Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Perla Ortega

Tolleson

Summary

Experienced with handling patient inquiries and providing support in customer service and healthcare setting. Utilizes strong communication skills and empathy to resolve issues and ensure patient satisfaction. Knowledge of healthcare protocols and procedures, contributing to efficient and effective service delivery.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Finance Mail Operations Pharmacy Technician II

Humana
01.2022 - 09.2025
  • Processed prescriptions accurately for various medications and patient needs.
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Review and determine eligibility for medical insurance coverage and other benefit plans.
  • Process claims and ensure that accurate information is provided to members.
  • Received payment from customers and processed credit card transactions when necessary.
  • Responded promptly to member inquiries about coverage options, claims status, and other related topics.
  • Reviewed policy documents to ensure compliance with regulatory standards.
  • Conducted thorough investigations into disputed claims for resolution.
  • Verified documents to ensure accuracy of information provided by members.
  • Assisted members with inquiries regarding Medicare benefits and coverage options.
  • Maintained accurate records of all claim activities in accordance with company policies.
  • Assessed medical records for coverage eligibility and benefit accuracy.
  • Processed requests for payments from external vendors or other entities related to grant programs.
  • Collaborated with other healthcare professionals to ensure optimal patient care.
  • Provided exceptional customer service, addressing patient questions and concerns with empathy.
  • Communicated effectively with providers, insurance agencies, and various departments within the organization to resolve member issues quickly and efficiently.
  • Utilized CRM software to track customer interactions and improve service delivery.
  • Assisted in training new staff in the Finance department on order processing procedures.
  • Other duties as assigned.

Administrative Assistant/Dispatcher

SHAMROCK FOODS COMPANY
02.2011 - 04.2020
  • Compiled and analyzed data utilizing spreadsheets or other database software.
  • Directed customer communication to appropriate department personnel and offered information to resolve inquiries, boosting customer satisfaction.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets, and updating reports.
  • Kept tracking system of Fuel Master information for the tracking of all fuel transactions for the different divisions. (AZ, CO, NM, CA, ID)
  • Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
  • Eliminated inaccuracies in accounts payable payments by verifying information prior to generating checks and electronic payment transfers.
  • Worked closely with department personnel to produce accurate and timely bills.
  • Coordinate with drivers and warehouse management team to ensure dispatch of delivery drivers on time.
  • Communicate with all necessary departments with regards to daily driver routes.
  • Assure compliance with all safety procedures, company policies and DOT laws.
  • Orders and maintains supplies and arranges for equipment maintenance.
  • Maintaining files and records so they remain updated and easily accessible.
  • Other duties as assigned

Member Service Representative II

CREDIT UNION WEST
02.2006 - 02.2011
  • Cashed checks and disbursed monies after verifying signatures, endorsements, and customer account balance.
  • Collected loan payments and placed holds on accounts for uncollected funds, according to organizational procedures.
  • Posted night and mail deposits, payments and requests received in mail daily.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Processes cash advances, travelers' checks, cashiers' checks, money orders, bank-to-bank wires, and Western Union wires.
  • Receive and process share deposits, loan payments, cash, and check share withdrawals.
  • Opening, maintaining, and closing of all account types.
  • Cross-selling the Credit Union's products and services.
  • Balance daily transactions and verifies cash totals.
  • Investigates and resolves out-of-balance conditions.
  • Other duties as assigned.

Education

PHARMACY TECHNICIAN CLOCK-HOUR PROGRAM -

Gateway Community College
Phoenix, AZ
09.2021

HIGH SCHOOL DIPLOMA -

Camelback High School
Phoenix, AZ
05.2007

Skills

  • Effective communication skills
  • Claims processing
  • Critical thinking skills
  • 10-key proficiency
  • Verifying prescription claims and orders
  • Pharmacy operations
  • Recordkeeping and documentation
  • Multitasking Abilities
  • Proficient in all Microsoft Office products
  • Verbal and written communication
  • Problem solving
  • Data entry accuracy
  • Answering and routing calls
  • Supporting pharmacy operations
  • Resolving customer issues
  • Insurance eligibility verification

Certification

  • Certified Pharmacy Technician (CPhT) - PTCB

Languages

Spanish
Native/ Bilingual

Timeline

Finance Mail Operations Pharmacy Technician II

Humana
01.2022 - 09.2025

Administrative Assistant/Dispatcher

SHAMROCK FOODS COMPANY
02.2011 - 04.2020

Member Service Representative II

CREDIT UNION WEST
02.2006 - 02.2011

HIGH SCHOOL DIPLOMA -

Camelback High School

PHARMACY TECHNICIAN CLOCK-HOUR PROGRAM -

Gateway Community College

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