Katey L.
Mid-Level Customer Service Representative
Open to offersNew to PlatformAbout
Katy L. is a seasoned Customer Service Representative with over 4 years of experience dedicated to resolving issues and enhancing customer satisfaction. Currently serving as an Executive Assistant at Rocky Patel Premium Cigars since 2024, she adeptly manages executive calendars, meetings, travel, and communications, while also assisting with marketing support and product launches. Her prior role as a Patient Care Coordinator at Intermountain Health had her improve operational efficiencies by scheduling patient appointments, managing records with Epic EHR, and achieving a 95% patient satisfaction rate. At Gulfview Dental and Collier Urgent Care, she honed her skills in patient intake, insurance verification, and optimizing clinical workflows. Katy's proficiency with systems such as Epic Systems, My Chart, Nexhealth, and Microsoft Office complements her organizational and multitasking abilities. She is also HIPAA compliant and CPR-certified.
Experience
Executive Assistant
Rocky Patel Premium Cigars · 2024 — PresentOversee the executive calendar and manage meeting schedules, travel arrangements, and communications. Prepare agendas, presentations, and facilitate company events while providing marketing support and handling office administration tasks.Patient Care Coordinator
Intermountain Health, CO · 2024 — 2024Schedule patient appointments and manage health records using Epic EHR. Verify insurance details and process pre-authorizations to reduce denials. Educate patients to achieve high satisfaction levels while assisting in the clinical workflow.Administrative Assistant
Nardella Financial Group, FL · 2023 — 2024Coordinate client appointments and prepare necessary financial documents. Provide client support, maintain confidentiality, and manage office operations in preparation for meetings.Patient Care Coordinator / Insurance Verification
Gulfview Dental, FL · 2022 — 2023Schedule dental appointments and maintain the dental EHR while processing insurance claims. Educate patients about procedures and oral care to enhance clinical flow.Patient Care Coordinator / Insurance Verification
Collier Urgent Care, FL · 2020 — 2021Manage patient intake and maintain health records while verifying insurance within an urgent care setting.
Skills & Expertise
Education
- Associate DegreeFlorida Southwestern State College
- High School DiplomaGulfcoast High School
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