PORSHE WILLIAMS

- Customer service and handling complex questions,
- Training new associates,
- Organizing files, data entry, and developing spreadsheets,
- Scanning Commercial and Residential plans to improve workflow,
- Office clerk duties, and maintaining organized office records.

- Scheduled Gastroenterology and Anesthesia procedures.
- Managed Urgent Referral requests and scheduled patients accordingly.
- Handled patient-related duties, insurance verification, and phone inquiries.
- Managed office activities using EPIC, QGenda, Cisco, and Outlook.
- Assisted patients via phone, in person, and arranged follow-up visits.
- Heavy data entry and record management.

- Evaluated insurance applications based on company guidelines.
- Serviced life insurance policies and handled customer inquiries.
- Processed payments, loan processing, and withdrawals.
- Worked closely with underwriters and external vendors.

- Collaborated with providers, hospitals, and clinics to request and gather medical history in order to properly classify the client.

- Prepared and sent medical letters of explanation to clients.
- Conducted risk selection with proper classification of insureds.
- Heavy clerical work, Excel, and data entry.

-Verified accuracy of all documentation submitted by applicants for underwriting purposes.

-Communicated decisions related to pending applications in a timely manner.

- Conducted quality assurance activities and audits.

- Conducted comprehensive quality assurance activities for Proof of Claims (POC) with a focus on ensuring compliance with both regulatory and business requirements.

- Developed strong working relationships with operations to gain a deep understanding of bankruptcy processes and workflow.

-Compiled and presented information through audits, effectively communicating results to leadership and stakeholders in written, visual, and verbal formats.

- Executed regular audits to identify and address error-prone areas and vulnerabilities within the Bankruptcy group.

- Collaborated with leadership to streamline document processing, addressing accuracy and timeliness inefficiencies.

- Reviewed and analyzed pool performance, interpreting findings, and presenting results to relevant parties.

- Ensured strict adherence to applicable laws, regulations, and company policies within the scope of organizational responsibilities.

- Validated Amended Proof of Claims in accordance with the US Bankruptcy Code.