience to create specialized plans for customer retention.

Education

High School Diploma -

Dallas Lutheran School
Dallas, TX

Skills

  • Proficiency with MS Office applications (Word, Outlook)
  • Proven track record of successfully driving results in a complex matrix environment
  • Strong critical, analytical and investigative skills; ability to gather information, analyze facts, and draw conclusions
  • Ability to work with a sense of urgency and be a self-starter with a customer focus mindset
  • Ability to build and maintain effective relationships
  • Effective interpersonal, written and verbal communication skills
  • Excellent planning, time management and organizational skills
  • Ability to manage multiple and changing priorities
  • Strong negotiation skills
  • Knowledge of legal liability, insurance coverage and medical terminology
  • Technically savvy with the ability to toggle between multiple applications and/ or computer monitors simultaneously

Timeline

Short Term Disability Claims Manager

New York Life Insurance Co
07.2022 - Current

Insurance Coordinator

Dr. James Dean Jensen
07.2020 - 07.2022

Client Success Manager

Thomson Reuters
10.2017 - 12.2019

High School Diploma -

Dallas Lutheran School
Monica Shelby