Financial Counselor Resume Example
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FINANCIAL COUNSELOR
Summary
Dedicated and organized medical professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Skills
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Experience
Hca | Fort Walton Beach , FLFinancial Counselor12/2019 - Current
- Put together settlement options and development payment plans.
- Added current information to system accounts, including demographic information and payment methods.
- Counseled patients and families on ongoing basis to assist with financial assistance on accounts.
- Documented all gathered information and details from discussions with patients and insurance companies using Medhost software.
- Advocated for patients by contacting insurance carriers and obtaining necessary benefits information.
- Interviewed patients and families, answering questions regarding financial process and asking questions to assist with financial responsibilities.
- Interviewed patients to assess income, insurance coverage, tax status, and other information to check for Medicaid eligibility.
- Responsible for updating several reports throughout the day to keep track of census in the facility.
- Collection of payments in person and online.
Wts International, Inc. | Houston , TXFront Desk Receptionist05/2019 - 12/2019
- Scheduled and confirmed patient appointments for consultation services.
- Answered phone calls to provide assistance, information and medical personnel access to maximize office efficiency.
- Straightened up waiting room to maintain neat and organized space.
- Delivered high-quality customer service to sustain patient and work flows.
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
- Answered multi-line phone system and directed callers to requested personnel and departments.
- Pleasantly greeted each patient and offered the desk sheet for easy sign-in.
- Processed patient payments and scanned identification and insurance cards.
- Entered patient information, including insurance, demographic and health history into system to keep all records up-to-date.
- Observed strict HIPAA guidelines at all times according to company policy.
- Greeted callers with enthusiasm, answering all phone calls by second ring.
- Took messages from patients and promptly relayed to appropriate staff.
- Communicated with all partners throughout practice, including physicians, nursing staff, technicians and medical assistants.
- Informed patients of financial responsibilities prior to rendering services.
Tutera Senior Living | Champaign , ILAdmissions Coordinator03/2016 - 05/2019
- Helped patients with admissions paperwork process and tours of the facility.
- Compiled and analyzed marketing data to generate reports for corporate office.
- Completed secretarial tasks such as faxing, bookkeeping and accurate data entry.
- Planned professional development opportunities, including in-services and lunches with local senior centers, hospitals and assisted living apartments.
- Collaborated with medical and program directors to establish and keep up to date the census for the 121 bed skilled nursing and long term care facility.
- Organized and participated in health fairs to raise awareness of organization's mission and services.
- Did some marketing at local hospitals and home health's. Also went to hospitals and homes to do patient evaluations.
- Stayed in daily contact with hospitals and physicians to complete necessary Paperwork needed for admissions.
Autosource Motors | Boise , IDAutomotive Service Writer06/2014 - 11/2015
- Called customers to schedule vehicle inspections, recall work and preventive maintenance.
- Entered mechanics' time into system, communicated completed work to customers, and closed service work orders.
- Courteously greeted customers and assisted with initiating service requests.
- Scheduled repair work by assigning tasks to mechanics based on skills and availability.
- Created service order requests by documenting customer complaints and repair needs in work orders.
- Documented service information in system within client profiles and updated repair status.
- Observed and managed repair time to accelerate return of vehicle to customer.
- Provided time and cost estimates for proposed service to gain customer authorization.
- Conferred with customers to understand service needs and write up accurate orders.
- Discussed options with customers, helping each make optimal choices for individual needs.
- Interfaced with technicians, parts department and managers to stay on top of availability and service procedures.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Promoted add-on services to increase department revenue.
Education and Training
Southeastern Louisiana University | City, StateSome College (No Degree) in General Studies
Certifications
CPR certified January 2021
CPI certified February 2021
Certified Medicaid Specialist January 2021
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Resume Overview
School Attended
- Southeastern Louisiana University
Job Titles Held:
- Financial Counselor
- Front Desk Receptionist
- Admissions Coordinator
- Automotive Service Writer
Degrees
- Some College (No Degree) in General Studies
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