Experience

Lion Financial Advisors / City Fiduciary Group

• United States
• Investment Management
• 1 - 100 Employee

• Client Services Specialist

  • Aug 2023 - Present



Kerr Robichaux & Carroll Law Office

• Portland, Oregon, United States

• Human Resources and Office Manager

  • Sep 2022 - May 2023



Lazarus Naturals

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Human Resources Assistant

  • Jun 2022 - Sep 2022



Majoris Health Systems

• United States
• Insurance
• 1 - 100 Employee

• Client Services Specialist

  • Aug 2020 - Jun 2022

  -Process compliance tickets which includes communicating with contracted providers and staff to ensure all contract requirements are met. -Educate providers on contract requirements as well as Oregon Administrative rules regarding workers compensation claims. -Manage a small case load of open workers compensation claims which includes reviewing chart notes and other medical documentation as well as processing precertifications/ authorizations. -Process compliance tickets which includes communicating with contracted providers and staff to ensure all contract requirements are met. -Educate providers on contract requirements as well as Oregon Administrative rules regarding workers compensation claims. -Manage a small case load of open workers compensation claims which includes reviewing chart notes and other medical documentation as well as processing precertifications/ authorizations.



CareOregon

• United States
• Insurance
• 700 & Above Employee

• Grievance Coordinator

  • May 2020 - Aug 2020

  •Tracking, documenting, collecting and filing grievances with strict compliance to State and Federal regulations •Communicate with members in matters related to complaints •Follow up on necessary actions to ensure compliance •Correspond verbally and in writing with members and physicians regarding grievances •Tracking, documenting, collecting and filing grievances with strict compliance to State and Federal regulations •Communicate with members in matters related to complaints •Follow up on necessary actions to ensure compliance •Correspond verbally and in writing with members and physicians regarding grievances



BenchMark Physical Therapy

• Hospitals and Health Care
• 700 & Above Employee

• Regional Assistant

  • Oct 2017 - Mar 2020

  •Promoted to Senior Office Coordinator in Oct 2018 then to Regional Assistant Dec 2019 overseeing 43 clinics and assisting 3 RVPs •Help with meeting planning and meeting minutes including dealing with public relations when booking meeting space and hotel rooms for our corporate guests, •Responsible for generating, reformatting and managing reports for 43 clinics within my regions, including quality assurance reporting as well as budgeting reports. •Helped implement a Retention Task… Show more •Promoted to Senior Office Coordinator in Oct 2018 then to Regional Assistant Dec 2019 overseeing 43 clinics and assisting 3 RVPs •Help with meeting planning and meeting minutes including dealing with public relations when booking meeting space and hotel rooms for our corporate guests, •Responsible for generating, reformatting and managing reports for 43 clinics within my regions, including quality assurance reporting as well as budgeting reports. •Helped implement a Retention Task Force to help with issues in OC retention and took over Orientation and Follow Up "Vision Focus Days" for all new hires. •Assist in the screening and interviewing of new hires as well as training and continued support of our Office Coordinators. •Work directly with the public by greeting everyone who enters or calls the clinic in a friendly and welcoming manner. •Schedule new and old referrals received by fax or by telephone from patients, physician offices, or other sources; while making sure to follow various rules to ensure patient care and billing accuracy. •Support patients both face to face and by phone regarding insurance benefits, billing, and authorizations as well as assist in researching billing and authorizations issues. Including handling escalated calls and solving patient problems/complaints. •Verify insurance benefits for patients under all forms of coverage as well as collect patient copayments/ coinsurance and deductibles if applicable. •Perform site visits with all 15 clinics to ensure accurate and efficient daily function of the clinics. •Assist in training new associates and perform refresher training for seasoned employees and create and update training materials Show less •Promoted to Senior Office Coordinator in Oct 2018 then to Regional Assistant Dec 2019 overseeing 43 clinics and assisting 3 RVPs •Help with meeting planning and meeting minutes including dealing with public relations when booking meeting space and hotel rooms for our corporate guests, •Responsible for generating, reformatting and managing reports for 43 clinics within my regions, including quality assurance reporting as well as budgeting reports. •Helped implement a Retention Task… Show more •Promoted to Senior Office Coordinator in Oct 2018 then to Regional Assistant Dec 2019 overseeing 43 clinics and assisting 3 RVPs •Help with meeting planning and meeting minutes including dealing with public relations when booking meeting space and hotel rooms for our corporate guests, •Responsible for generating, reformatting and managing reports for 43 clinics within my regions, including quality assurance reporting as well as budgeting reports. •Helped implement a Retention Task Force to help with issues in OC retention and took over Orientation and Follow Up "Vision Focus Days" for all new hires. •Assist in the screening and interviewing of new hires as well as training and continued support of our Office Coordinators. •Work directly with the public by greeting everyone who enters or calls the clinic in a friendly and welcoming manner. •Schedule new and old referrals received by fax or by telephone from patients, physician offices, or other sources; while making sure to follow various rules to ensure patient care and billing accuracy. •Support patients both face to face and by phone regarding insurance benefits, billing, and authorizations as well as assist in researching billing and authorizations issues. Including handling escalated calls and solving patient problems/complaints. •Verify insurance benefits for patients under all forms of coverage as well as collect patient copayments/ coinsurance and deductibles if applicable. •Perform site visits with all 15 clinics to ensure accurate and efficient daily function of the clinics. •Assist in training new associates and perform refresher training for seasoned employees and create and update training materials Show less



Performance Health Technology

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Customer Service Representative

  • Nov 2013 - Oct 2017

  • Researched an ID card error that saved the company thousands of dollars and received a Spot Bonus. • Wrote the Grievance and Bus Pass Processing Job Aid for Member and Provider Relations Representatives to use daily, including other internal quick reference updates and informational emails sent to my peers. • Handle Member incoming calls regarding enrollment, eligibility, billing, benefits, and authorizations as well as assist in troubleshooting and researching claims and… Show more • Researched an ID card error that saved the company thousands of dollars and received a Spot Bonus. • Wrote the Grievance and Bus Pass Processing Job Aid for Member and Provider Relations Representatives to use daily, including other internal quick reference updates and informational emails sent to my peers. • Handle Member incoming calls regarding enrollment, eligibility, billing, benefits, and authorizations as well as assist in troubleshooting and researching claims and authorizations issues. • Run multiply quality check reports and assist representatives in correcting and learning from errors. • Took on Provider incoming calls regarding enrollment, eligibility, billing, benefits, and authorizations with no training and was able to learn through asking questions and research. I am now assisting other member reps who take provider calls and act as liaison between claims and customer service reps in whole. • Recognized as highest call taker multiple months in a row, even while working part time. • Volunteer as an Application Assister for PhTech Member Outreach and internally with PhTech Wellness Committee. • Maintaining Culture by managing the Call Center Fun Committee. • Handle escalated calls and solve patient problems/complaints Show less • Researched an ID card error that saved the company thousands of dollars and received a Spot Bonus. • Wrote the Grievance and Bus Pass Processing Job Aid for Member and Provider Relations Representatives to use daily, including other internal quick reference updates and informational emails sent to my peers. • Handle Member incoming calls regarding enrollment, eligibility, billing, benefits, and authorizations as well as assist in troubleshooting and researching claims and… Show more • Researched an ID card error that saved the company thousands of dollars and received a Spot Bonus. • Wrote the Grievance and Bus Pass Processing Job Aid for Member and Provider Relations Representatives to use daily, including other internal quick reference updates and informational emails sent to my peers. • Handle Member incoming calls regarding enrollment, eligibility, billing, benefits, and authorizations as well as assist in troubleshooting and researching claims and authorizations issues. • Run multiply quality check reports and assist representatives in correcting and learning from errors. • Took on Provider incoming calls regarding enrollment, eligibility, billing, benefits, and authorizations with no training and was able to learn through asking questions and research. I am now assisting other member reps who take provider calls and act as liaison between claims and customer service reps in whole. • Recognized as highest call taker multiple months in a row, even while working part time. • Volunteer as an Application Assister for PhTech Member Outreach and internally with PhTech Wellness Committee. • Maintaining Culture by managing the Call Center Fun Committee. • Handle escalated calls and solve patient problems/complaints Show less