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Financial Assistant and Insurance Specialist at Connect International
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Competencies
Exceptional at resolving client issues, providing clear information, and ensuring a positive experience.
Proficient in guiding clients through financial solutions and insurance options tailored to their needs.
Skilled in maintaining credit records, verifying data accuracy, and handling consumer disputes.
Strong ability to convey complex information clearly, facilitating understanding across diverse audiences.
Effective at diagnosing issues and providing timely solutions in financial and healthcare contexts.
Education
Languages
Summary
Dedicated professional with extensive experience in financial assistance, healthcare insurance, and customer service. Proven ability to manage data, resolve inquiries, and improve client satisfaction through effective communication and problem-solving skills.
Key Achievements
- Assisted patients with financial aid screening, ensuring compliance with eligibility requirements.
- Managed credit data accuracy, reducing discrepancies and improving system reliability.
- Resolved healthcare insurance inquiries, enhancing member satisfaction and understanding.
- Educated customers on financial products, increasing engagement and product adoption.
- Handled customer inquiries efficiently across multiple campaigns, maintaining high service standards.
Experience
Financial Assistant and Insurance Specialist
Inbound and Outbounds call to help patients with an unstable economic situation, citizens and non-citizen based in the USA.. Screening patients to assure they meet requirements to get financial assistant and Pharmacy Services.. Schedule appointments to assure patients can be screen at the hospital to get financial assistant in their emergency visit.. Check claims and eligibility of a patient to assure responsibilities and benefits patient will have.. Direct communication with client to ensure smooth operation and timely resolution of issues, fostering trust and long-term collaboration.. Manage Medicaid eligibility within the client ́s CRM.. Contact insurance company to review claims status and request EOB to complete the patient’s account to get payments posted quickly as possible.. Used different portals to check claims status, reconsiderations and adding missing documentation to patient’s account.. Check payment status thru Dr Kronos EHR to assure payment information is completed or missing.
Credit Bureau Specialist
Managed credit data. Ensured accuracy within the credit system.. Assisted with consumer disputes and general information.. Explained consumer about steps to follow to keep their credit score at the expected standard.
Customer Care Specialist for Healthcare
Answering inquiries about insurance plans, benefits, and claims.. Helping members navigate the healthcare system and connect with providers.. Resolving issues related to coverage, eligibility, and claims.. Providing referrals to appropriate healthcare services.. Handling Interactions with empathy to ensure smooth communication with patients.
Financial Specialist
Assisting customers with their banking needs.. Handling inquiries via phone. Educating customers about the financial institution’s products and services.. Resolving concerns efficiently while maintaining high customer satisfaction.. Adhering to company policies and compliance regulations.. Providing account support, including transactions and troubleshooting.
Customer Care Representative Financial campaign
Helped customers with inquiries related to prepaid debit cards and financial services.. Answering customer inquiries about account balances, transactions, and card features.. Assisting with account issues, such as lost or stolen cards, disputes, and payment processing.. Providing guidance on how to activate and use debit cards.. Managing complaints and resolving customer concerns efficiently.. Process payments and returns when necessary.
Customer Service Rep Retail Campaign
Helped shoppers with returns, price matching, order tracking, and general inquiries.. Assist customers in-store, online, and over the phone experiences.. Manage Store complaints.. Handle online orders and payment processing.. Ensure products are in stock using client’s CRM.