Tamara Rivera

• Aided Spanish-speaking members in navigating the enrollment process.
• Facilitated scheduling of wellness visits for members, offering coverage details and addressing inquiries about benefits.
• Documented client information/ interaction into internal Salesforce database.
• Collaborated with other professionals such as social workers, case managers, and medical staff to coordinate care for clients.
• Connected clients with local organizations that can provide additional assistance or specialized services if necessary.
• Conducted intake assessments with new clients to determine eligibility for services and develop appropriate action plans.
• Provided information and guidance to clients on how to access services and resources.
• Provided crisis intervention support when needed by utilizing de-escalation techniques and providing emotional support.
• Actively listened to clients to identify their needs and provide effective solutions.

• Processed incoming mail, including sorting and distributing items appropriately, or forwarding them to the proper department and individuals.

• Researched and gathered information for reports as requested by the marketing Executives.

• Generated monthly financial reports for review by the Board of Directors.

• Created PowerPoint presentations for executive level meetings and conferences.

• Organized and maintained alpha and numeric filing system for the Executive Directors' documents.

• Assisted with budgeting tasks such as tracking expenses, researching, reconciling accounts, and preparing invoices.

• Provided support in research projects related to the organization's mission.

• Greeted visitors in a professional manner while providing excellent customer service.

• Managed office supply inventory levels to ensure adequate stock was available.

• Coordinated special projects under the direction of the Executive Director.

• Prepared agendas, presentations, and other materials for meetings and events.

• Scheduled and coordinated meetings, events, and travel arrangements for the Executive Director.

• Delivered quality customer service to assigned insured and claimants throughout the entire claims lifecycle to promote service times.

• Negotiated settlements for uncomplicated claims by actual company liability.

• Reviewed documentation and accounts to gain the full picture.

• Handled customer inquiries regarding insurance policy coverage details and payment status updates.

• Maintained detailed communication records with customers, claimants, providers, and internal departments.

• Processed a high volume of claims efficiently while maintaining quality standards.

• Provided clear explanations of benefits, eligibility requirements, and applicable laws when communicating with customers.