MONIQUE M. BEANS
Southfield,MI
Summary
Prospective organized and decisive junior data analyst with 20+ years as a personal computer for business, and customer service professional, seeking a Financial Planning Analyst position within the Key Management Group (KMG) organization; where I'll be able to showcase how the multi-facet transferable skills will be valuable while furthering gathering educational knowledge within the company, as well as allow me to assist in the corporation’s overall success.
Overview
30
30
years of professional experience
3
3
Certification
Work History
Patient Advocate I
HENRY FORD HEALH SYSTEM
08.2016 - 09.2018
- Responsible for following established protocols to schedule patient appointments for multiple specialty practice groups; performed new patient registration and updated demographic and insurance information as needed, all while following set guidelines of HIPPA and acting as the welcoming front door for all callers, instilling loyalty and anticipating needs.
- Provided efficient and effective customer relationship management while advocating on behalf of medical staff, clients and callers ensuring that their needs were met.
- Trained new employees on how to use companies’ proprietary medical record system (EPIC) and navigate through multiple programs.
- As team lead and my superiors, I participated in the interview process for possible new hires to ensure that the candidate would fit well into company goals.
- Worked effectively with staff from all departments to coordinate resolutions.
- Entered details into computer systems and managed database of information.
- Facilitated communication between patients, families and healthcare providers to support comprehension.
- Maintained patient records and updated electronic health systems to safeguard data.
- Assisted patients in navigating complex healthcare systems and procedures to reduce emotional strain.
- Verified patient insurance eligibility and entered patient information into system.
- Answered incoming calls, scheduled appointments and filed medical records.
- Provided excellent customer service to patients and medical staff.
- Facilitated communication between patients and various departments and staff.
- Followed document protocols to safeguard confidentiality of patient records.
- Trained new staff on filing, phone etiquette and other office duties.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Responded to inquiries by directing calls to appropriate personnel.
- Helped address client complaints through timely corrective actions and appropriate referrals.
SPOC III
PNC MORTGAGE CO
06.2014 - 04.2015
- Acted as a single point of contact liaison to assigned borrower(s) currently 45 days delinquent or greater; borrower(s) who were in a confirmed disaster area; or borrower(s) that requested loss mitigation options, and remained as the single point of contact until the borrower(s) were current or approved for loss mitigation
- Worked with borrower(s) to establish repayment schedules; within strict client and consumer parameters
- Assisted the borrower(s) with loss mitigation option, how to apply, and status updates
- Interacted with team members and worked to ensure the best practices were used to achieve the company goals
- Educated new employees on how to use the companies’ proprietary systems, entering customer data, organizing customer interaction log and processing Speedpay payments.
Disability Customer Service Representative
METLIFE, ADECCO USA, INC
12.2010 - 01.2013
- Responsible for initiating short term insurance claims; receiving and taking inbound/outbound calls from client to business and business to business inquiries in a contact center environment
- Manipulated various proprietary systems for data entry, electronically faxed and mailed forms, researched check status, reissued checks and W2 Forms
- Consistently worked with and assisted my team in meeting the department monthly goals and quota
- Attended training programs for all aspects of workplace performance and professional development
- Performed administrative tasks; such as: maintaining records, created effective PowerPoint presentations for training purposes and formatted and updated Excel spreadsheets to record and report daily statistics.
Education
Personal Computers for Business Certificate -
SINCLAIR COMMUNITY COLLEGE
Dayton, OH06.2010
Skills
- Excellent Problem Solving
- Superb Oral and Written Communication
- Data Analysis
- Effective and Efficient Time Management
- Ability to Adhere to Rules and Regulations as Stated and Required by Advisors and FINRA
- Professionally Communicate and Build Rapport with Internal Department Members and Clients
- Ability to Accurately Receive and Review Data
- Sharp Critical Thinking
- Outstanding Data Entry
Certification
- Data Analysis, Google - 2023
- Tableau Training, Simplilearn - 2023
- Microsoft Office Specialist, Word, Excel, PowerPoint, and Access - 2005
Timeline
Patient Advocate I
HENRY FORD HEALH SYSTEM
08.2016 - 09.2018
SPOC III
PNC MORTGAGE CO
06.2014 - 04.2015
Disability Customer Service Representative
METLIFE, ADECCO USA, INC
12.2010 - 01.2013
Personal Computers for Business Certificate -
SINCLAIR COMMUNITY COLLEGE
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