Dallas-Fort Worth Metroplex
Provided accurate information and guidance to clients, assisting them through the application process. Monitored and tracked application statuses to ensure timely updates and follow-ups. Resolved issues promptly and effectively, delivering excellent customer service. Performed accurate data entry and maintained thorough documentation. Collaborated with team members to support smooth workflow operations. Handled basic call-related tasks and efficiently referred calls to the appropriate departments when necessary.
Received and processed client collateral, ensuring timely and accurate return upon request. Maintained organized and up-to-date client records through an efficient filing system. Scanned and digitized client documentation using the PrimaLend portal for streamlined recordkeeping. Researched historical data to investigate and resolve collateral-related issues and client inquiries.
Provided exceptional service and support to insurance plans, patients, prescribers, and pharmacists via phone. Managed existing user accounts, monitored usage patterns, and collected feedback to enhance service quality. Maintained up-to-date knowledge of evolving procedures and workflows to ensure compliance and efficiency. Handled a high volume of daily calls (up to 100+), ensuring timely coordination and delivery of medications to patients.
Prepared documents for data entry. Verified, updated, and corrected source documents. Entered data into designated database and forms from insurance policies. Checked printouts and performed statistical checks for accuracy. Recorded all tasks and activities. Prepared and submitted reports. Routed data to appropriate staff. Researched and retrieved requested data. Performed daily control functions.