Tracel Virgo
CHARLOTTE,NC
Summary
Analytical and resourceful Financial Specialist with expertise in helping clients identify and achieve financial goals. Supports financial management of customer work requests and reviews reports for accuracy. Leverages budget tools to collect financial data, manage funds, calculate profitability and track required metrics to perform accurate forecasting and modeling.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Financial Adviser
Vanguard
Charlotte, NC
05.2024 - 11.2024
- Responded to client inquiries regarding financial plans and strategies, providing tailored financial advice. Developed strategies for clients in insurance coverage, investment planning, and cash management to align with their financial objectives. Reviewed client accounts and plans regularly to identify necessary updates. Analyzed financial data received from clients to develop strategies for meeting clients' financial goals. Created financial document summaries, investment performance reports, and income projections to clarify clients' financial standings.
- Supported Vanguard client account servicing and financial transactions with accurate documentation.
- Reviewed retirement and brokerage account details for completeness and policy alignment.
- Managed updates for mutual fund and investment accounts by collaborating with internal service teams.
Insurance Customer Service Representative (Insuran
Farmers Insurance Company
Charlotte, NC
10.2022 - 01.2023
- Reviewed and adjusted customer coverage levels to resolve conflicts. Answered to customer requests for products, services and company information. Answered incoming calls to explain product value to prospective customers and assist current policyholders. Provided primary customer support to internal and external customers. Initiated outbound customer calls to review policy reviews and late payments to avoid lapses in coverage. Handled [100%] calls per day to address customer inquiries and concerns
- Answered customer calls for policy questions, billing concerns, and coverage updates.
- Reviewed insurance policies to explain terms, limits, and exclusions clearly.
- Processed policy changes, endorsements, and cancellations in Farmers Insurance systems.
Healthcare Customer Service Representative
United Health Care
Charlotte, NC
02.2022 - 06.2022
- CSR - Remote Ensured compliance with HIPAA regulations while handling sensitive patient information. Triage incoming calls to direct patients to appropriate departments, expediting service times and improving overall efficiency. Increased first-call resolution rates by carefully listening to customers' needs and providing accurate information based on their inquiries. Address and resolve healthcare-related inquiries efficiently, enhancing patient satisfaction and fostering trust in services. Maintained confidential patient, employee and company information in compliance with company policies and regulatory requirements. Followed up with customers about resolved issues to maintain high standards of customer service. Provide tailored support and recommendations in response to customer requests, ensuring alignment with individual patient needs. Met customer call guidelines for service levels, handle time and productivity. Delivered excellent customer service by actively listening to patients and addressing their needs with tailored solutions.
- Responded to member inquiries regarding benefits, claims, and eligibility through efficient call handling.
- Analyzed coverage details through comprehensive use of enrollment systems and policy documents.
- Addressed billing issues through effective coordination with claims and provider departments.
Medical Claims Processor
Accenture
Charlotte, NC
01.2019 - 02.2022
- Medical Claims Processor 01/2019 to 02/2022 Accenture - Remote Resolved complex medical claims issues, ensuring timely processing and reducing delays. Processed high volumes of medical claims accurately and efficiently under tight deadlines, ensuring prompt payment for services rendered. Collaborated with healthcare providers to submit accurate billing information, minimizing denied payments. Utilized knowledge of medical terminology to enhance understanding of services and procedures. Verified patient insurance coverage and benefits for medical claims. Maintained knowledge of benefits claim processing, claims principles, medical terminology, and procedures and HIPAA regulations. Processed medical claims based on established claims processing criteria.
- Executed medical claims processing using Accenture systems and following established benefit guidelines.
- Conducted thorough reviews of claim forms, coding details, and supporting documents to ensure accuracy.
- Processed routine claims by adhering to payer rules and plan benefits to ensure compliance.
Appointment Scheduling Specialist
MCI Communications
None Selected
03.2017 - 01.2019
- Appointment Scheduling Specialist 03/2017 to 01/2019 MCI Communications Coordinated phone and email correspondence, ensuring timely handling of all incoming and outgoing communications. Managed filing system, entered data, and completed clerical tasks. Completed forms, reports, logs, and records to quickly handle all documentation for human resources. Ensured patient confidentiality by adhering to HIPAA regulations while managing sensitive personal information. Followed up with patients to reschedule missed appointments. Maintained confidentiality of patient information to comply with HIPAA regulations and protect patient privacy. Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments. Scheduled patient appointments in doctors' calendars and conducted follow-up reminder calls to enhance appointment adherence.
- Scheduled customer appointments using MCI Communications call center systems to ensure efficient service delivery.
- Confirmed service visits with clients by making inbound and outbound calls to enhance client satisfaction.
- Rescheduled appointments for telecommunications customers by utilizing shared calendars to maintain organization.
Education
Vocational School Certificate/License - Electronic Medical Billing And Coding
Southeastern College
NCHigh School Diploma - Medical Billing And Coding
Olympic High School
NCSkills
- Client Consultation
- Customer service
- Customer relationships
- Customer Retention
- Complaint Resolution
- Conflict Resolution
- Problem-Solving
- Project management
- High-volume processing
- Deadline management
- Organization
- Adaptability
- Self-Motivation
- Communication Skills
- Working in a Fast-Paced Environment
Certification
- HIPAA
- Medical Billing
- Medical terminology
Timeline
Financial Adviser
Vanguard
05.2024 - 11.2024
Insurance Customer Service Representative (Insuran
Farmers Insurance Company
10.2022 - 01.2023
Healthcare Customer Service Representative
United Health Care
02.2022 - 06.2022
Medical Claims Processor
Accenture
01.2019 - 02.2022
Appointment Scheduling Specialist
MCI Communications
03.2017 - 01.2019
Vocational School Certificate/License - Electronic Medical Billing And Coding
Southeastern College
High School Diploma - Medical Billing And Coding
Olympic High School