Tomika Taylor
Summary
Dynamic Account Service Representative with a proven track record at Security Benefit, excelling in client relationship building and problem-solving. Adept at processing claims and enhancing customer satisfaction through effective communication and financial literacy. Committed to maintaining confidentiality while delivering exceptional service and driving process improvements.
Overview
16
16
years of professional experience
Work History
Account Service Representative
Security Benefit
01.2022 - Current
- Handling customer inquiries: Addressing questions about annuity policies, including payments, withdrawals, and contract
- Providing policy updates and information:Educating customers about their annuity contracts and providing accurate information using various resources.
- Resolving issues and concerns: Helping customers with problems, de-escalating difficult situations, and potentially recommending process improvements.
- Processing claims and transactions: Handling claims, processing orders, fulfilling customer needs, and setting up payments.
- Maintaining customer confidentiality: Complying with privacy regulations and ensuring the security of customer information.
Claims Representative
SECURITY NATIONAL LIFE INSURANCE
01.2020 - 12.2021
- Managed and processed a high volume of life insurance death claims, ensuring accuracy and timely payouts.
- Provided empathetic and informative support to beneficiaries throughout the claims process.
- Verified policy details, reviewed documentation, and collaborated with other departments to resolve complex claim issues.
- Utilized insurance software to track and manage claim data, ensuring compliance with company procedures.
- Communicated effectively with beneficiaries and other stakeholders regarding claim status and required documentation
Workers Compensation Specialist
RevClaims
01.2016 - 12.2019
- Manage patient accounts through company's database and coordinate with the home office in regards to medical information and billing to third parties
- Input patient and liable third party information into Rev Claims from EPIC
- Receive and process insurance information and request from patient, insurance companies, and attorneys on the billing of patient treatment
Claims Processing Specialist
LogistiCare
12.2009 - 12.2015
- Examined claims to determine entitlement and appropriateness for payment
- Reviewed information to make determination on claims
- Verified/processed transportation provider billing invoice forms in an accurate and timely manner
- Reviewed, audited, and processed claims/invoices received from vendors and/or fee basis participants
- Ensured the appropriate payment of invoices
- Prepared a variety of correspondence and reports
- Met/exceeded excellent call quality standards, daily stats, and accurately provide data entry
- Adhered to all HIPAA guidelines/regulations and maintained strict confidentiality
Education
Associate Of Applied Business - Accounting
Mississippi Delta Community College
Moorhead, MSSkills
- Client relationship building
- Cross-selling expertise
- Professionalism and etiquette
- Performance tracking
- CRM software
- Financial literacy
- Teamwork
- Customer service
- Problem-solving
- Computer skills
Timeline
Account Service Representative
Security Benefit
01.2022 - Current
Claims Representative
SECURITY NATIONAL LIFE INSURANCE
01.2020 - 12.2021
Workers Compensation Specialist
RevClaims
01.2016 - 12.2019
Claims Processing Specialist
LogistiCare
12.2009 - 12.2015
Associate Of Applied Business - Accounting
Mississippi Delta Community College
Similar Profiles
Peyton (Podschwit) CochranPeyton (Podschwit) Cochran
Financial Reporting Senior Accountant at Security BenefitFinancial Reporting Senior Accountant at Security Benefit
Lakyn SchiefereckeLakyn Schieferecke
Human Resources Intern at Security BenefitHuman Resources Intern at Security Benefit
ELISA RIDERELISA RIDER
Account Service Representative - Remote at Security BenefitAccount Service Representative - Remote at Security Benefit
EBONY WILLISEBONY WILLIS
Account Service Representative at Security Benefit / ZinniaAccount Service Representative at Security Benefit / Zinnia
Joy DanielsJoy Daniels
Account Service Representative at MECUAccount Service Representative at MECU