Data Entry Customer Service

TEANNA ADAMS

***********@*****.*** 330-***-**** Charlotte, NC 28214

Summary

A personable and dedicated customer service representative with extensive experience in customer relations and Data Entry. Works hard to be a solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Relentlessly motivated to maintain customer satisfaction and contribute to company success makes an asset in whichever role and/or department assigned.

Skills

Efficient and Detail-Oriented Technical Support

Medical Insurance Rep Supervisory Experience Sales

Email Support Salesforce Zendesk

Understanding Customer Needs

Creative Problem Solving Call Documentation

Order and Refund Processing Data Entry

CRM Software LiveChat Support Microsoft Office Billing

Excel

Experience

Allied Benefit Systems

Broker Operations Specialist (Data Entry)

10/2024 - Current

- Input eligibility data and update member records in various technology platforms

-Terminate member records in eligibility programs in various technology platforms

- Process annual enrollment changes for assigned groups

- Assign member UID’s

- Review and audit Eligibility, PBM, FSA, and COBRA transaction and maintenance reports daily

- Review eligibility audit reports and determine if member updates are required

- Identify transaction related processing errors

- Process ID card requests for assigned groups

- Process FSA debit card requests for assigned groups

- Process void and reissue payment requests within our FSA processing system

- Assist with various Eligibility Services projects

- Perform additional tasks and duties as assigned

Cencora/Lash Group

Benefits Verification Specialist

11/2023 - 03/2024

- Reviews all patient insurance information needed to complete the benefit verification process.

- Triage cases with missing information to the appropriate program associate.

- Verifies patient-specific benefits and precisely documents specifics for various payer plans, including patient coverage, cost share, and access/provider options.

Identifies any restrictions and details on how to expedite patient access.

- Could include documenting and initiating the prior authorization process, claims appeals, etc.

- Completes a quality review of work as part of finalizing the product.

- Reports any reimbursement trends/delays to management.

- Performs related duties and special projects as assigned.

Robert Half

Customer Service 08/2021 - 10/2023

- Cross trained in multiple departments to know all company needs and train new employees.

- Analyzed and updated all necessary changes to Salesforce software

- Processed customer service requests via phone support and email support

- Customized CRM using the most up-to-date tools (i.e., workflows, triggers)

- Noted customer correspondence in CRM to track requests, problems and solutions.

- Properly diagnosed customer needs and proactively educated them about the features and benefits of company products and services

- Audited internal data and processes to identify and manage initiatives, improving business performance.

- Recommended metrics and models based on observed trends.

- Worked with internal teams to understand business needs and changing strategies.

Lash Group

Data Entry/Account Administrative Representative

07/2019 - 08/2021

- Performed administrative tasks and assisted in executing business solutions

- Successfully entered data into company database and validated the accuracy of valuable company information

- Used and analyzed data from automated information aggregators to update the database

- Generated data reports, enter company findings into the database and perform backups

- Supported data entry across departments as requested, switching promptly to new projects.

Iqor

Customer Services Representative

01/2016 - 06/2019

- Assisted staff with resolving complex customer issues and implementing targeted solutions.

- Cross trained in multiple departments to process customer service requests via phone support, email support or live chat when needed.

- Documented customer correspondence in CRM to track requests, problems and solutions.

- Properly diagnosed customer needs and proactively educated them about the features and benefits of company products and services

- Guided customers through troubleshooting, navigating the company website/mobile app or using the products or service using digital tools

- Assisted customers by providing confirmations, answering questions and offering general information.

Education and Training

West Mecklenburg High School

High School Diploma

06/2014

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