Summary
Overview
Work History
Education
Skills
Timeline
Generic

Terri Keller

McGregor,TX

Summary

Dynamic Insurance Customer Service Representative with proven expertise at BCBS/HCSC, excelling in customer satisfaction and claims processing. Recognized for meticulous attention to detail and active listening skills, consistently achieving first-call resolution. Adept at managing sensitive information according to HIPAA guidelines. While possessing skills in a dental office to include, patient rapport that contributed to a positive office environment and satisfied patients. Being able to handle many issues in a dental office, including making appointments, verifying insurance, posting payments and making daily deposits.

Overview

2026
2026
years of professional experience

Work History

Insurance Customer Service Representative

BCBS/HCSC
04.2022 - Current
  • Assisted customers with inquiries, providing accurate product information and support.
  • Maintained up-to-date knowledge of products, and services for effective assistance.
  • Provided accurate information to customers regarding policy coverage and claims processes.
  • Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
  • Documented customer interactions and transactions for accurate, up-to-date records.
  • Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
  • Set up customer payment plans to cover monthly policies.
  • Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
  • Consistently met or exceeded performance goals related to customer service metrics.
  • Adapted quickly to changing priorities, demonstrating flexibility in fast-paced environment.
  • Handled difficult customer situations with grace and professionalism, consistently meeting first-call resolution metrics.

Dental Receptionist

Legends Dental
2022 - 2022
  • Managed patient scheduling and appointment confirmations using dental software systems.
  • Coordinated insurance verification.
  • Assisted in maintaining organized patient records and documentation compliance.
  • Communicated effectively with patients regarding treatment plans and follow-up care.

Insurance Customer Service Representative

Seniors Complete Insurance & Financial Agency
2021 - 2021
  • Assisted in processing insurance applications and ensuring compliance with regulatory standards.
  • Maintained detailed records of customer interactions and transactions for future reference.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Responded to customer requests for products, services, and company information.
  • Completed customer applications and updated records to reflect current information.

Administrative Assistant

State of Texas
06.2020 - 01.2021
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Volunteered to help with special projects.
  • Performed research to collect and record industry data.

Front Office Assistant

Main Street Dental Care
11.2015 - 04.2020
  • Supported daily office operations by managing appointment scheduling.
  • Handled financial transactions accurately by processing payments, issuing receipts, and maintaining detailed records of all transactions.
  • Greeted patients upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Supported staff members with duties of assisting the doctor chairside.
  • Updated client databases regularly while maintaining accuracy in contact details comprehensively.
  • Managed inventory supplies, reducing waste and ensuring availability of essential materials for daily operations.
  • Processed payments and informed individuals of further financial responsibility to facilitate timely payments.
  • Completed patient check-in processes by verifying insurance and submitting forms to dental team.
  • Made accurate bank deposits successfully under tight deadlines ensuring proper handling and processing of company funds.
  • Assisted in preparation of reports and presentations, enabling more informed decision-making processes.
  • Enhanced patient experience by providing helpful information and answering queries with empathy and professionalism.
  • Facilitated communication between patients and healthcare professionals to ensure timely and accurate information exchange.
  • Improved team morale and office culture by recognizing birthdays and special events, fostering sense of community.
  • Supported billing and accounting processes, contributing to financial health of office.
  • Improved office ambiance and visitor comfort by maintaining clean and organized reception area.
  • Contributed to positive first impression of office by greeting visitors warmly and professionally.
  • Improved patient satisfaction with courteous and efficient handling of appointment scheduling.
  • Volunteered to help with special projects.
  • Increased client retention by providing exceptional service while managing check-in and check-out processes.
  • Assisted in maintaining organized filing systems and data entry for client records.
  • Communicated effectively with clients, addressing inquiries and providing information on services offered.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Maintained a professional and welcoming environment for clients, contributing to an overall positive experience.
  • Responded to inquiries from callers seeking information.

Front Desk Agent

Brazos Family Dentistry
03.2000 - 11.2015
  • Provided exceptional customer service to patients, addressing inquiries and resolving issues promptly.
  • Supported daily office operations by managing appointment scheduling.
  • Implemented efficient front desk procedures to enhance customer service experiences.
  • Ensured compliance with company policies and procedures during daily operations at the front desk.
  • Directed phone inquiries, answered customer questions, and scheduled appointments.
  • Reviewed and updated customer information in database for accuracy.
  • Greeted patients upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Completed patient check-in processes by verifying insurance and submitting forms to the team.
  • Made accurate cash deposits successfully under tight deadlines ensuring proper handling and processing of company funds.
  • Supported billing and accounting processes, contributing to financial health of office.
  • Improved office ambiance and visitor comfort by maintaining clean and organized reception area.
  • Posted insurance and personal payments.

Education

Associate of Arts -

McLennan Community College
Waco, TX
05-1986

Certificate of Technical Studies - Dental Assistant

Texas State Technical College
Waco, TX

No Degree - Speech-Language Pathology

University of North Texas
Denton, TX

Skills

  • Organization
  • Insurance terminology
  • Customer service
  • Active listening
  • Attention to detail
  • Records management
  • Insurance coverage verification
  • Data entry
  • Teamwork and collaboration
  • Insurance claim forms review
  • 10-key touch
  • Appointment scheduling
  • Billing software
  • Claims processing
  • Patient rapport

Timeline

Insurance Customer Service Representative

BCBS/HCSC
04.2022 - Current

Administrative Assistant

State of Texas
06.2020 - 01.2021

Front Office Assistant

Main Street Dental Care
11.2015 - 04.2020

Front Desk Agent

Brazos Family Dentistry
03.2000 - 11.2015

Dental Receptionist

Legends Dental
2022 - 2022

Insurance Customer Service Representative

Seniors Complete Insurance & Financial Agency
2021 - 2021

Associate of Arts -

McLennan Community College

Certificate of Technical Studies - Dental Assistant

Texas State Technical College

No Degree - Speech-Language Pathology

University of North Texas