Administrative Assistant Insurance Agent

CATHY AVERY

Tucumcari, NM – ***** 575-***-**** ad7m1g@r.postjobfree.com LinkedIn Profile

PROJECT ADMINISTRATIVE ASSISTANT

Multi-stakeholder management Bookkeeping Leadership Support Administrative Processes

Multi-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 people—understanding cultural dynamics and building an inclusive work environment. Provided leadership through training, mentorship, support, and coaching.

AREAS OF EXPERTISE

HIPPA, CPT Coding & ICD Codes Client Relationship Management Purchasing & Planning

Insurance Consultations Mentorship & Training Budgeting & Payroll

Medical Terminologies Inventory Management Team Leadership

Reconciling Accounts Accounts Payable Invoicing & Billing

Internal Policies Customer Service Best Practices

PROFESSIONAL EXPERIENCE

YOUNG INSURANCE AGENCY, INC. 2021 – Present

Insurance Agent

Received 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 coverage

Reviewing insurance policies to ensure that they comply with state laws

Negotiating with carriers on behalf of clients to secure lower rates or better coverage

Helping clients with claims by gathering and submitting evidence of loss

Providing advice and assistance in selecting the appropriate policy, negotiating with insurers, and helping policyholders with any claims or other related tasks

Employing successful sales-based marketing strategies such as prospecting, cold calling, networking, and more to identify and secure potential clients

Meeting with new, existing, and prospective policyholders and actively listening to their needs to properly assess their circumstances and financial statuses before proposing ideal plan options

ACHIEVEMENTS:

Improved office operations, maintaining records, tracking data, and promoting clear internal communications

Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations

Drove client retention by increasing savings opportunities and identifying premium discounts

Upsold products to policyholders and potential new clients

EVANS FARMS 2011 – Present

Bookkeeper

Successfully coordinated budget information by assessing estimated income and expenses as well as historical budgets while tracking expenses and entering deposits into Oracle Financials—while 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 paychecks

Compiled budget documents and monitored costs to maintain control systems

Supervised payroll, electronic deposits, and employee pay adjustments

Issued payments to vendors and suppliers on a bi-weekly basis

Reconciled all bank and credit card accounts every month

ACHIEVEMENTS:

Continually assessed internal systems and processes to maximize efficiency and provide better services

Management of multiple projects simultaneously while ensuring accurate and confidential work processes

SUNRISE MEDICAL GROUP 2017 – 2021

Referral Specialist/Prior Authorization Representative

Worked 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 referrals

Assisted patients who need treatment requiring insurance carrier pre-authorization

Tracked referral request progress and resolve issues to maintain smooth processing

Gathered and verified insurance requirements to meet payer requirements

Coordinated referral orders for patients of all providers

Well-versed in ICD 10 and CPT coding

ACHIEVEMENTS:

Strict compliance with HIPPA Privacy and Security Regulations handling patient communication and focusing on data

Worked seamlessly with various stakeholders—maintaining a fluid work environment and ensuring best practices

Assisted in training and support staff as required—contributing to a team-first workspace

ADDITIONAL HIGHLIGHTS

Led in developing and maintaining databases and records management, capturing information, and conducting research

Experienced in analyzing technical, operational, and administrative functions to recommend as well as develop/implement process improvements for project effectiveness

Utilized and managed various internal systems and applications to assist with bookkeeping, insurance, operations, business, and administrative processes

Management of the customer service experience—improving delivery, building customer loyalty, and providing multi-layered customer support to ensure satisfaction

SOFTWARE & APPLICATIONS

MS Office Suite (Word, Excel & PowerPoint) Bookkeeping Software

TRAINING

Various internal training on systems, operations, administration & bookkeeping

EDUCATION

Associate of Applied Science – Major: Business Administration

Mesalands Community College Tucumcari, NM

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