Cali Sorensen
McHenry
Summary
Exceptional professional with a strong background in customer service in many fields including retail, healthcare and financial planning, leveraging organizational skills to enhance client satisfaction. Adept at utilizing financial planning software, electronic health records, and multiple administrative programs to streamline processes and improve outcomes. Innate ability to self-motivate, problem solve, and work independently. Possesses strong time management abilities and adaptability.
Overview
17
17
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
05.2022 - 10.2024
- Assisted senior financial advisors in conducting comprehensive financial analyses for clients, including retirement planning, investment strategies, and risk management
- Prepared detailed reports summarizing portfolio performance, asset allocation breakdowns, and investment income for client review meetings
- Assessed clients' insurance needs and recommended appropriate coverage options such as life insurance or long-term care insurance
- Utilized financial planning software tools to create projections of future savings growth and retirement income scenarios for clients
- Participated in client prospecting activities by attending networking events and assisting with lead generation efforts
- Managed and maintained executive calendars, scheduling appointments, meetings, and travel arrangements
- Prepared and edited correspondence, reports, presentations, and other documents as needed
- Maintained office supplies inventory by anticipating needs and placing orders in a timely manner
- Created efficient filing systems both electronically and physically to ensure easy retrieval of important documents
Patient Service Representative
Northwestern Medicine
06.2020 - 03.2021
- Managed patient scheduling and appointment confirmations to optimize clinic workflow.
- Provided exceptional customer service, addressing patient inquiries and resolving issues promptly.
- Collaborated with healthcare providers to ensure accurate patient information and seamless communication.
- Utilized electronic health record systems to maintain updated patient records and documentation.
- Processed insurance verifications and pre-authorizations, improving claims submission accuracy.
- Educated patients on procedures, services, and payment options to enhance understanding and satisfaction.
- Check patients in/out of clinic
- Answer phones and direct calls as needed
- Scheduled patients for future office appointments
- Process health insurance and collect payment as necessary
- Provide assistance to all medical staff as needed
- Coordinate outpatient treatment appointments for patients
- Maintain Reception area
Admitting Specialist
Centegra/N'Thrive/Northwestern Medicine
07.2015 - 03.2020
- Schedule and Register patients for outpatient testing
- Obtain health insurance, run eligibility and benefits
- Collect patient financial responsibility
- Check patients in/out of clinic
- Prepare appropriate paperwork and documents for upcoming appointments
- Coordinated communication between departments to streamline patient flow and improve service delivery.
Medical Billing Specialist
AMB
03.2008 - 07.2015
- Transcribe ambulance reports
- Interpret CPT/ICD codes
- Enter charges and all ambulance report data into billing program
Education
General
McHenry West High School
McHenry, IL05-1992
Skills
- Teamwork
- Customer Service
- Organizational Skills
- Knowledge of Wealth Management/Investment Proposals
- Medical Coding/Billing
- Health/Life Insurance Knowledge
- Paragon
- Epic
- Microsoft Office
- Excel
Timeline
Associate Financial Representative
Northwestern Mutual
05.2022 - 10.2024
Patient Service Representative
Northwestern Medicine
06.2020 - 03.2021
Admitting Specialist
Centegra/N'Thrive/Northwestern Medicine
07.2015 - 03.2020
Medical Billing Specialist
AMB
03.2008 - 07.2015
General
McHenry West High School
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