financial account technician resume example with 8+ years of experience

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

Motivated personable associate with a talent for quickly mastering and completing all tasks assigned. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Demonstrated history of producing accurate, timely reports and meeting stringent timelines. Excellent team-building skills and possess excellent interpersonal, analytical, and organizational skills.


EPIC Computer Experience

▪ICD 9-/CPT Coding ▪Master Scheduling

▪Charge Entry ▪Leadership Experience

▪Third Party Billing ▪Payment Posting

▪Promise ▪Customer Service

▪Microsoft Suites (Excel, Outlook, Access, PowerPoint) ▪Strategic Planning Skills

▪Medical Terminology

  • Database management
  • Exceptional recordkeeping abilities
  • Background in insurance
  • Documentation skills
03/2020 to Current
Financial Account Technician Department Of Veterans Affairs Gaylord, MI,

Analyze insurance records and information generated in VA's insurance-based software program in order to release information to in the insured such as lapse letters, bills, interest notices, loan receipts, refunds, dividends, credits, and endowments

Compute values of various insurance costs and payouts such as interest, premiums, reserves, loan and cash surrender values

Calculate critical dates on policy loans in order to prevent loss of insurance

Make determinations as to eligibility for the type of benefit’s sought and fully analyze, develop and request required evidence for certain claims.

Calculate length of extended insurance on lapsed permanent plan insurance contracts

Apply remittances requiring calculations to insurance control accounts

Audit insurance account transactions

Prepare data entry inputs for creating and updating insurance accounts

Review and create correspondence to customer inquiries by preparing replies and using forms to explain account actions.

02/2019 to 03/2020
Advanced Medical Support Assistant Ropes & Gray Los Angeles, CA,

Served as a primary contact for the veteran and his/her representative or advocate

Assigned and evaluated the work of subordinate staff. Resolved complex problems to ensure patient services were met. Evaluated new products, equipment, and systems in order to make recommendations for improved operations. Identified educational and training needs of staff. Evaluated performance and took disciplinary action when necessary. Responsible for planning and directing the activities of the Medical Support Assistants. Extracted and analyzed data in order to provide reports in support of performance measures to senior management. Planed and organized work to meet local and VA-wide time frames to complete analysis requirements, reports and special assignments. Responsible for maintaining the confidentiality of information obtained to carry out required duties. Communicated with physicians, case managers, and other allied health professional staff. Worked independently making decisions based on guidelines, precedents and regulations. Other related duties as assigned. Developed/maintained effective and efficient communication with the patient, interdisciplinary team, VA Medical Centers, and other agencies (e.g., assist with communications during the inpatient to outpatient discharge; communicate with non-VA medical facilities; facilitate/process secure messaging with the patient and team; notify patients of normal lab results; develop and manage a tracking system for follow up care such as consults, tests, etc.) Participated in team huddles and team meetings to manage, plan, problem solve, and follow-up with patient care by sharing information and collaborating with the interdisciplinary team; set priorities and deadlines, adjusted the flow and sequencing of the work to meet team and patient needs; identified incomplete encounters and communicates findings to providers

11/2015 to 08/2018
Account's Receivable Representative Children's Hospital Of Philadelphia, CHOP City, STATE,

Responsible for claims processing functions leading to the resolution of claims for compensation and medical benefits.

Investigated accounts identified as low pays, denials, and no response.

Evaluated medical evidence, reports and medical adjudicating and authorized for payment the full range of claims documents.

Reviewed accounts in work file/queue and took appropriate steps to resolve accounts in compliance with CAA’s contracts, agreements, or appropriate measures.

Contacted insurance company/third parties by telephone, letter, fax, e-mail, etc. as needed.

Utilized various electronic data processing systems for inputting data related to claims adjudication, processing, monitoring and correspondence preparation.

Reviewed and performed analysis to identify possible barriers to correct and timely claim submission, claim processing, provider enrollment, among others which may result in non-payments, delayed payments, or low payments.

Transferred accounts when necessary and only after confirming updated registration or eligibility.

Ensured that all claim submissions, appeals, and requested information is provided within the required time frame to avoid timely filing issues and processing delays.

Properly handled all other insurance explanation of benefits that require other activities or reconciliation.

Requested and include correct and appropriate attachments as required and in accordance with policies and procedures.

Worked reports or projects as directed.

Reconciled credit balances and submitted requests for refunds in accordance with policies or when applicable or contact Payor to initiate off-sets/retractions of incorrectly paid services when possible.

Investigated and submit for approval write off allowances and/or adjustments that have reasonable justification in accordance with CAA’s contracts and policies.

06/2012 to 04/2015
Billing Coordinator Drexel University City, STATE,

Worked closely with all third-party insurance companies in order to complete front end documentation necessary for accurate billing of services.

Developed comprehensive requests in order to ensure that appropriate evidence was received to adjudicate the claims.

Determined eligibility and designation of primary care provider at time of visit.

Responsible for reconciliation of TES edits including insurance verification, error correction and other related duties as assigned.

Identified trends in rejections in order to improve the revenue cycle performance.

Worked with manager to make recommendations for system changes that would improve the front end process.

Processed, completed, and delivered billing batches within required time frame to appropriate department.

Prepared and processed daily deposit report.

Performed patient registration and scheduling functions to ensure that all patient appointments are accurate and complete.

Obtained and generated all patient referrals, and assist patients with specialist appointment scheduling, including provision of necessary medical information and records to specialist’s office.

Responsible for processing prior authorizations.

Responsible for development and maintenance of referral tracking system and generation of reports pertaining to referral usage.

Responsible for resolution of all front-end insurance problems at time of patient visit.

Monitored daily census reports and reconciles with billing.

Benefits counseling with established patients and determination of benefits for unknown insurance plans.

Coordinated all aspects of hospital admissions. Generated insurance and referral related data when needed for grant reports.

Education and Training
Expected in 06/1999 to to
High School Diploma:
Overbrook High School - Philadelphia, PA

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Resume Overview

School Attended

  • Overbrook High School

Job Titles Held:

  • Financial Account Technician
  • Advanced Medical Support Assistant
  • Account's Receivable Representative
  • Billing Coordinator


  • High School Diploma

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