Skilled in workforce management with a strong emphasis on operational optimization and efficiency maximization. Newly Certified Phlebotomist with hands-on experience in various collection techniques, including venipuncture. Demonstrated success in building patient rapport and alleviating discomfort during medical procedures.
Overview
13
13
years of professional experience
Work History
Phlebotomist
CSL Plasma Donation Center
Tulsa, Oklahoma
01.2026 - Current
Monitored donor health and equipment to guarantee product quality and safety.
Handled donor reactions with timely responses, ensuring comfort and emotional support during the donation process.
Established rapport with donors to promote satisfaction while maintaining confidentiality.
Assessed and evaluated donor suitability to maintain safety and enhance overall donation experience.
Operated and set up automated plasmapheresis machines, ensuring seamless procedures for effective plasma collection.
Disposed of all contaminated equipment according to safety protocols.
Suitability Reviewer
Allianz Life Insurance Company of North America
Remote, Minnesota
07.2022 - Current
Reviewed life insurance and annuity applications to ensure compliance with Alliance standards and NAIC guidelines.
Achieved 100% accuracy in documentation review, ensuring compliance with regulations and standards.
Documented suitability decisions clearly to support audit readiness and regulatory transparency.
Assessed client financial profiles and risk tolerance for appropriate product alignment.
Processed 25 cases daily, adhering to turnaround standards of 24–48 hours to meet client needs.
Communicated with advisors and internal teams to resolve discrepancies and foster relationships.
Protected sensitive financial information by adhering to confidentiality protocols.
Enhanced team productivity by managing high volume queues with meticulous attention to detail.
Customer Relations Advocate
Allianz Life Insurance Company of North America
Golden Valley, MN
07.2017 - 07.2022
Managed high-volume call center, consistently engaging 50 to 95 clients daily to resolve inquiries and enhance customer satisfaction.
Provided account holders with guidance on tax regulations for compliance.
Educated annuity holders on state tax mandates comprehensively.
Processed claims for beneficiary annuity holders efficiently.
Applied strong analytical skills and exceptional written and verbal communication to effectively address client needs and concerns.
Implemented process improvements that streamlined operations and improved service delivery.
Advanced to higher levels of responsibility and oversight in financial operations.
Utilized multiple systems to execute daily tasks effectively.
Patient intake service representative
Twin Cities Orthopedics
Golden Valley, MN
03.2013 - 07.2017
Managed high volume of inbound calls, ensuring timely, pleasant, and professional service to enhance patient experience.
Provided comprehensive patient information during calls, including appointment details, directions, check-in times, referral information, and copayments, to facilitate smooth patient interactions.
Accurately and efficiently schedule new and existing patients in the system.
Verified and documented insurance information according to current business practices, contributing to accurate patient records and streamlined processes.
Maintain a working knowledge of health care plan requirements and health plan networks.
Performed data entry to maintain accurate records in the system.
Outbound calls to follow up
Executed various tasks to support team operations.