Customer Care & Onboarding Specialist
Resume:
Donnie Lewis
Exceptional Customer Care Specialist
Beaumont, TX 77703
**********@*****.***
EXPERIENCE
GoHighLevel, Remote — Implementation Advisor
February 2022 – September 2024
- Delivered virtual onboarding and technical support to new clients using Zoom and CRM platforms.
- Tracked onboarding progress, ensuring timely resolution of client issues and proactive status reporting.
- Collaborated with cross-functional teams to enhance onboarding materials and client experience.
- Monitored client engagement metrics to identify areas for improved retention and satisfaction.
Cigna Healthcare, Remote — Benefits Enrollment Specialist April 2021 – March 2023
- Facilitated open enrollment processes, ensuring timely and accurate enrollment for eligible patients.
- Collaborated with insurance carriers to resolve claim and enrollment issues.
- Supported compliance audits by maintaining documentation and verifying patient records.
- Provided accurate and timely responses to inquiries related to benefits and claims.
Acclara Solutions, Houston, TX — Medical Records and Patient Access Advisor
May 2018 – March 2021
- Managed release of medical records in compliance with HIPAA and internal protocols.
- Assisted healthcare providers in locating and interpreting patient records.
- Coordinated treatment authorizations with insurance companies.
- Addressed patient questions regarding medical history and billing. SKILLS
- Client Onboarding & Support
- Employee Relations
Management
- Problem Solving & Conflict
Resolution
- HIPAA Compliance
- Insurance Verification &
Benefits Administration
- Payment Collection & Billing
Inquiries
- Patient Registration &
Record Management
- Proficient in Zoom, CRM
Systems, Microsoft Office Suite
- Strong Written and Verbal
Communication
Certifications
- HIPAA Compliance
- Global Data Privacy
Awareness
- Cybersecurity Awareness
EDUCATION
Central Sr. High
Beaumont, TX
August 2000-May2003
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