Carolyn Galbearth

***** **** ******** **** *** *

Independence Mo 64055

816-***-****

adpjqx@r.postjobfree.com

Objective: My objective is to be professional in all aspects of the workplace.To be able to use my knowledge,skills and experience to grow within a company achieving goals of success and longevity.

Experience

Umb Bank

8/21- Present

Healthcare Service Agent

Receiving calls from customers in regards to their FSA /HSA and online banking accounts.Assisting with HSA enrollment balance inquiries statement request activation and account closures explanation of how transfers trustee to trustee money saver contributions

,distributions withdrawals reimbursement orphaned accounts verifying transactions processing and issuing lost and stolen cards placing items in dispute demographic updates explanation of what qualifies as qualified medical expenses . Sending tax informs upon request Adding external DDA banking accounts and verification deposit to HSA for transfers reimbursement and withdrawal.Resetting passwords and security questions for online banking lockout. Research of checks cashed payout for merchant payment, Navigating customers on website for online banking enrollment

Phynet Dermatology

5/21-8//21

Patient Access Representative

Receiving inbound calls from patients for dermatology clinic., electronic medical records on EMA/EMR .Inputting and accessing patient information through ECW for physicians scheduling patient appointments updating and entering demographics verifying insurance answering question patients may have regarding services rendered, referrals, clinic locations Performing task messages to physicians and nursing staff regarding prescription refills and concerns patient may have.educating patient regarding Covid19 specifics and arrival times. TTEC

03/21-5/21

Customer Service Claims

Receiving calls from policyholders regarding claims filed for Homeowner, Dwelling and Auto policy explanations of claims status opening new claims. Explanation of exclusions endorsements and additional coverage with policyholders.Reviewing policy holders insuring agreement and declaration of items covered,premiums and deductibles. Lendio Business Loans

01/2021 - 03/2021

Small Business Loan Agent

Processing government payroll protection program application loans for business owners seeking payroll protection to keep businesses open and affordability to pay employees. Verifying tax documentation required for loan. Using multiple communication methods Inbound /outbound calls text and email to business owners regarding missing information before sending to lender assistance with application process of completing the application Explanations of what tax documents are required for their entity. Following leads for new applicants.

Spectrum

11/2019-01/2021

Customer Service Representative

Providing over-the-phone support on a wide range of mobile products and services, including accounts and billing, diagnostics, enhancements and repairs. Using advanced diagnostic tools to help address technical inquiries and get services running smoothly, talking customers through fixes we can make together. If an issue calls for extra attention, bringing in additional internal support to get things back on track. Understanding the products and the customers’ sense of urgency while helping create a satisfying customer experience. Triwest Health Alliance

10/2019- 11/2019

Customer Service Representative:

Make inbound and outbound calls to Veterans to schedule appointments or gather information for appointment processing

Review and process medical documentation from community providers following Veteran care and treatment.

Work with VA Care in the community staff and community medical offices to address and resolve any incomplete information required for Veteran treatment and care. Initiate calls to medical providers to update information in the Veteran's profile records Research systems to find missing information; coordinate with other departments to resolve issues.

Receive calls from Veterans with a variety of questions. Researching ICD-10 for providers.Processing assessments for

upcoming appointments

Quest Diagnostics ExamOne

08/2019-10/2019

Insurance Risk Interviewer Tele Underwriter:

Making Inbound and outbound calls to applicants and receiving calls for agents of insurance companies applying for life insurance Interviewing applicants for State Farm and Prime America and Cuna insurance companies for life insurance and Auto insurance ..Processing information requested by underwriter address changes collecting medical and financial inputting information into the systems . Verifying prescriptions and medical history required.Setting Doctor appointments for applicants requesting high dollar policies as required per Insurance companies. Assisting with exam center locations .Explaining medical and prescription terminology to Applicants who inquire about diagnosis received and disorder placement. KFC

Cashier

10/2018 -07/2019

Taking orders operating cash register making monetary transactions cleaning lobby,food prep and baking daily products

Home Daycare

Child care Provider

12/2016-10/2018

• Responsible for taking care of children between the ages of 2 yrs old and 8 yrs providing before

and after school care assisting with homework with school age children.Providing general school

activities reading stories preparing breakfast lunch and snack also assisting with getting children on and off the school bus.

CVS Caremark

Customer Service Representative

• 12/2016 to 12/2016

Taking inbound calls from plan benefit members answering questions regarding prescription refill procedures processing refill request. Updating address and employer change, adding members to accounts upon request.

Home Daycare

Child care Provider

10/2011-11/2016

Responsible for taking care of children between the ages of 2 yrs old and 8 yrs providing before and after school care assisting with homework with school age children.Providing general school

activities reading stories preparing breakfast lunch and snack also assisting with getting children

on and off the school bus.

Children's Mercy Hospital

Communication Operator

• 4/2008 to 11/2011

Receiving inbound calls regarding patient information. Transferring calls to internal departments, patient rooms and clinics.Monitoring alarms from patients room and notifying security of emergency alarms. Paging parents,guest and staff on overhead system. TASC

Admissions Representative

• 3/2006 to 3/2008

Making outbound calls to prospective college students who have inquired about school information regarding colleges and vocational training via internet or commercial ads. Giving explanations of classes inquired about. Assisting with enrollment procedures in future classes also assisting with qualifications for financial aid for those who qualify for financial assistance. DST Systems

Customer Service /Quality Representative

11/2003 to 3/2006

Processing and verification of mutual funds,401K,profit sharing IRAn’s and Roth IRA’s

,Coverdell Education accounts. Verification of applications entered into the system for new accounts,also processing and verifying transfers,redemptions,purchases’ exchanges updating account information address and banking information upon shareholder or broker/dealer request.

Citibank Credit card Service

Customer Service/Sales Representative

• 11/1999 to 10/2003

Receiving inbound calls from former and current cardholders answering questions regarding charges on monthly statements,placing items in dispute upon request to be investigated,also processing conversions,consolidations,balance transfers updating account information address and banking,processing credit line increases to those who are eligible,selecting apr adjustments when available for balance transfers and overall account. Offering credit monitoring services.Assisting with payment arrangements for accounts 30 days past due. ADT Security

Customer Service

• 6/1998 to 11/1999

Making outbound calls regarding alarm signal received from residential and commercial properties,verifying authorized personal on the premises,notifying contact person on account regarding alarm signal also dispatch of police fire medical response to the premises. LaPetite Academy Preschool

Administration Assistant

• 3/1996 to 6/1999

Greeting staff parents and visitors entering the school. Assisting the school director in daily activities answering a Multi line telephone sending and receiving fax and email.Making your tour appointments for new enrollment prospective.conducting new hire training and ongoing workshop training.

Fortis Benefit Insurance Company

Customer Service Claims Representative

• 4/1995 to 10/1996

Receiving inbound calls from plan members and dental office regarding claims submitted for service rendered explanation of benefits and eligible services faxing schedule of benefits to doctors office of insurance eligibility and coverage for HMO's and PPO’s. Also assisting in locating dental offices in and out of network.

Mercantile Bank

Teller/Cashier

6/92 to 3/95

Responsible for handling customer financial transactions, deposits, withdrawals, transfers, money orders, and checking. Providing account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, answering questions in person or on the telephone; referring to other bank services.

High School

Westport Senior High

Graduates -1990

Concorde Career Institute

Dental Assistant

Graduated 1995

References:

Ernest Hall Supervisor

816-***-****

Matt Moore-Supervisor

816-***-****

Janette Hughes-Supervisor

816-***-****

Skills

Ridgeline Tesla

Zendesk

Mobile Pro

Rssx

Copilot

KM (Knowledge Manager)

Kronos

Adobe

Tax software

Slack

Google meet

Google chrome

Internet explorer

firefox

Avaya

Gateway

Call Tracker

Qelp

Google

Explorer

Edge

Microsoft Word

Microsoft Processor

Excel

PowerPoint

Outlook

Microfiche

Peoplesoft

Caresource

Data Entry

Facsimile

Multi Line phone

Dual Monitors

Internet

Awd

Trac

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