Breanna Poythress
Martinez
Summary
Experienced and customer-focused professional with a background in both financial services and dental office administration. Proven ability to manage high-volume transactions with exceptional accuracy, handle sensitive financial information, and provide top-tier customer service. Possesses strong communication and interpersonal skills, developed through patient and client interactions, with the ability to build trust and resolve inquiries efficiently. Seeking to leverage a history of detail-oriented administrative work and a commitment to client satisfaction in a dynamic administrative or coordination role.
Overview
9
9
years of professional experience
Work History
Account Coordinator
Southern Smiles Pediatric Dentistry
04.2024 - Current
- Process dental insurance claims accurately, ensuring timely reimbursements for patients and providers.
- Coordinate communication between dental office staff and insurance companies to resolve discrepancies efficiently.
- Manage patient insurance verification processes, enhancing patient experience through prompt service delivery.
- Assist in educating parents about their insurance benefits and coverage options, improving overall satisfaction.
- Maintain detailed records of claims submissions and follow-ups to ensure compliance with industry standards.
- Assist parents in understanding their dental insurance benefits, coverage limits, and out-of-pocket expenses.
- Support parents throughout the treatment process by answering questions about their financial responsibility concerning deductibles, copayments, or coinsurance amounts.
- Serve as a liaison between patients, dental providers, and insurance companies to resolve any discrepancies or misunderstandings regarding coverage or billing issues.
- Reduce billing errors by consistently verifying insurance eligibility prior to service delivery.
- Monitor changes in dental insurance policies and communicate updates to staff, enabling the team to stay informed about the latest industry standards.
- Manage accounts receivable, decreasing outstanding balances through diligent follow-up with both parents and insurers.
- Streamline claim submission process for faster reimbursement and reduced claim denials.
- Improve patient satisfaction by efficiently managing dental insurance claims and coordinating with providers.
- Ensure timely payment collection from both patients and insurance companies by diligently tracking outstanding balances.
- Reference monthly aging reports to follow up on unpaid claims and obtain maximum reimbursement.
- File and track insurance claims and communicate claims status to parents.
- Verify insurance and communicate coverage to staff and parents.
- Respond to customer concerns and questions on daily basis.
- Process payment via telephone and in person with focus on accuracy and efficiency.
- Handle account payments and provide information regarding outstanding balances.
- Produce and mail monthly statements to customers and assist with related requests for information and clarification.
Patient Care Coordinator
Southern Smiles Pediatric Dentistry
02.2023 - 04.2024
- Coordinated patient scheduling to optimize office workflow and reduce wait times.
- Managed patient records using dental software, ensuring accuracy and compliance with regulations.
- Streamlined appointment reminders through automated systems, increasing attendance rates significantly.
- Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
- Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the dental office.
- Streamlined communication between parents and dental providers, ensuring timely responses to inquiries and concerns.
- Delivered excellent patient experiences and direct care.
- Resolved patient concerns and complaints with empathy and professionalism, restoring trust in dental services.
- Verified patient insurance eligibility and entered patient information into system.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Greeted and assisted patients with check-in procedures.
- Resolved customer complaints using established follow-up procedures.
Head Teller
South State Bank
01.2020 - 11.2022
- Supervised daily cash handling procedures, ensuring compliance with company policies.
- Resolved complex customer inquiries, improving satisfaction and loyalty through effective communication.
- Trained and mentored junior tellers on customer service best practices and operational efficiency.
- Managed vault operations, maintaining security protocols while optimizing cash flow for branch needs.
- Conducted regular audits of teller transactions, identifying areas for process improvements and error reduction.
- Collaborated with management to develop training materials that improved teller performance and service delivery.
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
- Developed strong rapport with customers by actively listening, addressing concerns promptly, and providing tailored solutions.
- Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
- Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours.
- Enhanced customer satisfaction by providing efficient and accurate transaction services.
- Investigated and promptly resolved issues with patron accounts.
- Contributed to the achievement of branch sales goals by identifying opportunities for additional product offerings based on customer needs.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Monitored and verified suspicious activity on customer accounts.
- Generated monthly reports on customer activity and customer feedback.
Teller
South State Bank
10.2016 - 01.2020
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Managed cash drawer, balancing daily transactions and maintaining accountability for funds.
- Resolved customer issues promptly, enhancing overall satisfaction and loyalty to the bank.
- Collaborated with team members to achieve branch goals and improve service delivery standards.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained high accuracy in financial transactions, ensuring all cash and documentation were correct.
- Served as back up Head Teller
Education
High School Diploma -
Cross Creek High School
Augusta, Ga05-2010
Skills
- Customer service
- Account management
- Phone and email etiquette
- Account reconciliation
- Multitasking and organization
- Team leadership
- Coaching and mentoring
- Teamwork and collaboration
- Attention to detail
- Problem-solving abilities
- Time management
- Reliability
- Relationship building
- Effective communication
- Adaptability and flexibility
- Decision-making
- Self motivation
- Active listening
Timeline
Account Coordinator
Southern Smiles Pediatric Dentistry
04.2024 - Current
Patient Care Coordinator
Southern Smiles Pediatric Dentistry
02.2023 - 04.2024
Head Teller
South State Bank
01.2020 - 11.2022
Teller
South State Bank
10.2016 - 01.2020
High School Diploma -
Cross Creek High School