Summary
Overview
Work History
Education
Skills
Timeline
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Stephen Stewart

Tulsa,OK

Summary

Enthusiastic and attentive team player. Experienced Health and Insurance Specialist, successful at managing high caseloads. Organized, driven and adaptable with excellent planning and problem-solving abilities. Willingness to take on any challenge. Personable professional accustomed to handling sensitive, confidential information and investigating complex medical claims. Committed to maintaining customer satisfaction and contributing to company success.

Overview

10
10
years of professional experience

Work History

Claims Technician

Health Care Service Corporation
08.2022 - Current

HCSC - Directly

April 2023 - Present


Kelly Services, Inc – for HCSC, Blue Cross Blue Shield

August 2022 - April 2023


  • Process complex medical claims in various queues for Tri-states (OK, NM, MT)
  • Evaluated medical claims for accuracy and completeness and researched missing data.
  • Resolve complex pended medical claims, duplicate claims, adjustments
  • Conduct research and investigation into missing information, access resource materials and support files in order to process and adjudicate timely and accurately
  • Research and identify other insurance, Medicare, Medicaid and update patient file as needed
  • Coordinate benefits; request EOB as needed
  • Read appropriate files in IMAGE and apply information to claims as needed
  • Prepare reports, maintain files and records
  • Assist with testing of system changes and enhancements
  • Comply with HIPPA and other applicable corporate and department policies
  • Communicate and interact effectively and professionally with co-workers, management, customers, etc
  • Maintain communication with management regarding developments within areas of assigned responsibilities and perform special projects as required/requested
  • Maintain complete confidentiality of company business

Licensed Independent Life Producer/Agent

Sole Proprietorship - Duford Insurance Group
12.2020 - 08.2022
  • Licensed in 14 States – CA, CO, GA, LA, MI, MO, MS, NC, OH, OK, SC, TN, TX, VA
  • Contracted with 6 carriers to sell Life Insurance.
  • Managing Overhead/Expenses
  • Marketing to Acquire Prospects/Leads – Purchasing Leads and Running Own Facebook Ads for Leads
  • Outbound Dialing with CRM/VoIP/Power Dialer with Headset
  • Maintained high standards of customer service by building relationships with clients
  • Analyzed customers' financial and health/medical situations to recommend appropriate life insurance policies
  • Submitting application to suitable Insurance Carrier

Licensed Fulfillment Technician

Allegiance Services, LLC - Viasat Internet
05.2019 - 02.2021
  • Managing & Updating customers with ETA
  • Surveying customer residence before installation
  • Installing or building infrastructure onsite and activating modem
  • Service Calls (repairing/replacing equipment or materials for existing customer)
  • Maintained high Overall QC audit average (90% or higher)
  • Managed individual inventory of equipment and materials
  • Selling additional solutions and products to customers as need
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor, providing exemplary customer service

Quality Control Specialist II/Client Liaison/Admin Assistant

American Southwest Mortgage Corp.
07.2013 - 12.2017
  • Set up and completed mortgage loan submission packages rom various Brokers
  • Performed quality control on mortgage loan packages, before going into underwriting; ensuring fit for underwriting
  • Thoroughly labeled and organized documents within software storage system
  • Assuring all required information on documents and reports
  • Trained, monitored, and audited other Quality Control staff on their primary work, along with certain aspects of software used
  • Permission to consult with underwriters directly
  • Verbal Verifications of Employment on Borrowers
  • Answer and direct phone calls
  • Created strong working relationships with brokers, advisors, assistants and support staff
  • Aiding IT department, when needed help from someone, on site, to complete certain tasks in office location

Nationally Certified Pharmacy Technician (CPhT)

CVS Pharmacy
06.2013 - 02.2014
  • Completed paperwork and data entry, entering prescription and insurance or billing information into patient profiles
  • Reviewed and verified customer information and insurance provider information
  • Communicated with prescribers to verify medication dosages, refill authorizations, and patient information
  • Answered incoming phone calls and addressed questions from customers and healthcare providers
  • Perform patient checkout
  • Answered patient questions, to full legal capacity
  • Stocked, labeled, and inventoried medication to keep accurate records
  • Nationally Certified

Education

Life Producer License - Insurance And Risk Management

Kaplan University
Online
11.2020

Real Estate License - Real Estate

Oklahoma Real Estate Academy
Tulsa, OK
08.2018

Nationally Certified Pharmacy Technician (CPhT) - Pharmacy

Platt College
Tulsa, OK
02.2013

High School Diploma -

Jenks High School
Jenks, OK
05.2009

Skills

  • Claims Inspections and Assessments
  • Critical Thinking
  • Medical Terminology
  • Insurance Terminology
  • Finance
  • Creative Solutions
  • Data Entry, Verification, Analysis
  • Clerical Support
  • CPT Code Modifiers
  • Medical Information and Records Management Applications
  • Active Listening
  • Quality Standards
  • Account Management
  • Medical Billing and Coding
  • Hospital Inpatient and Outpatient Records
  • Insurance Eligibility
  • Financial Document and Data Review
  • Risk Assessment and Classification
  • Government Standards
  • Processing Procedures
  • Regulatory Compliance

Timeline

Claims Technician

Health Care Service Corporation
08.2022 - Current

Licensed Independent Life Producer/Agent

Sole Proprietorship - Duford Insurance Group
12.2020 - 08.2022

Licensed Fulfillment Technician

Allegiance Services, LLC - Viasat Internet
05.2019 - 02.2021

Quality Control Specialist II/Client Liaison/Admin Assistant

American Southwest Mortgage Corp.
07.2013 - 12.2017

Nationally Certified Pharmacy Technician (CPhT)

CVS Pharmacy
06.2013 - 02.2014

Life Producer License - Insurance And Risk Management

Kaplan University

Real Estate License - Real Estate

Oklahoma Real Estate Academy

Nationally Certified Pharmacy Technician (CPhT) - Pharmacy

Platt College

High School Diploma -

Jenks High School
Stephen Stewart