An experienced professional with an extensive background in tax preparation, insurance administration, customer service and training experience. Excellent interactive and organizational skills with the ability to work independently or in a team environment. Proven supervisory experience in the fields of customer service and training.
Overview
30
30
years of professional experience
Work History
Tax Professional
DEVINE ACCOUNTING & TAX SERVICE
Hazel Crest, IL
04.2006 - Current
Conducting tax interviews with clients
Increasing retention of all clients
Providing IRS audit support & attending audits, as needed
Mentoring and supporting teammates
Growing tax expertise
Offering additional products and services
Generating business growth by supporting business to business sales activities
Medical Reviewer I
HCSC/BCBS of IL
Chicago, IL
04.2008 - 04.2012
Research corresponding cases in CPWEB to determine if appropriate for standard review or appeal process.
Process & review medical records to be forwarded to the denial team in the Appeals Department.
Correspond with medial staff and doctor's within Medical Management.
Knowledge of terminology to include coding.
Experience and skills to organize tasks and accommodate reference materials.
Enter group benefits information into RTB system.
Process request for case management referral and set up.
Tax Consultant/Office Manager
Accurate Accounting
Chicago Heights, IL
10.2003 - 04.2006
Prepare individual and corporate tax returns for various clients and supervise a staff of three.
Monitor all business functions related to day to day operations of the company and customer relations.
Assisting in recruiting and interviewing tax office associates, as well as leading tax office associates to meet and exceed growth and service quality goals.
Ensuring outstanding client services
Senior Claims Processor
Allstate Insurance Company
Woodridge, IL
01.2003 - 07.2004
Communicate effectively with customers and vendors, make effective decisions and problem solve.
Researched and resolved inquiries related to the function of the department and schedule appointment
Handle complex and simple noncomplex losses, process paperwork related to claim losses
Control Operator
Allstate Insurance Company
Oakbrook, IL
05.1996 - 01.2003
Maintain records, administer draft control and distribution, monitor defalcation procedures, created audits and spreadsheets for management monthly review and maintain internal control process.
Maintain inventory of computers and printer hardware, add or move telephone and computer equipment, order supplies for other offices, liaison for computer problems and minor computer maintenance updates.
Education
Associates of Arts Degree - Business Administration
University of Phoenix Online
07.2010
Diploma - Computer Operations
Moore Career College
11.1993
Graduated -
Callaway Senior High School
05.1992
Skills
Typing
Administrative Assistant
PPO/POS products
Microsoft Office Suites
PowerPoint
Excel
Publisher
Word
Access
Intranet
PDF
Blue Star
PC application
Customer Service Skills
Coordinating
Data base
Medical Terminology
Automated Managed Care System Experience
Summary Of Qualifications - Skills
Typing rate of 60 w.p.m.
8000 keystrokes proficiency
Administrative Assistant and PPO/POS products
Proficient in Microsoft Office Suites (PowerPoint, Excel, Publisher, Word and Access)
Intranet, PDF, Blue Star, PC application
Customer Service Skills
Coordinating providing and analyzing with members needs
Data base
Medical Terminology & Automated Managed Care System Experience
Timeline
Medical Reviewer I
HCSC/BCBS of IL
04.2008 - 04.2012
Tax Professional
DEVINE ACCOUNTING & TAX SERVICE
04.2006 - Current
Tax Consultant/Office Manager
Accurate Accounting
10.2003 - 04.2006
Senior Claims Processor
Allstate Insurance Company
01.2003 - 07.2004
Control Operator
Allstate Insurance Company
05.1996 - 01.2003
Associates of Arts Degree - Business Administration