Rebecca McKenzie
Mom's Meals
Bondurant,IA
27
years of professional experience
Experienced intake specialist with a background in eligibility review, confidential records handling, and accurate case processing. Known for strong data entry, quality assurance, and timely communication with providers and case managers.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Work History
Intake Specialist
4 Years 7 Months- Processed intake referrals, verifying client eligibility and required documentation for meal service enrollment.
- Coordinated with providers and case managers to resolve missing information and accelerate order completion.
- Reviewed prescriptions and diet orders for accuracy before submitting cases into scheduling systems.
- Maintained detailed records of member requests, service updates, and authorization status in CRM tools.
- Tracked referral follow-ups, ensuring timely communication with insurance and healthcare partners.
- Identified documentation errors and corrected records to support compliant meal program processing.
- Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
Trainer for Sirius XM
2 Years 6 Months- Facilitated new-hire onboarding, delivering process, product, and systems training for call center associates.
- Developed training materials, job aids, and assessments aligned with operations and quality standards.
- Conducted classroom and virtual sessions covering customer service, compliance, and workflow procedures.
- Monitored trainee performance, providing coaching and feedback to strengthen readiness and retention.
- Maintained training records, attendance logs, and completion tracking for accurate program documentation.
- Contributed to the retention of top talent by providing employees with the resources and support necessary to excel in their roles.
- Provided coaching and mentoring to employees.
Construction Assistant
9 Years 4 Months- Supervised daily site cleanup, debris removal, and equipment storage to maintain safe work areas.
- Utilized construction tools and machinery to effectively complete job site projects.
- Followed orders closely to help prepare for jobs, ready sites, complete assignments and clean up work areas at completion.
- Followed safety protocols on job sites.
- Operated variety of power tools and hand tools.
- Performed demolition work on existing structures.
- Removed debris and waste from job sites.
- Maintained tools and equipment in good working condition.
- Unloaded and stored construction materials.
- Cleared work sites of hazardous items.
- Set up ladders and other access equipment.
Tax Associate
10 Years 3 Months- Prepared accurate individual and small-business tax returns using H&R Block tax software.
- Interviewed clients to gather financial data and identify deductions, credits, and filing requirements.
- Interpreted federal, state, and local tax regulations to ensure compliant return preparation.
- Reviewed completed returns for accuracy, completeness, and consistency before electronic filing.
- Resolved client questions regarding notices, refunds, payments, and tax-related documentation.
- Guided associates on complex return issues, compliance updates, and client-service best practices.
- Conducted thorough research on federal and state tax regulations, providing valuable insights to clients and team members.
- Identified potential audit red flags to minimize risk of IRS audits.
Education
Associate of Science - Human Services
Skills
Data entry
Intake assessment
Compassionate communication
Critical thinking skills
Assertiveness
Confidentiality
Microsoft office
Customer service
Active listening
Problem-solving
Quality assurance
Timeline
Intake Specialist
Mom's Meals
03.2022 - CurrentRead More
Trainer for Sirius XM
Allied Global
08.2019 - 02.2022Read More
Construction Assistant
M&S Home Maintenance
04.2010 - 08.2019Read More
Tax Associate
H&r Block
01.2000 - 04.2010Read More
Des Moines Area Community College
Associate of Science from Human Services
Read More