Provide prompt, courteous and efficient service by chat, email and potentially by phone regarding various financial services questions and concerns in a timely and effective manner that exceeds customer expectations.Identify customer needs and take proactive steps to maintain positive experiences.Be a customer advocate while capturing feedback and reporting it to the management in accordance to escalation procedures.Serve as the first contact for customers seeking supportAnticipate customer needs in order to promote various products through cross-selling/value-add opportunities when appropriate.Identify and suggest possible improvements on procedures internally.First contact resolution is a priority, therefore striving to solve the customer request the first time they contact us would be important.Maintain a very good understanding and remain current of all our Policy and Procedures.Ability to handle at times demanding customers independently with limited supervision.

Examine claims records and forms to determine whether the patient has medical insuranceReview provisions of certificate or policy to determine the patient's included medical coverage lossesNegotiate claim settlements and make recommendations for legal action when settlements are deemed non-negotiableComplete logs, reports, forms, and records to properly document medical claimsDetermine charges for services requested, collect payments, and arrange for billingReject or accept documentation, determine benefit due, and start the denial or payment process to resolve medical claimsAdhere to all company policies, procedures, and guidelines in addition to insurance regulations at the federal and state level.

Identified and resolved data discrepancies by conducting regular quality control checks, and worked with team members to develop corrective action plans as needed.Effectively communicated with cross-functional teams and stakeholders to identify data requirements and ensure timely delivery of accurate data. Developed and maintained documentation of data entry processes and procedures, ensuring consistency and adherence to organizational standards.Trained and supervised junior data entry staff on best practices for data entry and management, resulting in a 25% improvement in accuracy and efficiency among the team.

Utilized advanced Excel skills to manage and analyze large sets of data, including creating pivot tables, charts, and graphs to visually represent data trends.Accurately entered and verified data from various sources, including physical documents and electronic records, while maintaining a high level of attention to detail to ensure accuracy. Collaborated with cross-functional teams to streamline data collection and reporting processes, resulting in a 20% reduction in data entry errors and a 15% increase in efficiency.Conducted thorough research to verify and update information in databases, ensuring accuracy and completeness ofdata.

Resolved an average of 80 customer inquiries per day, resulting in a 95% customer satisfaction rating. Managed a high volume of incoming calls and emails, consistently meeting or exceeding service level goals.Coordinated with the shipping department to ensure timely delivery of orders, resulting in a 20% reduction in shipping errors.Conducted customer service surveys and provided feedback to the management team, resulting in a 15%improvement in customer satisfaction scores.