ALISSA MARTELL
Medina
Summary
Primary contact for internal teams and clients, managing communications, scheduling, onboarding, and service coordination. Streamlined processes to support leadership, ensuring timely and accurate handling of requests.
Overview
28
28
years of professional experience
2
2
Certifications
Work History
Client Service Manager
RiverStone Private Wealth Advisors
Rhinebeck
10.2022 - Current
- Directs daily management of client experience across firm operations.
- Oversees client communications, outreach initiatives, and onboarding processes.
- Coordinates scheduling of client and advisor meetings for efficient calendar management.
- Monitors phone calls, voicemails, and emails for prompt responses.
- Provides administrative support to advisors and colleagues to improve operational efficiency.
- Collects, organizes, and logs client and advisor documents per compliance standards.
Insurance Agent/ ICHRA Client Manager
Oswald Companies
Medina
05.2021 - 09.2022
- Managed end-to-end processes for new clients in a complex business environment.
- Ensured satisfaction of existing clients through proactive engagement strategies.
- Retained business from existing clients by consistently delivering value.
Medical Biller / Coder Administrator
Digestive Disease Consultants
Brunswick
11.2015 - 05.2021
- Collaborated with doctors, patients, and insurance companies to streamline billing processes.
- Achieved recognition for meticulous attention to detail and accuracy in billing.
- Demonstrated ability to work effectively both independently and within team environments.
Store Manager
Gymboree
North Olmsted
01.1998 - 01.2002
- Made a family decision to leave full-time work
Education
Associate of Science - Medical Technology
Cuyahoga Community College
Cleveland, Ohio, OH05-2016
Skills
- Client and Advisor Support
- Conflict Management
- Team Collaboration
- Employee Relations
- Scheduling and Time Management
- Ability to Work Independently or in Team Environments
- Managing Multiple Projects Simultaneously
- Scheduling / Reporting Software
- Windows Experience
Technology Skills
- Scheduling / Reporting Software
- Windows Experience
- Microsoft Office Suite
Certification
Ohio Health and Life Insurance
Timeline
Client Service Manager
RiverStone Private Wealth Advisors
10.2022 - Current
Insurance Agent/ ICHRA Client Manager
Oswald Companies
05.2021 - 09.2022
Medical Biller / Coder Administrator
Digestive Disease Consultants
11.2015 - 05.2021
Store Manager
Gymboree
01.1998 - 01.2002
Associate of Science - Medical Technology
Cuyahoga Community College