TERRI SPILDE
College Station,TX
Summary
Highly-motivated and dedicated employee with the desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Ability to work effectively and quickly mastering new skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Counselor
Conifer Health Solutions LLC
01.2024 - Current
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Worked directly with clients and physician's offices to provide financial counseling and education.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Educated patients on financial matters and provided professional recommendations on services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Delivered support to medical staff in completion of patient paperwork.
- Engaged with patients to provide critical information.
- Provided excellent customer service to patients and medical staff.
- Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
- Trained new staff on inpatient room visits, phone etiquette and other office duties.
- Communicating deficits and problems to a supervisor with recommended solutions
- Secures medical necessity checks, verification in accordance to Centers for Medicare & Medicare services
- Completed assigned registration financial clearance work lists activities
- Met deadlines efficiently and exceeded monthly collection goals as a financial counselor
- Ability to analyze financial information and calculate patient responsibility
Patient Access Representative
Conifer Healthcare Solutions
05.2022 - Current
- Answered telephones and directed calls to appropriate medical or administrative staff.
- Communicated with patients with compassion while keeping medical information private.
- Determined cost-share portion for patients with 100% accuracy for proper billing.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Collaborated with clinical and administrative staff to meet patients needs for applicable procedures.
- Verified demographics and insurance information to successfully pre-register patients in computer system.
- Verified documentation methodically to avoid critical errors impacting care delivery and payments for services.
Insurance Broker
Roman Financial Group
03.2021 - 05.2022
- Sought out new clients and developed clientele by networking to find new customers.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Communicated with clients to understand needs and identify best policies for each case.
- Pursued continued professional development through insurance workshops, course and webinars.
- Obtained underwriting approval by completing application for coverage.
Office Administrator
The Corner Lot
08.2017 - 07.2020
- Used technology resources to assist customers in locating and selecting vehicles to desired preference.
- Tracked company inventories, moved excess stock and arranged vehicles to improve sales.
- Developed trusting relationships with customers by making personal connections.
- Answered incoming telephone calls to provide store, products and services information.
- Notified customers of delinquent accounts with attempt to collect outstanding amounts.
- Arranged for debt repayment and established repayment schedule based on customer finances.
- Executed updated marketing plans to increase branding exposure, customer traffic and sales.
- Finalized documentation for contracts, purchase receipts, vehicle registrations and dealer files.
- Educated customers about sales processes, warranty requirements and service standards.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
Call Center Supervisor
Texas State Fraternal Order of Police
03.2006 - 12.2009
- Accomplished call center resource objectives by recruiting, training, selecting and orienting new employees.
- Facilitated individual coaching sessions with CSRs to realign productivity goals.
- Evaluated employee performance & offered one on one training to increase bonuses
- Helped team meet rolling sales goals by maintaining proficiency in company systems, scripts and procedures.
- Helped new telemarketers learn best practices, communication strategies and performance standards.
Education
High School Diploma -
Adult Learning Center
05.2003
Skills
- Ability to multitask and pay strong attention to detail
- Knowledge of medical terminology and insurance plans
- Strong administrative and organizational skills
- Excellent verbal, written and interpersonal skills
- Management/Leadership experience
- Data Entry and CPT coding
- Familiarity with medical programs such as Availity, Meditech, PAI, Rightfax and ECW
- Financial Counseling
- Insurance Verification
- Building rapport with patients and their families, actively listening to concerns, and maintaining a professional demeanor, especially when discussing sensitive financial topics
- Negotiating payment arrangements with patients based on their financial situation, including setting up installment plans
- Bilingual
Certification
Texas Dept of Insurance
Life Insurance Broker
License No: 2682776 June 2021
Timeline
Financial Counselor
Conifer Health Solutions LLC
01.2024 - Current
Patient Access Representative
Conifer Healthcare Solutions
05.2022 - Current
Insurance Broker
Roman Financial Group
03.2021 - 05.2022
Office Administrator
The Corner Lot
08.2017 - 07.2020
Call Center Supervisor
Texas State Fraternal Order of Police
03.2006 - 12.2009
Texas Dept of Insurance
Life Insurance Broker
License No: 2682776 June 2021
High School Diploma -
Adult Learning Center
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