Andrea Jones

• Managed client inquiries via phone, email, online, or in person
• Scheduled meetings and appointments for telephone conferences or in-person reviews between clients and tax professionals
• Provided technical assistance and collected payments for services rendered
• Calendar management for over 20 tax professionals

• Provided CART services, creating accurate and timely transcripts for meetings, classes, training sessions, and other events
• Worked collaboratively with educational teams to ensure student success
• Edited transcripts for grammar and accuracy before broadcast.
• Created accurate time codes to synchronize text with spoken dialogue.

• Produced accurate deposition transcripts
• Captured spoken dialogue during legal proceedings to create verbatim transcripts
• Managed detailed documentation and maintained confidentiality
• Prepared and reviewed transcripts for legal accuracy
• Collaborated with attorneys to ensure accurate record-keeping
• Documented verbatim proceedings for official records.
• Provided accurate and timely transcripts of depositions and other legal proceedings.

• Transcribed recordings to text files and ensured accuracy in formatting and notation
• Took dictation using shorthand, stenotype machine or headsets and transcribing machines.
• Transcribed documents and maintained high levels of accuracy.
• Edited drafts originating from speech recognition software to eliminate errors and improve flow.
• Utilized transcription software and equipment proficiently for efficient work completion.
• Edited and proofread transcribed documents to ensure accuracy and completeness.

• Managed phone calls, scheduled appointments, handled email correspondence, and regulated shipments
• Monitored office supplies stock levels and placed orders when necessary.
• Managed communication between drivers, customers, and internal teams to resolve any issues or delays.
• Scheduled maintenance for transportation vehicles to minimize downtime and extend vehicle lifespan.
• Developed relationships with carriers to secure reliable transportation services at competitive rates.
• Coordinated and scheduled truck drivers to ensure timely delivery of goods.
• Coordinated with warehouse staff to ensure smooth transition of goods from storage to transportation.

Provided excellent customer service by responding to inquiries in a timely and professional manner.
Assisted in checking patient's insurance eligibility prior to their appointment.
Assisted with training new staff members on policies and procedures related to customer service roles within the
organization.
Developed strategies for improving customer experience while maintaining compliance standards.
Maintained client confidentiality according to HIPAA regulations at all times.
Updated patient files in accordance with company policy and procedure guidelines.
Processed paperwork related to medical claims processing including authorizations, referrals, pre-certifications.
Worked collaboratively with other departments such as billing, coding, clinical documentation improvement
specialists when necessary.
Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
Communicated financial obligations to patients and collected fees at time of service