Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Phillip Ward

Myrtle Beach,SC

Summary

Dynamic professional with a proven track record at CVS Caremark, adept in document review and confidentiality handling. Excelled in processing over 100 specialty medications daily, ensuring accuracy and precision. Skilled in Microsoft Office and customer relations, I thrive in fast-paced environments, demonstrating exceptional adaptability and a commitment to excellence. Love assisting patients/members with any software.

Overview

2025
2025
years of professional experience

Work History

1099 Tax GBA

Omni Interactions with Intuit Turbotax
Remote, SC
01.2023 - 02.2025
  • Assisted with filing 1099 contractor taxes.
  • Spoke with members and business owners in assist with programs regarding 1099 taxes and Quickbooks app.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Developed strong customer relationships to encourage repeat business.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

Pharmacy Exceptions

CVS Caremark
Remote
  • Processed over 100 specialty medications daily, found errors, and resolved each order before processing, noting every detail.
  • Reviewed customer orders to identify and process exceptions.
  • Performed quality assurance checks on incoming shipments to verify accuracy of orders prior to releasing them for delivery.
  • Investigated discrepancies between purchase orders and invoices.
  • Provided guidance to other team members on processing exceptions.
  • Checked postings and documents for correctness, accuracy and proper coding.

Medicare Customer Service Representative

Millennial Services / Livanta
Remote
  • Collected demographic information from Medicare members, facilities, physicians, and insurances.
  • Faxed documents to physicians, insurances, and medical facilities.
  • Resolved customer complaints and concerns in a timely manner.
  • Developed strategies for improving customer satisfaction levels.
  • Followed up with customers via telephone or email to ensure that their needs were met.
  • Responded promptly to customer inquiries about coverage options, claims status, and other related topics.

Healthcare Customer Service Representative

Omni Interactions / Alivi Health
REMOTE
  • Adhered to HIPAA regulations when handling confidential patient information.
  • Collected demographic information from patients, physicians, and healthcare insurances while adhering to HIPAA regulations.
  • Scheduled transportation for patients to their healthcare appointments in a timely manner.

Pet Insurance Specialist

Millennial Services / Yourgi Pet Insurance
Remote
  • Made outbound calls and accepted inbound calls regarding pet insurance.
  • Informed members of late payments, and assisted with updating account information.
  • Created Excel sheet documents to cover accounts and statistics.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Maintained accurate records of all transactions related to insurance policies.

Education

Some College (No Degree) - Medical Informatics

Big Sandy Community & Technical College
Pikeville, KY

Skills

  • Typing 70 wpm
  • Software applications
  • Document review
  • Accuracy and precision
  • Multi-tasking
  • Confidentiality handling
  • Quickbooks
  • Microsoft office
  • Data entry
  • Adaptability
  • Information security
  • Complaint handling
  • Time management
  • Microsoft Excel
  • Customer relations
  • Payment processing
  • Call center experience

Accomplishments

  • Closed 100+ cases weekly with CVS Specialty Pharmacy.
  • Answered and documents 100+ calls a week with Livanta creating Medicare Appeals.

Timeline

1099 Tax GBA

Omni Interactions with Intuit Turbotax
01.2023 - 02.2025

Pharmacy Exceptions

CVS Caremark

Medicare Customer Service Representative

Millennial Services / Livanta

Healthcare Customer Service Representative

Omni Interactions / Alivi Health

Pet Insurance Specialist

Millennial Services / Yourgi Pet Insurance

Some College (No Degree) - Medical Informatics

Big Sandy Community & Technical College

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Phillip Ward