Intake Specialist & Data Accuracy Expert

Lindsay Walpole

Houston, Texas 346-***-**** *********@*****.*** www.linkedin.com/in/lindsay-walpole/

My Indeed Profile & Assessments

Summary

Highly Dedicated professional with over 13 years of combined experience in complex account management,

specialized customer service, and high-volume data processing environments. Proven expertise in meticulous documentation, stakeholder relationship cultivation, and strict adherence to procedural compliance, which directly translates to accurate referral intake and service coordination. Seeking to leverage strong analytical and organizational skills to excel as an Intake Specialist supporting patient home medical equipment delivery.

Professional Experience

Customers Service Specialist Shiftsmart Inc. 06/2020 - Current

Delivered expert-level customer support, professionally addressing complex inquiries and documenting resolution paths with high ingenuity and first-contact resolution focus.

Efficiently resolved escalated customer complaints, maintaining thorough interaction documentation standards required for auditing and compliance tracking.

Executed high-volume processing of online orders and financial transactions across multiple simultaneous screens, demonstrating proficiency in system navigation and maintaining meticulous shipping/logistics oversight.

Consistently maintained 98%+ accuracy rate in complex data entry related to service transactions across proprietary SaaS platforms.

Commercial lines accounts Manager Aegis Insurance & Financial Services 03/2018 –01/ 2021

Managed time-sensitive documentation requests, including Certificates of Insurance (COIs) and endorsements, ensuring precise adherence to regulatory and client requirements.

Successfully managed and grew a monthly premium portfolio exceeding $300K, directly paralleling the accountability required for managing patient financial responsibilities and service verification.

Cultivated robust professional relationships with external stakeholders (brokers, underwriters) to facilitate efficient workflow, analogous to coordinating effectively with referral sources and payer teams.

Demonstrated expert knowledge of complex payer guidelines and policy criteria, ensuring compliance before processing service requests or financial obligations.

Commercial lines account Associate Texas Associates Insurors 05/2012 – 12/2017

Consulted clients on new coverage implementations and renewal terms, ensuring all supporting documentation reflected accurate qualification status per carrier guidelines.

Analyzed and marketed complex commercial risks to appropriate carriers/brokers, requiring detailed review of compliance documentation prior to submission.

Managed comprehensive policy lifecycle details for commercial accounts utilizing Applied TAM software, demonstrating high aptitude for learning and operating specialized database systems.

Education

Bachelor of science Florida Atlantic University

Major Psychology with a minor in Mass Communications

Graduating GPA 4.97

Additional Skills

Intake & Administrative Systems Proficiency: EMR/HER Systems Navigation (Aptitude for learning new Technologies), High-Volume Data Entry & Documentation, Microsoft Office Suite (Proficient Computer Skills), SaaS Client Management tools (Zen Desk, ServiceNow, Salesforce).

Regulatory Compliance & Financial Acumen: Documentation Review for Compliance Standards,Handling Patient Financial Responsibility Communication, HIPAA Compliance & Patient Confidentiality, Payer Guidelines Expertise (Insurance/Medicare Analog)

Stakeholder Coordination & Communication: Communication with Referral Sources &Physicians (Analogous), Customer Service Excellence, Relationship Management (Internal & External), Verbal & Written Communication

Core Competencies & Performance Management: Analytical and Problem-Solving Skills, Attention to Detail, Decision Making, Prioritization and Time Management, Workflow Optimization

Professional Accomplishments

Developed and implemented workflow optimization strategies for complex client servicing, reducing processing steps by an estimated 20% while maintaining stringent quality standards.

Achieved top-tier performance in customer retention metrics (highest annual retention rate in department), demonstrating proven success in relationship management critical for successful referral continuation.

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