Financial Coordinator/Insurance Coordinator/Front Desk/Customer Service

8545 Quarton Drive, Raleigh, NC 27616     Cell: (919) 417-1626    Email:

CAREER OBJECTIVE: To join a dental/medical practice where I can utilize my leadership skills, customer service and business acumen to further advance the team and patient experience.

QUALIFICATION SUMMARY: Excellent communication, organization and time management skills. Work well both independently and as a contributing member of the team. Proven record of achievement in reducing AR and promoting financial stability. Competent at managing responsibilities in a high-volume atmosphere while providing excellent patient care. Skilled at interacting and communicating with customers of all socioeconomic backgrounds.

Ortho2 Viewpoint, Dimaxis, Televox, NC Tracks
ADA Coding
Microsoft Office: Outlook, Word, Excel, PowerPoint, Publisher
Professional Selling Skills & Telesales (PSS, PTS)

Major: Business Administration & Information Systems


Campbell Orthodontics – Raleigh & Creedmoor
11/2009 – 9/2014     Financial & Insurance Coordinator
Obtained insurance information to verify orthodontic benefits for new patient consultations and/or current patients, as well as dental benefits for specific procedures as needed
Managed auto receipt drafts for all patients and contacted responsible party when necessary to resolve declined and/or returned payments
Reviewed EOBs received via mail or EFT. Posted all insurance payments to appropriate patient’s account and captured EOB to correspondence in ViewPoint (O2)
Reconciled daily financials and processed close out paperwork for two location practice
Verified Medicaid eligibility, filed claims via NC Tracks system, processed Remittance Authorization (RA) as received, followed up and resolved any claim denials, completed debond/termination/transfer paperwork as required and managed Medicaid aging report
Managed Fee for Service (FFS) and insurance aging reports
Posted any necessary charges for daily services rendered and filed claims to insurance
Assisted with Front Desk duties including customer service, answering phone, checking patients in and scheduling follow up appointments as needed
Efficiently handled all business functions for practice generating $1.5 million in production
Trained and mentored new employees

First Citizens Bank – Raleigh, Henderson & Warrenton
01/2008 – 11/2009    Financial Services Representative
Promoted FCB to convert customers and up-sell additional banking services
Managed loan delinquency report

Lenovo – Morrisville
11/2006 – 01/2008    Inside Sales Representative
Assisted outside sales representative by making cold calls to promote Lenovo hardware and accessories to Fortune 500 companies in Chicago area
Main contact person for day-to-day questions and up-sell Lenovo hardware and accessories
Gathered information necessary to quote systems and accessories for potential customers and/or current customers
Conducted webinar seminars of technology demos

Staples (Formerly Corporate Express) – Henderson & Raleigh
01/1999 – 11/2006   
Mastered skills of various departments: Data Entry, Customer Service Representative, Furniture Department and Inside Sales Representative
Provided phone & email support to clients
Managed schedules, projects and reports thru CRM software
Developed and maintained $15 million in revenue

References available upon request

  • ID#: 86080
  • Location: Raleigh, NC , 27616

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