Insurance Professional Experience

PROFESSIONAL SKILLS

Computer skills: Windows **00-2010; MS Word, Excel, Access, PowerPoint, Adobe Acrobat & CS4

Accounting skills: Use of 20-key method, scientific calculators, bookkeeping, payroll and timesheet reconciliation

PROFESSIONAL EXPERIENCE

InGenesis, Bethesda, MD. 2015-2016

Service Delivery Assistant

Provides assistance in generating customer specific reports that capture utilization and activity under designated agreements

Scheduling services for client agencies as requested by FOH.

Develop and maintain customer specific tracking tools, to monitor quality and timeliness of services delivered

Continuous updating and maintenance of established interagency agreement documents including Work Orders and Statements of Work

Cystic Fibrosis Services Pharmacy, Bethesda, MD 2010-2014

Cash Receipts Representative

Download insurance and state explanation of benefits for payment processing

Manage Medicare zero EOB’s, overpayments, and interest payment requests

Create payment batches

Process credit card & PayPal payments, checks, and ACH direct deposits

Process refunds by credit, check, and ACH reversals

Post insurance and patient payments to the corresponding Citrix (CarePoint) database

Research and resolve patient & insurance account issues

Administrative Support

Performed daily inventory control

Managed office and break room supplies

Created and updated the desk procedures portion of the CFS Standard Operating Procedures

Interacted with existing vendors and suppliers

Researched and performed price comparisons with new vendors

Performed network and online data storage

Performed data entry and updates to patient information using the Citrix (CarePoint) platform

Assisted the Manager of Contracting & Project Management with contract packaging, assembly, and scanning

Provided logistical support for in-house conferences, meetings, and training sessions

First Financial Group, Bethesda, MD 2006-2010

New Business Processor

Performed specialized work related to the process, preparation and maintenance of Life, Disability, and LTC insurance applications and files

Communicated with customers, employees, and other individuals to answer questions, disseminate information, and address issues and concerns

Compiled, copied, and sorted file records; responded to correspondence, and prepared outgoing mail

Responsible for verification of data received in applications; maintained records and reports by entering, reviewing, and updating information as it was received

Prepared reports, memos, letters, financial statements and other documents, using word processing, spreadsheets, database management, and/or presentation software

Reviewed files, records, and other documents to obtain information and respond to policy owner service requests.

Processed insurance licensing applications and renewals and submitted licensing reimbursement requests

TSI Staffing Services, Bethesda, MD 2005-2006

Executive Assistant/Accounting Clerk

Screened incoming calls, coordinated meetings and travel logistics; scheduled interviews and set up conference calls; sorted and process all incoming mail and packages

Prepared reports including financial and statistical data; initiated information and research requests; wrote and proofed correspondences; endorsed checks and prepared deposits received from the Department of Agriculture

Ordered office supplies from various vendors; tracked office break room and client refreshments inventory

EDUCATION

BACHELORS OF SCIENCE

Retail Merchandise Management, Southern New Hampshire University, Online Division, Candidate 2019

ASSOCIATES IN APPLIED SCIENCE

Business Administration, Montgomery College, Rockville, MD 2007

Contact this candidate