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Title Appointment Setter Case Management
Target Location US-FL-Seminole
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Largo, Florida PHONE NUMBER AVAILABLEEMAIL AVAILABLESUMMARY: An experienced office, case management, and customer-service oriented professional with highly transferrable skills and abilities that crossover to multiple areas. Also experienced in sales. Detail-oriented and focused professional who is highly capable. An articulate individual who utilized empathy and communication skills to match intended parents with egg donors, manage journeys from getting pregnant to having babies, enable relationships between intended parents, surrogates, egg donors, medical professionals, attorneys, and the accounting team.CORE COMPETENCIESAdministrative SkillsProblem SolvingCustomer RelationsProject ManagementClient RelationTeam DevelopmentAttention to DetailActive ListeningService OrientationEmpathy/CompassionCAPABILITIESDetermine requirements by working with clientsAnswer inquiries by clarifying desired information by researching, locating, and providing informationConfer with customers by telephone, email, and in-person to provide information about products and services, take and enter orders, cancel accounts, and obtain details of complaintsCheck to ensure that the appropriate changes were made to resolve client problems, issues and concernsKeep records of client interactions and transactions, recording details of situations, inquiries, complaints, and comments, as well as actions takenFulfill requests by clarifying desired information, completing transactions, and forwarding requestsSell additional services by recognizing opportunities to up-sell accounts and explain new featuresMaintain database by entering information and significant details as cases moved forwardResolve problems by clarifying issues, researching, and exploring answers and alternative solutions, implementing solutions, and escalating unresolved problemsRefer unresolved client grievances to designated departments for further investigation and assistance if unable to resolve directlyDetermine charges for services requested, collect deposits or payments, or arrange for billingOrder tests that could determine the causes of product malfunctionsCompare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goodsEnhance organization reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishmentsCOMPUTER SKILLSMicrosoft Office 365 (Course Completed)QUALIFICATIONSExcellent Verbal Communication SkillsOutstanding Telephone SkillsFriendly and Pleasant MannerData Entry SkillsTyping and Word Processing SkillsDocumentation SkillsProficient with Software and Computer SystemsKnowledgeable of Business Office Terminology and ProceduresAbility to Multi-Task and Work Under PressureCandidate's Name  RESUME PAGE 2 OF 4EXPERIENCEState Farm Insurance Companies  Largo, FL April 2023  October 2024Claims Associate  EXPRESS (Auto)JOB SUMMARY:When joining the EXPRESS team, team members feel good knowing they are helping their customers recover from the unexpected. Claims Associates are committed to helping State Farm customers through the claims process while providing Remarkable service. This includes:Answering inbound calls and making outbound calls to customers within a fast paced, call center environmentSupporting our customers through personalized, caring, and simple interactionsProactively investigating claimsApplying policy coverageAccurately documenting claim fileParallon / HCA Healthcare  Largo, FL September 2022  April 2023SCC Florida  Virtual RegistrationJOB SUMMARY:The Virtual Registrar performs timely and accurate virtual patient registration, interviews patients virtually for all pertinent account information, verifies insurance coverage and collects required copays and deposits. The Registrar will be registering patients into HCA Healthcare Emergency Rooms from various locations.DUTIES (Include but not limited to):Greet every patient in a timely manner through the Virtual Registration Assistant, meeting wait time goalsDemonstrates excellent customer service; Ensure registration accounts are completed and accurateVerify all insurance and obtain pre-certification/authorizationCalculate and collect patient liability amountsEnsure that all necessary signatures are obtained for treatments via appropriate consent formsAnswers any questions and explain policies clearlyContact the respective facilities / nursing staff as needed with regard to patient registration issues or concernsInterview incoming patients, his/her relatives, or other responsible individuals to obtain identifying and demographical information with insurance and financial informationAssign I-plans accurately and verify insurance benefits via on-line or other resourcesSecure all signatures necessary for treatments, release of medical information, assignment of insurance benefits, and payment of services from legally responsible parties. Obtain copies of necessary identification and insurance cards.Understand/explain policies regarding services, pricing, insurance billing, and payment of account. Request appropriate co-pays or deposits from patients during registration.Meets/exceeds performance expectations and completes work within the required timeframePractice and adhere to the Code of Conduct philosophy and Mission and Value StatementPinellas County Regional 911 Division  Largo, FL March 2022  June 2022911 Telecommunicator TraineeReceives telephone calls requesting emergency services from citizens, or emergency service agencies/personnelScreens calls and determines the appropriate actions and then initiates those actions as per standard operating proceduresImplements on-the-job best public safety practices in responding to and handling emergency calls, applying the International Academy of Emergency Medical Dispatch Priority System guidelinesUnder supervision or in tandem with senior staff, assist in dispatches of proper equipment to handle fire/EMS emergencies; relays information and executes tasks/requests related to said emergenciesMaintains accurate records or outgoing and incoming calls by inputting information into computerOperates telephone systems, computer-aided dispatch terminals, radio and associated peripheral communications equipmentPerforms related work as assigned and requiredCandidate's Name  RESUME PAGE 3 OF 4PinchAPenny  Sun Wholesale Supply, Inc. (Suncoast Chemicals)- Clearwater, FL July 2021  Dec 2021Account Services RepresentativeHandled customer orders from start to finish and communicated with customers as needed from the receipt of their POs to post-delivery confirmation that everything was received as expected.Input customer orders into the system and shared with purchasing department.Forwarded purchase orders to the production team and tracked the product production.Once enough product was produced to fill a truck or complete the order, truckloads were organized and logistics was collaborated with to have product picked up and delivered to customers.Prepared and sent invoices to customers after orders were shipped; assisted customers with any questions or issues that may have arisen during their order/delivery process, and confirmed customer satisfaction.Circle Surrogacy - Boston, MA Nov 2008  Jun 2020Egg Donation CoordinatorMatched Intended Parents with egg donors, including facilitating communications between them, medical professionals, attorneys, and the accounting teamJourney CoordinatorProvided direct support to Intended Parents, Surrogates, and Egg DonorsWorked directly with Group Triage and their IVF ClinicInteracted regularly with clients (Intended Parents), egg donors, surrogates, insurance companies, IVF clinics, attorneys, medical institutions and doctors, travel agencies, and accountants via email, telephone, and Skype, to ensure a smooth and successful journeyMedical Records CoordinatorObtained and maintained medical records for egg donors and Intended ParentsAvon Leasing, Inc.  Lakeland, Florida Mar 2006  Oct 2008Lease Consultant/SalesDirected Sales and Marketing to customers and prospects (i.e., Vendors and End Users) via telephone, mail, email, and in-personAcquired Personal, Credit, and Financial Information needed to get acquisitions approved.Presented and negotiated terms and contracts with customersMaintained post-sale relationships to ensure continued satisfaction and future business relationsJenkins Nissan  Lakeland, FL Sep 2004  Mar 2006Sales AssociateIdentified customers products and financial requirementsEducated clients on the dealership/manufacturer and product features and benefitsNegotiated price and contract termsSupervised final vehicle preparation for delivery and maintained post-sale relationshipsLawson & Weitzen, LLP - Boston, MA May 1996  Jul 1999Legal AssistantProvided direct support to a partner in the litigation departmentPrepared and maintained daily correspondence and legal pleadingsManaged all facets of personal injury cases and attorneys surrogacy practiceInteracted regularly with clients, insurance companies, attorneys, medical institutions and doctors, potential surrogates/egg donors, court representatives, etc., via telephone and face-to-faceEDUCATIONSt. Petersburg College (SPC) Remote  Seminole, FL  Graduated December, 2022 /Liberal Arts / Associates Degree(Massasoit Community College  Brockton, MA  2 Semesters on or about 1983)

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