Tamika Blanding
Professional Financial Services
Covington,GA
Summary
Highly motivated Financial Services Professional with over 26 years of experience in the healthcare industry, in addition to being a Licensed Insurance Broker and Professional Tax Practitioner. My expertise in financial and project management, demonstrated capacity to address operational and productivity difficulties. Skilled with exceptional numerical and collaboration skills, as well as the ability to oversee overall team performance and make dynamic modifications. Dedicated individual with excellent multi-tasking, organizational, communication, and management skills along with an extensive knowledge of medical terminology. Aiming to utilize my strong leadership, analytical abilities and commitment to work at a dynamic organization that fosters teamwork and innovation. I’m an organize and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Talented Professional Tax Specialist with expertise in completing returns accurately and efficiently. Focused and dedicated Professional Insurance Agent/Broker providing superior customer service and rates for all types of policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
30
30
years of professional experience
Work History
Licensed Insurance Broker
Independent Contractors
11.2023 - Current
- Responded promptly to customer inquiries via phone, email, or in person meetings.
- Advised clients on ways to reduce costs while maintaining adequate coverage.
- Conducted market research and identified new products that would benefit clients.
- Worked closely with carriers to ensure compliance with all regulatory requirements.
- Maintained up-to-date knowledge of industry trends and changes in regulations.
- Assisted customers in filing claims and resolving disputes with insurance companies.
- Prepared reports, presentations, and other documents related to client accounts.
- Developed customized insurance plans for clients based on their individual requirements.
- Participated in team meetings and provided feedback on process improvements.
- Reviewed client information to determine their insurance needs and risk profile.
- Researched industry developments through webinars, seminars, conferences.
- Provided advice to clients regarding appropriate levels of coverage and policy options.
- Ensured accurate completion of paperwork associated with each transaction.
- Created marketing materials such as brochures, flyers, and videos for promotional purposes.
- Executed transactions such as renewals, endorsements, cancellations.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
Professional Tax Preparer
Self Employed
01.2018 - Current
- Engaged clients in conversation to evaluate their tax return requirements, and to obtain correlating information.
- Used appropriate adjustments, deductions, and credits to ensure that clients’ taxes are kept to a minimum.
- Prepared simple and complex tax returns in an accurate manner, and ensure that they are filed in a timely manner.
- Providedd taxpayers with solid information and advice aiming to ensure that they fill out forms in a correct manner.
- Calculated form preparation fees in accordance with complexity, and required processing time.
- Responded to clients’ inquiries regarding tax matters, aiming to provide them with correct.
- Potential compliance issues were investigated and resolved.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Assessed client tax situations to determine best filing options.
- Identified potential audit red flags to minimize risk of IRS audits.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Developed tax plans and projections to help clients meet objectives.
- Analyzed financial records to verify accuracy of tax returns.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Researched tax implications for various deductions and credits.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Facilitated communication between clients and tax authorities.
- Calculated estimated tax payments for clients.
- Facilitated integration of modern tax software with client accounting software.
- Researched complex tax issues utilizing online resources and professional tax software.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Supervisor Financial Services
Emory Healthcare
Decatur, GA
04.2011 - 11.2021
- Established and checked coding procedures, monitored reports and updated internal files.
- Created financial dashboards to provide insights into key performance indicators.
- Supported financial director with special projects and additional job duties.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Provided activity reports, file review and employee oversight for counseling program activities.
- Planned and assigned caseloads based on employee strengths, encouraging healthy workplace conditions through fair workload distribution.
- Monitored employee conduct, addressing violations and administering disciplinary action.
- Completed staff performance evaluations, recommending improvements and recognizing success through reward systems and feedback.
- Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Communicated with patients, ensuring that medical information was kept private.
- Liaised with other healthcare professionals to develop comprehensive patient care plans and provide highest quality of care.
- Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
- Created customized care plans, working with hospital staff and families to assess and meet individual needs.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Collected co-payments or full payments from customers.
- Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
- Resolved third-party billing, computer system and customer service issues.
- Developed strategic plans for day-to-day financial operations.
- Maintained confidential patient, employee and company information in compliance with company policies and regulatory requirements.
- Gathered information, assessed and fulfilled callers' needs and educated on important policies and procedures.
- Identified, analyzed and researched systemic issues and made recommendations for resolution.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Verified insurance eligibility and coverage for patients.
- Entered patient demographic and insurance data into electronic medical record system.
- Handled customer service inquiries in person, via telephone and through email.
- Resolved billing inquiries and disputes in timely fashion.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Built and maintained positive working relationships with patients and staff.
- Balanced deposits and credit card payments each day.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Communicated with doctors, nurses, patients and other employees to identify and resolve healthcare needs.
REIMBURSEMENT ANALYST, PATIENT
Emory Healthcare
09.2003 - 04.2011
- Maintained the Charge Description Master (CDM) and relevant regulations and policies, ensuring that all data elements were accurate and followed payor and regulatory requirements.
- Created and handled the charge and coding-related billing edits in the hospital system for outpatient and inpatient claims.
- Maintained necessary databases and record-keeping.
- Helped train other staff members on subjects relating to reimbursement.
- Provided analytical and management support in various capacities within patient financial service to streamline operations by establishing and executing strategic procedures to efficiently execute workflow.
- Utilized and applied the appropriate regulations to assure compliance with payment practices.
- Responsible for insurance refund requests and Medicare audits insurance takebacks on paid and unpaid accounts.
- Examine the propriety of CPT/ICD 9/10 coding and determine whether the care provided reflects the charges filed.
- Unpaid claims were investigated, rectified, and rebilled.
- In charge of monitoring collections and days' claims pending, Proficient
- GE Centricity, EMR GPR & Claim Logic
- Microsoft Word, Microsoft Excel
- PowerPoint, Windows 2000
- Epic, Athena, EMER, CPT, ICD,-9, HCPCS
- HIPAA, CPT and ICD-9/10 coding
- Familiar with Word processing, Spreadsheet, and Database management applications.
- Multiple payer billing policies, procedures, and terminology (CPT,CMS ICD10) Insurance remittance advice and EOB’s
- Followed up on denied and unpaid claims to resolve problems and obtain payments.
- Delivered timely information to insurance representatives to resolve common and complex issues.
- Monitored and documented accounts receivable trends and account-specific profitability.
- Trained department employees in proper billing and accounting procedures.
- Compiled department-specific reports to help senior managers identify trends and improve progress.
- Created documents in accordance with payer guidelines and submitted to appropriate parties.
- Prevented delays and claim denials by correcting information prior to submission.
- Contributed knowledge to help improve financial management, billing and tracking systems.
- Guided office staff on how to effectively complete prior authorization forms and appeals documentation to achieve positive results.
- Generated, posted and attached information to claim files.
- Checked documentation for accuracy and validity on updated systems.
- Maintained confidentiality of patient finances, records, and health statuses.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Posted payments to accounts and maintained records.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Calculated adjustments, premiums and refunds.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Coordinated with contracting department to resolve payer issues.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Determined appropriateness of payers to protect organization and minimize risk.
- Coordinated with insurance providers to verify customer's policy benefits in relation to claims.
- Served people of different backgrounds with polished people skills.
- Built proactive, client-specific edits into system to prevent future denials.
- Verified client information by analyzing existing evidence on file.
- Communicated verification and authorization status updates with billing department to facilitate decision-making for patient admissions and insurance coverage.
Front Desk Receptionist/Pharmacy Technician
Various Companies
01.1994 - 01.2003
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
- Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
- Counted and labeled prescriptions with correct item and quantity.
- Collected co-payments or full payments from customers.
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
- Counted, measured, and compounded medications following standard procedures.
- Resolved third-party billing, computer system and customer service issues.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Managed multi-line phone system and pleasantly greeted patients.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Organized paperwork such as charts and reports for office and patient needs.
- Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
- Used computer programs and registration systems to schedule patients for routine and complex procedures.
- Verified and updated demographic and other personal information for clients with respect to personal boundaries when asking for important details.
- Completed clerical duties and tasks for clinic administration.
- Remained aware of provider schedules and scope of practice on evolving basis to organize and schedule appropriate care.
- Maintained current and accurate medical records for patients.
- Supported office staff and operational requirements with administrative tasks.
- Completed patient referrals to other medical specialists.
- Transcribed phone messages and relayed to appropriate personnel.
- Invoiced patients accurately in line with charging guidelines.
- Notified manager of incidents and potential incidents relating to patients and staff for swift action.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Performed various administrative tasks by filing, copying and faxing documents.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Obtained payments from patients and scanned identification and insurance cards.
- Organized and maintained patient chart filing system to promote quick data finding for staff.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Prepared and processed patient referrals and transfer requests.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Registered and verified patient records before triage with most up-to-date information.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Greeted visitors and initiated triage processes for clients to streamline patient flow.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Assisted with medical coding and billing tasks.
- Processed medical insurance claims and payments.
- Conducted patient intake interviews, recording and documenting relevant information.
- Managed office bookkeeping with insurance billing and patient payments.
- Received and routed laboratory results to correct clinical staff members.
- Answered phone calls and messages for physician,medical facility, scheduling appointments, and handling patient inquiries.
Education
Life Insurance Agent
Primerica
01-2023
Certified Life Coach
Self Study Online
03-2022
Notary Public
Elected
04-2018
Associate - Business Administration
The Community College of Baltimore County
Catonsville, MDSkills
- Interpersonal Communication Skills
- Healthcare/Medical Revenue Cycle
- Financial Analysis
- Active Listening
- Strong Numeric & Analytical Skills
- Result Oriented with Strong Time-
- Management Skills
- Customer Service Skills
- Medical Terminology
- Problem Assessment & Empathy
- Relationship Management
- Stress Management
- Performance Evaluation
- Medicare
- Conceptual Skills
- Financial Statement
- Conflict Management
- Organizational Skills
- Complex Problem Solving
- Documentation Examining & Processing
- Process Improvement
- Staff Management
- Data Analytics
- Schedule Development
- Training and Mentoring
- Negotiation
- Staff Discipline
- Process Monitoring and Improvement
- Processes and Procedures
- Complex Problem-Solving
- Policy Enforcement
- Project Management
- Financial Management
- Goal-Oriented
- Expectation Setting
- Business Administration
- Business Planning
- Tax Return Preparation
- Bookkeeping
- Tax-Related Research
- Data Gathering
- Document Preparation
- Records Management
- Verbal/Written Communication
- Year-End Tax Provision Proficiency
- Regulatory Compliance
- Interpersonal Strengths
- Account Reconciliation
- Relationship Building
- Filing System Management
- Organizational Abilities
- Data Inputting
- Organization Skills
- Financial Statements
- New Business Development
- Information Processing
- Local, State, and Federal Tax Returns
- Staff Development
- Client Needs Assessment
- Client Assistance
- Data Collection
- Well-Being Understanding
- Schedule Management
- Intervention Support
- Needs Assessment
- Patient Advocacy
- Patient Intake
- Decision-Making
- Data Confidentiality
- Positive Patient Experiences
- Community Resources Specialist
- Staff Training
- Skilled in Intake Interviewing
- Emotional Support
- Patient Referrals
- Coping Methods
- File and Record Keeping
- Individual Counseling
- Administration and Management
- Conflict Resolution
- Email Marketing
- Building Relationships
- Team Training and Development
- Lead Prospecting
- Client Service
- Client Relationship Management
- Appointment Scheduling
- Client Confidentiality
- Tax Law Expertise
- Tax Planning Strategies
- Tax Law Compliance
- Tax Advising
- Individual Returns Preparation
- Documentation Filing
- Financial Statement Review
- Tax Consulting
- Tax Law
- Client Communication
- Multi-State Tax Filing
- Deductions Understanding
- Research/Due Diligence
Timeline
Licensed Insurance Broker
Independent Contractors
11.2023 - Current
Professional Tax Preparer
Self Employed
01.2018 - Current
Supervisor Financial Services
Emory Healthcare
04.2011 - 11.2021
REIMBURSEMENT ANALYST, PATIENT
Emory Healthcare
09.2003 - 04.2011
Front Desk Receptionist/Pharmacy Technician
Various Companies
01.1994 - 01.2003
Life Insurance Agent
Primerica
Certified Life Coach
Self Study Online
Notary Public
Elected
Associate - Business Administration
The Community College of Baltimore County