Motivational leader and organizational problem-solver with expertise in health insurance and office management. Proven ability to enhance operational efficiency while fostering employee engagement. Focused on developing training and monitoring strategies to drive team performance and improve customer service.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Health Insurance Specialist
Complete Health Advisors
Portland, Oregon
06.2022 - 08.2026
Processed health insurance claims for accuracy and compliance with regulations.
Reviewed policy documents to ensure adherence to company standards and guidelines.
Assisted clients in understanding coverage options and benefits available to them.
Collaborated with healthcare providers to verify patient eligibility for services.
Assisted in developing strategies for cost containment while maintaining high quality standards.
Coordinated with other departments to streamline workflow and improve service delivery.
Office Manager/Lead Tax Preparer
RT Mallard CPA dba JH Tax Service
Houston, TX
01.2018 - 05.2026
Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
Analyzed financial records to determine the appropriate tax filing status.
Prepared tax forms in accordance with federal, state and local regulations.
Identified deductions and credits that clients were eligible for.
Developed and implemented office policies and procedures.
Supervised staff members, organized schedules and delegated tasks.
Maintained filing system for records, correspondence and other documents.
Ordered supplies and equipment to maintain adequate inventory levels.
Coordinated meetings, conferences, travel arrangements and department activities.
Provided administrative support to management team including preparing reports and presentations.
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Community Coordinator Manager
Caring Hearts
Jayess, MS
05.2011 - 12.2017
Assisted with data collection and analysis to improve community progress reports.
Greeted all visitors warmly, initiating introductions of staff and guests.
Organized and facilitated monthly volunteer events for the local community.
Participated in town hall meetings to discuss current issues affecting the local area.
Facilitated dialogues between different groups in order to foster collaboration among them.
Created reports and presentations summarizing key findings from research conducted.
Coordinated with various stakeholders to ensure successful implementation of projects.
Compiled and analyzed data related to community engagement activities.
Evaluated work of staff and volunteers to maintain quality and effectiveness of resources.
Recruited, interviewed, and hired volunteers and staff.
Child Support Specialist
MS Department of Human Services
Tylertown, MS
02.2008 - 04.2011
Enforced collection activities on delinquent accounts such as wage garnishment or property liens when necessary.
Maintained contact with employers regarding employment verification, wage withholding orders, and payment status updates.
Analyzed financial information related to income, assets, expenses, and liabilities of non-custodial parents.
Created reports detailing activities such as caseload statistics, arrears balances, collections history.
Processed applications for services and verified customer identity through various means including driver's licenses or other forms of identification.
Monitored compliance with court orders by verifying that payments are received within specified timelines.
Participated in mediation sessions between custodial parties involved in disputes over issues such as visitation rights or health insurance coverage.
Assessed eligibility for public assistance programs such as Temporary Assistance for Needy Families.
Performed data entry tasks into a computerized system used for tracking customer information related to child support cases.