•Oversees team of case managers assuring productivity, QA and goals are targeted as a team and department, facilitates additional training opportunities, and provides individual coaching to ensure ongoing success. Defines and monitors measures of success and data-based KPI’s for team to support both results-driven success for the bill sharing process, as well company visibility into product operations.•Interviewing prospective candidates for new hires, onboarding/offboarding, timesheet approvals and executes performance reviews. •Works conjointly with leadership to improve existing operational processing with the intent for improvement opportunities. •De-Escalations, Case management reviews and approvals, dictation for weekly team meetings, QA and project management. •Utilize CRM Software such as Zendesk and Salesforce to track internal and external communications, compile ticket-based investigations to troubleshoot areas for process improvements.

• Member Case Management, review of medical records, medical bill processing, meeting and exceeding all SLAs, and proactive support in a high volume queue• Educating members on Community guidelines, cost containment process for bill negotiations and overall processing expectations.

•Posting payments, collections, counseling patients with billing inquiries, prepping for weekly/daily clinic, medical records•Facilitated Prior Authorizations requested by Insurance Companies, verification of benefits.•Counseling patients on medications/dosage, patient triage, distributing medications via ERX, performed specialty testing including OCT, Visual Fields, Corneal Topography, Amsler Grid and Ishihara Color Blindness.•Stocking, ordering supplies and maintaining a sterile work environment.

•Prior Authorizations requested by Insurance Companies and verification of benefits, posted payments, collections, counseling patients with billing inquiries, prepping for weekly/daily clinic, medical records•Counseling patients on medications/dosage, patient triage, distributing medications via ERX, performed specialty testing including OCT, Visual Fields, Corneal Topography, Amsler Grid and Ishihara Color Blindness.•Stocking, ordering supplies and maintaining a sterile work environment.

• Posting payments, collections, counseling patients with billing inquiries, prepping for weekly/daily clinic, medical records• Counseling patients on medications/dosage, patient triage, distributing medications via ERX• Performing specialty testing including OCT, Visual Fields, Corneal Topography, Amsler Grid and Ishihara Color Blindness Testing• Stocking, ordering supplies, maintaining a sterile work environment, management of Surgery suite and Physician assistant for minor in office procedures.• Prior Authorizations requested by Insurance Companies and verification of benefits• Performing specialty testing including OCT, Visual Fields, Corneal Topography, Amsler Grid and Ishihara Color Blindness Testing

• Facilitated training for Brokerage Sales Reps on OLAE (Online Account Establishment), submission of Direct Business, document requirements for brokers while following FINRA (Financial Industry Regulatory Authority) regulations. • Advised Reps and Sales Supervisors of oversights or inaccurate documentation upon the filing of client investment applications.• Fielded calls to assist clients with Advisor complete system and paperwork requirements • Generated new workflows for Laserfiche system utilized by operations department to process business more efficiently. Document Imaging Specialist • Receive, record, and distribute incoming investment applications via Laserfiche to assigned Direct Business Processors.