Briana McCaw
Battle Ground,WA
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
10
10
years of professional experience
Work History
Account Manager II
Zem Insurance Solutions
06.2020 - 07.2024
- Account manager for the owner and CEO of Zem Insurance
- Handled all daily processing of accounts
- Processed all accounts from start to finish including sending quotes to the carrier in order to prep to bind policies, financed accounts and set up ACH accounts, creating certificates of insurance, sending COI’s to insured and closing files
- Also assisted with accounting, customer service calls, and task management
- Daily tasks included customer service calls, compiling all documents needed to bind policies, processing client files and much more
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Experience with Zoho, IPFS financing, NowCerts, dropbox, and Adobe Esign
Front Office Manager
Premier Property Management
12.2017 - 11.2019
- Oversaw all daily office functions
- Processed and managed all applications for prospective renters
- Assisted with all aspects of daily accounting, including all payments, bank deposits, office financials
- In charge of all customer service aspects including handling inquiries, scheduling showings, handling customer questions, complaints, and troubleshooting
- In-charge of all social media marketing, listings, and customer acquisition
- Assisted accounting with AR/AP, data entry, billing, and other accounting tasks as needed.
Operations Manager / Billing Specialist
Zama Massage
01.2016 - 10.2017
- Operations manager for busy day spa located in Portland, Oregon
- In charge of al front desk duties and overseeing all staff
- Oversaw daily Billing Department functions, including medical coding, charge entry, claims, payment posting, and reimbursement management
- ICD-9 and ICD-10 Coding
- Manage patient account payments, and prepared and submitted claims forms to insurance companies and other third-party payers
- Performed insurance verification, pre-certification, and pre-authorization
- Follow up on past due invoices and delinquent accounts to reduce number of unpaid and outstanding balances
- In charge of all staff, and overseeing all daily operations of company
- Administrative duties included but not limited to preparing bank deposits, overseeing payroll, ordering of all supplies and products, hiring and training new staff, taking care of all HR related tasks.
Assistant Manager
Dosha Salon and Spa
03.2015 - 01.2016
- Assistant manager at Dosha salon and spa on SE Hawathorne
- Responsible for overseeing daily running of the salon, spa, and retail floor
- Opened and closed location, handled inventory, ordering, customer service, scheduling of employees, and other daily managerial tasks
- Oversaw salon upkeep, merchandising of retail product, and sales
- Used online scheduling system, multi-line phones, pos system daily
- Administrative duties included running of back office, general office duties, google docs, word and excel programs used daily.
Sales Manager Receptionist
Urban Tan
03.2014 - 01.2015
- Sales manager for busy upscale tanning salon located in Portland’s Pearl District
- Oversaw all staff, sales, and marketing for salon
- Daily duties and responsibilities included, opening and closing salon, sales, marketing, upkeep of salon, scheduling and training staff
- Kept inventory, ordered supplies
- POS system, QuickBooks, online scheduling systems used daily.
Education
Business and Administration -
Portland Community College
01.2011
Fashion Design/ Visual Merchandising Major -
The Fashion Institute of Design and Merchandising
06.2009
Diploma -
Aloha High School
01.2007
Skills
- Customer Service
- Organizational Skills
- Office Administration
- Data Entry
- Clear oral/written communication
- Payroll Processing
- Bookkeeping
- Staff Management
Timeline
Account Manager II
Zem Insurance Solutions
06.2020 - 07.2024
Front Office Manager
Premier Property Management
12.2017 - 11.2019
Operations Manager / Billing Specialist
Zama Massage
01.2016 - 10.2017
Assistant Manager
Dosha Salon and Spa
03.2015 - 01.2016
Sales Manager Receptionist
Urban Tan
03.2014 - 01.2015
Business and Administration -
Portland Community College
Fashion Design/ Visual Merchandising Major -
The Fashion Institute of Design and Merchandising
Diploma -
Aloha High School
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