Customer Service Accounts Receivable

Rochel L. Baumann “Roxie”

**** ******** ******, ************, ** 32207

● Cell: 904-***-**** ● Email: ******@****.***

CAREER OBJECTIVE

Looking to obtain a position utilizing skills and experience in resolving account related concerns.

MAJOR QUALIFICATIONS

• Seven years of hands-on experience working in medical field

• Fifteen plus years’ experience in billing and accounts receivable

• Certified Professional Coder (CPC)

• Extremely familiar with medical terminology

• Computer – MS Office Suite, JDE (finance), Windent, QuickBooks, Sunwave, Collaborate MD, Kipu, and Insurance Sites, Qlik Sense, Textura, JIRA, Contract Management, Linx, and willing to learn others

BILLING AND CODING EXPERTISE

• ICD-10 Coding • CPT-4 Coding • Regulations

SPECIAL SKILLS

• Skilled in translating codes into insurance company’ preferred coding systems

• Able to perform charge review, claim submission, claim follow-up, payment posting and patient statements

• Knowledge of preparing appropriate claim documents

• Knowledge with assigning appropriate medical codes to diagnosis and services

• Notary Public Since 2000

PROFESSIONAL EXPERIENCE

Otis Elevator – Jacksonville, FL

Service Sales Retention Specialist / Client Relationship Manager (CRM) – August 2022 – January 2024

• Met with Top 20 Clients Monthly to review the status of the account

• Propose & Meet Resign Rate

• Propose & Sell Subscriptions for OTIS One

• Effective communication with upper management regarding status of accounts

• Attending weekly staff, sales, and at-risk client meetings

• Strive to maintain over 90 AR to requested percentage of 15%

• Meet Quarterly sales portfolio plan

• Facilitate strong customer service culture measured by improved survey results

• Accurate Information updated across all platforms

• Process contract resigns, changes and cancellations and requested by client

Otis Elevator – West Palm Beach, FL

Accounts Receivable Specialist – March 2019 – March 2020 (Kelly Services) - March 2020 – August 2022

Managing AR for San Francisco, Anaheim, Sacramento, Philadelphia Downtown & Suburbs, Plainview Branches

• Strive to Maintain Over 90 AR to requested percentage of 15%

• Managed AR for Amtech Branches (added March 2020 to May 2021)

• Assisted in bringing Over 90 AR down and closing LA West Branch

• Assist Team members with daily requests

• Discussions with General Managers and other Managers as needed

• Present and offer input on Monthly Branch AR Conference Calls

• Responding to email requests from all customer types within a timely manner

• Schedule Meetings for One on One Account Review

• Contacting Customers regarding open invoices & logging notes regarding outcome

• Account Reconciliation – Due Diligence before requesting assistance

• Auto Cash Match where necessary

• Reviewing Linx for updated requests for submitting Invoices

• Review report for Dunning Letter submission

• Write-offs of invoices as requested; asking for additional information as required

• Update Who’s Who with correct contact for invoice submission

• Submit Collection Packages as needed

• Assist Management and Co-Workers as requested

• Assist in Team Trainings as Requested

• Pilot programs for training and assist in training coworkers

Ambrosia Billing – Palm Beach Gardens, FL

Billing Department Lead – October 2015 – November 2018

• Billing and Posting of (6) Six Treatment Facilities

• Oversaw staff of (3) three

• Initiate initial bi-weekly, 90-day & annual reviews & discusses with Management before review with staff

• Produced reports for Management on outstanding claims not submitted or rejected

• Monitored staff work for highest level of productivity and quality of work

• Review proper posting of accounts and appropriate adjustments

• Review Insurance correspondence for denials and dispense to collectors for review and determination

• Training new staff and training any new processes and procedures

• Creating processes and procedures to enhance efficiencies and productivity of department

• Assisting in Billing and Posting when staff were out sick or vacation or as needed

• Complete payer agreements and set up additional companies as required

Audiology Distribution / HearUSA – Palm Beach Gardens, FL

Insurance Claims Specialist August 2014 – October 2015

• Billing & Collection of Accounts Assigned

• Review claims for necessary corrections to ensure clean claim submission

• Assign claims to appropriate team member for payment posting and research of unposted monies

• Assist in payment posting when needed

• Verification of insurance to ensure that all claims processed correctly (when required)

• Locate and print manufactures invoices that are required per plan to submit with claim

• Process mail and answer denials and reprocess claims

• Processing claims by speaking with insurance companies to resolve any denials or rejections

• Spiceworks – ticket system from the centers to billing department to assist with questions and claim issues

South Florida Oral & Maxillofacial Surgery – Jupiter, FL

Patient Coordinator April 2011 – August 2014

• Code records by following prescribed coding standards such as ICD-9 and CPT

• Review physician notes and obtain necessary clarifications where necessary

• Assign appropriate medical codes to all diagnosis and services

• Prepare appropriate claim documents

• Verification of insurance coverage to ensure that all claims processed correctly

• Performed day to day functions associated with coding

• Reviewed patient records for proper documentation

• Assigned ICD-9-CM codes for procedures and diagnoses

• Entered and verified data elements

Over 15 Years of Administrative / Executive Assistant Experience in Palm Beach County

EDUCATION

Keiser Career College – Greenacres, FL

Certified Medical Billing and Coding – 2010

CGPA: 4.0

Northwood University – West Palm Beach, FL / Adult Distance Learning – Midland, MI

Associates Business Management – Graduated 2005

Bachelors Business Management – Graduated 2022

ADDITIONAL CAPABILITIES

• Excellent written and verbal communication skills

• Highly motivated personality with positive approach

• Proven ability to speak in a confident and assertive manner

• Exceptional telephone etiquette

• Willingness to continued learning

REFERENCES AVAILABLE UPON REQUEST

Contact this candidate