Personable and dedicated Customer Service Representative with extensive experience in Insurance and Health industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
13
13
years of professional experience
Work History
FEMA Contractor Underwriter
Torrent Technologies
Overland Park, KS
08.2021 - Current
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
Calculated group and individual renewal rates based on customers' background, industry and demographic information.
Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
Used Microsoft Word and other software tools to create documents and other communications.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
Supported review and acceptance or denial of new or renewal business.
Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
Determined and documented loan conditions and communicated requirements and decisions.
Calculated group and individual renewal rates based on customers background, industry and demographic information.
Customer Service Support Tech II
Kansas City Life Insurance Company
Kansas City, MO
02.2017 - 02.2021
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Reviewed insurance inquiries, working effectively to accommodate various requests.
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Provided prompt and accurate services through knowledge of government regulations, health benefits and healthcare terminology.
Entered procedure codes, diagnosis codes and patient information into billing software to facilitate invoicing and account management.
Organized billing operations, calendars and claims, bringing in more than 83% of all payments.
Enforced compliance with organizational policies and federal requirements regarding confidentiality.
Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
Provided expert financial advice on mortgage and both educational and personal loans.
Performed daily maintenance of loan applicant database.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan or settlements.
Imaging Specialist
Commerce Bank
Kansas City, MO
10.2014 - 02.2017
Kept electronic content legal, secure and accessible for relevant internal and external parties.
Assisted end users with resolving electronic content access issues while maintaining security standards.
Uploaded documents to control sites, tracked transmittals and coordinated revisions.
Filed accurate weekly, monthly, quarterly regulatory paperwork and maintained organization to support smooth audit processes.
Identified process gaps, determined solutions and implemented updates to drive efficiency improvements.
Monitored activities to assess compliance with records policies and document management regulations.
Charge Entry Specialist
Physician Office Partners
Overland Park, KS
03.2012 - 10.2014
Input client information into spreadsheets and company database to provide leaders with quick access to essential patient data.
Maintained confidentiality of patient and staff personal details by adhering to all company regulations and requirements.
Coordinated, scheduled and executed in-depth data entry projects.
Used data input interface to transcribe information from physical source documents into databases.
Identified, corrected and reported data entry errors.
Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
Performed imaging, transcription and verifying tasks to keep office workflows running smoothly.
Patient Service Representative
Epic Medical Solutions
Kansas City, MO
01.2008 - 02.2012
Accessed patient information through variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
Utilized customer service skills and detailed system knowledge to support hospital and clinic operations.
Referred patients to appropriate professionals and services.
Scheduled and confirmed patient appointments with patients and healthcare professionals.
Answered patient questions and fielded complaints.
Ran credit card batches and balanced deposits on daily basis.
Educated patients and families on treatments, procedures, medications, continuing care and community resources.
Education
High School Diploma -
Westport High School
Kansas City, MO
Skills
High-energy attitudeundefined
Timeline
FEMA Contractor Underwriter
Torrent Technologies
08.2021 - Current
Customer Service Support Tech II
Kansas City Life Insurance Company
02.2017 - 02.2021
Imaging Specialist
Commerce Bank
10.2014 - 02.2017
Charge Entry Specialist
Physician Office Partners
03.2012 - 10.2014
Patient Service Representative
Epic Medical Solutions
01.2008 - 02.2012
High School Diploma -
Westport High School
Similar Profiles
Paul Czaszewicz (Chaz-wick)Paul Czaszewicz (Chaz-wick)
Underwriting Supervisor at Torrent TechnologiesUnderwriting Supervisor at Torrent Technologies