Summary
Overview
Work History
Education
Skills
Timeline
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Anna Zimmerman

Waverly

Summary

Dynamic and detail-oriented professional with experience at Brillient, excelling in document management and confidentiality handling. Proven ability to streamline office processes and enhance customer satisfaction through effective communication and organizational skills. Adept at utilizing Microsoft Office for accurate data entry and report preparation, contributing to a productive work environment.

Offering reliability and keen interest in developing within clerical environment. Brings understanding of administrative procedures and ability to quickly learn and adapt to new office software and data entry tasks. Ready to use and develop organizational and communication skills in Desired Position role.

Professional office worker prepared for clerical role. Proven ability to manage administrative tasks and support office operations. Strong focus on team collaboration and achieving results, adaptable to changing needs. Skilled in data entry, document management, and customer service.

Overview

2
2
years of professional experience

Work History

General Clerk

Brillient
03.2024 - Current
  • Supported team members with various administrative tasks, contributing to a well-functioning office environment.
  • Assisted with financial tasks including invoice processing, expense tracking, and budget preparation to maintain accurate financial records.
  • Ensured confidentiality of sensitive information by adhering to company policies regarding document handling procedures and data protection protocols.
  • Improved data accuracy by diligently maintaining records and updating information in databases.
  • Examined documents and materials, recorded changes in data and determined proper indexing or processing tasks to support office filing procedures.
  • Processed incoming correspondence, assembled and distributed notices, letters and other materials and created and maintained files to promote efficient flow of communication.
  • Typed letters, e-mails, memorandums and other documents and submitted work to originating staff member for review, changes and approval.
  • Expedited document processing by skillfully utilizing office equipment such as scanners, copiers, and fax machines.
  • Provided exceptional support during company audits by organizing necessary documentation and assisting auditors as needed.
  • Decreased errors in documents through thorough proofreading prior to distribution or submission internally or externally.
  • Streamlined office processes by implementing efficient filing and organizational systems.
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
  • Reviewed files, records and other documents to obtain information to respond to requests.
  • Input data into spreadsheets and databases.

Medical Office Assistant

Offices of Dr James Brockenbrough
05.2023 - 03.2025
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Updated patient information and insurance details for accurate electronic medical records.
  • Used Software to schedule appointments for doctor visits and procedures.
  • Registered patients and completed associated paperwork for accurate records.
  • Provided compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
  • Prepared patient charts by gathering and organizing medical records ahead of appointments.
  • Provided prompt, polite and professional in-person and telephone customer service.
  • Assisted physicians in providing high-quality care, completing insurance forms and handling referrals promptly.
  • Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
  • Maintained strict compliance with HIPAA regulations, ensuring the confidentiality of sensitive patient information.
  • Ensured smooth daily operations by managing incoming calls professionally while addressing inquiries or directing them to appropriate personnel.
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Obtained pre-authorization from insurance companies ahead of medical services.
  • Improved patient satisfaction by efficiently scheduling appointments and managing patient records.
  • Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
  • Promoted excellent customer service experience through prompt responses to voicemails and emails, addressing patient inquiries or concerns.
  • Improved office ambiance, ensuring clean and organized reception area for positive first impression.
  • Improved accuracy of patient records with meticulous data entry and management.
  • Enhanced patient privacy and confidentiality with strict adherence to HIPAA regulations.
  • Supported patient follow-up care by scheduling appointments and facilitating referral processes.
  • Reduced patient anxiety by providing clear explanations of procedures and answering questions.
  • Improved office communication by promptly relaying messages between patients and healthcare providers.
  • Increased patient satisfaction, carefully scheduling appointments to minimize conflicts and delays.
  • Fostered welcoming environment, greeting patients and addressing inquiries with professionalism.
  • Performed various administrative tasks by filing, copying and faxing documents.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Obtained payments from patients and scanned identification and insurance cards.
  • Assisted with medical coding and billing tasks.

Education

Blue Springs South High School
Blue Springs, MO
05.2023

Skills

  • Microsoft office
  • Filing systems
  • Confidentiality handling
  • Document scanning
  • File organization
  • Typing speed
  • Scheduling appointments
  • Spreadsheet management
  • Calendar management
  • Photocopying documents
  • Report preparation
  • Fax machine operation
  • Proofreading documents
  • Prioritization
  • Telephone etiquette
  • Customer satisfaction
  • Document management
  • Quality management
  • File maintenance
  • Quality control
  • Bookkeeping
  • Proofreading
  • File and database management
  • Relationship building
  • Billing and coding
  • Database management
  • Schedule and calendar management
  • Scanning and copying
  • Verbal and writing communication
  • Confidentiality
  • Attention to detail
  • Flexible and adaptable
  • Customer communication
  • Team collaboration
  • Problem-solving
  • Professional and mature
  • Data entry
  • Document typing and formatting

Timeline

General Clerk

Brillient
03.2024 - Current

Medical Office Assistant

Offices of Dr James Brockenbrough
05.2023 - 03.2025

Blue Springs South High School

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Anna Zimmerman