Alison Bohman
Florence
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
27
27
years of professional experience
Work History
At Risk, FIIS/Advisor, 401K
Fidelity Investments
08.2021 - Current
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Delivered exceptional customer service to every customer by creating welcoming, positive experiences.
- Evaluated customer data to identify and prevent fraudulent activities.
- Evaluated existing anti-fraud measures and suggested enhancements based on current vulnerabilities discovered during investigations.
- Reviewed transactions and receipts to identify any suspicious activity.
Financial Coordinator
Struckhoff Orthodontics
05.2014 - 02.2021
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Followed document protocols to safeguard confidentiality of patient records.
Patient Account Representative
St. Elizabeth Healthcare
07.2001 - 05.2014
- Utilized computer programs to create invoices, letters and other documents.
- Entered client details and notes into system for interdepartmental access and review.
- Worked flexible hours; night, weekend, and holiday shifts.
Medical Collections Specialist
ACB American
01.1997 - 07.2001
- Advised customers of alternative actions and strategies for debt repayment and attempted to avoid adversarial communications.
Education
General Studies
Northern Kentucky University
Highland Heights, KYSkills
- Customer Data Confidentiality
- Understanding Customer Needs
- Courteous with Strong Service Mindset
- Responding to Difficult Customers
- Calm and Professional Under Pressure
- Efficient and Detail-Oriented
- Customer Service and Assistance
Timeline
At Risk, FIIS/Advisor, 401K
Fidelity Investments
08.2021 - Current
Financial Coordinator
Struckhoff Orthodontics
05.2014 - 02.2021
Patient Account Representative
St. Elizabeth Healthcare
07.2001 - 05.2014
Medical Collections Specialist
ACB American
01.1997 - 07.2001
General Studies
Northern Kentucky University
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