Sheila Ricks
Longview,TX
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Tax Analyst
HR Block Seasonal
Longview, TX
01.2015 - 05.2024
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Identified potential deductions to minimize clients' tax liabilities.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Researched federal, state and local regulations to ensure compliance with all applicable laws.
- Maintained up-to-date knowledge of changes in taxation laws and regulations.
Life and Health Insurance Agent
Copeland Insurance
Longview, TX
08.2019 - 06.2020
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Helped customers find specific products, answered questions, and offered product advice.
- Assessed customer needs to provide assistance and information on product features.
Insurance Verification Specialist
Regional Medical Center
Longview, TX
06.2005 - 07.2007
- Interpreted Explanation of Benefits statements from various insurers and communicated relevant information with other departments as needed.
- Verified patient eligibility for insurance coverage by contacting insurance carriers and obtaining the necessary authorization numbers.
- Reviewed medical records to ensure accuracy of required information needed for pre-authorization requests.
- Developed a working knowledge of insurance plans, including Medicare and Medicaid regulations and requirements.
- Responded promptly to customer inquiries regarding their benefits and eligibility status.
Medical Receptionist
Diagnostic Clinic
Longview, TX
11.2001 - 04.2005
- Protected patients by observing strict HIPAA guidelines.
- Conducted patient intake interviews to collect medical information and insurance details.
- Processed referrals for specialist care when requested by physicians or patients.
- Communicated with patients with compassion while keeping medical information private.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Greeted patients warmly and provided excellent service.
Education
Bachelor of Arts - Home And Business Economics
Louisiana Tech University
Ruston, LA05-1976
Some College (No Degree) -
Kilgore College
Kilgore, TXSkills
- Tax Compliance Expertise
- Tax Software Mastery
- Teamwork orientation
- Patient Relations
- HIPAA Guidelines
- Computer Skills
Medical Classes
- Medical Terminology
- Insurance Specialties
Certification
- IRS PTIN Number and Continuing Education C lasses
- Texas Department of Insurance Life Health and HMO License 2409958
References
References available upon request.
Timeline
Life and Health Insurance Agent
Copeland Insurance
08.2019 - 06.2020
Senior Tax Analyst
HR Block Seasonal
01.2015 - 05.2024
Insurance Verification Specialist
Regional Medical Center
06.2005 - 07.2007
Medical Receptionist
Diagnostic Clinic
11.2001 - 04.2005
Bachelor of Arts - Home And Business Economics
Louisiana Tech University
Some College (No Degree) -
Kilgore College
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