Annaly Ochoa
Yukon,OK
Summary
Dynamic professional with a proven track record at SSM Health Dermatology, excelling in client relationship management and financial advisory. Adept at navigating complex insurance procedures and enhancing patient referral processes. Recognized for being resourceful and reliable, while maintaining confidentiality and delivering exceptional service under pressure.
Overview
17
17
years of professional experience
Work History
PSR
Skin Cancer Center of Oklahoma
Oklahoma City, OK
02.2023 - Current
- Worked effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
Financial Advisor
SSM Health Dermatology
Oklahoma City, OK
03.2020 - 02.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Collaborated with team members to streamline processes and improve overall client experience.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Clinic Representative/Referral Coordinator
SSM Health Dermatology
Oklahoma City, OK
12.2012 - 03.2020
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
- Entered numerical data into databases in a timely and accurate manner.
- Scanned documentation and entered into the database.
- Organized forms, made photocopies, filed records and prepared correspondence and reports.
- Added new material to file records and created new records.
- Reviewed and updated client correspondence files and scheduling database.
- Taking co payments and cash handling.
- Schedule appointments for a high volume clinic with multiple physicians.
- Collaborated with insurance companies to verify coverage, minimizing billing errors and disputes.
- Coordinated referral processes, helping patients receive necessary specialized care more quickly.
- Conducted pre-appointment preparations by verifying patient details before each visit for efficient check-in procedures.
Beauty Advisor
Walgreens
09.2008 - 12.2012
- Organized racks and shelves to maintain the visual appeal of the store.
- Answered questions regarding the store and its merchandise.
- Greeted customers and ascertained customers' needs.
- Prepared sales slips and sales contracts.
- Helped customers with questions, problems and complaints in person and via telephone.
- Stocked shelves and supplies and organized displays.
- Verified that all customers received receipts for purchases.
- Developed positive customer relationships through friendly greetings and excellent service.
- Trained and served as a peer coach for new sales associates.
Education
Business -
OSU-OKC
Oklahoma City, OKSkills
- Office support (phones, faxing, filing)
- Resourceful and reliable worker
- Insurance and collections procedures
- Patient referrals expert
- Professional and mature
- Flexible
- Maintains confidentiality
- Independent worker
- Works well under pressure
- Dedicated team player
Timeline
PSR
Skin Cancer Center of Oklahoma
02.2023 - Current
Financial Advisor
SSM Health Dermatology
03.2020 - 02.2023
Clinic Representative/Referral Coordinator
SSM Health Dermatology
12.2012 - 03.2020
Beauty Advisor
Walgreens
09.2008 - 12.2012
Business -
OSU-OKC