Sandra-Lynn M. Yip
San Mateo,CA
Summary
Customer-focused support professional who enjoys building strong relationships with clients and teammates. Known for being calm, positive, and easy to work with while managing daily tasks and special projects. With 16 years in the dental industry, I bring a solid, well-rounded understanding of the field.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Services Coordinator
Delta Delta Insurance Company
San Francisco, CA
03.2021 - Current
- Support Account Managers in managing a book of business by handling day-to-day client, broker, and internal requests.
- Act as a direct point of contact for clients and brokers, providing timely responses, issue resolution, and follow-up on behalf of Account Managers.
- Recently invited to participate in client-facing calls, including bi-weekly Labor Account Manager meetings and monthly meetings with National Account Managers.
- Assist with and initiate renewal processes, RVR, coordinating with internal teams, and ensuring required documentation is completed accurately and renewal is completed accurately in workflow.
- Part of the Sales QA team, reviewing rates and ensuring benefits align with sold and accepted plans.
- Partner with Account Managers to resolve claims, eligibility, and billing issues, ensuring client concerns are addressed efficiently.
- Collaborate with Account Managers and Group Services on projects including claims reprocessing, utilization report reviews, and implementation of benefit and procedure code changes.
- Communicate effectively with brokers and clients on behalf of Account Managers while on the field or out of the office, ensuring timely acknowledgment and resolution of requests.
- Handle complex client requests like claims audits, reporting, and contract/EOC updates, custom documents working with internal teams to get everything completed on time.
Sales Assistant, Sales Support & Account Services
Delta Dental of California
San Francisco, CA
12.2018 - 03.2021
- Handled incoming external calls to assist members and prospective customers
- Applied knowledge of CDT codes and dental terminology to support inquiries
- Supported Account Managers for commercial and national groups
- Coordinated open enrollment activities, including event notifications and distribution of materials to clients, brokers, and enrollees
- Assisted with administrative tasks such as reporting, client self-service setup, contact updates, and benefit highlight sheets
- Managed office materials, including iPads and promotional items
- Conducted peer reviews of Account Manager PowerPoint presentations
Education
Bachelor of Science - Human Services, Administration
Notre Dame De Namur University
Belmont, California05-2016
Associate of Arts - General Education & Dental Assisting Certification
City College Of San Francisco
San Francisco, CA05-2008
Certification
- Associate of Arts – General Education Certificate
- Registered Dental Assistant Certification
Timeline
Account Services Coordinator
Delta Delta Insurance Company
03.2021 - Current
Sales Assistant, Sales Support & Account Services
Delta Dental of California
12.2018 - 03.2021
Associate of Arts - General Education & Dental Assisting Certification
City College Of San Francisco
Bachelor of Science - Human Services, Administration
Notre Dame De Namur University