Develops mutually beneficial relationships with insurance carriers and administrators to generate the best possible results for clients (competitive benefits, quick problem resolution, etc.
November 04, 2022
Review Aged Receivables, follows up on collection of premium payments and assist the accounting department in reconciliation of company and client accounts.
November 26, 2022
Meet with clients independently to assess their benefit needs and propose an array of solutions to meet client needs.
January 25, 2023
Manages the Patient Accounts Government, Non-Cap Managed Care, Commercial, EDI and Workers' Compensation Units insuring compliance with federal, state, and health plan standards and/or regulations.
March 11, 2023
Assisting in account processing, including but not limited to preparing proposals, ordering policies, binders, ID cards, certificates, invoicing, premium financing and processing policies.
March 14, 2023
Act as resource person for referral sources, and works closely with other members of the team to ensure adequate coordination and transition occurs to home health and hospice services.
April 20, 2023
Prepares proposals from information provided by Producer, marketer and quotes adhering to set deadlines.
May 03, 2023