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Click here or scroll down to respond to this candidateCandidate's Name
Tucumcari, NM 8840PHONE NUMBER AVAILABLE EMAIL AVAILABLE LinkedIn ProfilePROJECT ADMINISTRATIVE ASSISTANTMulti-stakeholder management Bookkeeping Leadership Support Administrative ProcessesMulti-faceted professional with extensive experience as an Insurance Agent, Referral Specialist/Prior Authorization Representative, and Bookkeeping. Experienced in obtaining pre-certifications and pre-authorizations for procedures and medications, scheduling appointments for outpatient testing with other providers, transcribing and triaging patient calls to physicians coordinating patient appointments/orders. Track record of providing comprehensive support to senior leadership teams in managing an array of complex tasks related to administration, operations, and client engagement. Established in seamlessly collaborating with both internal/external stakeholders to achieve key goals and maintain best practices. Demonstration of effective communication skills with an array of peopleunderstanding cultural dynamics and building an inclusive work environment. Provided leadership through training, mentorship, support, and coaching.AREAS OF EXPERTISEHIPPA, CPT Coding & ICD Codes Client Relationship Management Purchasing & PlanningInsurance Consultations Mentorship & Training Budgeting & PayrollMedical Terminologies Inventory Management Team LeadershipReconciling Accounts Accounts Payable Invoicing & BillingInternal Policies Customer Service Best PracticesPROFESSIONAL EXPERIENCEYOUNG INSURANCE AGENCY, INC. 2021 PresentInsurance AgentReceived underwriting approvals after accurately completing applications for insurance coverage as well as generated new leads and identified potential clients by using successful direct marketing strategies. Followed up with customers to check on changing needs and propose new offerings. Liaised with facility personnel, insurance representatives, and vendors for smooth communication.Interviewing prospective clients to determine their needs and preferences in terms of coverageReviewing insurance policies to ensure that they comply with state lawsNegotiating with carriers on behalf of clients to secure lower rates or better coverageHelping clients with claims by gathering and submitting evidence of lossProviding advice and assistance in selecting the appropriate policy, negotiating with insurers, and helping policyholders with any claims or other related tasksEmploying successful sales-based marketing strategies such as prospecting, cold calling, networking, and more to identify and secure potential clientsMeeting with new, existing, and prospective policyholders and actively listening to their needs to properly assess their circumstances and financial statuses before proposing ideal plan optionsACHIEVEMENTS:Improved office operations, maintaining records, tracking data, and promoting clear internal communicationsReduced financial discrepancies, resolving billing issues while processing service applications and cancellationsDrove client retention by increasing savings opportunities and identifying premium discountsUpsold products to policyholders and potential new clientsEVANS FARMS 2011 PresentBookkeeperSuccessfully coordinated budget information by assessing estimated income and expenses as well as historical budgets while tracking expenses and entering deposits into Oracle Financialswhile reconciling monthly bank accounts to verify accuracy. Mitigated financial discrepancies by preparing bank reconciliations, managing field audits, and reviewing accounting records for accuracy. Maintained current understanding of state and federal accounting procedures to prevent any legal or compliance issues as well as Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.Reviewed and calculated payroll to promote timely disbursement of paychecksCompiled budget documents and monitored costs to maintain control systemsSupervised payroll, electronic deposits, and employee pay adjustmentsIssued payments to vendors and suppliers on a bi-weekly basisReconciled all bank and credit card accounts every monthACHIEVEMENTS:Continually assessed internal systems and processes to maximize efficiency and provide better servicesManagement of multiple projects simultaneously while ensuring accurate and confidential work processesSUNRISE MEDICAL GROUP 2017 2021Referral Specialist/Prior Authorization RepresentativeWorked diligently to obtain pre-certifications and pre-authorizations for procedures and medications, scheduled appointments for outpatient testing with other providers, transcribed and triaged patient calls to physicians, and coordinated patient appointments/orders. Requested, tracked, and obtained pre-authorization from insurance carriers within the time allotted for medical services and requested/secured prior authorizations before services are performed.Assisted patients by answering questions and providing information regarding referralsAssisted patients who need treatment requiring insurance carrier pre-authorizationTracked referral request progress and resolve issues to maintain smooth processingGathered and verified insurance requirements to meet payer requirementsCoordinated referral orders for patients of all providersWell-versed in ICD 10 and CPT codingACHIEVEMENTS:Strict compliance with HIPPA Privacy and Security Regulations handling patient communication and focusing on dataWorked seamlessly with various stakeholdersmaintaining a fluid work environment and ensuring best practicesAssisted in training and support staff as requiredcontributing to a team-first workspaceADDITIONAL HIGHLIGHTSLed in developing and maintaining databases and records management, capturing information, and conducting researchExperienced in analyzing technical, operational, and administrative functions to recommend as well as develop/implement process improvements for project effectivenessUtilized and managed various internal systems and applications to assist with bookkeeping, insurance, operations, business, and administrative processesManagement of the customer service experienceimproving delivery, building customer loyalty, and providing multi-layered customer support to ensure satisfactionSOFTWARE & APPLICATIONSMS Office Suite (Word, Excel & PowerPoint) Bookkeeping SoftwareTRAININGVarious internal training on systems, operations, administration & bookkeepingEDUCATIONAssociate of Applied Science Major: Business AdministrationMesalands Community College Tucumcari, NM |
