Financial Foundations Associate Resume Example Company Name

FINANCIAL FOUNDATIONS ASSOCIATE

Highlights

Windows, Microsoft Word, Microsoft Works, Microsoft Office, PowerPoint, Centricity, Medfax, GreyCat, Excel, VSDM, ISET, IEX, and QuickBooks.

Strong customer service skills and knowledge of insurance contracts, medical coding and billing, annuities, claims, and office operations. Typing 60+wpm and ten-key by touch.

Experience

Financial Foundations AssociateMar 2013 to Current
Company Name － City, State

Provide member service and facilitate product acquisition through various channels (e.g.
phone, e-mail, and fax).
Gather information and close on product sales.
Certified and licensed to issue Auto, Renters, VPP, and Home Owners Policies in various states.
Serve as an advocate for our members insuring we protect their financial security.
Knowledgeable in all of USAA's products and benefits.
Identify member events and provide solutions on products and close on product sales that meet the member's need and facilitate the member's financial security.
Empathize with members and provide offers and solutions to make it easy for members to acquire a USAA product.
Assist with billing questions and take payments.
Member of the PRIDE team.
Also in charge of motivating my team by sending out motivational messages weekly.
In charge of administrative duties for my team, as well as decorations, and special projects.
Have received multiple awards to include MX service awards, Wow awards, awards for surveys, and awards for going "Above and Beyond".

Annuity Customer Service AssociateSep 2012 to Jan 2013
Company Name － City, State

Answer and service calls from clients and agents to assist them with contracts.
Answer all questions regarding contracts, ranging from balances to penalties and surrender charges, quotes, etc.
Calculate interest, interest rates, and required minimum distributions for taxes.
Educate clients and agents on contract requirements and IRS regulations.
Work directly with management to correct issues for clients until resolutions are met.

Health AdvisorSep 2010 to Sep 2012
Company Name － City, State

Provide education to members to assist in understanding benefits, terminology, claim resolution and Explanation of Benefit interpretation.
Serve as an advocate for a consumer base by responding to, resolving and escalating complex claim issues with internal and external resources.
Take calls from customers/members to assist with claim coverage and benefit issues, initiate telephone calls to internal sources, membership, providers, and other claim payers to gather data and determine resolution to claim issues.
Educate consumers on most effective, appropriate ways of accessing health benefits and using plans such as HRA, FSA and HAS.
Provide member education on individual benefits such as co-insurance, co-payments, and deductible and out of pocket terminology, as well as benefit coaching expectations.
Manage escalated issues, serve as liaison between internal customers and external customers to facilitate claim resolution and respond to inquiries.
Document calls and research as appropriate until an outcome has been reached.
Respond to written inquiries within department guidelines.
Negotiate fees with healthcare providers when appropriate.
Assist consumer during appeals processes, as appropriate.
Complete special projects and assignments as requested by leadership.

Patient Service RepresentativeJan 2006 to Jun 2010
Company Name － City, State

Assisting patients daily, answering multiple phone lines, explaining patients' insurance benefits and procedures.
Greeting and registering patients.
Scheduling appointments and procedures for multiple locations.
Filing and scanning documents.
Preparing deposits and end of day reports.
Collecting co-payments, co-insurance amounts, and deductibles due from patients.
Prepping patients for exams, assisting technologists and the radiologists.
Marketing.
Use computer, fax, scanner, copier, and ten-key often to process transactions.

Ward ClerkJan 2005 to Jan 2006
Company Name － City, State

Answering multiple phone line system, scheduling patients for six physicians and six locations, routing all incoming calls to appropriate staff and taking messages for the physicians.
Coordinating all referrals for patients' visits, verifying insurances, filing and scanning documents.
Assisting the physicians, and calling or faxing in prescriptions.

Volunteer, Receptionist, Chiropractic Assistant, and Office ManagerJan 1996 to Jan 2005
Company Name － City, State

Greeting and registering patients.
Collecting patient co-pays, co-insurance, and deductibles due.
Patient billing, insurance verifications, insurance and medical billing and coding, and deposits.
Filing, assisting the physician, developing x-rays, and performing patient therapies such as electrical muscle stimulation, ultrasound, and massage.
Manage office and staff for over 5 years.

Education

High School Diploma1998Robert E. Lee High School － City, State

San Antonio College － City, State

Skills

ten-key, ten-key by touch, administrative, benefits, billing, coaching, contracts, clients, customer service skills, e-mail, fax, faxing, Filing, financial, FSA, insurance, interpretation, leadership, Marketing, medical billing, Excel, Microsoft Office, office, PowerPoint, Windows, Microsoft Word, Microsoft Works, copier, Policies, processes, coding, QuickBooks, research, routing, sales, scanner, scanning, Scheduling, taxes, telephone, phone, Typing, written

Resume Overview

School Attended

Robert E. Lee High School
San Antonio College

Job Titles Held:

Financial Foundations Associate
Annuity Customer Service Associate
Health Advisor
Patient Service Representative
Ward Clerk
Volunteer, Receptionist, Chiropractic Assistant, and Office Manager

Degrees

High School Diploma 1998

Financial Foundations Associate Resume Example

Resume Score: 90%

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