referral specialist ii resume example with 14+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Experienced Healthcare professional with 19 years of experience in the medical industry. Seeking an opportunity with an organization that will allow me to utilize my knowledge, skills, and abilities acquired through work experience and training.


● Excellent working Knowledge using Market Prominence, E-Paces, Q-Care, Power point, MS Excel, MS Outlook, MS Word, Trucare, Amysis, Filenet, Omni and GAMMIS (Medicaid portal).

● Highly organized and ability to balance multiple tasks simultaneously.

● Medical terminology training.

● Strong analytical, communication, organizational, computer and interpersonal skills.

● Successful in learning and comprehending new system and methods.

● Comprehensive written and verbal communication skills.

● Insurance verification

10/2016 to Current Referral Specialist II Centene Corporation | Antonia, MO,

· Initiate authorization requests for Home Health and Durable Medical Equipment request.

· Screen for eligibility and benefits. Screen members by priority for case management (CM) assessment. Perform transition of care duties to include but not limited to, contact the member’s attending physician, member or medical power of attorney, other medical providers (home health agencies, equipment vendors) for information pertaining to special needs.

· Collaborate with various business units to resolve claims issues and provide instruction to providers’ billing staff and services regarding claims submission policies and procedures to ensure prompt and accurate claims adjudication. Direct and educate DME vendors and Home Health agencies with the authorization submission process.

· Mail notification of approval letters to members.

· Confirm clinical notes are attached to ordering physician request if not an outreach is made via phone or fax to assure the request is processed in a timely manner.

· Train new hires on system and usage. Guide staff regarding benefits, authorization requirements and policy and procedure.

· Steer non par provider request to a par provider for service.

· Process Referral request for members that are being discharged from an inpatient setting. Contact Facility Discharge Planner in order to obtain the order. Search is conducted using member’s location for a DME vendor or Home Health company that is able to service the member in a timely manner. Request is created and tasked to Urgent nurse for processing.

08/2015 to 10/2016 Referral Specialist I Anthem, Inc. | MN, State,

● Create authorization request for Outpatient, Inpatient, LTAC, DME, Home Health Care, Transportation, Genetic Testing and Rehabilitation services accordance with the prior authorization list. Route to appropriate staff when needed.

● Generate approval letters to providers and facilities.

● Verify provider affiliation to plan and requirement for procedure codes.

● Data enters authorization into the system.

● Review and attach medical records to authorization and task to nurse reviewer for processing.

● Answer phone queues and process faxes within established standards

08/2012 to 08/2015 Claims Liaison Modivcare | Melville, NY,

● Reviewed and adjudicated professional claims not limited to HMO, PPO, POS, Medicare and Medicaid.

● Interpret and apply all applicable guidelines/regulations implemented by CMS, NY State and other entities processing policies and procedures.

● Research and reviewed sensitive correspondence and/or letters written to the Senior Management Team by Providers, Physicians, Department of Insurance, Collection Agencies and other external entities.

● Evaluate and finalize all edits in a timely processing manner according to Medicare guidelines.

● Initiate system generated form letters for medical records or claim denial.

● Analyze patient medical information to identify whether investigation for coordination of benefits, subrogation, worker’s compensation or no fault is necessary and to be encountered.

● Utilize knowledge of ICD-9, ICD-10, CPT, HCPCS codes, POS and TOS to render accurate claims decision.

06/2006 to 08/2012 Customer Service Advocate Cvs Health | Bloomington, MN,

● Responding to inbound inquiries pertaining to benefits eligibility, benefits explanations, claims information and appeals process and procedures.

● Responsible for effectively following up on inquiries through investigations with other entities including internal department and providers.

● Assist clients with billing concerns and discrepancies.

● CMS compliance and accurate documentation.

● Proficient in meeting deadlines and working in a team environment.

● Assist provider and member with pharmacy benefits and eligibility.

● Resolve concerns and grievances related to prescription and medical coverage.

● Assist members with inquires related to the pharmacy formulary process.

Education and Training
Expected in 04/2014 | Medical Administrative Assistant Everest Institute, Miami, FL, GPA:
Expected in Associate of Science | Health Administration Miami Dade College, Miami, FL GPA:
Expected in 06/2006 High School Diploma | Miami Dade College, Miami, FL GPA:

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Resume Overview

School Attended

  • Everest Institute
  • Miami Dade College
  • Miami Dade College

Job Titles Held:

  • Referral Specialist II
  • Referral Specialist I
  • Claims Liaison
  • Customer Service Advocate


  • Associate of Science
  • High School Diploma

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