Kai P. Email & Phone Number

United States

United States

Boston, Massachusetts

Boston, Massachusetts

Greater Boston Area - Roxbury

Greater Boston Area - Cambridge

• Monitor individual and branch performance and sales• Facilitate the training and evaluation of new employees• Supervise schedule, organize office functions, and oversee daily operations of branch• Excellent written and communication skills to other departments and business partners • Conduct performance reviews for staff to assist with career growth and development • Implement 360 staff coaching and teamwork environment• Provide staff with guidance in resolving complex service situations while providing exceptional customer service• Generate sales leads that develop into new customer relationships• Utilize interpersonal and multi-tasking skills while performing customer service transactions such as opening accounts, loan applications and wire transfers

Central Square, Cambridge

• Build new customer relationships by identifying customer financial requests, goals, and objectives• Organize and schedule on-site visit with local businesses to establish long-term relationships • Handle daily account maintenance and other service issues• Open and prepare deposit accounts and process loan applications for various lending units• Build relationships and make referrals to other bank business lines and third party partners• Responsible for operational compliance and adherence to policy• Exhibit the ability to multitask while handling cash transactions accurately and efficiently• Encourage and implement 360 staff coaching work environment

Greater Boston Area

Responsibilities and Duties:Engage in patient collections effort via direct patient outreach to accounts with balances, targeting high dollar balances and balances by payer and reason code, to collect payment toward patient balances and contribute to the department weekly payment goal per quarterComplete pre-verification of benefits in timely manner for patients receiving certain GYN services Inform patients of financial obligations such as copay, deductibles, self-pay payments for non-covered services and existing balancesReview assigned self-pay A/R by financial class and monitor report for balances, balances greater than $500, and balances eligible to be referred to collectionsCreate tasks for patient balances greater than $500 in assigned self-pay A/R by financial class that must be reviewed weekly and completed based on follow up dates outlined in the taskPre-list balances for collections with patient responsibility date greater than 120 days in assigned self pay A/R if balance is uncollectedDocument the patient's plan to pay, with an agreed upon date of the next expected payment if patient responsibility date becomes greater than 120 daysDocument insurance follow up, with a date of expected resolution if patient responsibility date becomes greater than 120 daysEnroll patients into an active payment plan and mange payment plan failures

Needham

Greet and check in all patients as well as direct clients and visitors to their appropriate locationsAppointment management, registration, answering phones and maintain patient flowDatabase management, cash reconciliation, charge entry, purchasing supplies and inventory controlKept client appointments on schedule by notifying provider of client’s arrival; reviewing service delivery compared to schedule; reminding provider of service delays.Works independently to resolve issues in a timely manner.Interact with individuals at all levels within the practice and organization to improve client satisfactionSecure the building according to medical practice procedures to ensure patient and company safety

Boston Ma

Execute accurate and complete reviews of medical records. Schedule and maintain appointments with providers and clinics. Inspect high volumes of medical records to ascertain correct and appropriate assignment. Report on findings resulting from chart audits. Guarantee accurate and proficient data entry. Ensure policies and procedures are monitored and updated to include regulatory changes. Act as an administrative resource for executive department. Handle an abundant of incoming and outgoing calls to HEDIS department. Complete operational requirements by scheduling and assigning administrative projects. Contribute to team effort by accomplishing results as needed.

Burlinton, Ma

Functioned as front-line contact for all members by responding to a high-volume of incoming calls from members in a call center environment. Assisted in educating and instructing members on routine policy matters such as, and not limited to: eligibility and enrollment, special programs, and self-service options. Participated in setting and meeting department goals. Facilitated the resolution of non-clerical issues related to member participation according to established policy and protocols. Performed all data entry functions accurately and efficiently to reflect members or providers activities

Watertown, Ma

Resolve complex service situations while providing exceptional customer serviceBuild new customer relationships by identifying customer financial requests, goals, and objectives Exhibit the ability to multitask while handling cash transactions accurately and efficientlyUtilize interpersonal and communication skills while performing clerical duties as well as customer service transactions such as opening accounts, wire transfers, ATM replenishment and monetary deposits.Demonstrate company values and leadership qualities for newly-hired associates Consistently adhered to all operational needs and controls to ensure the safety and security of client and bank assets. Facilitated the training and evaluation of new employees.

Brookline, Ma

Managed and organized multiple tasks in a fast-paced environment while processing both monetary and service responsibilities. Trained and evaluated cashiers. Performed nightly fiscal reports. Regulated and analyzed monetary flux on a nightly basis. Supervised cashiers and monitored front-end department

Boston, Ma

Conducted a multitude of sales transactions with accuracy. Strived to achieve team sales goals while satisfying customer needs. Guaranteed customer satisfaction. Supervised stocking and replenishment of merchandise

Bachelor'S Degree, Business Administration And Management, General

Diploma