Teresa Walsmith
Hewitt,TX
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Insurance Broker
Tepe Group Insurance
Waco, TX
02.2021 - Current
- Conducted comprehensive needs analysis to offer appropriate insurance products, including life, health, and annuities.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Developed referral networks with other professionals, resulting in increased business opportunities.
- Assisted clients in filing claims and guided them through the claims process for a smooth resolution.
- Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Practice Manager
Advanced Pain Care Clinic
Waco, TX
12.2019 - 02.2021
- Supervised Team of 25 Office Personnel
- Assisted with regulatory/compliance issues
- Addressed and remedied all patient or team member issues
- Compliance officer HIPAA/OSHA
- Developed policies and procedures for effective Practice Management
- Ordered all office and pharmacy supplies, and kept inventory on levels
- Recruited, hired, and trained all staff providing direct supervision, ongoing staff development and continuing education to employees
- Generated and reviewed incident reports, including employee disiplinary action, and actualizing appropriate corrective plans to mitigate ongoing, and potential situations.
- Insurance verification, billing
Practice Manager
Northwest Texas Physician Group
Amarillo, TX
10.2016 - 12.2019
- Conducted regular meetings with staff to discuss operational issues and ensure proper communication between departments.
- Monitored compliance with HIPAA regulations concerning patient privacy rights.
- Managed vendor relationships for supplies and services related to the practice.
- Participated in strategic planning initiatives aimed at developing long-term goals for the practice's growth and success.
- Ensured compliance with relevant state laws governing healthcare practices.
- Oversaw all aspects of day-to-day practice operations including front desk reception, appointment scheduling, billing and coding, insurance verification.
- Maintained financial records, including billing and accounts receivable and payable.
- Provided support during audits by gathering requested documents as well as answering questions from auditors.
- Resolved escalated customer service issues in a timely manner while maintaining a high level of professionalism.
- Coordinated staff recruitment, training, and scheduling activities.
- Created and implemented policies and procedures for effective practice management.
- Mentored and coached interns and newly hired team members on office procedures and computer systems.
- Created and maintained electronic record management (EMR) systems to store data and develop reports.
Supervisor
Harrington Cancer Center Business Office
Amarillo, TX
11.2012 - 10.2016
- Responsible for billing and collections $41 billion net revenue, and met or exceeded monthly cash goals set by corporate
- Code, claims submission, billing follow-up, denials, underpayment, RAC/MAC audits, and other compliance responsibilities required by CMS.
- Worked directly with 4 physicians, and clinics to achieve daily operations.
- Responsible for new employee selection and training for various positions: Pre-registration, account receivable follow-up for government and commercial carriers, Billing, and financial counseling. For staff of 13.
- Prepared and presented monthly staff meetings
- Developed new process for employee evaluation which resulted in performance improvements
- Prepared monthly business office reports to physicians, and revenue cycle.
Front Office Manager
Goodwin Orthodontics
Amarillo, TX
11.2010 - 11.2012
- Assisted in recruiting, training, evaluating and developing staff members in order to maintain high standards of performance.
- Monitored front desk operations on a regular basis to identify areas for improvement or corrective action.
- Supervised the preparation of guest bills and invoices ensuring accuracy before issuing them to guests.
- Conducted regular meetings with staff members to discuss new initiatives or changes in existing processes.
- Resolved conflicts between customers or staff members professionally.
- Insurance/Private billing/Filed Claims
- Verified Insurance
Education
Some College (No Degree) - Business Administration and Management
West Texas A&M University
Canyon, TXSkills
- Policy analysis
- Claims Handling
- Financial Planning
- Customer Retention
- Asset protection expertise
- Account Management
- Microsoft Word/Excel
- Multiple EMR Systems including Athena, Centricity, Mosaiq, Cerner,CMS direct Data Entry, Navinet
- Extensive commercial, and Government insurance knowledge including benefits, deductibles, and subsidies
- Marketing
- Team training and development
- Policy management expertise
- Appointment management
Accomplishments
- Lead Sales Agent/Broker
Certification
- Licensed Health & Life Broker/ Texas, Louisiana, Mississippi
Timeline
Licensed Insurance Broker
Tepe Group Insurance
02.2021 - Current
Practice Manager
Advanced Pain Care Clinic
12.2019 - 02.2021
Practice Manager
Northwest Texas Physician Group
10.2016 - 12.2019
Supervisor
Harrington Cancer Center Business Office
11.2012 - 10.2016
Front Office Manager
Goodwin Orthodontics
11.2010 - 11.2012
Some College (No Degree) - Business Administration and Management
West Texas A&M University
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