Summary
Overview
Work History
Education
Skills
Websites
Languages
Languages
References
Timeline
Generic

Poonam Shukla

Fullerton,USA

Summary

Detail-oriented professional with proven ability to enhance organizational efficiency through strategic planning and problem-solving. Seeking to attention to detail in an entry-level tax specialist role while contributing to company growth.

Analyzed market trends to execute strategic trades that increased portfolio returns.

Dynamic professional with a proven track record at E-Meditek Solutions and Vipul med corp enhancing claim processing efficiency, and reducing fraudulent claims.amic professional with a proven track record at E-Meditek Solutions and Vipul Med corp, enhancing claim processing efficiency and reducing fraudulent claims.

My experience as a Medical Doctor further strengthens my analytical thinking and customer service capabilities.
Developed individualized care plans and counseled patients on preventative measures

Overview

25
25
years of professional experience

Work History

Stock Trader

Self-employed
Fullerton, USA
03.2018 - Current
  • Increased overall portfolio returns by analyzing market trends and executing strategic trades.

Medical Claims Analyst

E-Meditek Solutions and Vipul MedCorp Insurance
, India
08.2005 - 04.2010
  • 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.
  • Analyzed claim denials to identify underlying causes and develop resolution strategies.
  • Developed solutions that improve operational efficiency while reducing costs.
  • Collaborated with healthcare providers to resolve outstanding claims issues.
  • Processed manual adjustments including voids, write-offs, refunds.

Medical Doctor(Homeopathy)

Self Practice
Gurugram, India
04.2004 - 04.2010
  • Established strong relationships with patients and their families, fostering trust and commitment to the healthcare plan.
  • Developed individualized care plans based on patient needs and preferences.
  • Performed physical examinations and diagnostic tests to assess patient health.
  • Provided guidance during emergency situations involving critical care patients.
  • Counseled patients on diet, hygiene, lifestyle changes, and preventative care measures.
  • Consulted with specialists regarding complex cases or difficult diagnoses.
  • Maintained awareness of developments in the field of medicine by reading relevant literature.
  • Prescribed medications to patients for the management of acute and chronic diseases.
  • Documented patient history and physical examination results in electronic medical records system.

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
09-2025

Taxation -

H&R Block Online
Online
11.2022

Medical Insurance Coding -

AAPC
Salt Lake City, UT
11.2012

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

Financial Reporting
Data Entry
Analytical Thinking
Customer Service
Microsoft Excel

Languages

Hindi, Full Professional

Languages

English
Professional
Hindi
Professional
Punjabi
Limited

References

References available upon request.

Timeline

Stock Trader

Self-employed
03.2018 - Current

Medical Claims Analyst

E-Meditek Solutions and Vipul MedCorp Insurance
08.2005 - 04.2010

Medical Doctor(Homeopathy)

Self Practice
04.2004 - 04.2010

Medical Doctor(Homeopathy)

Dr JPS Bakshi
02.2000 - 03.2004

Bookkeeping -

North Orange County of Continued Eduction Online

Taxation -

H&R Block Online

Medical Insurance Coding -

AAPC

Bachelor of Science - Homeopathic Medicine

National Institute of Homeopathy

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Poonam Shukla