Valencia Solis
Cary,NC
Summary
Detail-oriented Patient Access Representative with vast medical services background and strong work ethic . Accommodating to any environment placed in with a willingness to always learn in order to assist and offer the best service possible. Excellent communications skills and empathetic nature enabled achievement of positive outcomes. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Patient Access Representative STD/HIV Clinic
Wake County Health and Human Services
09.2021 - Current
- Assist patients with onsite customer service functions (e.g., billing, medical record, and collection inquiries) by coordinating with other patient business services functions and departments such as Financial Counseling
- The ability to perform collections and cashiering functions when necessary
- Ensure that all necessary documents, including consents, insurance card copies, photo IDs, and other documents as deemed necessary are scanned into the patient business cycle system and obtain all necessary patient signatures at time of arrival
- Activate patients in the patient management system upon arrival on the date of service and assist patients and customers in navigating throughout the facility
- Obtain and enter demographic and other financial and clinical information necessary for financial clearance of scheduled/unscheduled accounts
- Verifies that there is a complete physician order in place at time of service
- Medical billing
- Prepare daily deposits reports for end of day closing
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Verified patient insurance eligibility and entered patient information into system.
- Trained new staff
Office Manager/Insurance Agent
Hall Hargis Insurance Agency
11.2018 - 03.2020
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
- Quote and wrote home, auto, motorcycle, boat, Personal Liability Umbrella, personal articles/inland marine and flood insurance policies
- Processed applications, payments, corrections, endorsements and cancellations
- Promoted agency products to customers in person, over the telephone and by email
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Prepared necessary paperwork to process insurance sales and renewals
- Finalized and maintained all types of personal lines insurance policies within the agency
- Pursued continuing education and training programs to continue professional development
- Followed up with potential clients regarding online quote requests
- Contacted customers on past due accounts to bring accounts and policies current
- Promoted client retention through high-quality service and follow through
- Responded to underwriting emails in a timely manner
- Maintained detailed notes with every client transaction in electronic client file
- Followed up with needed signed documents from the client such as consent to rate forms and signed draft authorization forms
- Processed client change requests such as adding a vehicle, name changes, address changes, adding an inexperienced operator, and many other service requests
- Prepared FS1's and DL-123's for clients
- Assisted clients with the claims process
- Finalized bank deposit report
- Processed mail
Personal Account Manager
Suggs Insurance Agency
11.2014 - 08.2018
- Interview prospective clients to get data about their financial resources and discuss existing coverage
- Explain the features of various policies
- Analyze clients' current insurance policies and suggest additions or changes
- Customize insurance programs to suit individual clients
- Administrative tasks, such as keeping records and review policy renewals
- Help policy holders with the claims process
- Quote and write home, auto, motorcycle, boat, Personal Liability Umbrella, personal articles/inland marine and flood insurance policies
- Process applications, payments, endorsements and cancellations
- Pursue continuing education and training programs to continue professional development
- Follow up with potential clients regarding online quote requests
- Contacted customers on past due accounts to bring accounts and policies current
- Promote client retention through high-quality service and follow up
- Respond to underwriting emails in a timely manner
- Maintain detailed notes in IMS client file with every client transaction
- Follow up on required signed documents from the client such as consent to rate forms and signed draft authorization forms etc.
Office Manager
State Farm-Ryan Moon Agency
01.2014 - 11.2014
- Managed customer concerns or complaints
- Assigned beginning of day activities
- Finalized bank deposit report
- Processed mail
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
- Quote and wrote home, auto, motorcycle, boat, Personal Liability Umbrella, personal articles/inland marine and flood insurance policies
- Processed applications, payments, corrections, endorsements and cancellations
- Promoted agency products to customers in person, over the telephone and by email
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Prepared necessary paperwork to process insurance sales and renewals
- Finalized and maintained all types of personal lines insurance policies within the agency
- Pursued continuing education and training programs to continue professional development
- Followed up with potential clients regarding online quote requests
- Contacted customers on past due accounts to bring accounts and policies current
- Promoted client retention through high-quality service and follow through
- Responded to underwriting emails in a timely manner
- Maintained detailed notes in abs with every client transaction
- Followed up with needed signed documents from the client such as consent to rate forms and signed draft authorization forms
- Completed activities on the abs system as well as the beginning of day
- Processed client change request such as adding a vehicle, name changes, address changes, adding an inexperienced operator, and many other service requests
- Prepared FS1's and DL-123's for clients
- Assisted clients with the claims process.
Personal Account Manager
State Farm-Michelle Carlisle Agency
11.2011 - 01.2014
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
- Quote and wrote home, auto, motorcycle, boat, Personal Liability Umbrella, personal articles/inland marine and life insurance policies
- Processed applications, payments, corrections, endorsements and cancellations
- Promoted agency products to customers in person, over the telephone and by email
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Prepared necessary paperwork to process insurance sales and renewals
- Finalized and maintained all types of personal lines insurance policies within the agency
- Pursued continuing education and training programs to continue professional development
- Followed up with potential clients regarding online quote requests
- Contacted customers on past due accounts to bring accounts and policies current
- Promoted client retention through high-quality service and follow through
- Responded to underwriting emails in a timely manner
- Maintained detailed notes in abs with every client transaction
- Followed up with clients for needed documents such as consent to rate forms and signed draft authorization forms
- Completed my activities on the abs system as well as the beginning of day
- Processed client change request such as adding a vehicle, name changes, address changes, adding an inexperienced operator, and many other service requests
- Prepared FS1's and DL-123's for clients
- Assisted clients with the claims process.
Customer Service Representative
Nationwide-Sizsiz Wong Insurance Agency
07.2005 - 10.2011
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
- Quote and wrote new business applications for home, auto, boat, motorcycle, umbrella policies, personal article/inland marine, life and flood insurance
- Processed applications, payments, corrections, endorsements and cancellations
- Promoted agency products to customers in person, on the telephone and in writing
- Prepared necessary paperwork to process insurance sales and renewals
- Finalized and maintained all types of personal lines insurance policies within the agency
- Followed up with potential clients regarding online information requests
- Promoted client retention through high-quality service and follow through
- Prepared and mailed out birthday cards to existing clients
- Responded to Underwriting memos/emails in a timely manner
- Followed up with clients on signed consent to rate forms and bank draft authorization forms
- Inspected and took pictures of homes for new business apps
- Processed client change request, such as adding a vehicle, name changes, adding a driver and other service requests
- Prepared FS1's and DL-123's for the clients
- Assisted clients with the claims process.
Human Resource Representative
American Residential Services
10.1999 - 11.2004
- Served as a liaison between employees and corporate benefits department
- Assist employees with their benefit, corporate policy, and worker's compensation questions and concerns
- In-process new hire employees
- Administered the new hire orientation process, to include drug testing, criminal background checks, driving history checks, safety and sexual harassment awareness
- Notified the hiring supervisors of the results of a complete background check for the new hire employee
- Entered new hires into the company payroll system before payroll deadline
- Submit a weekly new hire report to the state and file
- Completed all unemployment claims and submitted to the Employment Security Commission by deadline
- Prepared and administered benefit enrollment meetings for the company in both English and Spanish
- Represent the company at unemployment hearings held at the state Employment Security Commission in Raleigh, NC
- Authorized termination decisions made by the supervisors and reviewed their corrective actions upon a termination decision
- Administered exiting reviews
- Maintained employee files with great confidentiality.
Front Desk Medical Secretary
Innovative Counseling Concepts
01.1998 - 05.1999
- Answered phones
- Managed front desk operations efficiently while greeting patients warmly and addressing their concerns professionally.
- Kept information confidential and followed HIPAA guidelines to maintain patient trust.
- Registered new patients in electronic medical records prior to appointment scheduling.
- Improved billing processes by diligently verifying insurance coverage, submitting claims, and following up on unpaid balances.
- Supported physicians in delivering optimal care by accurately transcribing medical orders and maintaining up-to-date documentation.
- Scheduled Appointments
- Verified patients insurance
- Processed medical insurance claims and payments electronically, via mail, phone and in person
- Coded ICD-9 & CPT
Education
Diploma - Medical Administration
Career Point College
San Antonio, TX03.1998
Skills
- Customer Service
- Medical Billing
- Medical Terminology
- Medical Insurance
- Medical Transcription
- Medical Insurance Verification
- Medical coding CPT, ICD-9 & ICD-10
- 10 Key Data Entry
- Keyboarding
- Human Resources
- Benefits Administration
- Microsoft Access
- Documentation review
- Client and account management
- Data Entry
- Effective communication skills
- Flexible and adaptable to changing environments
- Detail-oriented, strong follow-through abilities
- Microsoft Office
- Microsoft Teams
- ABS, NECHO, AS400, IMS, Athena
- NC Licensed Property & Casualty
- NC Licensed Life Insurance
- Appointment Scheduling
- Payment Collection
- Insurance Verification
- Insurance Billing
- HIPAA Compliance
- Patient Registration
- Money Handling
- Payment Processing
- Team Leadership
- Registration and Scheduling
- Phone and Email Etiquette
- Spanish Fluency
Accomplishments
Wake County Professional Certification
Certification
- Medical Administrative Diploma, Present
- Property and Casualty Insurance Licensed Agent
- Life Insurance Licensed Agent
Other
High school diploma or GED
Personal Information
Title: Patient Access Representative
Languages
Spanish
Timeline
Patient Access Representative STD/HIV Clinic
Wake County Health and Human Services
09.2021 - Current
Office Manager/Insurance Agent
Hall Hargis Insurance Agency
11.2018 - 03.2020
Personal Account Manager
Suggs Insurance Agency
11.2014 - 08.2018
Office Manager
State Farm-Ryan Moon Agency
01.2014 - 11.2014
Personal Account Manager
State Farm-Michelle Carlisle Agency
11.2011 - 01.2014
Customer Service Representative
Nationwide-Sizsiz Wong Insurance Agency
07.2005 - 10.2011
Human Resource Representative
American Residential Services
10.1999 - 11.2004
Front Desk Medical Secretary
Innovative Counseling Concepts
01.1998 - 05.1999
Diploma - Medical Administration
Career Point College
- Medical Administrative Diploma, Present
- Property and Casualty Insurance Licensed Agent
- Life Insurance Licensed Agent
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