Front Desk Coordinator - Informed Choice Insurance Agency - Green Bay, WI
(2021-01 - 2026-07)
- Coordinate client appointments and maintain accurate scheduling for multiple insurance agents.
- Review calendars, identify scheduling conflicts, and make adjustments to keep appointments organized and on track.
- Prepare client paperwork and documentation in advance to support appointments.
- Assist clients with applications, required forms, and general insurance questions while providing professional, responsive service.
- Respond to client questions regarding insurance benefits and coverage.
- Collaborate with agents to support daily office operations and provide timely assistance to clients.
- Maintain an organized, welcoming front office while balancing multiple priorities and frequent interruptions.
- Improve office organization and workflow by developing practical processes that support efficiency and a positive client experience.
Contract Customer Service Representative - Cadre (Informed Choice Insurance Agency) - Green Bay, WI
(2020-09 - 2020-12)
- Scheduled appointments for clients to meet with insurance representatives and review coverage.
- Responded to client inquiries regarding benefits and provided first-call customer service.
- Used open-ended questions to identify client needs and determine appropriate next steps.
Dental Service Representative - Dental Associates - Green Bay, WI
(2019-05 - 2020-06)
- Accepted and processed patient payments and maintained accurate account information.
- Updated patient accounts and assisted with ongoing billing and administrative needs.
- Scheduled and confirmed appointments for diagnostic services, surgeries, and medical consultations.
Patient Service Representative - BayCare Orthopedics - Green Bay, WI
(2017-08 - 2019-05)
- Greeted and checked in patients in a professional, welcoming manner.
- Scheduled and coordinated patient appointments while maintaining accurate information.
- Assisted patients with registration and required forms and documentation.
- Triaged patients and directed them appropriately based on their needs.
- Answered phones and responded to patient questions and requests.
- Maintained accurate patient information and updated records as needed.
- Provided excellent customer service while protecting patient confidentiality.
Customer Service Advocate - UnitedHealthcare - Green Bay, WI
(2016-08 - 2017-03)
- Maintained accurate records of customer interactions, inquiries, complaints, and resolutions.
- Documented customer concerns and actions taken to support effective follow-up and resolution.
- Reviewed account information and helped ensure appropriate changes were made to address customer concerns.
- Resolved customer service inquiries related to benefits, eligibility, and claims, including first-call resolution when possible.
Licensing/Commissions Representative - UnitedHealthcare - Green Bay, WI
(2015-06 - 2016-08)
- Compared, sorted, and verified data for accuracy before information was entered into systems.
- Compared source documents and re-entered information in verification formats to identify and correct errors.
Patient Service Representative - Bellin Cardiology - Green Bay, WI
(2014-01 - 2015-06)
- Entered patient demographic information, medical history, diagnoses, procedures, and treatment information into computer systems.
- Operated a telephone switchboard to answer, screen, and forward calls; provided information, took messages, and scheduled appointments.
- Protected the security and confidentiality of medical records and patient information.
