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Sarolta McGee
Ennis,TX
Work Preference
Summary
Dedicated professional specializing in claims processing and insurance verification. Expertise in enhancing client satisfaction through effective communication and conflict resolution. Proven track record of streamlining processes to improve efficiency and accuracy.
Overview
20
20
years of professional experience
Work History
Benefits Enrollment & Retirement Specialist
Willis Towers Watson
Remote
11.2025 - 05.2026
- Assisted participants in understanding retirement plan options and benefits.
- Handled daily volume of 20-50 calls, addressing inquiries and resolving issues to maintain high levels of participant's satisfaction.
- Clarified available services and products in response to inquiries, improving client satisfaction and engagement.
- Conducted detailed research into pension plans and investment options tailored to participant needs.
- Collaborated with team members to streamline retirement service processes for efficiency.
- Maintained accurate records of participant accounts using specialized software applications.
- Reviewed client accounts regularly to identify needs for plan reassessment.
- Educated clients on tax benefits and government rebates, contributing to their overall financial savings.
- Participated in industry conferences to remain current on retirement planning trends.
Insurance Verification Specialist
Medix Staffing
Remote
11.2025 - 01.2026
- Verified that patients had proper insurance coverage prior to procedures or appointment scheduling.
- Verified patient insurance eligibility for timely medical services.
- Resolved coverage issues by effectively communicating with insurance providers.
- Communicated with insurance carrier to verify patient insurance benefits.
- Accessed third-party insurance databases to identify coverage of benefits.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Expedited verification processes through proactive follow-ups with insurance companies.
- Collaborated with healthcare staff to ensure smooth verification processes.
- Maintained accurate records in electronic health systems for compliance purposes.
- Ensured compliance by maintaining accurate documentation on all pre-authorization requests, denials, and appeals.
- Reviewed medical records to ensure accuracy of required information needed for pre-authorization requests.
- Reviewed claims submissions for completeness and adherence to guidelines.
- Identified discrepancies in patient's insurance coverage or benefits, ensuring accuracy of data entered into system.
- Maintained confidentiality of patient information in accordance with HIPAA regulations.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Entered data in EMR database to record payer, authorization requirements and coverage limitations.
- Navigated through multiple online systems to obtain documentation.
- Updated patient and insurance data and input changes into company computer system.
- Evaluated policies and procedures related to Insurance Verification activities.
- Participated in training sessions on new software programs used for verification purposes.
- Monitored changes in government regulations affecting healthcare reimbursement systems.
- Managed 40-50 calls daily to verify patients' insurance and current demographics.
Massage Therapist /Front Desk Medical Receptionist
Liberty Healthcare
Mesquite, TX
08.2022 - 10.2025
- Delivered therapeutic massage services tailored to diverse client needs and conditions.
- Formulated targeted massage plans addressing individual physical history and current concerns, promoting effective recovery.
- Collaborated with healthcare professionals to enhance client recovery plans.
- Educated clients on self-care practices and wellness strategies, enhancing overall health outcomes.
- Documented treatment plans and progress notes for accurate session records.
- Assisted front desk staff with administrative tasks, streamlining phone management and payment processing.
- Verified insurance information, ensuring compliance with billing and coding protocols.
- Maintained confidentiality of patient information in accordance with HIPAA regulations.
Provider Services Representative
CVS
Remote
12.2021 - 08.2022
- Provided claims support and eligibility verification for patients, providers, and insurance representatives, facilitating timely resolutions.
- Managed 80 to 110 daily customer service inquiries regarding insurance claims and benefits verification, enhancing customer experience.
- Investigated claims discrepancies using healthcare data systems, reducing resolution time by 20%.
- Collaborated with claims adjudication teams to resolve denied claims and improve reimbursement processes.
- Documented service interactions comprehensively to ensure compliance with healthcare privacy regulations and support audit processes.
- Provided patient account management support and billing assistance for accurate documentation.
- Generated operational reports using Microsoft Excel and Word for quality monitoring.
- Achieved 97% customer satisfaction rating while maintaining QA audit scores above 95%.
Multichannel Customer Service Representative
Neiman Marcus Direct
Remote
08.2006 - 11.2021
- Resolved over 70 daily customer inquiries via live chat, phone, and email.
- Achieved 99% accuracy in order status updates with integrated CRM tools, ensuring reliable information delivery to customers.
- Processed returns, exchanges, and refunds within an average of 24 hours.
- Increased satisfaction survey response rate by 32% through proactive follow-ups, enhancing customer feedback collection.
- Decreased average chat response time by 50% through optimized macros and canned responses, improving customer engagement.
- Reduced refund request errors by 40% through diligent transaction verification.
- Handled weekend and off-peak hours without negative SLA violations for 12 months.
- Contributed to monthly QA review cycles, achieving 100% adherence to policies.
Education
High School Diploma -
Skyline High
Dallas, TX05-2003
Some College (No Degree) - Medical Billing And Coding
Remington College
Garland, TXSkills
- Claims processing
- Coverage and authorizations verification
- Insurance terminology
- Policy interpretation
- Client communication
- Customer service management
- Data entry / recordkeeping
- Microsoft Office Suite proficiency
- Organizational skills
- Conflict resolution
Timeline
Benefits Enrollment & Retirement Specialist
Willis Towers Watson
11.2025 - 05.2026
Insurance Verification Specialist
Medix Staffing
11.2025 - 01.2026
Massage Therapist /Front Desk Medical Receptionist
Liberty Healthcare
08.2022 - 10.2025
Provider Services Representative
CVS
12.2021 - 08.2022
Multichannel Customer Service Representative
Neiman Marcus Direct
08.2006 - 11.2021
High School Diploma -
Skyline High
Some College (No Degree) - Medical Billing And Coding
Remington College