Client Service Specialist at Conte Wealth Advisors
Kutztown, Pennsylvania, United States
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Client Service specialist
Conte Wealth Advisors LLC
Mar 2024 - Current(2 years 4 months)
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Client Services Manager
AmeriBest Home Care
Jan 2023 - Current(3 years 6 months)
Provide high quality, client-centered and affordable home health care services. Responsible for analyzing and driving business growth, retention, and exceptional customer service to clients and caregivers.
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Client Services Coordinator
AmeriBest Home Care
Apr 2022 - Jan 2023(10 months)
Manage caseload of 75+ clients and 200+ field staff.
Build and maintain strong relationships with clients, caregivers, referral sources and other organizations.
Source and recruit caregivers to meet client and business needs.
Administer field staff schedule on daily/weekly basis and assign open shifts for emergency situations.
Appeals and Grievance Specialist
Capital Blue Cross
Feb 2020 - Sep 2020(8 months)
Responsible for reviewing, analyzing, and processing appeals and grievances on commercial side.
Checked documentation for accuracy and validity for medical necessity claims.
Carried out administrative tasks by communicating with providers, distributing mail and scanning documents.
Verified client information by analyzing existing evidence on file.
Generated, posted and attached information to claim files and routed to appropriate department.
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Administrative Assistant
Colonial Marble Granite
Mar 2019 - Sep 2019(7 months)
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for the team.
Sorted and distributed office mail and recorded incoming shipments for corporate records.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Education
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Bachelor of Business Administration - BBA, Business Administration and Management, General