Experienced Commercial Insurance Executive and Agency Administrator with excellent client and agency management. Enthusiastic about contributing to successful education and training of staff on agency procedures and management system. Skilled and dependable candidate successful at managing multiple priorities with a positive attitude.
Skills
Property & Casualty/Life & Health Insurance License
Agency Management Systems (AMS) 360
Microsoft Office
Client Satisfaction
Team Collaboration
Client Needs Analysis
Training Program/Course Materials Development
Flexible and Adaptable
Customer Service
Work History
07/2016 to Current
Commercial Account Executive/Agency AdministratorCentura Health – Evergreen, CO,
Maintained high standards of customer service by building relationships with clients.
Analyzed client needs, coverage forms, and quotes
Prepared and submitting applications to appropriate carriers for new business quoting.
Prepared summaries of insurance, schedules, and proposals for review with clients
Customized insurance programs to suite client's individual needs
Annually reviewed policy renewals with clients
Identified exposure to loss and recommend appropriate coverages
Consistently stayed up to date on job knowledge to learn about new products and services
Responded to customer calls swiftly to resolve issues and answer questions.
Training new hires on agency management system and commercial department procedures
Responsible for transition of agency management system from TAM to AMS360 (2017)
Responsible for upkeep of current date in AMS360 i.e. carrier download, company contacts, agency settings within system
Running agency reports as needed for management, producers, and other staff.
Support for IT and equipment management
Set up new employees in management system as well as Microsoft Business Apps and phone system
04/2013 to 07/2016
Patient Access RepresentativeNorth East Medical Service – Daly City, CA,
Collect demographic and insurance information from patients coming in for outpatient procedures or emergency situations as well as obtaining proper signatures for patient’s visits
Review reports and patient insurance information prior to billing for visits as well as collecting and processing patient payments
Preparing paperwork for doctors and nurses prior to outpatient visits as well as ER visits
Key Contributions:
Created and organized guide for new night registration process including information for Sauk Centre, Long Prairie, Melrose, and Paynesville
Float from hospital Emergency, Radiology, and Outreach department desks
Using EPIC software to register patients
Gained understanding of medical terminology and procedural technology used to describe outpatient encounters
Train all new employees
Maintain patient safety and satisfaction through confidential registration.
Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
07/2010 to 04/2013
Chiropractic AssistantMinser Chiropractic Clinic – City, STATE,
Collect and prepare patient information before each visit, answer phones, schedule all appointment types, entering all patient CPT codes in order to bill to insurance companies, balancing all entered charges, completing therapies for patients involving manual muscle manipulation and therapeutic ultrasound, checking in and putting away supplements and office supplies
Executed necessary functions to enter patient’s administrative and demographic information along with insurance information into Medisoft software
Quickly and accurately entered procedure codes for submission to insurance claims
Proficiently scheduled all appointments including new patient appointments and DOT physicals
Worked one on one with doctors to assist completion of SOAP notes through dictation
Completed certification for Limited Scope X-Ray technician through Minnesota Chiropractic Association
Completed urine analysis and quick strep tests in timely manner and efficiently reported results to doctors
Quickly learned proper procedure for therapies in clinic used to treat patients including therapeutic ultrasound, electric stimulation, and manual muscle manipulation
Trained new employees
Performed electric muscle stimulation, massage and mechanical traction.
Sanitized, restocked and organized exam rooms and medical equipment.
Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
Education
Expected in 12/2011
: Liberal Arts And General Studies St. Cloud State University - St. Cloud, MN, GPA:
Expected in 05/2008
High School Diploma: Sauk Centre High School - Sauk Centre, MN, GPA:
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