Customer Service Insurance

Danica H. Jones

**** **** ***** **. *** #*** E

901-***-**** cell

OBJECTIVE

Executive Administration / Office Management position, utilizing my multi-

tasking and management expertise, to provide annual savings by leveraging

my skills to better service the client, company and customer.

EDUCATIONAL TRAINING

Completed Insurance Licensing Course for Life, Health and Disability for

the State of Alabama, April 2002.

Virginia College at Birmingham, Alabama; Dual Associates of Applied Science

Degree in Certified Medical Assisting and Business/ Office Administration.

August 1998 (Graduated Valedictorian). Completed Medical Assistant

Clinicals in July 1998 (Med-Help Clinic), HIPPA Certification 2011,2012,

2013.

SKILLS and RELATED COURSES

Medical Insurance and Billing, Course Study on Life Insurance products,

Medical Benefits, and Disability Coverage, Compliance Seminar, Principals

of Accounting, Word Processing, Keyboarding, Medical Office Procedure,

Human Anatomy/ Physiology, Medical Terminology, Intro to Psychology,

Effective Speaking and Arbitration, Excel, Microsoft Word, Outlook

Express, (WSS) SharePoint, Capable of Operating all Office Equipment.

Proficient in Customer Service, Sales Support and Relations, Experience in

Accounts Receivable, Bank Deposit procedure, Office Manual preparation,

Client Access, Sales Logix, SAGE CRM Accounting Client Maintenance

Invoicing, New Employee Inter-Office Training.

EMPLOYMENT EXPERIENCE

LifeSigns: Insurance Benefits Verification/Scheduling Agent

August 2011-May 2013

Memphis, TN (Laid- off)

Responsible for scheduling Comprehensive physicals and Testing for

patients, reviewing insurance benefits including deductible verification,

insurance plan coverage, benefits specifics and contracted rates. Also

reviewing specific testing details with patients in accordance with HIPPA

regulations. Interactions with patients in 5different locations and

clinics. Multi-lined Phone Systems, Office Email, Electronic Faxing etc.

Benefits Verification, and Administration. Special Project and City and

State Employee Scheduling as well.

L. Kianoff & Associates, Inc: Office and Microsoft Upgrade Administrator:

October 2005- March 2011

Birmingham, AL

Responsible for facilitating the Upgrade process for Microsoft Dynamics

Great Plains Clients and daily scheduling and planning of system upgrades.

Project Management and Proposal Preparation. Daily Organizing, Seamless

Integration Review of New and Existing Systems. Filing and Maintenance of

All Client, Vendor and Company files. Liaison between client, Account

Managers and Consultants. Daily receipt of Accounts receivables and Bank

Depositing. Monthly Client Maintenance Plan renewals and invoicing.

Coordinates all Customer Group meeting and Accounting Training classes/

seminars. Coordination of all Executive Level and Partnership Board

Meetings, Senior Executive Calendar/ Travel and Employment Itinerary

Updates. Handled all office supply inventory, literature orders, internal/

office equipment. Responsible for all State Regulations of CPE Crediting

for Accountants and all New Client Literature. Multi-lined Phone Systems,

Office Email, Electronic Faxing etc.

THE MATUSZAK GROUP: Senior Benefits Analysts and Office Manager

Feb.2001- June 2005

Birmingham, AL

The daily servicing of all client questions, concerns, billing issues and

benefit management. Acts as the primary liaison between the client,

insurance carriers and service facility. All initial and formal preparation

of benefits analysis in regards to group coverage. Creating customized

spreadsheet presentations in an effort to provide the client with the best

rate, coverage and contract. The comprehensive and daily servicing of over

200 group files. Performing and creating systems/procedures analyses and

recommendations. Any and all office secretarial and administrative duties.

Administrative Excellence in Company and Corporate Benefits analysis,

claims, compliance, billing and management. Strong concentration in:

Medical, Life Dental, Disability, 401-K and Defined Benefits.

PROTECTIVE LIFE INSURANCE: Underwriting Representative

Oct.1998-Nov.1999

Birmingham, AL.

In direct contact with insurance agents and insured clients assuring that

all aspects of their life insurance policy was handled in a professional

and timely manner. Responsible for the necessary requirements needed to

complete the issuing of policies and the releasing of commissions to the

agents weekly. Primarily part of the Issuing/ COD/ and Policy Verification

Team.

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