Payton Steinhardt
Milwaukee,WI
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Proven track record of success in determining eligibility and resolving complex cases. Works professionally with clients to develop and implement successful strategies for maximizing services and benefits. Skilled in problem-solving and identifying solutions meeting clients' needs.
Overview
3
3
years of professional experience
Work History
Eligibility Specialist
Baker Tilly
06.2021 - Current
- Responsible for processing eligibility requests for over 150 clients and assisting with eligibility inquiries directly with various insurance companies.
- Followed guidelines when reviewing applicant data to determine eligibility.
- Trained staff on current eligibility requirements and policies.
- Processed and certified documents for accuracy and compliance with government regulations
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance
Emergency Rental Assistance Representative
Baker Tilly
01.2021 - 06.2021
- Responsible for promptly answering client question related to Emergency Rental Assistance Program
- Developed relationships with customers to provide unrivaled customer experience.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Educated thousands of customers about billing, payment processing and support policies and procedures.
Education
Bachelors of Business Administration -
University of Wisconsin
Milwaukee, WI12.2023
Skills
- Microsoft Office
- Tableau
- Canva
- Outlook
- Excel
- Leadership
- Detail Oriented
- Organized
- Time Management
- Project Management
Timeline
Eligibility Specialist
Baker Tilly
06.2021 - Current
Emergency Rental Assistance Representative
Baker Tilly
01.2021 - 06.2021
Bachelors of Business Administration -
University of Wisconsin
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