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Member Services & Document Specialist

Location:
Fishers, IN
Posted:
July 10, 2026

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Resume:

Tammy Johnson

Sheridan, IN *****

**************@*****.***

+1-317-***-****

Authorized to work in the US for any employer

Work Experience

Document Specialist

JP Morgan Chase-Indianapolis, IN

Present Employment

Responsible for converting physical documents into digital formats, ensuring accuracy/ accessibility of records, managing digital archives.

Universal Banker II

Everwise Credit Union - Indianapolis, IN

Processing cash transactions, utilizing cash recycler, problem solving for member accounts.

Sales Specialist/Account Manager

Macy's - Greenwood, IN

Greet customers in a friendly manner

Process customer transaction

Process returns and exchanges

Maximize sales transactions

Organize new merchandise

Ensure customer satisfaction

Monitor inventory

Sales Specialist/Customer Service

American Family Insurance - Indianapolis, IN

Process all policy changes, payments and customer inquiries both Personal and Commercial.

Quote new lines of business

Conduct Personal Insurance Reviews over the phone, set appointments for in person reviews

Account Manager

Jackson McCormick Agency - Lebanon, IN

Process customer policy change requests.

Handle all incoming claim calls from customers.

Verify phone numbers, addresses and email addresses with each customer contact and update customer

information.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Provide exceptional customer service.

Be outstanding at relationship building.

Maintain client relationships with follow up phone calls.

Medical Records Clerk

Sunnyside Care Center - East Syracuse, NY

Initiate the medical record, creating and processing the patient care record folder.

Maintain record availability

Perform chart filing and audits

Retrieve medical records for physicians, social worker and nurses

Follow HIPAA guidelines while processing Medical Record requests

Process new admission paperwork

Create chart for resident

Member Services Representative

POMCO Group - East Syracuse, NY

Assist Clients with Questions, Claims and Benefit Inquires

Verify Insurance

Follow HIPAA guidelines while completing member request for medical/insurance information

Data Entry of Claims

Follow up with clients

High volume call center

Education

High school or equivalent

Onondaga Community College

Lincoln Christian University

Skills

• Customer Service

• Customer Care

• Call Center

• CSR

• Cash Register

• Microsoft Office

• Cash Handling

• Data Entry

• Team Player

• POS

• fast learner

• Inventory

• Filing

• Excel

• Account Management (4 years)

• Insurance (4 years)

• Insurance Sales

• Insurance Verification

• HIPAA

• Administrative Experience

• Medical Records

• Medical Terminology

• EMR Systems

• Office experience

• Phone etiquette

• Microsoft Outlook

• Medical Billing

• Medical Scheduling

• Medical Receptionist

• Documentation Review (10+ years)

• Windows

• English

• Analysis skills

• Banking

• Typing

• Microsoft Excel

• Manufacturing

• Merchandising

• DME

• Interviewing

• Customer service

• Sales

• Typing

• Account management

• Cash handling

• Analysis skills

• Banking

• POS

• Windows

• Cash register

• HIPAA

• Insurance sales

• Medical terminology

• Medical records

• Interviewing

• EMR systems

• Documentation review

Additional Information

Over ten years providing customer service, administrative support and account management. Excellent

interpersonal communication and organizational skills. Ability to multitask with efficiency and confidence.



Contact this candidate