Entry Clerk Service Representative

L

isa Sims Customer Service Representative

**** ****** *** *** ****, Lodi, CA, 95242 · 209-***-**** · *************@*****.***

Healthcare Professional – Instructor - Job Coach – Direct Support Staff - Transportation

Who am I

Motivated Customer Service Representative with over 20 years of experience and a proven track record of increased responsibility. Proficient in prioritizing and completing tasks in a timely manner, yet flexible to multi-task when necessary. Comfortable in interacting with all levels of the organization and public. Customer-oriented problem solver with an ability to adapt to new situations. Trained Direct Support Professional who provides compassionate care and assistance to persons with intellectual and developmental disabilities. Patient and safe transportation professional with 4 years’ experience with a clean driving record. In-depth knowledge of safety and traffic regulations and defensive driving techniques. A team player who is attentive to detail and able to work in a fast-paced environment.

Areas of Expertise include:

Class C Driver’s License

Behavioral Management

Multi – Line Call Center

Escalated Issues

Employment Specialist

CPR & First Aid

Training Skills

Independent Living Skills

Medical Management

Medicare, PPO, HMO & Med-Cal

Dispensing Medication

Coding Medical Claims

Insurance Verification

Hospital Receptionist

Processing Claims

Professional Experience

Person Centered Services, Inc (PCS) • Lodi, CA • February 2022 – Present

Direct Support Staff

Provided safety and support for up to three consumers daily. Provided training in Social Skills and Individual Independence in the community. Developed and maintained data and documents on consumer’s goals. Ability to work in a strong team environment. Strong problem solving, organizational, and social skills. Transported consumers as required. Effectively interact with people of diverse backgrounds and different levels of experience. Ability to be creative, adaptable, and flexible while managing adults in a variety of situations.

Secure Transportation (Stockton Pace) • Stockton, CA • April 2019 – September 2021

Lift Van Driver

Responsible for pre-inspection check on all vehicles driving; making sure all wheelchairs or any other devices are tied down properly; drive clients to and from destinations in a safe manner; communicate with clients, dispatchers, and supervisors regarding concerns and/or issues. Transport medications and medical supplies to the clients. Assisted clients with transferring from wheelchair to chair and vice versa. Work extra hours and on weekends as needed.

Valley Caps Plus · Manteca, CA · June 2017 – November 2018

Instructor

Transported consumers as required. Maintained a neat, clean, orderly room environment, and safely used and cared for all equipment. Responsible for pre-inspection check on all vehicles driving; making sure all devices are tied down properly; drive students to and from destinations in a safe manner.

OpenDoor Services, Inc · Stockton, CA · April 2016 – February 2017

Instructor III

Provided safety and support for up to four consumers daily. Provided training in Employment, Social Skills, and Individual Independence in the community. Developed and maintained data and documents on consumer’s goals. Ability to work in a strong team environment. Strong problem solving, organizational, and social skills. Transported consumers as required. Provided personal care, hygiene, and toiletry assistance. Effectively interact with people of diverse backgrounds and different levels of experience. Ability to be creative, adaptable, and flexible while managing adults in a variety of situations.

Options Forward • Lodi, CA • December 2015 – March 2016

Direct Care Provider

Assisted individuals in dressing, bathing, and completing basic hygiene tasks. Ensured that individuals take their prescribed medications. Assisted with light cleaning and housework. Prepared meals that adhere to special dietary considerations. Helped adults with developmental disorders learn to make a budget and complete basic household tasks. Ran errands to the grocery store, laundromat, cleaners, drugstore, and other necessary locations. Demonstrated awareness of proper first aid and emergency response procedures.

Health Net • Rancho Cordova, CA • November 2014 – October 2015

Membership Accounting Representative I

Allocated payments and reconciles and audits assigned individual and employer group accounts. Reviews work with Supervisor or Representative II. Allocated routine employer group payments and reviews unapplied cash report for guidance. Assisted senior Representatives with researching and resolving problems involving membership exceptions, dues allocation, and billing, to learn accounting procedures. Applied payments and reconciles balances monthly to maintain client account financial integrity. Assisted with audits of employer group accounts. Handled internal and external inquiries concerning billings, rates, and members. Helped the Eligibility department with shared accounts.

Self Employed • Lodi, CA • February 2012 – March 2014

Caregiver

Assist client with personal care, including dressing, mobility, administering medication, personal hygiene, eating and transporting to doctor’s appointments. Monitor patient medications. Document and report any changes in client’s health status. Ensure highest client safety and well-being. Ran errands and accompanied client to appointments. Assisted with toileting and incontinence issues. Performed light housekeeping tasks (dusting, vacuuming, making beds, changing linens, cleaning bathrooms, kitchens, etc.).

Doctors Hospital of Manteca • Manteca, CA • August 2011 – January 2012

Registration Associate

Completed registration quickly and cordially for all patients. Confirmed patient demographics, collected copays, coinsurance, and deductibles. Efficiently performed insurance verification and pre-authorization functions. Arranged and assisted with hospital admissions as well as outpatient registrations. Greeted people who are entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations. Recorded and filed patient data and medical records. Acted as hospital receptionist and phone operator.

Blue Shield of California • Lodi, CA • October 1997 – May 2011

Lead Large Group Client Services Representative

Supported over 400 assigned Large Group Employers with a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently. Facilitated meet and greet meetings in Los Angeles with new Employer Groups. Processed up to 100 emails and answered 90 calls per day from the Sales team and/or the group’s Human Resource Representative. Assisted with incoming member and provider calls in a multi-line call center. Worked on Provider Appeals and provided reasonable procedure exceptions to accommodate unusual customer requests. Trained classes on HMO claims processing and adjustments. Contacted customers to respond to inquiries or to notify them of claims investigation results or any planned adjustments.

Education

Diploma: General Studies, 1991 Certified Medical Assistant, 1994

Lodi High School, Lodi, CA USA MTI Business College, Stockton, CA USA

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