LiveCareer-Resume

patient financial services payment research proc resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry]. Experienced [Job Title] with over [Number] years of experience in [Industry]. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits. [Job Title] with over [Number] years of successful experience in [Skill] and [Skill]. Recognized consistently for performance excellence and contributions to success in [Industry] industry. Strengths in [Skill] and [Skill] backed by training in [Area of study]. [Job Title] with over [Number] years of successful experience in [Skill] and [Skill]. Recognized consistently for performance excellence and contributions to success in [Industry] industry. Strengths in [Skill] and [Skill] backed by training in [Area of study].

Skills
  • Preparing financial statements
  • Patient-focused quality service
  • Payment accepting
  • Following up with patients
  • Payment processing knowledge
  • Maintaining patient charts
  • Payment quoting
  • Patient data privacy
  • Patient registration
  • Payment planning
  • Financial reports
  • Payment processing understanding
  • Understanding of payroll services
  • Financial and estate planning
  • Member of Financial Management Association and Investment Club
  • Financial document review
Work History
Patient Financial Services Payment & Research Proc, 05/2011 - 10/2019
Futurity First Insurance Group Salem, VA,
  • Offered data-driven recommendations aligned with overall company strategies and prioritized process improvement initiatives.
  • Saved $[Amount] by researching and implementing [Type] cost-saving initiatives and creating fresh new approaches to long-standing problems.
  • Improved quality processes for increased efficiency and effectiveness.
  • Conducted training and change management processes to improve operations.
  • Liaised with [Job title] to organize and perform [Timeframe] quality standard training for new and existing staff.
  • Engaged client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities with business impact.
  • Increased customer satisfaction and repeat business through relentless pursuit of resolutions to problems arising from [Product or service], protecting company reputation and loyal client base.
  • Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings.
  • Converted community contacts into potential clients through networking, consistency and credibility.
  • Sorted incoming mail and faxes and expedited urgent correspondence for immediate attention.
  • Evaluated quality problems and performed [Action] to identify and resolve issues.
  • Possessed expert knowledge of competitive and third party products and translated knowledge into business strategy.
  • Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
  • Developed standard operating procedures and document workflows for current and future process steps.
  • Operated with high integrity, built trust, and earned sustained credibility with internal and external clientele.
  • Worked with [Type] customers to understand requirements and provide exceptional [Type] service.
  • Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
  • Analyzed current business plan, identified inefficiencies in existing processes, and tracked performance following implementation of improvements.
  • Assisted with proactive client outreach initiatives through [Task] and documented client correspondence in [Software] CRM system.
  • Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
  • Developed and maintained expense budget while applying [Task] to continually decrease expenses.
  • Managed and archived quality documentation and participated in internal and external quality audits.
  • Developed and executed plans to monitor standard process adherence.
  • Created, modified, and executed [Timeframe] business plans to maximize client satisfaction.
  • Received incoming calls and messages and addressed or triaged phone requests.
  • Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth.
  • Investigated and resolved customer complaints to foster satisfaction.
  • Worked with [Job title] to resolve [Type] problems, improve operations and provide exceptional customer service.
  • Established and maintained productive working relationships with staff to resolve operational difficulties and to promote interdisciplinary, collaborative approach to customer service provision.
  • Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival.
  • Determined and recommended methods to address improvement opportunities.
Financial Advisor, 11/2002 - 04/2011
Futurity First Insurance Group Wichita, KS,
  • Managed $[Number] in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
  • Partnered with local organizations to provide specialized support to diverse populations with unique needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped clients plan for and fund retirements using mutual funds and other options.
  • Researched [Type] rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
  • Cultivated and strengthened relationships with new and existing clients.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Worked with clients to ensure understanding of rationale and details of financial strategies.
  • Provided information on accounts, insurance plans and diverse funds.
  • Worked with clients to assess and meet short- and long-term financial goal.
  • Created business plan and identified target customers.
  • Marketed business to increase customer base and grow revenue.
  • Recruited, trained and mentored junior financial and support staff.
  • Utilized diverse wealth management strategies to meet client objectives.
Financial Advisor, 05/1998 - 11/2002
Edward D Jones Co LP City, STATE,
  • Managed $[Number] in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped clients plan for and fund retirements using mutual funds and other options.
  • Researched [Type] rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
  • Highlighted values and educated clients on [Type], [Type] and [Type] financial products.
  • Cultivated and strengthened relationships with new and existing clients.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Worked with clients to ensure understanding of rationale and details of financial strategies.
  • Provided information on accounts, insurance plans and diverse funds.
  • Worked with clients to assess and meet short- and long-term financial goal.
Education
Bachelor of Science: Finance, Expected in 05/1998
-
University of Northern Colorado - Greeley, CO
GPA:
Status -
  • Graduated with 3.61 GPA
  • Dean's List (1st & 2nd Semester 1995, 1996, 1997, 1998)
Associate of Science: Accounting And Finance, Expected in
-
Northeastern Junior College - Sterling, CO
GPA:
Status -
  • Dean's List
Additional Information

Experience with Microsoft Office - Word, Excel, Power Point

Experience with QuickBooks

Experience with 10 Key

Experience with Office Equipment

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • University of Northern Colorado
  • Northeastern Junior College

Job Titles Held:

  • Patient Financial Services Payment & Research Proc
  • Financial Advisor
  • Financial Advisor

Degrees

  • Bachelor of Science
  • Associate of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: