Joni Royall
Purlear
Summary
Results oriented professional with over 25 years of experience and a proven knowledge of back office operations, customer service, and cash handling. Aiming to leverage my skills to successfully be an asset to your Company.
Overview
9
9
years of professional experience
Work History
Insurance Coordinator
Mountain Town Dental
08.2023 - Current
- Enhanced customer satisfaction by efficiently handling insurance claims and processing policy updates.
- Streamlined office workflows for increased productivity, organizing and maintaining client files.
- Posting insurance and patient payments, as well as creating daily deposits and reconciliation.
Licensed Insurance Agent
Gateway Insuance
10.2020 - 07.2023
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Cashier/Patient Financial Counselor
Ashe Memorial Hospital
07.2019 - 10.2020
- Verified patient insurance eligibility and entered patient information into system.
- Answered incoming calls, scheduled appointments and filed medical records.
- Provided excellent customer service to patients and medical staff.
- Greeted and assisted patients with check-in procedures.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Maintain deposits for all cash handling areas of the hospital and processed with bank maintaining said record of deposits.
Licensed Insurance Agent
Gateway Insurance Agency
07.2017 - 07.2019
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Lead in Medical Records,Registration, and Sched
Wilkes County Health Department
07.2015 - 07.2017
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Scanned medical records in digital format for easy retrieval and accessibility.
- Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
- Act as Registrar for all death and birth certificates countywide and report to the Register of Deeds in addition to maintenance of said records.
- Attend Audit meetings and review records for accuracy in order to improve workplace policies and be more efficient in caring for the patients.
Education
High School Diploma -
North Wilkes High School
Hays, NC05.1995
Skills
- Property and Casualty Insurance Sales
- Market Services
- Healthcare Common Procedure Coding System (HCPCS)
- Marketing Management
Timeline
Insurance Coordinator
Mountain Town Dental
08.2023 - Current
Licensed Insurance Agent
Gateway Insuance
10.2020 - 07.2023
Cashier/Patient Financial Counselor
Ashe Memorial Hospital
07.2019 - 10.2020
Licensed Insurance Agent
Gateway Insurance Agency
07.2017 - 07.2019
Lead in Medical Records,Registration, and Sched
Wilkes County Health Department
07.2015 - 07.2017
High School Diploma -
North Wilkes High School
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