Dafne

• Serves as primary point of contact for patients during the intake process.
• Verifies insurance benefits and ensures accurate billing documentation.
• Processes payments via Waystar and maintains financial records.
• Submits prior authorizations across multiple insurance portals.
• Conducts outbound calls for payment collection and account resolution.
• Maintains and updates patient and billing data using Excel.
• Handles escalated patient concerns with professionalism and efficiency.

• Managed patient admissions, follow-ups, and care coordination.
• Provided medical interpretation (Spanish–English) for patients and staff.
• Created invoices and managed collections using QuickBooks; applied payments and tracked outstanding balances.
• Prepared consultation reports and referral documentation.
• Coordinated transportation and supported clinic analysis team.
• As CEO VA: scheduled appointments and managed calendars across time zones, managed inboxes, drafted professional communications, organized files in Google Drive and Dropbox, and created spreadsheets and operational reports.

• Assisted with home mortgage updates and insurance cancellations.
• Generated home and auto insurance quotes using PL Rater.
• Organized CRM systems and managed client records.
• Handled customer requests including ID cards, payments, and documentation.
• Performed Excel-based data tracking and reporting.
• Assisted creating and scheduling meetings for team members.

• Conducted 400+ outbound calls daily.
• Qualified home and auto insurance leads.
• Transferred qualified prospects to U.S.-based insurance agents.

• Processed refunds, cancellations, and billing inquiries.
• Managed up to 25 campaigns simultaneously.
• Handled product inquiries and customer concerns in English and Spanish.

• Handled up to 90 calls daily in a fast-paced environment.
• Processed orders, returns, and credits.
• Assisted customers in English and Spanish with product selection.