Betsy Lodge

Experience

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  Emory Clinic

  Aug 1998 - Mar 1999

  Patient Care Services

  • Performed insurance verification, pre-certification, and pre-authorization functions.• Audited coding and sequencing of diagnoses and procedures, identified errors in order to deny, or reject claims as appropriate.• Established relationship with the patients by understanding and addressing their requirements while providing quality care.

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  OBGYN of Atlanta

  Mar 1999 - Dec 2000

  Front Office and Insurance Verification

  • Examined diagnosis codes for accuracy, completeness, specificity and appropriateness according to services rendered.• Responded to inquiries regarding CPT codes.• Provided excellent customer service by adhering to best practices and responding to customer inquiries.

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  EAST MOUNTAIN INSURORS, INC

  Jul 2003 - Jun 2007

  Customer Service Manager

  • Provided dynamic and effective marketing of agency insurance products to consumers in person, over the phone, and via written communication.• Maximized client retention by utilizing excellent customer service and follow-up.• Handled the creation and processing of applications, payments, sales, renewals, and bids with efficiency and accuracy.• Analysed response times, conflict resolution, and conversion rates.

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  Insurors Associates Southeast

  Jun 2007 - Feb 2016

  Owner/Operator

  • Founded, owned, and operated a fast-growing insurance agency specialized in multi-line insurance products, developing a loyal and happy customer base.• Provided tailored client services, including a targeted assessment of customer needs while exhibiting extensive industry expertise.• Managed each component of strategic planning, territory growth, and fiscal responsibility, including sales, customer service, bookkeeping, and IRS record management.• Negotiated contracts with agencies while designing marketing and social media campaigns.• Provided sales staff with training, monitoring, and goal-setting procedures. Show less

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  Triangle Diversified Insurance LLC

  Jun 2016 - Dec 2017

  Owner/Operator

  • Oversaw and managed investments, and assured securities for investment purposes.• Offered investors with variety of funds and investment services including portfolio management, recordkeeping, custodial, insurance, accounting and management services.• Engaged in management of day-to-day activities of company, supervised employee and ensued compliance with procedures and standards.• Managed the hiring process of company, recruited, trained and evaluated staff to improve productivity. Show less

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  LEE, HILL & ROWE, INC.

  Jul 2018 - Dec 2018

  Personal & Commercial Agent/Producer

  • Evaluated corporate or individual client's demands and financial situation and recommended appropriate protection options.• Interacted with clients to provide insurance settlements and created customized sales plans for potential clients.• Appraised property or properties using local comparisons, and provided commercial insurance claims.

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  Chatham Insurance Partners, LLC

  Dec 2018 - May 2019

  Commercial Lines Account Manager/Insurance Agent/Producer

  • Provided exceptional service to assigned Commercial Lines accounts and achieved optimal results.• Collaborated with clients to understand the scope of operations insured, and reviewed insurance program and policies.• Responded to documentation requests on timely manner, handled underwriter questions, and processed insurance claims.• Promoted client-retention with high quality service and follow-through.• Performed all preparation and processing of applications, payments, sales, renewals, proposals, re-marketing accounts and proposals accurately. Show less

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  State Farm ®

  May 2019 - Jul 2019

  Financal Services Insurance Agent

  • Developed leads for firm, scheduled appointments, and provided information on market appropriate products and services.• Sustained customer relationships by identifying customer needs and followed-up with customers as necessary.• Established business success goals with adherence to policies, improved working standards, and met market goals.• Created marketing plans to advertise all sorts of new insurance policies and promoted additions to/changes to current ones.

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  Allstate

  Apr 2020 - Jul 2020

  Sales Specialist

  • Monitored concessions and changes in availability, and followed federal and state Fair Housing regulations.• Contributed suggestions for enhancing the physical property and community marketing.• Monitored advertising effectiveness and acquired information about local market competitiveness.• Cooperated closely with the Asset Management team on pricing strategies for all projects.• Developed and maintained connections with neighborhood brokers and agents.

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  CSG Talent

  Jul 2020 - Jan 2021

  Sales Specialist

  • Created and developed sales strategies to enhance business growth.• Analyzed, evaluated and assessed sales territories for own products or services.• Recommend improvements and changes as appropriate to company sales policies.• Determined and set goals and objectives for the sales professionals.• Supported, led and mentored sales personnel in achieving sales outcomes.• Prepared sales and marketing budgets.• Analyzed marketing trends for own products and services.

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  Physicians Home Health Care

  Jan 2021 - now

  Certified Nursing Assistant

  • Provides for activities of daily living by assisting with serving meals, feeding patients as necessary and ambulating, and positioning patients, and providing fresh water and nourishment between meals.• Provides adjunct care by administering enemas, douches, non-sterile dressings, sitz and therapeutic baths, and applying restraints.• Maintains patient stability by checking vital signs and weight, testing urine and recording intake and output information.• Provides patient comfort by utilizing resources and materials, transporting patients, answering patients’ call lights and requests, and reporting observations of the patient to nursing supervisor.• Documents actions by completing forms, reports, logs, and records.• Maintains work operations by following policies and procedures. Show less