Terri White
Summary
Highly motivated client servicing professional that excels at comprehensive understanding of client interactions, issue resolution, and account management. Proficient in analyzing account data, aligning with policies, and maintaining accurate records.
Overview
15
15
years of professional experience
Work History
Peer Mentor
Macy's Inc.
10.2018 - Current
- Mentoring, training, and coaching new agents, modeling exemplary behavior to facilitate skill development, emphasizing the importance of analytical thinking in resolving complex issues, focusing on cultivating these skills.
- Identify areas for improvement in training materials, policies, and procedures, resulting in enhanced training processes and heightened operational efficiency.
- Handles account management, including analyzing account data, ensuring adherence to policies and ensuring meticulous maintenance of accurate records.
- Managing sensitive client information, performing thorough verifications, and adeptly handling diverse tasks such as form submissions, complaint management, and referrals.
- Interpreting and effectively presenting complex business literature, showcasing analytical insights in reports and presentations.
- Performs various calculations involving discounts, interest, commissions, proportions, and percentages, as well as basic algebraic concepts.
- Adapt to evolving client expectations, employing active listening and robust analytical skills to achieve efficient issue resolution.
Eyecare Advisor
Luxottica Group
03.2008 - 05.2015
- Handling Medical records and administrative files as needed: Filing, retrieving, delivering, analyzing, maintaining, faxing, and copying with discretion to comply with HIPPA guidelines.
- Scheduling, canceling, and reminding patients of upcoming appointments.
- Fielding incoming and outgoing calls, forwarding messages or calls, and performing follow ups as needed.
- Checking in, registering, and filing medical documents and records.
- Billing charges and balancing the books daily.
- Obtaining insurance authorizations and collecting/ documenting incoming payments.
- Performing preliminary tests and gather pertinent medical information.
- Reviewing prescriptions and patient information carefully to identify special needs.
Education
High School Diploma -
Standley Lake High School
Westminster, CO05.2003
Skills
- Committed to delivering outstanding, consistent service to internal and external clients, embodying adaptability and a steadfast commitment to analytical excellence
- Adept at navigating various computer applications and seamlessly working within a dual monitor setup
- Data analysis and interpretation
- Business planning and forecasting
- Microsoft Word/ Excel
- Business administration and organization
- Revolution EHR, RPLID, Olympus, MCAT, and Innovis Systems
- HIPPA Trained
- Client acquisition and retention
- Cash Management/ Reconciliations
- Project Management
Timeline
Peer Mentor
Macy's Inc.
10.2018 - Current
Eyecare Advisor
Luxottica Group
03.2008 - 05.2015
High School Diploma -
Standley Lake High School
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