This is my profileContact via CazVidJonathan
Customer Service Specialist with diverse experience in insurance, healthcare, and retail sectors
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Competencies
Provided customer support, handled inquiries, and resolved issues in healthcare, insurance, and retail settings.
Verified insurance plans, benefits, and member information, ensuring accurate data entry and follow-up.
Effective client communication via calls and emails, including note-taking and information relay for legal and medical contexts.
Uploaded documents, scheduled appointments, and maintained detailed records across multiple platforms.
Utilized CRM systems, ECW, and other claim review tools for case management and service order scheduling.
Education
Languages
Summary
Experienced in managing customer interactions, verifying insurance details, and supporting legal and medical operations. Skilled in communicating effectively and handling documentation with attention to accuracy and compliance.
Key Achievements
- Handled inbound and outbound calls across multiple roles including law, healthcare, and banking sectors
- Verified insurance benefits, created patient accounts, and managed claims and refunds efficiently
- Maintained high service standards, following HIPAA rules and ensuring accurate documentation and communication
Experience
Legal Assistance
Inbound calls and Outbound calls, called car insurance, Upload Documents from our clients to our system, Follow ups everyday for a new case for P.I, Listened and took notes while the Potential new clients is calling to reported a car accident and sent that information to our attorneys in our team...
Appointment setter
Inbound Calls from Patients, Created a new account for new patients to get new appointments, Verified in our system days available to schedule a Colonoscopy or regular office visit, Verify type of insurance such as PPO plan or HMO plan
CUSTOMER SERVICE (ADVOCATE)
VERIFIED OUR MEMBERS PLAN AND BENEFITS, Called different places and find new PCPS, Follow up and send emails, Verified their balance in their Ucards, Call transportations company's such as; uber and Lyff for their appointments
Customer service
Inbound and outbound calls, Replace credit and debit cards, Checking every single purchase or transaction in the customer accounts, Called third Banks to reléase funds over the pone with authorizations, Explained the benefits of every single credit cards
Customer service
Inbound and outbound calls, Replace ítems damaged or stolen, Requested refunds to the original payment method with authorization, Tracked package with our tools, Talked with driver and find a solutions when they are having issue to delivered the package