referral coordinator resume example with 2+ years of experience

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

Business Administration graduate with 6 years of combined experience in sales and accounting, customer service, property management, and medical field positions. Aiming to leverage a proven knowledge of preferred customer management, client relations, and competitive analysis skills to successfully fill a customer service centered role. Frequently praised as detail oriented and driven by my peers, I can be relied upon to produce exceptional work in any role.

  • Customer service
  • Computer literacy
  • Communication skills
  • Microsoft excel
  • Microsoft word
  • Fusion RIS Max System
  • Amazing Charts EMR System
  • Outlook
  • Google Cloud Platform
  • Studio Designer
  • Quickbooks
  • Insurance precertification processes
  • Multi-line phone proficiency
Referral Coordinator, 09/2021 - Current
Banner Health Tempe, AZ,
  • Initiated the referral process and evaluated the requirements for incoming referrals per office protocol
  • Input patient information into EMR system and scheduled new patient referrals for multiple Doctors, Physician Assistant, Allergist, and Audiologist
  • Assisted with phone operator duties, including returning calls to patients, insurance companies, and referring providers
  • Managed and distributed 200+ faxes daily that included medical record requests, incoming referral forms, insurance authorizations, and lab results
  • Provided exceptional customer service to all patients and referring physician offices
  • Assisted in training 2+ new team members each month
  • Complied with HIPPA standards when speaking with patients, referring offices, and other Desert Cities staff
  • Verified documents and associated records to catch and resolve discrepancies
  • Developed productive working relationships with numerous insurance company representatives
Accountant/Personal Assistant, 10/2020 - Current
The Church Of Jesus Christ Latter-Day Saints Colorado Springs, CO,
  • Managed and distributed purchase order documentations, bills, and reciepts for 30+ client files
  • Utilized Excel to update clients spreadsheets weekly with new purchases and amounts paid to contracted vendors
  • Contacted multiple vendors to obtain information pertaining to purchased items, delivery status updates, and expected time-frames for contracted work
  • Utilized Studio Designer and Quickbooks to generate and process sales tax, purchases, and miscellaneous invoices for clients and vendors
  • Assisted with personal assistant duties as assignment by company owner
  • Organized personal and professional calendars, including reminders for upcoming meetings and events
  • Monitored, sorted, and responded to routine correspondence on behalf of business owner
Front Office Associate, 06/2021 - 09/2021
Dash In Millersville, MD,
  • Answered, assisted, and scheduled patients on multiple phone lines
  • Greeted and assisted patients with check in process for exams, ensuring to obtain all necessary information and scan completed documents into patient's chart
  • Obtained patient's insurance information and ran estimates for co-pays and patient responsibilities prior to exams
  • Coordinated with referring offices to obtain referrals, schedule patients, and retrieve patient information for insurance prior authorization requests
  • Managed incoming faxes with orders and insurance authorizations by properly attaching documents to patients electronic chart
  • Completed all documentation necessary for Automobile Accident and Worker's Compensation cases, ensuring that the medical bills are sent to the correct attorney or company
Assistant Store Manager, 09/2019 - 05/2021
Extra Space Storage City, STATE,
  • Addressed and responded to customer inquiries and complaints in a timely manner
  • Answered and assisted customers on multiple phone lines
  • Met and exceeded sales goals established by corporate office for unit rentals, insurance policies for stored items, and sales of moving materials
  • Assisted with management and upkeep of over 1,200 units through teamwork with other managers and sites to ensure property was maintained at the highest of cleanliness standards
  • Contacted vendors and scheduled appointments for repairs and maintenance work as needed for the property
  • Input work orders and approved existing invoices through Concur system
  • Worked with departments across the company, including marketing and project management, in developing new ideas, initiatives, products, and services for new and existing tenants
  • Offered strong customer service skills, keeping customers satisfied and increasing sales by 15 rentals monthly.
Education and Training
Bachelor of Science: Business Administration- Healthcare Administration, Expected in 02/2022
Southern New Hampshire University - Indio, California
Status - Summa Cum Laude, Honor Roll, President's List, National Society of Leadership and Success
Associate of Arts: Liberal Studies, Expected in 12/2021
College of The Desert - Palm Desert, CA
Status -

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Resume Overview

School Attended

  • Southern New Hampshire University
  • College of The Desert

Job Titles Held:

  • Referral Coordinator
  • Accountant/Personal Assistant
  • Front Office Associate
  • Assistant Store Manager


  • Bachelor of Science
  • Associate of Arts

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