Assisted customer with billing/payment request * Handled inbound calls from clients updating personnel information Responsible for handling customer service calls from upset/disgruntled members * Performed outbound calls to Medicare Advantage patients to gain updated information and to explain plan/benefits they were eligible for * Independently investigated and corrected errors in customer accounts and statements * Answer all billing and statement related questions * Assisted in preparing simple to complex tax return for individuals and businesses * Reviewed financial records such as income statement and other documents for disclosure purposes * Furnished taxpayer with forms and income information to ensure correct tax form completion
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