Appointment Setter Case Management

Elinor L. Sidman

Largo, Florida 339-***-****

ad9ukb@r.postjobfree.com

SUMMARY: An experienced office, case management, and customer-service oriented professional with highly transferrable skills and abilities that crossover to multiple areas. Also experienced in sales. Detail-oriented and focused professional who is highly capable. An articulate individual who utilized empathy and communication skills to match intended parents with egg donors, manage journeys from getting pregnant to having babies, enable relationships between intended parents, surrogates, egg donors, medical professionals, attorneys, and the accounting team.

CORE COMPETENCIES

Administrative Skills

Problem Solving

Customer Relations

Project Management

Client Relation

Team Development

Attention to Detail

Active Listening

Service Orientation

Empathy/Compassion

CAPABILITIES

Determine requirements by working with clients

Answer inquiries by clarifying desired information by researching, locating, and providing information

Confer with customers by telephone, email, and in-person to provide information about products and services, take and enter orders, cancel accounts, and obtain details of complaints

Check to ensure that the appropriate changes were made to resolve client problems, issues and concerns

Keep records of client interactions and transactions, recording details of situations, inquiries, complaints, and comments, as well as actions taken

Fulfill requests by clarifying desired information, completing transactions, and forwarding requests

Sell additional services by recognizing opportunities to up-sell accounts and explain new features

Maintain database by entering information and significant details as cases moved forward

Resolve problems by clarifying issues, researching, and exploring answers and alternative solutions, implementing solutions, and escalating unresolved problems

Refer unresolved client grievances to designated departments for further investigation and assistance if unable to resolve directly

Determine charges for services requested, collect deposits or payments, or arrange for billing

Order tests that could determine the causes of product malfunctions

Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods

Enhance organization reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments

COMPUTER SKILLS

Microsoft Office 365 (Course Completed)

QUALIFICATIONS

Excellent Verbal Communication Skills

Outstanding Telephone Skills

Friendly and Pleasant Manner

Data Entry Skills

Typing and Word Processing Skills

Documentation Skills

Proficient with Software and Computer Systems

Knowledgeable of Business Office Terminology and Procedures

Ability to Multi-Task and Work Under Pressure

ELINOR L. SIDMAN RESUME PAGE 2 OF 4

EXPERIENCE

State Farm Insurance Companies – Largo, FL April 2023 – October 2024

Claims Associate – EXPRESS (Auto)

JOB SUMMARY:

When joining the EXPRESS team, team members feel good knowing they are helping their customers recover from the unexpected. Claims Associates are committed to helping State Farm customers through the claims process while providing Remarkable® service. This includes:

Answering inbound calls and making outbound calls to customers within a fast paced, call center environment

Supporting our customers through personalized, caring, and simple interactions

Proactively investigating claims

Applying policy coverage

Accurately documenting claim file

Parallon / HCA Healthcare – Largo, FL September 2022 – April 2023

SCC Florida – Virtual Registration

JOB SUMMARY:

The Virtual Registrar performs timely and accurate virtual patient registration, interviews patients virtually for all pertinent account information, verifies insurance coverage and collects required copays and deposits. The Registrar will be registering patients into HCA Healthcare Emergency Rooms from various locations.

DUTIES (Include but not limited to):

Greet every patient in a timely manner through the Virtual Registration Assistant, meeting wait time goals

Demonstrates excellent customer service; Ensure registration accounts are completed and accurate

Verify all insurance and obtain pre-certification/authorization

Calculate and collect patient liability amounts

Ensure that all necessary signatures are obtained for treatments via appropriate consent forms

Answers any questions and explain policies clearly

Contact the respective facilities / nursing staff as needed with regard to patient registration issues or concerns

Interview incoming patients, his/her relatives, or other responsible individuals to obtain identifying and demographical information with insurance and financial information

Assign I-plans accurately and verify insurance benefits via on-line or other resources

Secure all signatures necessary for treatments, release of medical information, assignment of insurance benefits, and payment of services from legally responsible parties. Obtain copies of necessary identification and insurance cards.

Understand/explain policies regarding services, pricing, insurance billing, and payment of account. Request appropriate co-pays or deposits from patients during registration.

Meets/exceeds performance expectations and completes work within the required timeframe

Practice and adhere to the “Code of Conduct” philosophy and “Mission and Value Statement”

Pinellas County Regional 911 Division – Largo, FL March 2022 – June 2022

911 Telecommunicator Trainee

Receives telephone calls requesting emergency services from citizens, or emergency service agencies/personnel

Screens calls and determines the appropriate actions and then initiates those actions as per standard operating procedures

Implements on-the-job best public safety practices in responding to and handling emergency calls, applying the International Academy of Emergency Medical Dispatch Priority System guidelines

Under supervision or in tandem with senior staff, assist in dispatches of proper equipment to handle fire/EMS emergencies; relays information and executes tasks/requests related to said emergencies

Maintains accurate records or outgoing and incoming calls by inputting information into computer

Operates telephone systems, computer-aided dispatch terminals, radio and associated peripheral communications equipment

Performs related work as assigned and required

ELINOR L. SIDMAN RESUME PAGE 3 OF 4

PinchAPenny – Sun Wholesale Supply, Inc. (Suncoast Chemicals)- Clearwater, FL July 2021 – Dec 2021

Account Services Representative

Handled customer orders from start to finish and communicated with customers as needed from the receipt of their PO’s to post-delivery confirmation that everything was received as expected.

Input customer orders into the system and shared with purchasing department.

Forwarded purchase orders to the production team and tracked the product production.

Once enough product was produced to fill a truck or complete the order, truckloads were organized and logistics was collaborated with to have product picked up and delivered to customers.

Prepared and sent invoices to customers after orders were shipped; assisted customers with any questions or issues that may have arisen during their order/delivery process, and confirmed customer satisfaction.

Circle Surrogacy - Boston, MA Nov 2008 – Jun 2020

Egg Donation Coordinator

Matched Intended Parents with egg donors, including facilitating communications between them, medical professionals, attorneys, and the accounting team

Journey Coordinator

Provided direct support to Intended Parents, Surrogates, and Egg Donors

Worked directly with Group Triage and their IVF Clinic

Interacted regularly with clients (Intended Parents), egg donors, surrogates, insurance companies, IVF clinics, attorneys, medical institutions and doctors, travel agencies, and accountants via email, telephone, and Skype, to ensure a smooth and successful journey

Medical Records Coordinator

Obtained and maintained medical records for egg donors and Intended Parents

Avon Leasing, Inc. – Lakeland, Florida Mar 2006 – Oct 2008

Lease Consultant/Sales

Directed Sales and Marketing to customers and prospects (i.e., Vendors and End Users) via telephone, mail, email, and in-person

Acquired Personal, Credit, and Financial Information needed to get acquisitions approved.

Presented and negotiated terms and contracts with customers

Maintained post-sale relationships to ensure continued satisfaction and future business relations

Jenkin’s Nissan – Lakeland, FL Sep 2004 – Mar 2006

Sales Associate

Identified customers’ products and financial requirements

Educated clients on the dealership/manufacturer and product features and benefits

Negotiated price and contract terms

Supervised final vehicle preparation for delivery and maintained post-sale relationships

Lawson & Weitzen, LLP - Boston, MA May 1996 – Jul 1999

Legal Assistant

Provided direct support to a partner in the litigation department

Prepared and maintained daily correspondence and legal pleadings

Managed all facets of personal injury cases and attorney’s surrogacy practice

Interacted regularly with clients, insurance companies, attorneys, medical institutions and doctors, potential surrogates/egg donors, court representatives, etc., via telephone and face-to-face

EDUCATION

St. Petersburg College (SPC) Remote – Seminole, FL – Graduated December, 2022 /

Liberal Arts / Associates Degree

(Massasoit Community College – Brockton, MA – 2 Semesters on or about 1983)

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