SUMMARY:

• Accomplished and experienced professional account representative, manager and insurance specialist working with inside, outside sales support, client services, and the healthcare markets since 1995.
• Extremely knowledgeable with account protocols, prospecting new business, sales, building relationships, billing, finance, and management.
• A positive professional who drives on establishing strong alliances with fantastic service for clients and business’s while increasing company revenue.
• Office manager generating over $1 Million dollars in annual revenue.

COMPUTER SKILLS:

Microsoft Office, Word, Excel, *Sales Force, * Proprietary Patient, Freshbooks, Lawson, Ariba, Aravo, Orbit Health Care Management System, SDC Medical billing Software, and other various medical billing software programs.

CORE COMPETENCIES

• Office Manager Inside Sales Customer Relations/Service
• Business Operations Accounts Payable Staff Training and Development
• Inbound & Outbound Call Center Marketing New Business Development

PROFESSIONAL EXPERIENCE:

Confidential, Wayne, PA

Account Representative

Responsibilities:

• Aligned with accounting department in verifying hundreds of business accounts with correct account payable information; subject matter expert with new accounting software system Lawson as well as old software system Freshbooks.
• Streamlined inputting of new accounts and writing up new invoices for new and former accounts.
• Managed 1000 invoices for correct billing and payments made, as well as 1500 accounts to verify proper name and vendor numbers were correct while operating under strict deadlines and heavy workload.
• Accurately inputted over 1100 account payments to be uploaded into accounting software program

Confidential, Chesterbrook, PA

Senior Lead Account Specialist / Representative

Responsibilities:

• Inbound lead representative taking 40 - 50 inbound calls daily from diabetic patients.
• Expertly handled bill payments, disputes, account balances, insurance information, diabetes supply orders, complex issues and follow ups.
• Weekly audit of 100 client accounts to ensure financial accuracy regarding client balances and or credit refunds.
• Chosen by management to manage several key refund projects, including a 9-month project to review over 18,000 PT accounts balance accuracy and if a credit refund was owed to client.
• Assumed lead responsibility for contacting and refunding over 800 PT accounts with credits that exceeded $600 to ensure proper and efficient credit refund with a stellar 95% return rate.
• Assigned Lead Check Refund Project of over 600 returned refund checks from undeliverable client address’s with an 85% returned checks back to clients.
• Daily Invoice Balance Task of reviewing and refunding client accounts for overpayments.

Confidential, Collegeville, PA

Customer Relations Service Representative

Responsibilities:

• First point of contact for customers and business’s via telephone, email, or faxes.
• Provided exceptional professionalism with questions and queries from customers to resolve issues pertaining to orders, billing, and shipping, product pickup for new and established accounts.
• Researched and resolved complex client issues and escalated when needed.
• Using in-house software systems using 4 different programs to record all necessary information and investigative actions as required by company policy.

Confidential, Exton, PA

Insurance Agent - Sales / Independent Contractor

Responsibilities:

• Independent Pennsylvania State Insurance Agent providing Health, Life, Term, Burial, and Annuities.
• Responsible for developing new sales, accounts, and clientele in Southeastern, PA., using sales leads, referrals, and door-to-door efforts, which enhanced workflow and process improvements of sales.
• Consulted with new and existing clients utilized extensive knowledge conducted analysis to determine the best fit for insurance coverage, programs, benefits, and various offerings which best suited the client’s needs.
• Excelled as a leader with strengths in sales, relationship building, marketing, and business development.

Confidential, Downingtown, PA

Office Manager

Responsibilities:

• Helped to create, design, and start new private physical therapy practice as Office Manager while being fully responsible for the day-to-day business operations, financials, and processes.
• Created and implemented company policies, procedures, which included all medical administrative tasks, insurance medical billing and coding, ICD-9, collections, licensing, HIPAA compliance, purchasing, patient insurance verification, coverage, scheduling, and reimbursement.
• Developed and established an exclusive open door patient referral policy with several key physicians and medical practices in the Confidential, which improved business referrals, profits, and earnings.
• Worked directly with physical therapists to develop better innovative treatment protocols, which improved the effectiveness of the patient’s treatment and recovery times.
• Created and implemented company logo, marketing ideas, and materials.
• Implemented different marketing strategies, which, increased business profits, patient referrals, customer retention, and name recognition within the local community.

Confidential, Downingtown, PA

Account Representative / Inside Sales

Responsibilities:

• Call center account representative that supported Fortune 500 companies pertaining to pre and post hardware and software sales and licensing agreements.
• Recognized for excellent sales and service for clientele in the Mid-Atlantic region (500+ accounts).
• Small business sales representative for Southwestern California Region. Proactively generated new sales leads from new and old accounts for both software and hardware products.
• Mentored new team members on company policies, procedures, system navigation, and service products