Alana Hearn
Winnsboro,Texas
Summary
Fast and efficient learner, with over 20 years of professional office experience, eager to complete tasks effectively and on time. Highly dependable, self motivated, ethical and honest team player who is focused on proficiently achieving goals, building productivity and maintaining quality, professional operations within the business.
Overview
18
18
years of professional experience
Work History
Client Relations Officer/Marketing Administrator
East Texas Title Company
Tyler, TX
08.2021 - 02.2025
- Maintaining a high level of sales activity in designated region or territory (West/Central/East) assuring sales goals are met.
This includes calling and meeting with existing and prospective customers on a regular basis. - Submit a Monthly report of all sales activity used to generate new orders.
- Plan, coordinate, market & execute events & meetings for the company and my territory of clients.
- Create, order and distribute marketing materials & supplies for 8 offices.
- Build a ‘sales pipeline’ of customers always assuring a consistent flow of new orders.
- Develop new orders from new customers.
- Develop return orders from existing satisfied customers.
- Develop referral orders from existing satisfied customers.
- Make monthly Customer Touch Point calls to all customers with existing orders.
- “Thank you and Intro” calls when customers place orders
- Track new cross sell agents on lead list, as needed.
- Develop background info as preparation for follow up calls.
- Follow up “How did we do?” calls, after customer transaction is complete.
- Follow up with management on any negative customer issues.
- Develop ongoing, positive relationships with customers.
- Build relationships with these prospects.
- Identify value propositions and strategies to win business from these prospects.
- Submit Report monthly to management. Work with management to identify and target the most valuable
potential business. - Work with management to develop a successful strategy to win that business.
- Use the CRM application to maintain up to date reporting of this sales activity so that it is ‘transparent’ to management.
- As part of the business relationship with customers; maintain ongoing communications with clients in order to troubleshoot
any problems or issues that may arise. - Represent and provide market exposure for East Texas Title Companies at industry events, conferences, local community
- Updated details in company database by keying in customer contacts, information and meeting/event details.
Office Manager
McKellar Construction
Mount Vernon, TX
09.2015 - 03.2018
- Managed inventory and purchase of supplies for office operations and equipment maintenance.
- Oversaw day-to-day office operations, including opening and closing the office, receiving, sending and organizing all correspondence, answering and forwarding calls, creating and filing business records and preparing annual tax documentation.
- Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
- Prepared bid proposals for various construction needs and scheduled meetings.
Office Assistant
Jennifer Angelo, PMHNP
Winnsboro, TX
12.2014 - 09.2015
- Prepared and collected consent and admission forms, copied insurance cards and identification and coordinated patient information in charts for billing and insurance processing.
- Scheduled patients, checked patients in and out, processed payments and processed insurance.
- Requested scripts from doctors, refill requests and verified insurance and coding.
- Efficiently performed insurance verification and pre-certification and pre-authorization functions.
- Prepared prescription refill requests on behalf of physician to prevent lags.
- Prepared and balanced daily and monthly billing and insurance reports.
Front Desk Receptionist
Hopkins Minor Emergency Center
Sulphur Springs, TX
02.2013 - 05.2014
- Opened and prepared office for the day.
- Set up appointments for physician visits and procedures using calendar software.
- Took messages from patients and promptly relayed to appropriate staff.
- Entered patient information including insurance, demographic and health and medical history into the system to keep all records up-to-date
- Straightened up the waiting room so that it remained neat and organized.
- Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services.
- Greeted each patient and offered the desk sheet for easy sign-in.
- Processed patient payments and scanned identification and insurance cards.
Financial Services Representative
Pilgrim Bank
Pittsburg, TX
02.2007 - 05.2013
- Opened and closed the doors to the bank and made sure it was prepared for the day.
- Counted as much as $100,000 plus in daily funds with manual and machine-assisted methods.
- Helped customers open, close and modify personal and business accounts and make sound financial decisions.
- Conducted special service and account transactions for customers, including ordering checks, purchasing cashier checks, etc, placing stop payment orders, opened, closed and maintained safety deposit boxes.
- Completed daily cash balancing, including the ATM.
- Oversaw opening, closing IRA accounts as well as preparing and working the monthly IRA report.
- Processed all bank transactions for the day and prepared for Fed pickup.
- Performed Notary Public service
Education
High School Diploma -
Paul H. Pewitt High School
Omaha, TX06.2002
Associate of Science - Physical Therapy
Northeast Texas Community College
Mount Pleasant, TXSkills
- Scheduling and calendar management
- Microsoft Office, Office-Suite, PowerPoint, Word, Outlook, Excel, Allscripts Pro, Canva, CRM, ResWare
- Accounts payable and receivable
- Filing and data entry
- Project management
- Customer relations and services
- Event coordination
- 10 Key efficient
- Type 67 WPM
- Marketing, Advertising & Design
- Inventory management
Timeline
Client Relations Officer/Marketing Administrator
East Texas Title Company
08.2021 - 02.2025
Office Manager
McKellar Construction
09.2015 - 03.2018
Office Assistant
Jennifer Angelo, PMHNP
12.2014 - 09.2015
Front Desk Receptionist
Hopkins Minor Emergency Center
02.2013 - 05.2014
Financial Services Representative
Pilgrim Bank
02.2007 - 05.2013
High School Diploma -
Paul H. Pewitt High School
Associate of Science - Physical Therapy
Northeast Texas Community College