Renee Ivy
Gary,IN
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Tax Professional
H&r Block
Hammond, IN
12.2025 - Current
- Prepared and reviewed individual tax returns for accuracy and compliance.
- Guided clients through tax preparation process, addressing inquiries and providing recommendations.
- Analyzed financial documents to identify potential deductions and credits for clients.
- I also work as a CSP greeting clients, managing the waiting area, and providing a positive atmosphere.
- Booking and confirming appointments, managing calendars, and scanning documents.
- Answering phones, handling, cash register, processing payments, and maintaining office cleanliness.
- Matching clients with appropriate tax professionals.
- Matching clients with appropriate tax professionals.
Interviewer
Kelly Services/ Strategic Research
08.2023 - Current
- Collaborate with a team to contact individuals randomly and invite them to participate in focus groups or complete surveys
- Conduct phone surveys with participants when assignments are available, ensuring accurate and detailed data collection
- Utilize effective communication skills to engage participants and encourage their involvement in research activities
- Maintain confidentiality and professionalism throughout interactions with potential focus group members and survey respondents
Resource Triage Specialist
Liveops
Remote
11.2024 - 08.2025
- Enroll patients in Copay Assistance Program
- Connect patients with an ambassador for personalized support
- Triage and direct patients to the appropriate department for further assistance
P21- P22 Specialist
REMX/ Optum
11.2022 - 01.2024
- Process P21 and P22 documents efficiently and accurately
- Verify the correctness of chart information to ensure data integrity
- Correct charts with incorrect members and locate the correct member's chart to maintain accurate records
- Developed and implemented specialized procedures for customer service operations.
- Generated reports to track performance metrics of team members.
- Researched and analyzed customer feedback to identify areas of improvement.
- Coordinated with other departments to ensure efficient workflow processes.
- Provided technical support for customers in resolving complex issues.
After Hours Answering Service Phone Agent
Tele-direct
02.2018 - 07.2021
- Answered incoming calls promptly and professionally.
- Provided detailed information about products and services to customers.
- Resolved customer complaints in a timely manner.
- Assisted customers with placing orders for products and services over the phone.
- Maintained accurate records of customer interactions, transactions, comments, and complaints.
- Processed customer payments accurately and efficiently.
- Followed up with customers to ensure their satisfaction with product or service purchased.
- Educated customers on company policies regarding returns, refunds, warranties.
- Adhered to all safety procedures when handling hazardous materials related to customer orders.
HIM Tech
Edgewater Health
03.2016 - 02.2020
- Manually enter episodes, diagnoses, and NOMS (National Outcome Measures) into the DARHMA system
- Import surveys of intakes and reassessments, ensuring accurate entry of episodes, diagnoses, and NOMS
- Assisted in the preparation of documents for filing and scanning into electronic health record systems.
- Performed data entry to update patient information in a timely manner.
- Developed and maintained an organized system for tracking medical records.
- Provided guidance and assistance to other HIM staff on departmental procedures.
- Audited charts to ensure that all pertinent documentation is present and accurate.
- Reviewed medical records for completeness, accuracy and compliance with regulatory standards.
- Maintained patient confidentiality in accordance with HIPAA regulations.
Education
Gifted Hands Academy
Hammond, IN10-2024
Unit Secretary Certificate -
Indiana University Adult Education
Gary, IN09-2009
Medical Assistant -
Olympia College
Merrillville, IN05-2003
High School Diploma -
Roosevelt High School
06-2000
Skills
- CPR/AED
- ECG rhythm interpretation
- Stress testing
- Certified EKG Technician (CET)
- Medical Terminology
- Case Management Pro
- Microsoft Word
- Citrix XenApp
- Microsoft Excel
- Avaya
- Microsoft Outlook
- Mindlinc
- Microsoft PowerPoint
- Data Entry
- Office Communicator
- Fax
- Transcription
- Scan
- ICD 9 Code/ ICD 10 Code
- WISP Training for HR Plus
- EHub/ Team Software
- File Attachments
- High-volume environments
- Complaint Handling
- Typing Speed
- Telephone Etiquette
- Inquiry response
- Customer Service
- Problem-solving skills
- Call Center Customer Service
- Resolving issues
- Inbound phone calls
- Healthcare Analytics
- Document Scanning
- Health Information Systems
- Patient Communication
Certification
- Certified EKG Technician (CET) NHA
- CPR /BLS Certified
- Unit Secretary Certificate
EKG Technician Externship
Methodist Hospitals Southlake Campus Merrillville, Indiana 10/2024
- The EKG Technician Externship practical experience in the various skills and techniques involved in EKG technology as and other professionals.
- EKG Technician operate machines that record the electrical activity of a patient's heart, which provide data for the diagnosis of heart conditions. Tasks include setting up and administering EKGs and stress tests, preparing patients for Holter monitoring.
References
References available upon request.
Timeline
Tax Professional
H&r Block
12.2025 - Current
Resource Triage Specialist
Liveops
11.2024 - 08.2025
Interviewer
Kelly Services/ Strategic Research
08.2023 - Current
P21- P22 Specialist
REMX/ Optum
11.2022 - 01.2024
After Hours Answering Service Phone Agent
Tele-direct
02.2018 - 07.2021
HIM Tech
Edgewater Health
03.2016 - 02.2020
Unit Secretary Certificate -
Indiana University Adult Education
Medical Assistant -
Olympia College
High School Diploma -
Roosevelt High School
Gifted Hands Academy