Robert Green
Location: Grapevine, TX
Interview Availability: Anytime with 24 hours notice
Professional Summary:
Robert is a highly skilled professional with extensive experience in claims processing, billing, account reconciliation, and A/R follow-up across various industries, including insurance, healthcare, and finance. With a strong background in managing customer accounts, verifying patient insurance coverage, and working with third-party payers, he has demonstrated proficiency in handling complex claims, including Medicare and Medicaid, and ensuring compliance with government guidelines. Robert is adept at using multiple software systems, such as SAP, QuickBooks, and SharePoint, to analyze data, manage documentation, and resolve discrepancies. His expertise extends to educating stakeholders on billing procedures, preparing financial reports, and facilitating effective communication between clients, providers, and management. Known for his attention to detail and strong leadership skills, Robert consistently drives operational efficiency and customer satisfaction while handling sensitive information with integrity.
Education:
● High School Diploma, Thomas Jefferson High School - Denver, CO
● License: University Of Colorado - Denver, CO
Skills:
● SAP
● QuickBooks
● Microsoft Project
● GAAP
● Microsoft Dynamics GP
● Oracle
● Data entry - 35 to 45 WPM
● Customer service
● Microsoft Excel
● Documentation review
● Accounting
● Filing
● ERP systems
● Microsoft Office
● Clerical experience
● TFS
● Journal entries
● Financial analysis
● Account management
● Financial report writing
● Accounts payable
● Financial statement preparation
● General ledger reconciliation
● Project coordination
● Organizational skills
● Account reconciliation
● Medical records
● Financial modeling
● General ledger accounting
● Accounts receivable
● Data collection
● Data analysis skills
● Tax experience
● Administrative experience
● Writing skills
● Vendor management
● Bank reconciliation
● Medicare
● Office manager experience
● Balance sheet reconciliation
● Financial management
● Military
● Leadership
● Revenue management
● Communication skills
● Negotiation
● Supervising experience
● Operating systems
● HIPAA
● ICD-10
● ICD-9
● Workers' compensation
● Computer skills
● Microsoft Outlook
● Case management
● Training & development
Professional Experience:
Mphasis - Carrollton, TX April 2024 - December 2024 Insurance Claim Specialist
● Working with providers accounts. EOBs and EOPs. UB and CMS 1500 documents.
● SharePoint software, claims payment systems and processing software.
● Responsible for verifying patient insurance coverage,
● Responsible for entering data in an accurate manner in multiple systems
● Prepares source data by compiling and sorting information
● Processes patient and insurance source documents for review for any discrepancies
● Other duties as assigned by Management
Pilot Catastrophe Services - Plano, TX (Remote) January 2023 - Present Adjuster Assistant (Seasonal)
● Worked with SharePoint and Xactimate software.
● Managing adjuster's schedules.
● Working with commercial and residential claims for catastrophe damage.
● Scheduling ladder assist for adjuster's; while measuring roof pitch for adjuster's appointments. Pilot Catastrophe Services - Richardson, TX August 2019 - November 2023 Adjuster Assistant
● On call for weather catastrophes in the U.S.
● Welcome new and veteran Adjusters to Allstate Insurance
● Collect Adjusters' preferences for deployment
● Schedule Adjusters' deployment to disaster sites Deloitte - Richardson, TX March 2023 - May 2023
Medicaid Reviewer
● Reviewer for Medicaid, and State office.
● Editing and updating new information for clients.
● Working with Classified materials.
● Responsible for verifying patient insurance coverage,
● Responsible for entering data in an accurate manner in multiple systems
● Prepares source data by compiling and sorting information
● Processes patient and insurance source documents for review for any discrepancies
● Other duties as assigned by Management
Maximum Federal Services - Irving, TX February 2020 - July 2020 Data Collection Specialist
● Collection of data for US census.
THE JUDGE GROUP - Plano, TX February 2019 - June 2019 Project Coordinator Revenue Management (Contract Position)
● Directly responsible for project data collection, analysis, and compliance.
● Organized daily reports pertaining to project status.
● Accountable for supporting daily operational tasks.
● Managed issues concerning problems with medical records retrieval.
● Facilitated vendor management and identified project issues, implementing corrective actions.
● A/R follow-up from Explanation of Benefits (EOB).
● Educated primary care physicians, specialists, and other stakeholders on health plan compliance through WebEx conferences and face-to-face interactions.
● Verified patient insurance coverage.
● Entered data accurately in multiple systems.
● Prepared source data by compiling and sorting information.
● Processed patient and insurance source documents for review and identified any discrepancies.
● Performed other duties as assigned by management. U.S. Anesthesia Partners - Dallas, TX July 2018 - December 2019 Claims Representative (Temporary Assignment)
● Directly responsible for the assessment of billing processes and A/R follow-up.
● Managed customer accounts and worked with third-party payers.
● Educated patients on out-of-network billing and provisions for the appeal process.
● Verified patient insurance coverage.
● Entered data accurately in multiple systems.
● Prepared source data by compiling and sorting information.
● Processed patient and insurance source documents for review and identified any discrepancies.
● Performed other duties as assigned by management. LEE GREEN INVESTMENTS - Plano, TX June 2010 - June 2020 A/R (Part-time)
● Financial Management
● Directly responsible for client financial management.
● Account Management: Managed customer accounts, and advised on market strategies dealing with stock options.
SNI Staffing - Dallas, TX August 2014 - June 2018
Operations Coordinator Reimbursement
● Directly responsible for the assessment of 120 to 200 billing and A/R follow-up accounts.
● Managed inbound/outbound A/R follow-up calls, set up payment arrangements, and explained EOBs for Medicare and Medicaid patients.
● Verified patient insurance coverage.
● Entered data accurately in multiple systems.
● Prepared source data by compiling and sorting information.
● Processed patient and insurance source documents for review and identified any discrepancies.
● Performed other duties as assigned by management. Conifer (Healthcare Scouts) - Frisco, TX 2012 - 2014 A/R Account Representative- Claims & Legal Department (Contract)
● Directly responsible for account reconciliation and follow-up.
● Managed general ledger and reconciliation of balances.
● Ensured attorneys were informed and provided with correct documents for record requests.
● Conducted patient self-pay account collection activities.
● Made outbound/inbound collection calls, set up payment arrangements, and explained EOBs for Medicare and Medicaid patients.
● Verified patient insurance coverage.
● Entered data accurately in multiple systems.
● Prepared source data by compiling and sorting information.
● Processed patient and insurance source documents for review and identified any discrepancies.
● Performed other duties as assigned by management. Dimont & Associates - Dallas, TX 2012 - 2012
Valuation Analyst
● Directly responsible for insurance formatting according to government guidelines.
● Completed building specifications and entered data into a format that meets government guidelines.
● Set up flood insurance and completed damage assessments for commercial and residential buildings to facilitate claims refiling.
Assessments:
Attention to detail — Proficient March
2022
● Identifying differences in materials, following instructions, and detecting details among distracting information.
Analyzing data — Proficient July 2020
● Interpreting and producing graphs, identifying trends, and drawing justifiable conclusions from data.