Cassidy Wallenstein
Marshall
Summary
Dynamic customer service advocate with a proven track record at TruBridge, enhancing client satisfaction through effective problem-solving and workflow management. Achieved revenue growth by implementing strategic process improvements. Skilled in data analysis and communication, fostering team collaboration and mentoring for increased efficiency.
Overview
9
9
years of professional experience
Work History
Customer Service Advocate
TruBridge
Remote
05.2023 - Current
- Effectively managed PHI for multiple facilities, producing seamless operations and delighted clients.
- Delivered 100% deadline success by proficiently overseeing daily workflow.
- Mentored team members and performed complex tasks, fostering team growth and enhancing service delivery.
- Collaborated with departments on system enhancements, increasing client success rates.
- Enhanced financial support and recovery processes, driving 15% revenue growth within 90 days for various clients while managing multiple priorities.
- CPSI - Trubridge | 12755 Hwy 55, Plymouth, MN 55441 | 1-800-323-6987 |
Billing and Posting Resolution Representative
TruBridge
Remote
05.2021 - Current
- Receiving a promotion to management level within 12 months.
- Successfully resolved 95% of billing and posting discrepancies, resulting in improved client satisfaction and retention.
- Assisted customer calls and escalated critical issues to higher management for resolution.
- Executed assigned tasks independently, ensuring timely completion without supervision.
- Managed multiple projects daily, ensuring timely completion.
- Mentoring and training team members in EHR best practices, leading to a 25% increase in team efficiency and accuracy.
- Delivered application expertise and mentorship to team members, enhancing overall team knowledge.
- CPSI - Trubridge | 12755 Hwy 55, Plymouth, MN 55441 | 1-800-323-6987 |
Healthcare Service Specialist
TruBridge
Remote
03.2019 - Current
- Streamlined patient care by implementing new EHR system, resulting in a 15% increase in efficiency within the healthcare facility and a promotion within 18 months.
- Improved payment resolution accuracy to 98% and documented all calls in patient accounts, enhancing overall customer satisfaction.
- Addressed customer concerns efficiently, achieving high customer satisfaction through effective problem-solving.
- CPSI - Trubridge | 12755 Hwy 55, Plymouth, MN 55441 | 1-800-323-6987 |
Front desk clerk
AmericInn
Marshall
01.2017 - 08.2021
- Greeted and registered over 20 guests each shift, fostering an inviting atmosphere and enhancing guest experience.
- Reduced wait time by 30% through efficient scheduling and organization of reservations.
- Coordinated booking and scheduling of events in meeting room with 100% accuracy, facilitating seamless meetings and positive client feedback.
- Mentored less experienced team members while performing complex tasks, contributing to team cohesion and improved service quality.
Sales Professional/Design Associate
Furniture Mart USA
Marshall
03.2018 - 03.2019
- Streamlined processes for showcasing furniture and bedding products to customers, resulting in a 25% increase in sales and customer satisfaction.
- Prepared detailed sales slips for multiple clients, ensuring timely delivery of critical information for business decisions.
- Maintained knowledge of sales promotions and payment policies, enhancing accuracy in payment processing.
Education
High school Diploma - Generals
Pipestone Area High School
Pipestone, MN05-2013
Some College (No Degree) - Marketing
Southwest Minnesota State University
Marshall, Minnesota, MNSkills
- Customer Service
- Client Engagement
- Customer Satisfaction
- Claims processing
- Healthcare Regulations
- Data Analysis
- Workflow management
- Time Management
- Problem Solving
- Decision-Making
- Communication Skills
- Attention to Detail
- Client satisfaction
Timeline
Customer Service Advocate
TruBridge
05.2023 - Current
Billing and Posting Resolution Representative
TruBridge
05.2021 - Current
Healthcare Service Specialist
TruBridge
03.2019 - Current
Sales Professional/Design Associate
Furniture Mart USA
03.2018 - 03.2019
Front desk clerk
AmericInn
01.2017 - 08.2021
High school Diploma - Generals
Pipestone Area High School
Some College (No Degree) - Marketing
Southwest Minnesota State University