Kaivan Thakkar

1. Client Financial Assessment

• Analyze clients’ financial status, including income, expenses, investments, debts, and insurance.
• Understand client goals (e.g., retirement, education, buying property).

2. Financial Planning

• Develop personalized financial plans to meet client objectives.
• Provide guidance on budgeting, saving, investing, and tax planning.
• Recommend strategies for debt management and wealth building.

3. Client Relationship Management

• Build and maintain long-term relationships with clients.
• Communicate regularly to review plans, update goals, and adjust strategies.

4. Policy Maintenance & Renewals

• Assist clients with renewing policies and making changes during renewal periods.
• Update clients on any changes in premiums, benefits, or insurance laws.

5. Claims Support

• Help clients understand the claims process and assist with disputes or denials.
• Act as a liaison between the client and the insurance company when issues arise.

1. Project : Bilamerica ( Cash Posting & Claim Adjustment. )

• Review insurance remittance advices (EOBs/ERAs) for accuracy and discrepancies.
• Identify and process claim denials, partial payments, and overpayments.
• Work with payers and providers to appeal denials or resolve underpayments.
• Post insurance payments (ERA/EOB) and patient payments (check, EFT, credit card).
• Match payments to the correct patient accounts and services rendered.
• Apply adjustments (e.g., contractual write-offs, co-pays, deductibles)
• Update patient accounts based on claim adjustments.

2. Project: CDHA ( EV Process )

• Insurance Verification

Policy effective dates

Coverage type (HMO, PPO, Medicaid, Medicare, etc.)

Insurance carrier and plan details.

• Benefit Confirmation

Co-pay amounts & Co-insurance

Deductibles

Confirm in-network or out-of-network status.

• Authorization & Referral Checks

Determine whether prior authorization is required.

Obtain necessary referrals for specialists or

procedures.

3. Projects: ST X Healthcare. ( Alabama & Texas Indexing )

• Document Review and Identification

Patient name and ID
Document type (e.g., radiology report, lab result)
Provider name & Date of service

• Accurate Indexing

Assign the document to the correct patient account.

Tag the correct document type/category (e.g.,

discharge summary, medication list).

Ensure correct date of service and encounter are applied.

Attach to the appropriate visit/encounter in the EHR.

• Confidentiality and Compliance

Follow HIPAA guidelines to ensure patient privacy

and data security.

Handle sensitive information with discretion and integrity.

• Work in total 41 Clinic.

• Computer Online Work.
• Resolution of customer queries/complaints