patient financial advocate resume example with 10+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary
Driven Insurance Advocate with 10+ years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving goals.
Skills
- Evaluating Quality of Care
- Database Search and Data Entry Skills
- Calm and Effective Under Pressure
- Building Rapport and Credibility
- Patient Confidentiality and Data Security
- Resolving Problems
- Registration and Scheduling
- Counseling and Guidance
- Billing Issue Resolution and Support
Education
Lawrence North High School Indianapolis, IN Expected in ā ā High School Diploma : - :
Ivy Tech Community College of Indiana Indianapolis, IN Expected in ā ā Associate of Science : Nursing - :
Certifications
- Licensed Life and Health Insurance Producer - 11-21-2014
- Certified Licensed Resident Navigator- 12-4-2019
- Certified Revenue Cycle Leader (HBI Training) - 12-21-2021
- Certified Patient Access Specialist (HBI Training) - 11-13-2021
Accomplishments
The National Society of Leadership and Success (NSLS) at Ivy Tech Community College-Central Indiana and has completed the Foundations of Leadership certification
Work History
Cleveland Clinic - Patient Financial Advocate
Mogadore, OH, 02/2019 - Current
Mogadore, OH, 02/2019 - Current
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Explained features, advantages and disadvantages of various policies to educate patients.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of patients.
- Maintained high standards of customer service by building relationships with patients and their families.
- Built relationships with clients through active listening and talents to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Assurant - Licensed Insurance Sales Agent
Gilbert, AZ, 10/2014 - 02/2019
Gilbert, AZ, 10/2014 - 02/2019
- Upsold additional products and services after identifying customer needs and requirements.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Sold life, and health and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Drove team revenue totals by bringing in top sales numbers.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Finalized sales and collected necessary deposits.
Ascension (System Office) - Pharmacy Technician
Hendersonville, TN, 10/2013 - 05/2014
Hendersonville, TN, 10/2013 - 05/2014
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Maintained proper drug storage procedures, registries, and records for controlled drugs.
- Resolved non-routine issues like third party billing, computer system and customer service issues.
- Counted, measured, and compounded medications following standard procedures.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
- Helped pharmacist clear problematic prescriptions and address customer questions to keep pharmacy efficient.
- Counted and labeled prescriptions with correct item and quantity.
- Prepared bills for insurance companies and submitted required paperwork.
Capitalsource - Bank Teller
Newport Beach, CA, 03/2011 - 10/2013
Newport Beach, CA, 03/2011 - 10/2013
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Removed mutilated currency from circulation.
- Counted and packaged currency and coins.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Sold and cross-sold bank products to new and existing customers.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
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Resume Overview
School Attended
- Lawrence North High School
- Ivy Tech Community College of Indiana
Job Titles Held:
- Patient Financial Advocate
- Licensed Insurance Sales Agent
- Pharmacy Technician
- Bank Teller
Degrees
- High School Diploma
- Associate of Science
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