Handle moderately complex patient inquiries regarding benefits, claims status, eligibility, and treatment plans, requiring a deeper understanding of dental insurance policies, while still providing excellent customer service and resolving issues efficiently
Analyze and respond to complex telephone and written inquiries regarding eligibility, benefits, claims status, policies, and procedures to office professionals, groups, covered members, and brokers, providing superior customer service at all times
Expediently access reference materials to analyze and determine appropriate responses to inquiries, ensuring timely, one-call resolution is achieved whenever possible
Utilize contact tracking functionality to follow up on open calls and ensure resolution is achieved within agreed-upon standards
Analyze and interpret dental claims to verify the accuracy of billing codes, treatment procedures, and patient eligibility, addressing any discrepancies with providers and patients
Document each customer encounter or resolution in the appropriate computer tracking system
Client Services Specialist
Connect Powered by American Family
De Pere, WI
09.2020 - 08.2024
Serve as first point of contact for clients needing assistance with businesses' products and services
Manage client inquiries by phone, email, online, or in person, maintain client records, and address client complaints
In addition to providing clients with technical product information and general assistance regarding routine service issues
Implement consultative service techniques to attract, retain, and upselling insurance products and ensure excellent customer experience
Provide information to clients and work with appropriate internal partners to resolve any outstanding inquiries or complaints
Process routine service transactions or resolve accounts
Service casework, initiated by web-based or paper forms utilizing computer applications promptly to meet or exceed service goals
Interact directly with customers, predominately via a high-volume, inbound phone queue, to provide accurate and immediate solutions to routine transaction and service requests
Tax Expert/Enrolled Agent
Intuit Inc
San Diego, California
08.2020 - Current
Identify potential tax credits and liabilities and promptly file accurate and complete returns
Complete tax forms by policies and in compliance with legislation and regulations
Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and filing of tax returns
Confirm the accuracy of records and documents related to tax reporting and preparation
Maintain written and oral communications between the company and all relevant vendors and regulatory agencies
Review financial records such as income statements and documentation of expenditures
Technical Support Team Lead
ASURION@Home
Nashville, TN
09.2018 - 09.2020
Escalated point of contact for clients in resolving technical support-related inquiries on all of Asurion's platforms, assessing and resolving end-user questions to deliver world-class technical support to Asurion's dynamic and growing customer base
Conduct employee weekly huddle meetings, and knowledge sharing for improvement in service quality and advancement of team capability
Utilize remote software to troubleshoot and install company software, verifying customer configurations aligned to company standards, ensuring efficient use
Analyze routine and non-routine issues with wireless equipment, software applications, and network performance to identify the root cause, which may require follow-up and/or escalation to a higher level of expertise
Customer Service /Training Professional
Just Press One@Home Inc
Fountain Valley, California
09.2016 - 07.2019
Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success
Proven ability to establish rapport with clients and exceed customer expectations
Effectively resolve customer concerns and de-escalate issues by implementing appropriate solutions/alternatives within company guidelines to ensure resolution
Answer inbound calls regarding existing and new accounts for scheduled or canceled appointments
Foster positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments
Identifying potential client services concerns and facilitating proactive intervention steps
Customer Service Representative
Teletech@home
Englewood, Colorado
08.2014 - 04.2017
Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success
Proven ability to establish rapport with clients and exceed customer expectations
Answer inbound customer calls regarding existing and new accounts for repair or replacement of Apple products, mobile devices, computers, and Home Theater equipment
Act as an Ambassador for clients by building rapport, providing product support, and educating throughout the call
Escalate service issues internally and document all complaints per corporate standards
Config and troubleshoot device technical issues and provide resolutions by using available resources
Adhere to call flow methodology to retain and improve customer satisfaction
Independent Contractor Lead Caregiver
HOME HEALTH AIDE
Tallahassee, Florida
12.2013 - 11.2017
Provide personal care activities in a gentle manner that maximizes resident independence and dignity in a home-like environment
Monitored and evaluated daily call volume for new potential home health aide applicants
Assisted clients in understanding their needs and requirements regarding their care
Planned and designed nutrition requirements of patients as per their conditions and monitored eating habits and arranged for diet/menu as prescribed by the doctors
Provided cleanliness and healthfulness of the patients and their environment in the best possible manner
Assisted the patients in outside traveling such as medical appointments and personal business as needed
Administrative/HR Assistant (Temp Position)
ACTIVE MINERALS
Quincy, Florida
05.2010 - 10.2012
Responsible for performing a variety of administrative and staff support duties for a specified department, which require a range of knowledge and skills of organizational procedures and policies
Provide full secretarial support in all areas of the accounting/administrative department utilizing organizational skills, prioritizing & expediting the flow of work i.e., customer service, shipping, mail processing/distribution, courier, fax, and reception area
Update and maintain accounting records, including - expenditures, receipts, invoices, accounts payable and receivable, and profit and loss
Verified credit inquiries and creditworthiness, processed purchase orders, followed up with credits and resolution of invoicing discrepancies
Office Manager (Temporary Position)
WINTON ENGINEERING
Tallahassee, Florida
04.2008 - 12.2009
Assist business clients/shareholders in achieving success by providing administrative services to company executives on matters such as productivity, profitability, and plans for company growth
Recruited, advertised, created job requisitions, phone-screened applicants, scheduled interviews, conducted in-person interviews, completed reference checks, made job offers, coordinated background checks and drug tests, onboarded new hires, and performed new hire orientations
Analyzed and organized office operations and procedures such as preparation of payroll, information management/filing systems, requisition of supplies, and other clerical services
Maintained employee personnel files, termed files, I-9 files, and other documentation