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General Manager Financial Services

Location:
Philadelphia, PA
Salary:
19
Posted:
September 10, 2024

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Resume:

Objective: Seeking to work within an organization, where I have the ability to grow, coach and contribute to the overall profitability and growth of the organization. To be given the opportunity to utilize my skills, strengths and talents yielding positive contributions within the company.

Professional Experience:

Jackson Hewitt – RJ Financial Services, LLC November 2017 - Present

General Manager: Tax Preparation and Financial Planning

Resolves client complaints, execute determination (as appropriate) for resolution.

Obtains profit contribution by managing staff; establishing and accomplishing business objectives.

Increases management's effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining team members; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.

Maintains quality service by establishing and enforcing the promotion of marketing additional products and value-added services.

Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.

Contributes to team effort by accomplishing related results as needed.

Ensure the accuracy of payroll and time reports from floor supervisor

DaVita, Inc – June 2014 – May 2017

Regional Reimbursement Specialist: Corporate Health Insurance

Initiate and/or maintain ongoing communication with facilities to ensure timely and accurate receipt of each patient's insurance coverage information,

enter insurance information into billing system, verify patient insurance with payors including eligibility and benefits related to outpatient kidney dialysis, Update Patient Registration and associated systems accurately and as required,

Coordinate and partner closely with Patient Referral Coordinators (PRC) to obtain required documentation for successful patient registration,

Partner with facility and Insurance Management Team to resolve incomplete registrations, Review registration denials received to determine root cause,

Resolve patient account errors that cause registration denials, Help identify process changes to prevent failed registrations,

Determine Coordination of Benefits as required; maintain current patient account information at all times, Follow-up as necessary to ensure insurance changes are verified and line of coverage is reset,

Submit internal requests, including but not limited to RCUs, SMARTFORMS, PCS Inquiries, SPA Requests, etc., to ensure accurate and timely claims submission to the correct payor,

Complete all ancillary reports and assigned projects within established timeframes, Support Patient Account Representatives and other ROPS teammates as needed,

Maintain confidentiality of all company and patient information in accordance with HIPAA regulations and DaVita policies

CIGNA Corporation - Genex Services Inc. : October 2009 – September 2013

Disability Management Account Specialist: Corporate Insurance

Continuously monitor Case registration Inbox for incoming customer referrals

Accurately establish claims in the CMS system with appropriate billing and product rates specific to the customer requirements

Demonstrate the ability to select proper service type based on customer requestsExemplify the ability to map products and services based of product and service mapping guides. Be proficient in all systems to facilitate the establishment of a disability claim. Be knowledgeable in all areas of the CCIU Department and answer all questions via 800 line from customers.

CIGNA Corporation: October 2008 – 0ctober 2009

Accident Proposal Specialist: Group Insurance

Accurately reflect quote parameters including plan design, enhancements, exclusions, quoted rates and rate guarantee provided by Underwriting

Complete accident proposals which match plan design quoted in timeframe set forth by Acquisition Process

Return completed proposal to sales within a 24 hour timeframe from receipt to the Proposal Mailbox

Make appropriate and timely proposal revisions should plan design change following proposal release

Maintain and update proposal information in accident proposal folder and mailbox

Maintain record of all proposals completed, sent and revised including email confirmations and notifications

Research Pharmaceutical Services: September 2007 – October 2008

Clinical Data Management: Pharmaceutical Industry

Enter a variety of complex data in appropriate formats utilizing designated applications

Effectively confirm data integrity validation through physical identification and use of computer data bases

Ensure data is filed appropriately within its system designation

Promote data control quality and auditing by recommending/communicating appropriate corrective actions

Perform special projects and other ancillary duties

Act as liaison through the evaluation and resolution of quality issues pertinent to client information

Quest Diagnostics: November 2005 – September 2007

Lead Specimen Technician: Corporate Health and Wellness Division

Prepared all urine specimens received for screening by dispersing designated amounts of sample into customized culture tubes for their appropriate machines

Performed detailed data entry by inputting pertinent client information into database

Frequently assisted the department supervisor or lead in executing annual objectives for the processing department

Conducted highly effective hands on training to all new personnel encompassing all facets of the duties of a specimen technician

Ensured day to day operation was in alignment with all company policies, safety and regulatory requirements



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