Poonam Shukla
Fullerton,CA
Summary
- Detail-oriented Tax Professional adept at quickly assessing customer needs,
- Excellent numerical and analytical problem-solving skills.
- Ability to work independently as well as in a team
- Excellent communication and interpersonal skills
- Capable of meeting deadlines and ensuring accuracy
- Ready to help team achieve company goal
- Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position.
Overview
24
24
years of professional experience
Work History
Stock Trader
Self-employeed
Fullerton, CA
03.2018 - Current
- Increased overall portfolio returns by analyzing market trends and executing strategic trades.
Medical Doctor(Homeopathy)
Sel Practice
India
04.2004 - 04.2010
- Established strong relationships with patients and their families, fostering trust and commitment to the healthcare plan.
- Educated patients and families on benefits of healthy diet and adequate exercise.
Medical Claims Analyst
E-Meditek Solutions
India
08.2007 - 10.2008
- Enhanced claim processing efficiency by implementing automated workflows and streamlining procedures.
- Reduced fraudulent claims by conducting thorough investigations and collaborating with the fraud detection team.
- Improved customer satisfaction by resolving complex medical claims in a timely and professional manner.
- Ensured accurate payments by meticulously reviewing medical records, invoices, and supporting documentation.
- Managed high-volume caseloads for optimal productivity while maintaining strict attention to detail.
- Provided exceptional customer service, addressing inquiries regarding coverage, benefits, and claim statuses promptly and professionally.
- Assisted in the development of standardized processes for claim adjudication across multiple insurance products.
- Verified patient insurance coverage and benefits for medical claims.
- Evaluated medical claims for accuracy and completeness and researched missing data.
Medical Doctor(Homeopathy)
Dr JPS Bakshi
Delhi India
02.2000 - 03.2004
- Improved patient outcomes by implementing evidence-based treatment plans and thorough followups.
- Educated patients and families on benefits of healthy diet and adequate exercise.
- Recorded patients' health histories and provided consultations weekly.
- Established strong relationships with patients and their families, fostering trust and commitment to the healthcare plan.
- Medical Content writer and set up an Alternate /Herbal Medicine store
Education
Bookkeeping
North Orange County of Continued Eduction
Online/ Anaheim 09.2024
Taxation
H&R Block
Online11.2022
Medical Insurance Coding
AAPC
Salt Lake City, UT11.2012
Bachelor of Science - Homeopathic Medicine
National Institute of Homeopathy
India 08.1999
Skills
- Tax Return Preparation
- Organization Skills
- QuickBooks Proficiency
- Problem Solving
- Individual Taxation
- Attention to Detail
- Time Management
Languages
Hindi
Full Professional
Timeline
Stock Trader
Self-employeed
03.2018 - Current
Medical Claims Analyst
E-Meditek Solutions
08.2007 - 10.2008
Medical Doctor(Homeopathy)
Sel Practice
04.2004 - 04.2010
Medical Doctor(Homeopathy)
Dr JPS Bakshi
02.2000 - 03.2004
Bookkeeping
North Orange County of Continued Eduction
Taxation
H&R Block
Medical Insurance Coding
AAPC
Bachelor of Science - Homeopathic Medicine
National Institute of Homeopathy