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Click here or scroll down to respond to this candidateCandidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLEEDUCATIONEastern Gateway Community College - Chicago, ILBusiness Associates (in progress) August 2023 - Present: Accounting 101; Business 101; Admin 101; Math; Biology 101, Business 101, English 101, Russian 101, Theatre 101 EXPERIENCEValley Bank Personal Banker, January 2023 - Present- Process deposits, pay out funds and process various banking transactions while recording each accurately. Provide exemplary customer service during each client interaction; resolve customer inquiries in a professional manner.- Build relationships with clients, uncovering needs to cross-sell banking products that will benefit customers and deepen said relationships. Surpass sales and service goals while maintaining high scores on customer surveys, mystery shops, management observations, etc.- Perform cash handling processes such as submitting cash transaction reports, processing/recording night drop deposits, counting shipments in and out, verifying cash and balancing vaults, general ledgers and teller boxes.- Perform daily opening and closing procedures in accordance with bank policy. Safeguard the bank and its customers by diligently spotting and protecting against suspicious or fraudulent activity. Oakland Spine & Physical Therapy Insurance Specialist, July 2021 - January 2023- Obtain authorizations from patients, attorneys, and insurance companies for release of medical records. Collaborate with presiding chiropractor to review all medical records compliant with dates specified in medical authorization and produce them to relevant parties using Vericle and WebPT once chiropractor approval is obtained.- Process all acupuncture, physical therapy, and massage therapy medical records compliant with dates specified in medical authorization and produce them to relevant parties using Vericle and WebPT- Create invoices using Microsoft Word and follow-up for payments prior to the production of records, track status of production of records on Excel spreadsheet, verify patients benefits through Navinet, Availity, and calls to insurance companies, and Log into Excel spreadsheet.- Obtain authorization for treatment and procedures from patients insurance companies through Navinet, United Healthcare Provider Portal, and/or fax and phone calls. Lead orientation presentations to new hires, assist with new hire onboarding, and enroll new hires in company benefits.- Miscellaneous office duties include sorting mail; inter-office deliveries of documents, checks, payments, and mail; completing bank deposits; processing expedited payments from insurance companies through Authorize.net and creating reports of weekly payments.Cindy Bergen-State Farm Regional Ofce Insurance Team Member, December 2019 - July 2021- Used State Farms virtual system to negotiate coverages and premiums and to obtain favorable automobile insurancequotes for prospective clients. Enrolled clients in State Farm insurance policies through verication of individuals personal information and driving history, background check, and vehicles information.- Processed automobile and homeowner claims for clients and tracked claims status. Responded to client inquiries regarding billing, payments, coverages, policy information, and claims via phone and email. This involved serving as liaison between clients and State Farms customer service agents and claims adjusters. SKILLSLanguages: English (Native); Spanish (Proficient)Microsoft Office programs, including Word, Excel, and PowerPoint; sales, cash handling, client relationship management, billing, medical billing and wait-staff experience |
