Summary
Overview
Work History
Education
Skills
References
Timeline
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TRISHA KAUR

Financial Service Representative
Hauppauge,NY

Summary

Adaptable Financial Services Representative recognized for productivity and efficiency in task completion. Specialize in financial analysis, customer relationship management, and regulatory compliance. Excel in communication, problem-solving, and time management to deliver exceptional service and solutions in fast-paced environments.

Overview

6
6
years of professional experience

Work History

Financial Services Representative

North Shore Home Care
Melville, New York
09.2024 - Current
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Obtains necessary authorizations from insurance companies and managed care organizations for planned services.
  • Coordinated daily schedules for clinical staff, ensuring efficient and timely patient home visits.
  • Communicated with clinicians on a daily basis to adjust schedules, verify service delivery, and facilitate efficient care coordination.

Phlebotomist/Medical Assistant

Allied Pediatrics & Family Medicine
Bellmore, USA
02.2021 - 03.2025
  • Collect blood samples from patients using venipuncture and capillary puncture techniques.
  • Verify patient information, prepare specimens, and maintain accurate records.
  • Perform EKG when needed.
  • Prepare rooms for use following Allied Health protocol.
  • Perform laboratory test procedures within established criteria.

Phlebotomist

Optum Health
New Hyde Park, USA
05.2024 - 09.2024
  • Conduct venipuncture and capillary punctures on patients of all ages.
  • Collect, label, and process blood specimens according to established procedures.
  • Ensure patient comfort and safety during procedures.
  • Maintain accurate records and documentation of collected specimens.
  • Always adhere to infection control and safety guidelines.

Receptionist/Medical Assistant

Long Island Heart and Vascular
Westbury, USA
01.2020 - 01.2021
  • Prepared exam rooms for patients.
  • Perform EKG & ABI/PVR when needed.
  • Checked patients in and out.
  • Scheduled appointments.
  • Verified medical insurance.
  • Ensured authorization and eligibility was completed for all procedures and tests.

Education

Medical Billing Specialist Diploma -

Hunter Business School
Levittown, NY
01.2024

Medical Assistant Certificate -

Manhattan Institute
New York, NY
01.2019

Skills

  • Medical terminology
  • ICD-10-CM
  • CPT and HCPCS with modifiers
  • EMR and PM software
  • Patient scheduling
  • Service coordination
  • Medical record keeping
  • Healthcare compliance
  • Data entry accuracy
  • Electronic health records
  • Time management
  • Financial planning
  • Attention to detail
  • Team collaboration
  • Financial services
  • Charge capture and posting payments
  • Administrative procedures
  • Insurance authorization

References

References available upon request.

Timeline

Financial Services Representative

North Shore Home Care
09.2024 - Current

Phlebotomist

Optum Health
05.2024 - 09.2024

Phlebotomist/Medical Assistant

Allied Pediatrics & Family Medicine
02.2021 - 03.2025

Receptionist/Medical Assistant

Long Island Heart and Vascular
01.2020 - 01.2021

Medical Billing Specialist Diploma -

Hunter Business School

Medical Assistant Certificate -

Manhattan Institute

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TRISHA KAURFinancial Service Representative