Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.
Skills
Certified Service Representative
Client-focused service
Personalized service
Insurance procedures understanding
Insurance coverage verification
Insurance rate assessment
Personal insurance proficiency
CPR Certified by the American Heart Association
Charting expertise
Catheter change and preparation
Venipuncture and phlebotomy
Inventory and supply management
HIPAA compliance
Proper sterilization techniques
Documentation procedures expert
Understands medical procedures
Patient scheduling
Quick problem solver
Clinical training
Flexible
Cultural awareness and sensitivity
Medical terminology knowledge
Calm and level-headed under duress
Collecting vital signs
Experience
Insurance Agent/Customer Service Representative, 08/2019 - 05/2020 Lowell General Hospital – North Chelmsford, MA,
Cultivated professional relations to establish long-term profitable partnerships.
Developed insurance cross-selling opportunities in partnership with main carriers.
Provided quick turnaround time when customers called with questions, usually within the hour.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Analyzed customer needs and provided best options, upselling products and services.
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Engaged customers and provided high level of service by carefully explaining details about documents.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Increased data collection accuracy by recording client account information with zero discrepancies.
Received underwriting approvals after accurately completing applications for insurance coverage.
Monitored clients' insurance coverages to ensure changing needs were met.
Diligently filed and followed up on third party claims.
Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Delivered outstanding customer service and built rapport with clients.
Continually improved office operations by maintaining records, tracking data and promoting internal communications.
Generated new leads and identified potential clients by using successful direct marketing strategies.
Maintained pleasant and cordial attitude at all times, even when issues arose.
Medical Assistant, 02/2017 - 08/2019 Dignity Health – Little Rock, AR,
Assessed, documented and monitored vital signs for more than 35 patients per day.
Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
Performed wide range of clerical tasks, including imaging, transcription and verifying work to keep office workflows running smoothly.
Checked patients in, collected and verified insurance information, compiled new patient forms, scheduled appointments and updated patient files.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate effective treatment.
Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analyses.
Organized charts, documents and supplies to maintain team efficiency.
Supported functions for diagnostic and technical treatment procedures, including setting up and operating special medical equipment and apparatuses.
Conducted patient interviews to gather health history, vital signs and information about current medical issues.
Performed front desk duties, including answering phones, scheduling appointments, greeting patients and ordering supplies.
Performed routine tests such as urine dip stick, vision and hearing tests.
Worked in collaboration with radiologists, sonographers and other healthcare team members.
Performed preliminary physical tests, such as taking blood pressure, weight and temperature, accurately recording results in patient history summary.
Promoted continuity of care by accurately and completely communicating patient status to fellow caregivers.
Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Maintained working condition of equipment by closely following operating instructions, troubleshooting breakdowns, performing preventive maintenance and calling for repairs.
Experienced in front and back offices, controlling patient flow, collecting payments and assisting in delivery of quality healthcare.
Reviewed treatment sheets for completeness and accuracy.
Evaluated and reported current equipment inventory to appropriate sources.
Maintained inventory, vaccination and product expiration logs to record updated documentation for tracking purposes.
Maintained clean and organized work area with adequate supplies and reagents.
Prepared treatment rooms for patients, including cleaning surfaces and restocking supplies.
Improved patient care and daily task efficiency resulting in smoother operations.
Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
Cleaned and disinfected chairs and equipment according to facility policy.
Requested scripts from doctors and verified insurance and coding.
Batch-scanned and indexed patient charts.
Carefully prepared, reviewed and submitted patient statements.
Acted as liaison between physician and patient, answering questions and delivering test results.
Educated patients about medications, procedures and physician's instructions.
Scheduled appointments for patients via phone and in person.
Contacted pharmacies to submit and refill patients' prescriptions.
Coordinated services with medical and office staff to ensure patient satisfaction, engagement and compassionate care.
Completed clinical documentation in accordance with agency guidelines.
Followed all principles of asepsis and infection control.
Answered appointment calls.
Partnered with healthcare and administrative staff to create patient-centered, inviting and supportive environment for patients and families.
Patient Care Technician, 09/2014 - 02/2017 Greenville Health System (Prisma Health) – City, STATE,
Coordinated patient care needs with healthcare team and delivered compassionate assistance with activities of daily living.
Documented patient intake and dietary requirements and assisted with feeding.
Collected biological specimens and packaged for laboratory transport to complete important diagnostic tests.
Cleaned and sanitized rooms and equipment using aseptic technique to prevent infection and cross-contamination.
Examined and addressed lacerations, contusions and other physical symptoms in need of further attention.
Supported healthy patient skin with bedside baths, wound care and integrity checks.
Recorded observations and baseline measurements to maintain accurate medical records.
Responded to patient alarms and needs-assessment requests to identify course of treatment.
Provided excellent customer service by effectively communicating with patients, families, staff and staff in other hospital departments.
Kept unit well-stocked and efficient with necessary medical supplies.
Monitored and charted fluid intake and output to stay current on patient conditions.
Improved patient care, safety and compliance by partnering with nurses.
Provided personal nursing assistance in pre- and post-operative situations.
Assisted doctors, nurses and support staff with preparation for and conducting patient procedures.
Secured qualified assistance for patient emergencies to optimize outcomes.
Safely transported patients to other areas of hospital in wheelchairs and gurneys for tests, treatments and therapies.
Obtained patient vital signs and reported results to staff nurse or physician to note changes from prior measurements.
Education and Training
Patient Care Technician : , Expected in 2013 - Greenville Technical College - Greenville, SC , GPA:
Phlebotomist : , Expected in 2017 - Greenville Technical College - Greenville, SC GPA:
Insurance Agent /Property &Casualty : , Expected in 2019 - Brewer Insurance Information Services - Columbia, SC , GPA:
Medical Assistant : , Expected in 2020 - Work Experience - , GPA:
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