Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Languages
References
Timeline
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Sara Magallon

Sara Magallon

North Chicago,IL

Summary

Detail-oriented professional with extensive experience in administrative environments. Demonstrates strong collaboration skills and effective communication. Recognized for achieving high levels of efficiency while maintaining accuracy in all tasks.

Overview

20
20
years of professional experience

Work History

Professional Data Entry Operator

Discover Financial
Riverwoods, IL
03.2025 - Current
  • Scanned and stored files electronically to minimize paper usage and secure data access.
  • Reviewed data for deficiencies, corrected errors, and verified output accuracy.
  • Managed document workflow processes to enhance efficiency in task execution.
  • Recovered missing data by communicating with source authors to resolve inconsistencies.
  • Performed administrative duties including filing, copying, and scanning with precision.
  • Maintained confidentiality of sensitive information during data entry into the system.
  • Updated existing records and eliminated unnecessary files for streamlined data management.
  • Organized paper documents into a digital filing system for improved accessibility.

Ticket Processor

CDL Consultants
Libertyville, US
05.2023 - 03.2025
  • Generated daily reports in Salesforce to outline responsibilities and tasks.
  • Processed 10-15 new tickets per day, assigning cases to cost-effective attorneys efficiently.
  • Ensured complete and accurate information for all processed tickets before attorney submission.
  • Contacted courts to verify dates or request extensions and continuances.
  • Confirmed case details with attorneys to ensure alignment and compliance.
  • Responded to emails within 24 hours, maintaining effective communication.
  • Obtained case dispositions from attorneys or courts to update records.
  • Prioritized projects, utilized problem-solving skills, and conducted thorough research.

Customer Success Manager

Cordstrap USA & MEXICO (Seasonal)
Sturtevant, US
06.2022 - 12.2022
  • Delivered exceptional customer satisfaction regarding orders, invoices, and inquiries.
  • Processed orders efficiently and provided timely confirmations to customers.
  • Supported Sales Account Managers with essential product information and complaint resolution.
  • Maintained accurate customer records in Salesforce database.
  • Logged incoming calls and responded promptly to customer queries.
  • Participated in daily Mini Business Unit meetings to discuss team objectives.
  • Collaborated with finance, operations, logistics, and supply chain departments for seamless service delivery.
  • Executed additional projects and office duties as assigned by management.

Underwriting Support Specialist

TrustMark Insurance Company (Temp)
Mundelein, US
08.2021 - 05.2022
  • Reviewed and fact-checked policy change endorsements for credits, including various documents and appraisals.
  • Ensured compliance of applied credits with underwriting requirements through document verification.
  • Maintained an accurate database; interpreted inspection codes to guide workflow actions.
  • Executed additional processing tasks as assigned by management.
  • Utilized Excel for efficient data entry and processing activities.
  • Performed data processing duties to support overall operational efficiency.
  • Facilitated timely application and removal of credits based on policy assessments.
  • Monitored documentation flow to support credit application accuracy.

Benefits Verification Specialist/Receptionist

Libertyville Imaging Associates
Libertyville, US
08.2020 - 05.2021
  • Work incoming referral for approval in a timely manner.
  • Preauthorization for required services, CT/MRI/US via EviCore ,AIM, Rad MD
  • Send out provider notification-Approval/Denials
  • Verify all insurance mailing address and CPT Codes.
  • Confirm approved diagnosis ICD 10 codes & CPT Codes.
  • Send approvals to scheduling department.
  • Familiar with deductibles and co-insurance.
  • Review and calculate contracted fees.
  • Receptionist--Checking in patients, collect co-pay if any, provide paperwork to fill out
  • Prepare charts to give to Techs, answer calls. Light scheduling (Advance MD), checking faxes/emails, make receipts for co-pays, face sheets for charts, making charts for new patients, filing, fax medical records to Doctor's office if required/asked.
  • Assist Techs with translation for Spanish speaking patients.

Benefits Analyst

CVS Health
Buffalo Grove, US
01.2020 - 07.2020
  • Provides new and existing patients with the best possible customer service in relation to their drug prescriptions, clinical services, billing inquiries, patients' suggestions and complaints.
  • Records and processes orders and/or inquiries received by fax, mail, telephone, and/or through patient direct contact.
  • Provides timely response to patients' inquiries by telephone and/or email in an in or outbound service center, consistent with service and quality standards.
  • Provides pricing, availability, and schedules information within established guidelines.
  • Receives inbound and outbound calls to patients or MD Offices regarding orders for medications, pharmacy services and all other inquiries.
  • Coordinates patient care by scheduling orders, communicating information to the patient regarding shipments, assessing supply needs, verifying patient information, notifying the pharmacist of issues or changes in the patient's condition.
  • Provides correct information or directs the call to the appropriate team member or department while maintaining a high level of professionalism.
  • Ensures that good patients' relations are maintain and patients' claims and complaints are resolved fairly and effectively.
  • Creates patient activities as a reminder for the following tasks including but not limited to follow-up calls for patients, to initiate discharge of service, to contact a patient's doctor's office, to mail a letter to a patient, and any other reminders necessary as it relates to a patient's care.
  • Contacts the pharmacists to alert them of any changes in patient's condition, compliance issues due to patient not taking medication or side effects, or to transfer a patient directly to pharmacist for counseling.
  • Complete all additional special handling duties as assigned including but not limited to drug shipment notifications and Adverse Drug Event Reports.
  • Complete other stages of the order process as assigned including but not limited to scanning prescriptions, imagine indexing, pre QA, load insurance information, run test claims, work issues and facilitate prior authorizations.
  • Provides typed documentation of all communications received from calls and provides notification of any urgent orders, shipping related issues and any errors, complaints or compliments to the appropriate party or system.
  • Other responsibilities as judgment or necessity dictate.
  • Maintain insurance authorizations for current patients.
  • Re-verify insurance coverage for changes in medication orders.
  • Research and follow up on authorization denials.
  • Work closely with branch staff to collect additional information on Physician Orders.
  • Scan and upload documents from insurance providers into electronic records system and notify appropriate departments.
  • Submit changes to patient prescriptions in the system and obtain authorization for payment.

Claims Intake Specialist

Crawford & Company
Lake Zurich, US
10.2018 - 09.2019
  • Receives and enters initial Notice of Loss information. Analyzes information and proofreads system entry for accuracy.
  • Creates claim files by entering initial loss report information into the Tele Plus system.
  • Consistently maintains a high level of customer satisfaction by demonstrating a helpful, considerate attitude and a pro-active customer service approach.
  • Capable of creating approximately 25 new claim reports in an 8 hour day, remaining in queue at least 98% of the day while ensuring 'special handling' procedures are applied.
  • Based on loss details, identifies complex damages and escalates claim.
  • Responds to routine inquiries, directs other inquiries to appropriate parties.
  • Operates a variety of office equipment such as ACD phones, printers, personal computers, fax machines and copiers.
  • Reports system problems to the appropriate person when there is a problem.
  • Keeps abreast of internal and external changes and developments.
  • Assists in the training of new employees.
  • Assists supervisor with various duties.
  • Recommends new and/or improved procedures to improve efficiencies.
  • Maintains a favorable and positive working relationship with internal and external sources.
  • Keeps manager informed verbally and in writing of activities and problems within assigned area of responsibility; refers matters beyond limits of authority to manager.
  • Participates in special projects and performs other duties as requested.

Account Counselor (Customer Service Representative)

Turner Acceptance
Skokie, US
05.2015 - 04.2018
  • Conferred with customers over the phone about information about their accounts.
  • Kept records of customer interactions and by documenting them in the database.
  • Arranged for payments and established promises from past due customers.
  • Resolved customer inquiries and billing questions by reviewing origination documents.
  • Communicated with customers in a friendly way so that they would want to return for repeat business.

Account Manager

Tristate Financial Services
Aurora, US
09.2014 - 03.2015
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Explain different types of loans available to the customers.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Review and update credit and loan files.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Compute payment schedules.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Submit applications to credit analyst for verification and recommendation.
  • Screened applicants via state database to confirm eligibility.

Account Representative

Anderson Insurance Brokers
Chicago, US
09.2005 - 05.2007
  • Verified and logged in deadlines for responding to daily inquiries.
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Submitted up-to-date activity and production logs to agency management for review.
  • Followed up with potential clients regarding online information requests.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Presented account proposals in a professional and timely manner.
  • Researched coverage and premium options and supplied clients with the best coverage available.

Education

High school diploma or GED - General Studies

Lourdes High School
Chicago, IL
05.1996

Skills

  • Data entry
  • Document management
  • Microsoft Excel
  • Detail orientation
  • Problem-solving aptitude
  • Reliability
  • Multitasking
  • Fast learner
  • Clerical skills
  • Administrative support specialist
  • Document scanning
  • Maintains confidentiality
  • Customer service
  • Salesforce usage
  • Attention to detail
  • Problem solving
  • Team collaboration

Languages

Spanish, Fluent

Personal Information

Work Permit: Authorized to work in the US for any employer

Languages

Spanish
Native/ Bilingual

References

References available upon request.

Timeline

Professional Data Entry Operator

Discover Financial
03.2025 - Current

Ticket Processor

CDL Consultants
05.2023 - 03.2025

Customer Success Manager

Cordstrap USA & MEXICO (Seasonal)
06.2022 - 12.2022

Underwriting Support Specialist

TrustMark Insurance Company (Temp)
08.2021 - 05.2022

Benefits Verification Specialist/Receptionist

Libertyville Imaging Associates
08.2020 - 05.2021

Benefits Analyst

CVS Health
01.2020 - 07.2020

Claims Intake Specialist

Crawford & Company
10.2018 - 09.2019

Account Counselor (Customer Service Representative)

Turner Acceptance
05.2015 - 04.2018

Account Manager

Tristate Financial Services
09.2014 - 03.2015

Account Representative

Anderson Insurance Brokers
09.2005 - 05.2007

High school diploma or GED - General Studies

Lourdes High School

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Sara Magallon