Administrative Support

Providing administrative support to Vice President of Retail Department and all Regional Managers
• Collecting, verifying, and organizing data relating to sales, incentives, profitability and budgeting reports and projects
• Coordinate and schedule meetings, update meeting minutes or notes, and prepare documents for sales, committee, or senior management meetings
• Review collected data to identify and report potential trends or anomalies aimed at improving bank process or performance in related areas
• Maintain thorough working knowledge of the Bank’s core systems, databases, and reporting tools
• Prepare detailed reports of data and findings and clearly communicate them to management

• Medical call center specialist for established Ophthalmology practice
• Managing inbound and outbound calls for offices in Connecticut, New Jersey, and Pennsylvania
• Adhering to HIPAA guidelines
• Answer all patient questions and/or concerns, or triage to correct department and/or office
• Schedule/reschedule/cancel appointments as needed or requested
• Receive and maintain all necessary patient files, as well as ensuring that they are organized/up to date.
• Obtain insurance information and verify insurance eligibility.
• Maintain friendly and professional relationships with physicians, office and clinical staff.
• Patient referral coordination

• Provide support around COVID-19 exposures, testing and work statuses for employees of YNHHS and affiliates.
• Efficiently triaging inbound and outbound calls in order to escalate to call center clinical staff
• Collecting employe PHI and data in a timely manner such as employee names, date of birth, point of contact and reasons for calling by utilizing
spreadsheets and company software
• Training and providing assistance to new and fellow call centers agents
• Collaborating with clinical staff in order to provide best course of action for YNHHS employees and affiliates
• Staying updated on and memorizing COVID-19 guidelines from CDC and YNHHS employees policies in regards to COVID-19
• Maintain confidentiality of sensitive information and HIPPA compliance

• Performing 50-70 outbound calls daily to verify receipt of audit questionnaires and to perform Telephone General Liability audits
• Collaborating with policy holders and insurance agents to procure needed audit information
• General office tasks, including but not limited to, making and answering calls, corresponding via email, faxing, printing
• Handling and receiving sensitive financial information such as Federal Income Tax forms and returns, payroll ledgers and general payroll and sales
information

• Performing audits for Worker’s Compensation and General Liability policyholders on behalf of 11 insurance carriers
• Proactively communicating with policy holders and scheduling appointments to collect time sensitive and classified information such as payroll
reports, federal income tax returns, profit and loss reports, etc.
• Problem solving and troubleshooting with policy holders, insurance agents, and brokers to receive accurate information
• Provide general clerical and office support for management and insurance carriers, including but not limited to, mailing, filing, faxing and copying
documents for client