Rosa Castillo
Philadelphia,PA
Summary
Dedicated Intake Specialist skilled in claim eligibility analysis and records management. Excellent communication and interpersonal skills. Familiar with industry standards and requirements. Managing duties to facilitate smooth workflow and operational efficiency. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Intake Specialist
New Beginnings Home Care
2019.11 - Current
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Completed intake assessment forms and filed clients' charts.
- Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
- Explained eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
- Collected, verified, recorded and processed client demographics, insurance payments and referral information.
- Determined eligibility for counseling and referral for over [Number] clients daily.
Intake Specialist
Fidelity Home Care
2017.10 - 2019.11
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Completed intake assessment forms and filed clients' charts.
- Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
- Explained eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
- Collected, verified, recorded and processed client demographics, insurance payments and referral information.
- Entered referrals into appropriate system based on type of referral obtained.
- Determined eligibility for counseling and referral for over [Number] clients daily.
FOLLOW UP REPRESENTATIVE
Albert Einstein Medical Center
2016.04 - 2017.09
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims.
- Understood each target customer's business model, mapped out organization and identified unique technology needs.
- Researched relevant resources to assist members, identified member representation needs, and troubleshot next steps to provide optimal support for member.
- Identified prospect needs and developed appropriate responses along with information on suitable products and services.
Education
Associate of Business Administration - Medical Office Management
Thompson Institute
Philadelphia, PA04.2004
Skills
- Maintaining Client Records
- Web Browser Software
- Microsoft Office
- Teamwork and Collaboration
- Microsoft Outlook
- Customer Service
- Microsoft Excel
- Clerical Support
- Client Needs Assessment
Languages
Spanish
Native or Bilingual
Timeline
Intake Specialist
New Beginnings Home Care
2019.11 - Current
Intake Specialist
Fidelity Home Care
2017.10 - 2019.11
FOLLOW UP REPRESENTATIVE
Albert Einstein Medical Center
2016.04 - 2017.09
Associate of Business Administration - Medical Office Management
Thompson Institute
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