Tangela Beard
Coppell,TX
Summary
Logical Financial Counselor with extensive history of speaking with patients, physicians and insurance company representatives. Efficient professional with more than 1 year of experience obtaining pre-admission paperwork, counseling patients and developing effective payment plans for healthcare services.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Prosperity Financial Consultants
03.2022 - 09.2023
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Assessed client financial situation and explored background through one-on-one interview process.
Education
Winfree Academy
Irving, TX05.2001
Skills
- Relationship building and management
- Payment Negotiation
- Insurance Verification
- Relationships and rapport
- Patient Counseling
- Cash Flow Management
Timeline
Financial Advisor
Prosperity Financial Consultants
03.2022 - 09.2023
Winfree Academy
Similar Profiles
Ann SandersAnn Sanders
Financial Associate at Sage Path Financial Consultants-Thrivent FinancialFinancial Associate at Sage Path Financial Consultants-Thrivent Financial
NJERI TABITHA WANJIRUNJERI TABITHA WANJIRU
Tax Associate at Thakrar Financial ConsultantsTax Associate at Thakrar Financial Consultants
Jeffrey OsterJeffrey Oster
Data Entry at AVA Financial ConsultantsData Entry at AVA Financial Consultants
Meenal GovindanMeenal Govindan
Senior Business System Analyst at Flagstar BankSenior Business System Analyst at Flagstar Bank
Geoffrey WilliamsGeoffrey Williams
Senior Airman (SrA) - Level 5 Dental Assistant at United States Air Force ReservesSenior Airman (SrA) - Level 5 Dental Assistant at United States Air Force Reserves