Call Center Data Entry
Resume:
Tracey A. Rodriguez
***/***-**** * *********@*****.***
Besnard Insurance, Tampa, Florida
**/**** ** **/**** Safety / Claims Coordinator - Position Eliminated
Maintain Claim Log, including but not limited to new clients, cancellations, updated client information, etc., and backup spreadsheets daily
Create, track, and monitor Loss Control onboarding initiatives based on Safety/Loss Control Client Levels.
Create and maintain client folders for renewal timeline.
Extract and review various client reports throughout the year.
Manage client scheduling for all meetings, appointments and visits throughout the year.
Review all inbound claims for severity, notify the account team, and send standard survey when needed, tracking any unusual severe claim events.
Coordinate safety resources and mailings.
Print, manage assembly, and distribution of all client Welcome Kits and all Safety mailings as needed.
Create Constant Contact flyers for email mailings to clients.
Track loss control recommendations and compliance until completed, process Ansul verification forms that have been submitted, process all surveys received, process Safety Calendar requests received, process all Manager Safety University (MSU) group attendance sheets, and prepare progress reports per client requests.
Update MSU with any new information or changes that have been received.
Prepare monthly team meeting report, save all new reports as PDF files, and combine all into one PDF file for meeting.
Prepare meeting minutes from the team monthly meeting and distribute.
Check Off-Cycle Client list, forward a Safety Welcome Kit when appropriate, and update and spreadsheets.
Update AMS360 with all Safety Service information, including Service Levels, Risk Management contact person, claims contact person, etc.
Update ImageRight with any Safety communication or documentation to clients.
Distribute weekly late pay reports to Managers and Service Teams from AMS360
Other duties as may be assigned.
Self-Employed, Tampa, Florida (TR Transcription LLC established in 2017)
5/1995 to Present Owner / Transcriptionist - Transcription Services – Legal/General/Medical
Provide reliable transcription services, high quality documentation in a timely manner, HIPAA compliant when applicable.
Hire and supervise independent contractors when needed.
All office management, accounts payable, accounts receivable, etc.
Offer exceptional customer service.
File maintenance.
Surgery Partners / Tampa Pain Relief Center, Tampa, Florida
4/2015 to 4/2017 Call Center Scheduler
Answer calls in the centralized call center for 40+ offices, direct calls to appropriate persons, forward detailed e-mail and/or EHR messages as appropriate.
Schedule new patient, follow up, pre and postop appointments, psych evaluations, legal depositions, conferences, etc.
Schedule outpatient surgical procedures.
Other duties as may be assigned.
Chrissam, Inc., Tampa, Florida - Administratively Dissolved
4/1998 to 12/2014 Owner / Medical Transcription Services
Provide reliable, affordable medical transcription services, high quality documentation in a timely manner.
Hire and supervise independent contractors when needed.
All office management, accounts payable, accounts receivable, etc.
HIPAA compliant when applicable.
Offer exceptional customer service.
File maintenance.
Tracey A. Rodriguez
Page Two
Arthur J. Gallagher & Co., Tampa, Florida, Self-Insurance Fund Assistant
8/2013 to 4/2015 Promoted from initial hire as Mail Clerk – Position Eventually Eliminated
Post all accounts receivables and accounts payables for nine self-insurance funds.
Prepare monthly invoices for all nine self-insurance funds.
Interact with clients to provide information in response to questions they may have.
Process new policies and make modifications to existing policies.
Obtain information from policyholders to verify accuracy, completeness of information on claims, applications, and related documents and update records as appropriate.
Renew all policies and add new members to EPIC.
Scan/File/Post all policy documentation and audit information to DMS system.
Assist in processing Certificates of Insurance, Evidence of Property & Automobile ID cards.
Maintain and replenish office supplies.
Word processing/transcription when needed for the office.
Other administrative duties as assigned by the Supervisor, to include covering the receptionist and mail room when needed.
Tampa Pain Relief Center, Tampa, Florida
5/2013 to 8/2013 Scheduler / Call Center
Office Team, Tampa, Florida
10/2012 to 5/2013 Temporary Employee, Temp to Perm Position
Answer phone calls in call center for ten offices and forward detailed e-mail messages as appropriate.
Prepare daily patient information for upcoming appointments.
Schedule new patient, follow up, pre and postop appointments, psych evaluations, depositions, conferences, etc.
Schedule patient outpatient surgical procedures.
Other duties as assigned by the Supervisor.
Self-Employed, Tampa, Florida
5/1995 to 10/2012 Executive Assistant
Standard and legal transcription/word processing.
Data entry.
Offer exceptional customer service.
Basic bookkeeping.
Maintain calendar.
File maintenance.
Skills & Education
Proficient in AMS360, ImageRight and various electronic document management systems, Constant Contact, Dropbox, Word, Excel, PowerPoint, Zywave, Monday.com, Manager Safety University (job specific), Word, Excel and PowerPoint.
Miami University – Middletown Campus, Middletown, Ohio, Associates Degree in Applied Science with Major in Legal Administration
Member of Communications Board Committee, Miami University
Publicity Chairman, Administrative Management Society – Collegiate Chapter, Miami University
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