Summary
Overview
Work History
Education
Skills
Timeline
Generic

Olivia Patrick

Mobile

Summary

Dedicated Healthcare Claims Specialist with 2 years of experience. Proficient in data analytics and Microsoft Excel. Successfully enhanced claims processing efficiency by 20%. Eager to contribute to transforming healthcare. Team lead with over 10 years of experience in a very driven strategy plan. The process optimization and team leadership. I have been in the customer service business for over 15 years perfecting my craft and branding myself as a Team Lead. Newly graduated from college, highly motivated individual with a passion for delivering excellent customer service. Skilled in problem-solving, active listening, and communication, seeking to leverage these abilities in an entry-level position at a forward-thinking.

Overview

4
4
years of professional experience

Work History

Tax Preparer

The Big Office LLC
08.2022 - Current
  • Client consultation and interviews: Meeting with clients to gather financial information, understand their circumstances and identify potential deductions and credits.
  • Financial document analysis: Reviewing and analyzing financial records, such as income statements (W-2s, 1099s), expense documentation, and previous tax returns, to ensure accuracy and identify tax-saving opportunities.
  • Tax return preparation: Completing and filing federal, state, and local tax returns accurately and on time using tax software.
  • Filing tax documents: Submitting tax returns and related documents to the relevant tax authorities (IRS, state and local agencies) by their respective deadlines.
  • Ensuring compliance: Staying up to date with changes in tax laws and regulations at all levels to ensure that all prepared returns comply with current tax codes.

Healthcare Claims Specialist

CVS INC
03.2021 - Current
  • Processed and resolved an average of 200 healthcare claims per week, ensuring accuracy and compliance with company standards.
  • Collaborated closely with data analytics team to identify trends and develop strategies for reducing claim errors, resulting in a 15% decrease in rejections.
  • Acted as a liaison between internal stakeholders and external clients, addressing queries and resolving issues promptly.
  • Developed and implemented streamlined claims processing protocols, improving overall efficiency by 20%.
  • Trained and mentored new team members, enhancing team capacity and reducing onboarding time by 30%.
  • Utilized advanced Excel functions to create detailed reports for management, enabling data-driven decision-making.

Team Lead, Tier 1

MSS Support Kelly Connect
08.2023 - 07.2025
  • Managed a group of people to help them achieve Organizational goals.
  • Responsible for supervising, managing and motivating team members daily.
  • Contacted points for all the team members, so the communication skills could be excellent.
  • Focus on the performance and coordination of a specific team or project.

Customer Service Representative

VXI
06.2023 - 07.2025
  • Provide appropriate solutions for customers, to follow up to resolve any issues their customers experience.
  • Provide knowledgeable help to the customer and go the extra mile in providing the correct details to customer queries.
  • Customer Service Representatives work with customers to resolve complaints, process orders, and provide information about an organization's products and services.
  • Serves customers by selling products and services and meeting the customers need.

Data Analyst Intern

First Source
08.2021 - 06.2025
  • Assisted in analyzing patient data to streamline healthcare service provision, contributing to a 10% increase in operational efficiency.
  • Developed comprehensive data visualizations using Excel and Tableau to communicate insights to senior management.
  • Collaborated with cross-functional teams to refine data collection methods, improving data accuracy by 12%.
  • Conducted extensive research on patient care patterns, presenting findings to improve service delivery strategies.
  • Supported the claims team in validating claim submissions and preparing detailed reports for audits.

Education

Associate's in science - Criminal Justice

Southern New Hampshire University
06.2024

Bachelor's in science - Criminal Justice, Human Services, Human Advocacy

Southern New Hampshire University
07.2025

Skills

  • Claims Administration
  • Healthcare Claims Processing
  • Data Analytics
  • Microsoft Excel
  • Data inputting
  • Client communication
  • Tax return preparation
  • Data gathering
  • Verbal/written communication
  • Tax law knowledge

Timeline

Team Lead, Tier 1

MSS Support Kelly Connect
08.2023 - 07.2025

Customer Service Representative

VXI
06.2023 - 07.2025

Tax Preparer

The Big Office LLC
08.2022 - Current

Data Analyst Intern

First Source
08.2021 - 06.2025

Healthcare Claims Specialist

CVS INC
03.2021 - Current

Bachelor's in science - Criminal Justice, Human Services, Human Advocacy

Southern New Hampshire University

Associate's in science - Criminal Justice

Southern New Hampshire University

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