Skilled and enthusiastic Sales Representative well-versed in sales, customer service and management. Team player and people person. Highly effective at building productive relationships, customer loyalty and retention.
Assisted in preparation and distribution of enrollment kits.
Assisted in tracking disbands.
Set up travel and meetings for sales team.
Assisted with special projects.
Prepared and distributed administrative reports.
Created benefit summaries and pre/post enrollment documents.
Greeted and assisted members.
Verified the financial, demographic, and insurance detail of patient accounts.
Made decisions regarding the appropriate method for correcting errors related to insurance and/or financial activity.
Applied appropriate adjustments/corrections to ensure the validity of current and future financial activity.
Coordinated with training and business systems managers to identify the sources of errors and to develop or change processes.
Resource to various departments and regional centers in regards to patient accounting system.
Reviewed and researched credit balance reports.
Issued refunds checks to patients and insurance companies.
2012 Highest Health Savings Account Balances - Greater Minnesota
2012 Highest Percentage of New Funded Account Growth - Greater Minnesota
Licensed Resident Producer - Accident, Health, Life and Group Medicare
Managed 70 accounts annually.
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