Results-Oriented Business Assistant show casing 12+ years in customer service. Strong and decisive operations and customer service leader with excellent analytical, organizational, team building, and planning skills.
Overview
8
8
years of professional experience
Work History
Business Assistant
Southlake Dental Care- Heartland Dental
10.2022 - Current
Scheduled appointments and followed up with patients.
Audited patient account balances and credits.
Insurance claims processing and follow up aging report.
Treatment plan building and financial presentation.
Maintained customer database by entering and updating contact information.
Created reports, spreadsheets and other documentation using Microsoft excel.
Practice Manager of Operations
Heartland Dental
04.2019 - 10.2022
Oversaw practice operations from construction to opening day June 2019, where we successfully opened with a full schedule of patients.
Created successful yearly budget and kept spending under by 2%.
Mentored and coached interns and newly hired team members on office procedures and the computer system.
Developed and implemented policies and procedures for the facility.
Supported the entire practice's staff, which boosted efficiency and improved the overall process flow.
Addressed any patient or team member concerns
immediately.
Achieved YTD profitability increase from 16% to 19.5% in 2020.
Increased customer satisfactory score from 90% to 98%, between the months of October 2019-August 2020.
Manage accounts receivable including timely and accurate insurance claim processing and patient billing.
Coordinate daily team huddles, weekly team meetings and quarterly practice business meetings.
Provide ongoing feedback, training and annual performance and salary reviews.
Maintain protocol and guidelines as they relate to patient privacy and team member safety.
Detail-oriented, efficient and organized professional with extensive experience in accounting systems.
Business Assistant
Bartram Family Dental Care- Heartland Dental
05.2017 - 04.2019
Scheduled appointments and followed up with patients.
Audited patient account balances and credits.
Insurance claims processing and follow up aging report.
Treatment plan building and financial presentation.
Maintained customer database by entering and updating contact information.
Created reports, spreadsheets and other documentation using Microsoft excel.
Administration Assistant
Kohls
06.2016 - 04.2017
Managed customer complaints and rectified issues to complete satisfaction.
Processed financial documents including contracts, expense reports and invoices.
Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management.
Arranged travel and hotel accommodations for domestic business meetings and trips.
Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
Education
Medical Office Administration
Martinsburg College
04.2016
Skills
General Ledger Entries & Audits
Month End Reconciliation & Analysis
Accounts Payable & Accounts Receivable
Financial Statements and Preparation
Business Operations
Customer Management
Customer Service
Microsoft Office Proficient
Training
Bell Leadership
Professional Conduct
OSHA Compliance training
Corporate Compliance and HIPAA
CPR certified
Timeline
Business Assistant
Southlake Dental Care- Heartland Dental
10.2022 - Current
Practice Manager of Operations
Heartland Dental
04.2019 - 10.2022
Business Assistant
Bartram Family Dental Care- Heartland Dental
05.2017 - 04.2019
Administration Assistant
Kohls
06.2016 - 04.2017
Medical Office Administration
Martinsburg College
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