At Alliant (via Confie), I processed direct-bill policy payments in EPIC CRM and resolved exceptions by locating policies the system hadn’t connected automatically.
I reconciled split payments by creating receipts, kept a shared Excel tracker current, and used pivot tables to identify payments ready for processing or follow-up.
At SCAN Care Center (via Confie), I conducted health assessments with senior members, handled their questions, and scheduled appointments and equipment referrals.
At Baja Call Center, I handled calls from clients seeking tax debt relief, documented their concerns, and followed up with case managers when responses were needed. I’m currently building my Salesforce skills.
