HEATHER FRANCIS

adxsok@r.postjobfree.com 770-***-****

Professional Summary

Goal-oriented and attentive insurance agent licensed in multiple states. Industry experienced and highly skilled in verbal communication and passionate about providing clients with the services they need and an agent they can trust.

Metro South Insurance Brokers, Hampton, GA 02/2019 - Present

Client Manager (Virtual)

Responsible for client communications, conflict resolution, and compliance on client deliverables.

Ensure that client issues are efficiently handled and updating the Client Executive.

Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately.

Ensure that all processes and procedures are completed within the structure of operating model and meet all expected compliance and professional standards.

Assist clients with claims reporting instructions and undertake initial efforts to involve other available resources (i.e. Claims and Legal Team) to resolve outstanding claim situations.

Ensure that the service platform is delivered within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive.

Establish a strategy to expand the relationship by offering new products and programs to clients.

Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, and prepare invoices and follow-up for collections of premiums.

Carry a sense of urgency in supporting the pursuit of expanding an existing relationship and new business opportunities.

Provide direction and oversight of Client Coordinators who are part of my account team.

Be prepared to delegate responsibilities that fall outside of the Client Manager role and provide mentorship.

Enthusiastically engaged in furthering insurance knowledge through insurance related coursework, classes, seminars, and conferences.

Orchard Brokerage 9/2021 - 11/2022 Asset Management Analyst (Virtual)

Develop financial models for reforecasts of the current portfolio.

Audit property financial statements and provide recommendations to Asset Manager

Assist in the preparation and development of annual property budgets.

Perform market research (i.e., mobile data, demographics) for prospective and current projects.

Work with the asset management team to perform due diligence on prospective acquisitions including but not limited to underwriting cash flow, reviewing historical operating statements, and serving as a liaison with the debt origination team.

Determine asset valuation at acquisition and disposition for assets which includes pro-forma analysis from Leasing, Development, and Asset Management.

Run ad-hoc disposition and refinance analyses on various properties to determine the highest and best opportunities for use of capital and expenses and distributions.

Prepare financial analyses which provide guidance and aid in decision making with respect to capital investments and operational decisions.

Create processes and procedures to help scale the company.

Perform other duties as assigned.

Tiber Capital, GA 12/2020 - 8//2021

Contract Administrator

Support the residential team in execution of sales contracts from start to end.

Track contract due dates, modifications, deliverables, renewals, pricing and all other contractual components that require attention.

Track contract deliverables and monitor compliance, as well as provide updates and guidance to the residential team on compliance.

Work closely with the Finance department regarding all contractual pricing items for implementation and updates, as well as review pricing assumptions. Conduct “health checks” on billing components.

Monitor the health of customer contracts and facilitate improving language for renewals or addendums.

Assures that all clarifications and amendments of negotiations are incorporated into the final contract.

Generates, maintains, and audits a central contract-resource file.

Ensures that necessary procedural controls exist.

Solid Source Realty, GA 04/2017 - 11/2020

Research Analyst

Preparing research deliverables for Broker clients in a timely and accurate manner.

Researching and interpreting property, lease, and sales data for analysis.

Developing and maintaining favorable relationships with client and non-client broker teams.

Tracking and reporting time spent completing deliverables for billing and internal analysis.

Working collaboratively with the Sales Support Team and serving as a member of the Analyst Team.

Any other reasonable duties and responsibilities assigned.

Apollo Md, Atlanta, GA 12/2014 - 03/2017 Revenue Cycle Representative

•Responsible for the accounts receivable of over 200 Provider clients totaling $5 million in charges each month, including credentialing, denial management and third party follow up.

•Maintained credentialing database while tracking all direct provider contract data.

•Reduced average days in Anesthesia A/R from 79 to 60 in a 3-month time. Increased net collections from 65% to 80%. • Audited, data entered, and preformed primary source verifications in accordance with various regulatory agencies for Provider credentialing.

•Worked with clearinghouse and payers to ensure all claims were processed and received by the insurance companies in a timely manner.

Lincare (Adult & Pediatric Specialist, Norcross, GA 09/2012 - 11/2014 Patient Account Coordinator

•Responsible for HIPPA knowledge, utilization review, insurance authorizations, patient demographics and other tasks to ensure proper billing practices & payments for DME services.

•Coordinated all new business to the correct payers while identifying all guidelines to follow for accurate timely payments.

•Proofread medical charts for required diagnosis codes and documents for payments according to DME Guidelines

•Conducted audits involving medical coding with knowledge to identify resolutions for denied payments to fix patient accounts for future consistent payments to follow DME payer g

•Worked with The Medicare Insurance Aging Work List, which identifies unpaid Medicare claims that have qualified for follow-up.

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