account services coordinator resume example with 14+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Skilled at connecting with customers and team members. Open and positive communicator with calm and level-headed approach to managing routine needs and meeting special projects. 16 years experience in all aspects of the dental industry and committed to delivering high quality results with little supervision.

  • Flexibility on learning new systems for efficacy
  • Interpersonal communication
  • Customer Service
  • Data management
  • Organization
  • Positive attitude
  • Multitasker
  • Team player
  • Organization
  • Resourceful
03/2021 to Current
Account Services Coordinator Steven Madden, Ltd. Pembroke Pines, FL,
  • Resolved account issues such as problems with renewal opportunities and/or accounts needing a JIRA if they're not able to proceed with the renewal in workflow.
  • Being able to Navigate through Workflow in PEGA
  • Managing all assigned task through a organized system by managing notes, pending cases, and completed cases.
  • Ability to communicate to brokers and clients on behalf of Account Manager's while on PTO or if they're not able to answer to a request immediately.
  • Review of Employee Booklets Certificates and Amendments for accuracy.
  • Assist Account Manager with renewals for benefit changes through Rate-impacting change or re-rates.
  • Collaborate with team members about new process and how we can improve.
  • Coordinating with internal customers such as billing, eligibility, enrollment, Group Services and various departments to help with client needs.
  • Being able to use Desk Level Procedures and job aids to aid in my research and task.
  • The ability to navigate through applications such as Salesforce "Prospect to Enrollee," Group configuration, Metavance, EBD, BAA tracking, sharepoint sites.
  • Assist with request of claims detailed report and enrollment reports.
  • Resolved customer complaints or answered customers' questions.
12/2018 to Current
Sales Assistant, Sales Support & Account Services The University Of Oklahoma Norman, OK,
  • Answer incoming telephone calls to assist members or potential customers to the correct department, and also direct them to use Delta Dental's website for more information.
  • Knowledge of CDT codes, and dental terminology
  • Support Account Mangers that manage commerical and national groups.
  • Review completed summary plan documents by comparing information on EBD prior to sending to Client/Brokers. Any benefit changes is reviewed by comparing the renewal confirmation, rate sheets or contracts provided by Account Manager prior to requesting updated documents in Salesforce.
  • When groups have multiple divisions verification of active and inactive divisions are done by the use of the Metavance system.
  • Contact Enrollment department if client/broker request for changes or updates with employee/member information.
  • Assist with request on behalf of Account Manager for clients requesting online access to view eligibility or invoices.
  • Support Account Managers for Open Enrollment meetings, submit event notifications, provide any materials needed for to the Enroller's, Enrollees, Client, and Brokers.
  • Support Account Managers for Utilization meetings by preparing a power point presentation and retrieving reports.
  • Communicate with internal team members through out Delta Dental for advice, and for resources or questions from the client, member, group, and for Account Managers.
  • Able to organize all documents for Account Managers, such as summary plan documents, contact sheets, admin changes, renewals, ENF request, and misc. information that is stored in individual drive for access.
  • Able to interpret implementation cases in Salesforce, and respond to cases needing more information.
  • Understanding clients/groups request for mid-contract changes by reviewing the IM case-id provided by Account Managers and able to analyze the changes prior to requesting updated plan documents.
  • Follow up on request for custom documents such as custom flyers, summary plan documents, custom microsites for national groups, and monthly reporting.
  • Being able to adapt to new systems, desk level procedures, and continually taking notes by the use of the microsoft application OneNote to help with accurately completing a task and to have as my own personal reference manual.
07/2008 to 08/2018
Administrative Financial Coordinator Drs. Joel Mcfaul And Betty Wong City, STATE,
  • Data Entry, plase all patient and insurance information into company's computer system using Dentrix Software.
  • Electronic claims processing
  • Discussed nuances of insurance benefits to help patients understand financial obligations.
  • Effectively communicated answers regarding billing, treatment and scheduling over the phone and in-person.
  • Called insurance companies for all pertinent information regarding policies and payment benefits
  • Sent treatment claims to insurance carriers the same day that patients received care.
  • Entered patient data into dental records system using dentrix and observed all confidentiality rules to maintain patient privacy.
  • Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current.
  • Prepared new patient files and updated existing records with new personal, insurance and medical information
  • Answered 10 average daily phone calls to schedule appointments and address patient inquiries.
  • Assist clinical team when necessary by assisting dentist during patient treatment, and taking x-rays
Education and Training
Expected in 05/2016
Bachelor of Science: Human Services, Administration
Notre Dame De Namur University - Belmont,
Expected in 05/2008
Associate of Arts: General Education & Dental Assisting Certification
City College Of San Francisco - San Francisco,

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Resume Overview

School Attended

  • Notre Dame De Namur University
  • City College Of San Francisco

Job Titles Held:

  • Account Services Coordinator
  • Sales Assistant, Sales Support & Account Services
  • Administrative Financial Coordinator


  • Bachelor of Science
  • Associate of Arts

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