Accounting Student and Accounts Receivable/Payable Professional

Manage member accounts in Salesforce CRM, maintain accurate customer records, and document transactions with a high level of detail and accuracy.

Process membership payments, renewals, and account updates in compliance with company policies. Resolve complex account issues by reviewing account history, identifying discrepancies, and implementing appropriate solutions.

Support members with billing inquiries, payment processing, and account reconciliations while handling a high volume of interactions and meeting performance, quality, and productivity metrics.

Processed specialty medication and medical supply orders while ensuring accuracy and compliance with established procedures.

Maintained and updated patient enrollment, demographic, and account records in company systems. Coordinated communication across departments using Microsoft Outlook and WebEx to support timely case resolution.

Managed confidential patient information in accordance with HIPAA requirements and organizational privacy standards.

Loaded and organized packages by designated delivery routes to support efficient operations and on-time service.

Verified package information and routing details to maintain accuracy and reduce delivery errors. Maintained productivity and accuracy while managing high-volume workloads in a fast-paced environment.

Met or exceeded assigned sales targets and quotas through customer-focused sales support.

Upsold and cross-sold complementary products and accessories. Used CRM systems to manage customer interactions and improve service quality.

Collaborated with healthcare providers, insurers, and pharmacies to improve patient access to medications.

Analyzed prescription claims data to identify cost-effective solutions. Assisted members with coverage inquiries and claim resolution.

Bachelor of Science in Accounting, expected May 2028.