benefit verification specialist resume example with 6 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - - -

Diplomatic Customer Service professional versed in applying strong communication, problem-solving skills and polite, professional demeanor to resolve customer issues and maximize satisfaction. Experienced in exceeding performance goals in fast-paced call center environments. Trained in connecting with customers to build positive relationships and strengthen loyalty.

Compassionate Call Agent with documented strengths in building customer relationships. Caring and kind with focus on seeking solutions to problems.

  • Tax liability management
  • Tax strategy implementation
  • Tax accounting
  • High accuracy
  • Tax law
  • Risk management
11/2019 to 02/2020
Benefit Verification Specialist Acadia Healthcare Inc. Germantown, TN,
  • Instructed clients on amounts covered under benefits plans in easy-to-understand terminology.
  • Handled billing related activities focused on medical specialties.
  • Examined claims, records and procedures to grant approval of coverage.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Ensured that all patient and insurance data was updated regularly and carefully inputted into the company's computer system.
  • Followed specific security rules and guidelines to protect sensitive data, including patient medical records and payment card information.
  • Verified that patients had the proper insurance coverage prior to any procedures or appointment scheduling.
12/2014 to 02/2020
Office Manager Liberty University Lynchburg, VA,

Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.

  • Corresponded with applicable tax departments regarding customer requirements and issues.
  • Managed deliverables such as tax returns, extensions and tax planning calculations.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Conducted financial, asset and liability analysis to reduce clients' tax liabilities.
  • Increased office organization by developing more efficient filing system and customer database protocols.
  • Created and managed electronic customer records, encompassing data entry and administrative functions related to billing and accounts receivable.
  • Maintained office supplies inventory by checking stock and ordering new supplies as needed.
  • Served as main point of contact for outside vendors.
  • Strengthened community outreach by coordinating fundraisers, including managing marketing, vendor relations and volunteer supervision processes.
  • Oversaw all day-to-day office operations, such as receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Planned and executed successful corporate meetings, lunches and special events for groups of up to 14.
04/2016 to 02/2017
Customer Service Representative Vitas Healthcare Palatka, FL,
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
  • Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
  • Reconciled cash and checks against computer records at end of shift.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Entered transactions into computer and issued customer receipts.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
02/2014 to 03/2015
Retention Specialist Cano Health Hallandale, FL,
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Achieved top satisfaction, retention and referral rankings on consistent basis.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Interacted with customers and retail buyers to follow-up on shipping statuses and expedited orders.
  • Prepared, completed and processed customer account forms and database changes.
  • Analyzed customer feedback and developed new techniques to ensure customer retention.
  • Adhered to scripted responses and standardized plans to address problems.
  • Explained new products and services to customers.
  • Compiled all calls and interactions into computer data system.
Education and Training
Expected in 05/2016 to to
Rowan-Cabarrus Community College - Salisbury, NC

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Resume Overview

School Attended

  • Rowan-Cabarrus Community College

Job Titles Held:

  • Benefit Verification Specialist
  • Office Manager
  • Customer Service Representative
  • Retention Specialist


  • GED

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