Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Patient Access – Registration Associate
Children’s Healthcare Of Atlanta
07.2023 - Current
Interviews patients and families to obtain complete and accurate demographic and financial information and ensures all necessary questionnaires and forms are completed according to pre-determined requirements by government or regulatory agencies
Enters data into system for registration, billing, patient tracking, charge capture, and reconciliation in a fast, efficient way to minimize patient wait times
Confirms insurance coverage and obtains authorizations if applicable
Explains regulatory financial requirements to patient or responsible party and collects/posts deposits or deductible amounts as required (for outside clinics, could include ensuring that referring physicians have obtained prior insurance authorization as needed and rescheduling appointments if necessary)
Assists Appeals department to provide all related information to overturn claims denial if applicable
Serves as liaison between patient and department staff by informing patients and families of procedures and delays, answering questions, offering assistance, relaying messages, and other services that patients and families may require
Initiates and executes daily medical record maintenance while maintaining patient confidentiality, including creation of patient charts, filing encounter-specific paperwork, and maintaining correspondence via mailing/faxing with patient’s primary care provider and/or specialists as necessary
Provides release of medical information as required
Assist Supervisor and/or Manager with development of staff by being available to teammates, acting as a resource to help complete complicated/complex tasks, providing on the job training to team, and seeking out opportunities to become actively involved in staff workflow and development.
Customer Success Manager/Financial Advisor
Fidelity Investments / MassMutual
01.2021 - 10.2022
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Daily monitoring of agents call log and tallying daily work
Monitor and evaluate calls regularly to assess the quality of service provided by the customer service representatives (CSR)
Collaborate with other teams, such as training and development, operations, and customer service, to implement best practices and ensure that quality standards are being met
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base.
Customer Support Specialist
The Coca Cola Company
07.2019 - 01.2021
Received inbound escalations from Technical Support Advisors for supervisor requests and assisted with escalations
Optimized performance of technical support engineers to achieve department goals and standards by monitoring individual caseloads and assisting when necessary
Responsibilities included installing and uninstalling OS or software on Apple laptops and other devices
Performed troubleshooting for mobile devices, iPhone’s, Mac OS, MacBook’s, laptops, and workstations
Assisted users via ticketing system, phone, email, and chat on a daily basis
Worked in a hybrid and call center work environment and assisted with 50-75+ calls a day
Assisted customers with sales and closing contracts.
Customer Service Representative
Phoenix Systems
12.2016 - 03.2019
Resolved product or service problems by clarifying the customer's complaint, determining the cause of the problem, and selecting and explaining the best solution to solve the problem
Expedited corrections or adjustments according to customer’s enquiries or issues
Followed up with clients to ensure resolution
Processed orders, forms, applications, and requests
Ensured customer satisfaction and provided professional customer support
Kept records and documentation of customer interactions, transactions, comments, and complaints.
Education
Associate degree - business administration
University of Phoenix
No Degree - Licensed Practical Nurse - LPN
South College
Atlanta, CA
06.2025
High school diploma or GED -
South College
Skills
Reading Comprehension
Switchboard Management
Data Confirmation
Registration Services
Quality Patient Care
Clinic Administration
Patient Medical Histories
Registration Paperwork
Timeline
Patient Access – Registration Associate
Children’s Healthcare Of Atlanta
07.2023 - Current
Customer Success Manager/Financial Advisor
Fidelity Investments / MassMutual
01.2021 - 10.2022
Customer Support Specialist
The Coca Cola Company
07.2019 - 01.2021
Customer Service Representative
Phoenix Systems
12.2016 - 03.2019
Associate degree - business administration
University of Phoenix
No Degree - Licensed Practical Nurse - LPN
South College
High school diploma or GED -
South College
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