Anita D Russell
Summary
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.
Detail-oriented professional with experience in compliance and documentation review, achieving 100% accuracy in assessing suitability decisions. Demonstrated ability to process high volumes of cases while adhering to regulatory standards and internal policies, enhancing audit readiness. Proven track record in collaborating with internal teams and external partners to resolve discrepancies and ensure client interests are safeguarded. Strong analytical skills applied in evaluating client financial profiles and risk tolerance for appropriate product alignment.
Overview
13
13
years of professional experience
2026
2026
years of post-secondary education
Work History
Suitability Reviewer
Allianz Life Insurance Company of North America
Remote
07.2022 - 01.2026
- Achieved 100% accuracy in documentation review, ensuring compliance with regulations and standards.
- Documented suitability decisions to enhance audit readiness and ensure regulatory transparency.
- Assessed client financial profiles and risk tolerance for appropriate product alignment.
- Reviewed life insurance and annuity applications for compliance with Alliance standards and NAIC guidelines, safeguarding client interests.
- 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 strengthen collaborative relationships.
- Protected sensitive financial information by adhering to confidentiality protocols.
- Enhanced team productivity by managing high volume queues with meticulous attention to detail.
Phlebotomist
CareNow Urgent Care
Spring
01.2025 - 11.2025
- Collected specimens per established procedures, including drug screens and biometric exams.
- Processed specimens by labeling, centrifuging, and aliquoting for timely transport to labs.
- Administered oral solutions following comprehensive training protocols.
- Maintained accurate phlebotomy logs and completed training courses on schedule to ensure compliance.
- Researched client information, confirming all orders through lab technology systems.
- Navigated computer systems for accurate data entry, ensuring operational efficiency.
- Obtained identification and entered billing information, collecting payments per corporate policies.
- Monitored inventory levels to maintain adequate supply for daily operations.
Customer Relations Advocate
Allianz Life Insurance Company of North America
Golden Valley
07.2017 - 07.2022
- Managed high-volume call center, consistently engaging 50 to 95 clients daily to resolve inquiries and enhance customer satisfaction.
- Applied analytical skills and communication expertise to address client needs and concerns, enhancing overall client satisfaction.
- Implemented process improvements that streamlined operations and improved service delivery.
- Provided account holders with guidance on tax regulations for compliance.
- Educated annuity holders on state tax mandates, ensuring compliance and clarity on regulations.
- Processed claims for beneficiary annuity holders efficiently.
- Advanced to higher levels of responsibility and oversight in financial operations.
- Utilized various systems to execute daily tasks efficiently, supporting seamless operations.
Patient intake service representative
Twin Cities Orthopedics
Golden Valley
03.2013 - 07.2017
- Managed high volume of inbound calls, delivering timely and professional service that enhanced patient satisfaction.
- 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.
- Conducted outbound calls to follow up with patients regarding their appointments and needs.
- Supported team operations through task execution.
Education
Graduate Certificate - Healthcare
Phlebotomy Training Specialist
Tulsa, OKSkills
- Analytical skills
- Emergency response
- Plasma collection
- Safety compliance
- Customer relationship management
- Health monitoring
- Documentation accuracy
- Team collaboration
- Effective communication
- Attention to detail
- Time management
- Problem solving
- Adaptability
- Patient care
- Venipuncture
- Regulatory compliance
- Medical records review
- HIPAA compliance
- Specimen handling
- Multi-sample collection
- Patient confidentiality
- Capillary puncture
- Skin puncture
- Medical office administration
- Venipuncture and capillary puncture
- Blood collection
- Data entry
- Order of draw
- HIPAA
- Paperwork processing
- Written and verbal communication
- Interpersonal communication
- Strong work ethic
- Results orientation
- Process improvement
- Self-motivation
- Documentation review
- Risk assessment
- Client financial profiling
Education and Training
other
Timeline
Phlebotomist
CareNow Urgent Care
01.2025 - 11.2025
Suitability Reviewer
Allianz Life Insurance Company of North America
07.2022 - 01.2026
Customer Relations Advocate
Allianz Life Insurance Company of North America
07.2017 - 07.2022
Patient intake service representative
Twin Cities Orthopedics
03.2013 - 07.2017
Graduate Certificate - Healthcare
Phlebotomy Training Specialist