Licensed Life and Health Insurance Agent - Multiple Companies - Valdese, NC
(2017-02)
- Contracted with Upline as a Licensed Health Insurance Agent to sell Medicare Advantage and ancillary products in a remote, inbound call center environment.
- Educated clients on Medicare plans and guided them in selecting the best healthcare options through consultative sales presentations.
- Managed client communications, follow-ups, and account support, ensuring a high level of customer satisfaction.
- Maintained compliance with Centers for Medicare and Medicaid Services (CMS) regulations, consistently achieving routine scores of 95 to 100.
- Recognized as a top producer for Upline and licensed in 36 states.
Accounts Receivable Representative - Affinity Living Group - Hickory, NC
(2017-11 - 2020-03)
- Consistently met deadlines for monthly accounting statements and maintained accurate records for client accounts.
- Carried out billing, collection, and reporting activities according to specific deadlines, supporting efficient revenue cycle management.
- Posted all cash receipts, discounts, and allowances to customer accounts timely and accurately.
- Sent billing statements and maintained accurate aging reports, interacting with facility administrators to resolve accounts receivable issues and questions.
- Conducted account research and analysis to support client account resolution.
Economic Support Specialist - Waukesha County Department of Health & Human Services - Waukesha, WI
(2014-06 - 2017-01)
- Determined eligibility and administered healthcare, food share, and childcare economic assistance programs for clients within a five-county consortia.
- Provided support and problem-solving for consumers through an inbound call center, addressing program eligibility questions and concerns.
- Processed applications for various programs and followed up with clients to advise on pending documentation.
- Undertook daily reports requiring follow-up to ensure timely client service.
Financial Counselor; Registrar - Ascension Health - Milwaukee, WI
(1996-08 - 2014-05)
- Reduced bad debt receivables and increased revenue while developing client trust and satisfaction through effective financial counseling.
- Collected demographic and insurance information to create a comprehensive starting point database for the facility.
- Assisted Cancer Care Clinic patients who were uninsured or underinsured to obtain public or private sector assistance.
- Obtained ICD and CPT codes for radiology services and ensured reimbursement by completing prior authorizations.
