Essence Tatum

Financial Services Representative

Talent

Spring Hill, TNMember since May 29, 2026

Patient Scheduling & IntakeCustomer Service & Patient CommunicationMedical Office AdministrationHIPAA Awareness & ConfidentialityEMR/CRM DocumentationInsurance & Payment ProcessingMicrosoft Office & ExcelData Entry & Record ManagementMulti-line Phone SystemsTeam CollaborationCritical ThinkingTime Management

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Patient Scheduling & IntakeCustomer Service & Patient CommunicationMedical Office AdministrationHIPAA Awareness & ConfidentialityEMR/CRM Documentation

About

Motivated and detail-oriented healthcare professional transitioning into Medical Assisting with experience in patient support, scheduling, customer service, documentation, and healthcare administration. Skilled in maintaining confidentiality, coordinating client care, managing high-volume communications, and building positive relationships in fast-paced environments. Seeking an opportunity to contribute strong organizational and patient-focused skills within a clinical setting.

Experience

Financial Services Representative - New York Life - Franklin, TN

(2025-07 - 2026-04)

Managed client outreach, scheduling, and follow-up communications using Salesforce CRM.
Maintained accurate client documentation and confidential records.
Assisted clients with policy information, account updates, and customer support.
Demonstrated professionalism, organization, and strong communication skills in a fast-paced office environment.

Life Spa Coordinator - Lifetime Fitness - Franklin, TN

(2025-04 - 2025-07)

Coordinated client scheduling and managed high-volume appointment bookings.
Maintained accurate client records and handled payment processing.
Provided exceptional customer service while assisting members with questions and concerns.
Communicated professionally with clients and staff in a fast-paced wellness environment.
Followed up with clients using SalonBiz CRM system.

Inside Sales Representative & Team Lead - Adapt Health - Brentwood, TN

(2017-09 - 2025-04)

Managed high-volume inbound and outbound communication with patients and clients.
Maintained detailed documentation and updated customer information in CRM systems.
Assisted customers with healthcare-related products and account support.
Handled confidential information while ensuring professionalism and accuracy.
Collaborated with team members to improve workflow efficiency and customer satisfaction.
Demonstrated strong communication, problem-solving, and organizational skills in a healthcare environment.

Sales Associate - Workout Anytime - Spring Hill, TN

(2016-12 - 2017-10)

Assisted members with account information, scheduling, and customer service needs.
Maintained knowledge of policies, services, and safety procedures.
Supported daily front-desk operations in a fast-paced environment.