Customer-focused professional with a strong background in managing client relationships and resolving inquiries. Proven ability to coordinate operations and maintain accurate records, ensuring a seamless experience for diverse populations. Adaptable and dedicated to applying skills gained to enhance customer satisfaction.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Account Representative
New Jersey Manufacturers Insurance
West Trenton, NJ
04.2023 - Current
Reviewed, quoted, and bound Auto, Home, and Umbrella insurance policies, ensuring compliance with industry standards.
Provided tailored coverage options to meet individual needs and facilitate seamless transactions.
Coordinated policy renewals, ensuring timely processing of documentation to enhance customer satisfaction.
Resolved customer inquiries and complaints effectively through clear communication.
Served as primary contact and support for maintaining account information and opening and closing accounts.
Collaborated with underwriting teams to assess risk and develop coverage options.
Reviewed contracts, invoices and other documents for accuracy.
Ensured compliance with company policies and industry regulations.
Provide procedurally accurate, effective and independent response to new and existing inquiries related to Personal Lines Insurance.
Appointment Coordinator
Bucks County Smiles
Yardley, PA
07.2022 - 04.2023
Scheduled patient appointments and emergencies while enhancing patient experience by explaining procedures and expectations.
Acted as a liaison between patients and the practice, facilitating communication over phone and in the office.
Coordinated with other departments to ensure timely resolution of patient needs.
Strategically scheduling doctors to meet production goals.
Collect payments and submit insurance claims
Patient Coordinator
Brookside Dental Arts
Pennington, NJ
11.2021 - 02.2022
Display exceptional customer service to patients
Schedule appointments for patients
Confirm appointments with patients via phone or email
Coordinated with referrals and scheduled appointments to facilitate resolution of outstanding procedures and communicated relevant updates.
Maintain patient accounts and treatment records
Communicated treatment plan cost breakdown to patients, ensuring transparency and understanding of financial responsibilities.
Present and explain all treatment plans involving out of pocket costs to patients
Processed authorization and predeterminations.
Verified insurance benefits, ensuring data accuracy to support patient claims and streamline reimbursement processes.
Obtained necessary benefit information from insurers to assist patients with their claims.
Submit insurance claims on patient’s behalf
Ensured timely delivery of correspondence by sorting and organizing mail.
Orthodontic Manager/ Treatment Coordinator
Night and Day Dental
Raleigh, NC
11.2017 - 06.2021
Manage entire orthodontic schedule
Verify insurance benefits
Create contracts and review payment options with patients
Review patient insurance documents and determine what procedures will be covered in addition to required deductibles
Maintain and order office and dental supplies as requested by attending dental staff
Experience maintaining a professional level of patient privacy in accordance with HIPAA procedures
Deliver and review treatment plan with patients
Create, and collect payments for treatment
Ensure patient accounts are current and accurate
Research insurance benefits and file claims on patients' behalf
Accurately key in sensitive data
Interview new hires
Conduct performance reviews
Utilized various software programs to enhance patient care delivery
Reconcile and balance reports
Transfer patients and patient information between dental offices
Point of contact for all orthodontic needs
Patient Coordinator/ Technician
Braces U Orthodontics
Cheyenne, WY
03.2017 - 11.2017
Present and explain contracts to new patients
Accurately enter patient data into system
Schedule future appointments
Maintain patient confidentiality
Collect payments for treatment
Create training processes
Refer patients to specialists
Train and guide new employees
Check insurance eligibility
Front Desk Coordinator/ Dental Assistant
New Image Dental
Cheyenne, WY
07.2015 - 03.2017
Develop patient referrals
Screen and Evaluate Resume’s for Manager
Enter data to patient files
Track office production
Provide various referral sources
Trained new dental assistants
Explain Treatment Procedures
Administer new hire assessments
Answer phones using proper etiquette.
Update and preserve patient records
Plan and lead staff meetings
Create and present visual aides to Office Manager and Doctor.
Prepare new patient charts/files
Create and process insurance claims.
Resolve insurance disputes.
Emergency Action Controller
U.S Air Force
12.2010 - 06.2012
Accurately recorded and reported classified information.
Alert base of potential disasters.
Informed base commander and other commanding officers of daily events.
Maintained the schedules of commander and commanding officers.
Recommended solutions to base commander and other commanding officers.
Received and/or directed a high volume of base phone calls.
Licensed Insurance Agent/Customer Service Representative at Sean Laughlin, State FarmLicensed Insurance Agent/Customer Service Representative at Sean Laughlin, State Farm