Toni Garcia
Mesquite,NV
Summary
Capable Patient Representative dedicated to providing superior support for patients in need of reliable information regarding insurance coverage, finance options and documentation requirements. Well-versed in scheduling and database management functions for streamlined communication and reduced correspondence backlogs. Excels at identifying client needs and concerns to improve engagement strategies and overall service.
Overview
9
9
years of professional experience
Work History
Licensed Customer Service
Foundever
Las Vegas, NV
01.2024 - Current
- Worked effectively in fast-paced environments.
- Conducted thorough needs assessments by actively listening to customers'' concerns, preferences, and expectations to provide tailored recommendations.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
Patient Service Representative
Granger Medical
Salt Lake City, UT
05.2021 - 01.2022
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Managed multi-line phone system and pleasantly greeted patients.
- Organized paperwork such as charts and reports for office and patient needs.
- Transcribed phone messages and relayed to appropriate personnel.
- Performed various administrative tasks by filing, copying and faxing documents.
- Answered phone calls and messages for five-physician family medicine medical facility, scheduling appointments, and handling patient inquiries.
Patient Service Representative
R1RCM
Murray, UT
11.2020 - 05.2021
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Verified insurance eligibility and coverage for patients.
- Entered patient demographic and insurance data into electronic medical record system.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Checked patient insurance, demographic, and health history to keep information current.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Managed multi-line phone system and pleasantly greeted patients.
- Invoiced patients accurately in line with charging guidelines.
- Obtained payments from patients and scanned identification and insurance.
- Managed office bookkeeping with insurance billing and patient payments.
Customer Service Representative
Discover Card
West Valley City, UT
11.2015 - 07.2018
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait time.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Education
High School Diploma -
Taylorsville High School
Taylorsville, UTSkills
- Eligibility Determination
- System Updates
- Reception Management
- Payment Collection
- Insurance Verification
- HIPAA Compliance
- Telephone Etiquette
- Client Service
- Goal Oriented Approach
- Customer Service
Timeline
Licensed Customer Service
Foundever
01.2024 - Current
Patient Service Representative
Granger Medical
05.2021 - 01.2022
Patient Service Representative
R1RCM
11.2020 - 05.2021
Customer Service Representative
Discover Card
11.2015 - 07.2018
High School Diploma -
Taylorsville High School