Taire Caples
Saint Paul,MN
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
20
20
years of professional experience
Work History
Account Manager Claims Specialist
UCare Minnesota
01.2023 - 03.2024
- Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
- Followed up with customers on unresolved issues.
- Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
- Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
- Performed administrative duties by verifying documentation, researching facts and contacting other parties involved to determine fault percentages and minimize potential losses.
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Maintained confidentiality of patient finances, records, and health statuses.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Verified client information by analyzing existing evidence on file.
- Enhanced patient data confidentiality by adhering to strict privacy regulations and guidelines.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities. Managed over 100 calls per day.
Account Manager
Transamerica Life Insurance Company
02.2020 - 12.2022
- Focused on satisfaction and retention
- Works quickly to address challenges and uses critical thinking and resourceful nature to manage complex concerns
- Answers questions, resolves issues, and exceeds established service standards
- Diligent Customer Care Representative equipped to manage high-volume incoming calls and customer inquiries,over 100 calls plus per day.
- Remains calm, level-headed, and analytical in face of challenging demands
- Builds rapport and addresses concerns quickly and effectively to improve customer relations, enhance loyalty, and increase sales
- Point of sale system Call logging Claims monitoring
- Appointment scheduling Email correspondence Database research
- Outbound collection calling Security verification Account updates
- Order documentation Inbound call management Complaint investigation
- Cultural awareness Coordination Google Drive
- Written communication Task prioritization Scheduling
- Time management Microsoft Word, Verified and logged high volume of daily data, tracking account payments and updating personal information
- Kept detailed records covering customer requests and problems and implemented resolutions and relevant feedback to improve service delivery
- Sought out every opportunity to improve customer experiences to delight customers and build trust
- Discussed promotions and special offers to customers to increase sales
- Helped clients with technical questions using excellent critical thinking skills and knowledge of all retirement products and IRS rules for various retirement plans and provisions
- Improved customers' experiences with targeted product and service recommendations
- Achieved first call resolution for majority of customer contacts using expert knowledge of products, services, and internal systems
- Resolved complex issues requiring extended investigations and support and diligently followed up on solutions
- Managed consistent stream of calls each day and maintained strong control to keep duration down and performance high
- Coordinated fieldwork to set up appointments, monitor work completion, and follow up with customers
- Returned every call or email before end of each day, maintaining both speed and professionalism
- Sold products to customers during routine service calls using strong cross-selling abilities
- Helped improve processes and products by relaying customer feedback
- Updated records with all interactions and customers transactions
- Referred unresolved customer grievances to designated departments for further investigation
- Avoided revenue losses with diligent attention to customers' needs and complaints
- Resolved customers' service or billing complaints by exchanging merchandise, refunding money, or adjusting bills
- Resolved customer grievances consistently, collaborating with team members to achieve creative solutions
- Met inbound customer needs while maintaining strict performance targets
- Contributed to billing accuracy by determining charges for services requested, collecting deposits, and arranging long-term payment plans
- Resolved issues based on thorough investigations of concerns
- Completed inquiries and followed up with customers to share findings and offer solutions
- Identified causes of product malfunctions and credited affected customers.
Order Entry Clerk and Billing Specialist
Kemps
05.2019 - 02.2020
- Exceeded expectations daily with detailed documentation and accurate processing of orders
- Achieved deadlines for rush orders coming through direct order entry, e-mails, or change coordination processes
- Handled returned merchandise and disbursed correctly for damaged or resellable goods
- Prevented delivery errors by verifying accuracy of pricing, part numbers, and shipping information for each order
- Met company objectives of on-time order processing by clearing orders within [Number] days
- Prepared for customer demand by submitting purchase orders to manufacturers to confirm product availability and allocation
- Highlighted special requests and flagged associated orders for additional processing
- Managed changes, cancellations, and manual status orders for [Type] customers
- Kept customers informed of order statuses, including anticipated delays and merchandise issues
- Controlled errors by verifying every order before shipping to customers
- Reviewed orders for completeness according to reporting procedures and forwarded incomplete orders for further processing
- Verified customer and order information for correctness, checking it against previously obtained information
- Detected and independently handled incomplete and incorrect orders
- Helped improve products and processes by collecting and relaying customer feedback
- Boosted revenue with strategic recommendations for relevant merchandise and services
- Satisfied complex customers with fast service and quick resolutions for complaints
- Produced accurate bills based on computed merchandise, tax, and shipping charges
- Expedited packages and traced missing items by working closely with production, sales, and warehouse team members, in over 50 different vendors.
Legal Support Analyst
Centerpoint Legal Solutions
03.2018 - 03.2019
- Organized evidence and documentation to support trial preparation
- Promoted accuracy by proofreading and maintaining documents, records, and files
- Reviewed title searches to support real estate closing process
- Communicate with court officials and clerks to file documents and pleadings
- Compiled and analyzed data, including statutes, decisions, and codes
- Responded to information requests from clients or legal parties
- Drafted legal documents and correspondence, including briefs, pleadings, and affidavits
- Maintained legal records, including document and file storage for hard copies and digital files
- Liaised with court officials to gather legal information regarding trial dates, case records, and arrests
- Conducted legal research, leveraging public records and internet resources to investigate laws and case information
- Oversaw and coordinated law office operations, including document preparation, subpoena delivery, and law library maintenance
- Offered to assist with additional tasks to keep projects on-task and meet tight deadlines
- Delivered exceptional customer service to bolster strong relationships and build positive experiences
- Listened to customer requests and specifications and made suggestions to appropriately fulfill needs
- Filed forms, records, reports, and correspondence in appropriate file systems more than 60 on average per day
- Prevented materials loss and unauthorized access with robust security and tracking procedures
- Proofread records, forms, and correspondence, upholding strong quality control standards
- Prepared invoices and payments and documented transactions to assist with bookkeeping
- Organized data by categories, data, and other systems for diverse uses to maintain easily accessible system
- Managed large volumes of hard and soft copy documents and files
- Assisted with building cases, conducting skilled legal research and compiling support information
- Helped attorneys manage high caseloads with skilled administrative support
- Prepared and filed basic motions for cases
- Supported legal team with quick responses to internal and external inquiries
- Gathered and analyzed research data covering decisions, codes, and statues
- Maintained current and thorough law library to support firm's legal staff
- Prepared and organized trial exhibits for each case
- Arbitrated disputes between parties and led closing processes for contracts
- Met deadlines consistently when preparing and filing court pleadings
- Determined causes of actions and prepared case files based on investigated facts and legal histories
- Authored, organized, and submitted professionally written legal correspondence, affidavits, and contracts.
Regulation E Coordinator
Frontline Asset Strategies
09.2014 - 03.2018
- Reached out to involved parties through email or telephone to collect needed information
- Collected feedback and coordinated responses to concerns to improve overall service
- Kept managers informed with daily activity reports detailing invoicing, payments, and notable issues
- Operated 10-key calculators to perform repetitive calculations
- Reconciled past due customer accounts and brought customers to current status
- Outlined accounting issues with clear, professional business correspondence
- Worked closely with management to improve accuracy and resolve receivables variances
- Supported clean audit processes, preparing and maintaining proper accounting documentation
- Minimized errors with proper coding and consistent verification of data
- Operated computers programmed with accounting software to record, store, and analyze information
- Operated 10-key calculators, typewriters, and copy machines to perform calculations and produce documents
- Checked figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
- Kept records current with daily transaction posting
- Minimized aging accounts by monitoring open balances and pursuing payments.
Education
Diploma -
Highland Park High School
Saint Paul, MN08.2000
Skills
- Business Development
- Sales Solutions
- Strong Lead Development Skills
- Account Management
- Issue Resolution
- Time Management
- Account Verification
- Client Relations
- Database Management
- Coordinating Documents
- Prioritizing Workflows
- Excellent Communication Skills
- Account Servicing
Timeline
Account Manager Claims Specialist
UCare Minnesota
01.2023 - 03.2024
Account Manager
Transamerica Life Insurance Company
02.2020 - 12.2022
Order Entry Clerk and Billing Specialist
Kemps
05.2019 - 02.2020
Legal Support Analyst
Centerpoint Legal Solutions
03.2018 - 03.2019
Regulation E Coordinator
Frontline Asset Strategies
09.2014 - 03.2018
Diploma -
Highland Park High School