Sara Sommer
Ingalls,IN
Summary
Patient Care oriented Administrative Assistant to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Independent Life Insurance Agent
Divine Telesales
05.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Independent Life Insurance Agent
Bankers Life
02.2022 - 10.2022
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Referral Coordinator
Greenhouse Mental Healthcare
02.2021 - 02.2022
- Processed referral requests from patients, doctors and other health care professionals.
- Responded to patient inquiries to offer timely updates regarding referral status.
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Monitored referrals to foster timely completion and followed up with physicians to facilitate.
- Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
- Followed up with customers on unresolved issues.
- Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
Medical Assistant/Receptionist
Indiana Nephrology And Internal Medicine
05.2017 - 11.2019
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Maintained current and accurate medical records for patients.
- Transcribed phone messages and relayed to appropriate personnel.
- Completed patient referrals to other medical specialists.
- Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
- Responded to correspondence from insurance companies to verify patient's coverage.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Greeted visitors and initiated triage processes for clients to streamline patient flow.
- Processed medical insurance claims and payments.
Medical Receptionist
Nora Urgent Care
02.2015 - 05.2017
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Managed multi-line phone system and pleasantly greeted patients.
- Organized paperwork such as charts and reports for office and patient needs.
- Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
- Transcribed phone messages and relayed to appropriate personnel.
- Supported office staff and operational requirements with administrative tasks.
Lead Preschool Teacher
H.o.m.e.
06.2011 - 12.2013
- Maintained well-controlled classrooms by clearly outlining standards and reinforcing positive behaviors.
- Utilized books, songs and games to engage students.
- Addressed behavioral and learning issues with parents and daycare management.
- Monitored students' academic, social, and emotional progress and recorded in individual files.
- Planned educational opportunities based on children's interests.
- Applied play-based strategies to provide diverse approaches to learning.
- Consulted with parents to build and maintain positive support networks and support continuing education strategies.
Education
High School Diploma -
Fishers High School
Fishers, IN05.2009
Medical Office Specialist Diploma - Medical Office
Kaplan College - Indianapolis
Indianapolis, IN08.2014
Skills
- Policy Adjustment Knowledge
- Insurance Product Expertise
- Constructive Feedback
- Data Collections
- EPIC EMR
- Accounts Payable and Accounts Receivable
- Referral Tracking
- Pre-Authorizations
- HIPAA Regulations
- Medical Terminology
- Call Transfers
- Insurance Verification
Certification
- Licensed Health/Life Insurance Agent - 2022
Timeline
Independent Life Insurance Agent
Divine Telesales
05.2023 - Current
Independent Life Insurance Agent
Bankers Life
02.2022 - 10.2022
Referral Coordinator
Greenhouse Mental Healthcare
02.2021 - 02.2022
Medical Assistant/Receptionist
Indiana Nephrology And Internal Medicine
05.2017 - 11.2019
Medical Receptionist
Nora Urgent Care
02.2015 - 05.2017
Lead Preschool Teacher
H.o.m.e.
06.2011 - 12.2013
High School Diploma -
Fishers High School
Medical Office Specialist Diploma - Medical Office
Kaplan College - Indianapolis
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