Alexis Sharrieff
Dallas
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
2027
2027
years of professional experience
Work History
Client Services Intern
Charles Schwab
Westlake, TX
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
- Coordinated communication between clients and internal teams to streamline service delivery.
- Supported onboarding processes for new clients by preparing documentation and training materials.
- Conducted research on financial products to provide accurate information to clients.
Operations Associate
Lucent Health Group
Plano, TX
08.2024 - Current
- Manage a high volume of inbound and outbound calls, handling 800+ weekly call opportunities while maintaining strong performance standards
- Consistently achieve high connection rates, including 94.8% (weekend) and 92.7% (weekday outbound), demonstrating effective communication and follow-through
- Recognized as a top performer, ranking #2 in inbound performance and #1 in outbound performance
- Maintain extended call coverage, averaging 14+ hours on weekends and 6+ hours on weekdays in a fast-paced environment
- Accurately document patient interactions, case details, and insurance information in EMR systems
- Coordinate insurance referrals, including veteran-related cases, gaining exposure to claims processes and eligibility verification
- Assist with billing and payroll review by identifying discrepancies and ensuring accurate processing
- Monitor performance metrics and support process improvements using data-driven insights
- Collaborate with team members and leadership to improve workflows and enhance client outcomes
Patient Care Associate
Calyx Living
Fuquay-Varina, NC
01.2023 - 07.2024
- Provided compassionate support to patients, ensuring comfort and well-being during daily activities.
- Assisted healthcare professionals in implementing care plans and monitoring patient progress.
- Maintained accurate patient records, complying with confidentiality and regulatory standards.
- Educated patients and families on health management practices and available resources.
Medical Receptionist/Medical Assistant
Allergy And Immunolgy Clinic
Austin, TX
07.2021 - 10.2022
- Managed patient scheduling and appointment confirmations using electronic health record (EHR) systems.
- Assisted patients with insurance verification and billing inquiries, ensuring accurate information dissemination.
- Coordinated communication between medical staff and patients to enhance service delivery.
- Maintained patient confidentiality and compliance with HIPAA regulations in all interactions.
Cashier/ Team Associate
BIRD Bakery
Dallas, TX
06.2018 - 05.2021
- Processed customer transactions efficiently using POS system.
- Maintained accurate cash drawer and balanced at shift end.
- Provided exceptional customer service, addressing inquiries and resolving issues.
- Assisted in restocking merchandise and maintaining store cleanliness.
Education
Bachelor of Arts - Psychology
Univesity of Texas At Austin
Austin, TX06-2024
Skills
- Client relationship building
- Performance tracking
- Meeting facilitation
- CRM software
Timeline
Operations Associate
Lucent Health Group
08.2024 - Current
Patient Care Associate
Calyx Living
01.2023 - 07.2024
Medical Receptionist/Medical Assistant
Allergy And Immunolgy Clinic
07.2021 - 10.2022
Cashier/ Team Associate
BIRD Bakery
06.2018 - 05.2021
Client Services Intern
Charles Schwab
Bachelor of Arts - Psychology
Univesity of Texas At Austin