BARBARA ST LOUIS
Ocoee
Summary
Dynamic Marketing Director at Equis Financial with a proven track record in executing impactful multi-channel campaigns. Skilled in social media marketing and fostering strong client relationships, I leverage empathy and advanced data management tools to enhance engagement and drive results. Committed to excellence in team mentorship and community-focused initiatives.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Broker - Licensed Life and Annuity Insurance Agent
Equis Financial
Orlando
10.2023 - Current
- Designed and executed targeted marketing strategies to promote life insurance providers and annuity offerings to customers, and leveraged market research to align campaigns with customer needs and preferences. Maintain a great rapport with clients.
- Oversee and optimize multi-channel marketing campaigns across digital, print, and in-person platforms to enhance product visibility, drive customer engagement, and cater to diverse demographic segments.
- Train and mentor new hires and partners, focusing on onboarding, advanced product knowledge, and sales techniques, emphasizing weekend operations to boost team performance.
- Maintain a professional appearance, and follow meeting etiquette.
Event Planning Coordinator
Self-employeed
Orlando
01.2016 - Current
- Executed multiple event projects, including weddings and seminars, enhancing community engagement.
- Coordinated donation and backpack distribution events with Greater Vision Health Care Services.
- Facilitated couples events to strengthen marital relationships through targeted programming.
Program Coordinator/Care Management Assistant - Complex Care Care for Kids Clinic
Advent Health
Orlando
04.2008 - Current
- Complete the initial referral intakes for new patients while ensuring the patient meets the medical criteria for the Complex Care Clinic. Gather the patient's medical history, including the list of diagnoses, medications, feeding regimen, and pharmacy information; verify medical Insurance coverage, social history, and specialist appointments. Process the request for Historical medical records following HIPAA laws.
- Daily communication with DME companies, doctor's offices, PPEC facilities, referral sources, and home health agencies to ensure seamless follow-up and efficient delivery service.
- Provide direct support to patients and families, documenting all interactions in detail to maintain accurate records and uphold a high standard of customer service.
- Manage medical record requests precisely, ensuring strict adherence to HIPAA compliance and privacy regulations to safeguard patient information.
- Experienced with overseeing inventory management and supply procurement, ensuring adequate stock levels to maintain uninterrupted operational efficiency.
- Facilitate prior authorization requests and schedule peer-to-peer consultations to streamline the approval process and minimize delays in patient care.
Lead Health Unit Coordinator, Equipment Tech, Patient Care Technician - Pediatric Units
Advent Health
Orlando
04.2008 - 07.2016
- Managed pediatric outpatient procedures and sedation units, collaborating with multidisciplinary teams across oncology, endocrinology, gastroenterology, sedation, and critical care units (Peds ICU, PCVICU, NICU) to deliver comprehensive patient care.
- Served as Health Unit Coordinator, facilitating efficient administrative operations and ensuring clear communication across healthcare teams to optimize unit workflow.
- Monitored cardiac rhythms for adult and pediatric patients as a Monitor Tech/EKG Specialist, swiftly identifying abnormalities and escalating concerns to medical staff to ensure timely intervention.
- Oversaw medical equipment inventory management, ensuring the availability of critical supplies and equipment for nurses and doctors to provide uninterrupted patient care.
- Led patient care initiatives as a Lead Patient Care Tech, offering exceptional support to pediatric patients and families while coordinating care plans with multidisciplinary healthcare teams.
Education
Licensed Life Insurance and Annuities -
XCel Solutions
JacksonvilleSenior Living Management Certificate -
eCornell
OnlineBachelor of Sciences - Health Administration
University of Phoenix
OnlineBachelor - Economic Sciences
Quisqueya University
Out-of-CountrySkills
- Empathy
- Medical terminology
- Social media marketing
- Professional appearance
- Patient and customer rapport
- Oral and written communication
- Entrepreneurship
- Microsoft Office Suite
- Epic software
- Sunport
- Cerner/I-Extend
- Athena software
- Data entry
- Event planning
Projects
Quality and Process Improvement for Senior Living Facilities, 11/01/24, Conducted detailed assessments of facility quality levels by analyzing performance metrics and operational outcomes to identify key improvement areas., Leveraged quality improvement metrics and methodologies, such as the Fishbone Diagram and Affinity Diagram, to systematically diagnose root causes of inefficiencies and implement corrective actions., Streamlined operational processes by identifying and eliminating waste, improving workflow efficiency, and fostering a culture of continuous improvement aligned with lean principles. Design Considerations for Senior Living Facilities, 10/01/24, Identified psychological factors influencing human-environment interactions, focusing on how these factors shape individual well-being and behavior within designed spaces., Applied environmental psychology principles to manage care design through comprehensive research, including observations, resident and employee interviews, and structured surveys to gather actionable insights., Designed a framework with positive distractions, personal choice, environmental control, private spaces, nature elements, and prospect/refuge areas tailored to residents or patient preferences.
Affiliations
- Gardening
- Volley Ball
- Spending time with my children
Accomplishments
- Earned a Marketing Director level in 90 days
- Earned a Watch level
- Model of Excellent at Advent Health
Certification
- Senior Management Certificate
- Basic Life Support(BLS)
- Health Unit Coordinator
- Nursing Assistant
Languages
English
Professional
French
Professional
Haitian Creole
Professional
References
References available upon request.
Timeline
Broker - Licensed Life and Annuity Insurance Agent
Equis Financial
10.2023 - Current
Event Planning Coordinator
Self-employeed
01.2016 - Current
Program Coordinator/Care Management Assistant - Complex Care Care for Kids Clinic
Advent Health
04.2008 - Current
Lead Health Unit Coordinator, Equipment Tech, Patient Care Technician - Pediatric Units
Advent Health
04.2008 - 07.2016
Licensed Life Insurance and Annuities -
XCel Solutions
Senior Living Management Certificate -
eCornell
Bachelor of Sciences - Health Administration
University of Phoenix
Bachelor - Economic Sciences
Quisqueya University
Similar Profiles
Lamar WellsLamar Wells
Insurance Sales Representative at Equis FinancialInsurance Sales Representative at Equis Financial
Leanne GuimondLeanne Guimond
National Producer at Equis FinancialNational Producer at Equis Financial
Lara BouffardLara Bouffard
Life and Health Insurance Agent at Equis FinancialLife and Health Insurance Agent at Equis Financial
Jalen RimaJalen Rima
Field Underwriter at Equis FinancialField Underwriter at Equis Financial
Kristy L RundleKristy L Rundle
Operations Supervisor at Hilton Grand VacationsOperations Supervisor at Hilton Grand Vacations