Rebecca S Laywell

Provide exemplary Customer Service
Answer incoming calls in a timely and professional manner
Pre-registration of scheduled procedures
Register patient by obtaining and entering accurate demographic information at designated workstation.
Obtain insurance and photo identification card copies
Assign insurance plans accurately
Scan appropriate order into the correct patient’s account
Update demographic information as needed
Obtain signatures on documents needed to complete the registration process.
Assist patients during the checkout & Pre-registration process by calculating and collecting a payment information and posting payments accordingly
Communicate clearly and concisely
Able to work effectively with fellow coworkers and clinical staff members
Demonstrate the ability to organize and perform multiple tasks accurately in a timely manner in a fast paced environment

Answer phones. Make outbound calls as needed. Greet and assist clients. Schedule appointments. Scan documents. Assist in assembling tax returns. Keep front end tidy. Make Post Office runs. Maintain office supply stock. Take/Place/Pick up food orders for special office events.

• (Debit Cards) Activations, Lost/Stolen, Fraud/(Credit Cards) Lost/Stolen, Fraud, Disputes
• Honors Club - Meeting/Exceeding expectations in adherence, conformance, commitment, and handle time

• Peer Tutor Training Certificate for completing Tutor Training Level 1

• Introduce customers to new products and services, and generate leads for other members of the sales team to close
• Responsible for maintaining and balancing a cash drawer
• Duties also include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop
• Star Performer - Star performers consistently go the extra mile to greet customers, make them feel welcome and engage customers to learn about their financial needs