Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Client Service Assistant
COUNTRY Financial
06.2024 - Current
Enhanced client satisfaction by providing timely and accurate information on products and services.
Monitored client feedback regularly, using insights gained to enhance service quality continually.
Conducted research on industry trends and competitor offerings, empowering the team with relevant market knowledge.
Proactively identified potential challenges in servicing clients'' needs, working closely with management to implement preemptive measures.
Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
Generated quotes and proposals for clients to match individual needs.
Financial Counselor
Ochsner LSU Health
10.2018 - 12.2023
Conducted interviews with patients and their family members and answered questions regarding insurance benefits.
Identified healthcare resources and programs for patients who were unable to meet their financial obligations.
Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
Reviewed medical records and consults notes
Submitted medicaid and medicaid disability applications
Facilitated communication between patients and various departments and staff.
Followed document protocols to safeguard confidentiality of patient records.
Organized patient records and database to facilitate information storage and retrieval.
Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
Offered friendly and efficient service to customers, handled challenging situations with ease.
Collaborated with team members to achieve target results.
Patient Advocate
Conifer Health Solutions LLC
04.2018 - 09.2018
Responsible for screening self-pay patients at hospital bedside for eligibility in various governmental and non-governmental programs.
Responsible for identifying all sources of potential payers including auto insurance, Workers' Compensation, commercial insurance, and private insurance.
Responsible for obtaining and completing confidential financial statement form and assisting patients in process of applying for any benefits for which they may be eligible.
Collected and reviewed patient information to assess eligibility for special programs
Utilized knowledge of available resources to help patients select appropriate courses and obtain relevant support.
Assisted patients in understanding individual rights and responsibilities in regards to care, coverage and payment.
Worked effectively with staff from all departments to coordinate resolutions.
Responded to patient concerns and questions with compassionate and knowledgeable service.
Reviewed patient claims, bills and medicolegal documents for accuracy.
Maintained documentation on patient activities, coverage issues and hospital actions.
Followed document protocols to safeguard confidentiality of patient records.
Facilitated communication between patients and various departments and staff.
Account Advisor III
BlueCross BlueShield of Louisiana
05.2011 - 02.2018
Responded to member and provider questions via telephone concerning health insurance benefits and claims.
Assisted other advisors with questions concerning benefits and claims.
Assisted with escalated calls from members and providers.
Verified data integrity and accuracy.
Managed over 50 customer calls per day
Handled inbound calls to provide callers with product and service information, emphasize product features and benefits and generate quotes.
Entered client details and notes into system for interdepartmental access and review.