Claire Leon

• Engaged with members to address retention concerns and enhance satisfaction.
• Developed communication strategies to promote retention initiatives effectively.
• Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
• Created personalized communication plans for key accounts based on individual needs and preferences.
• Supported Medicare members with benefit, eligibility, and enrollment questions at Blue Shield of CA.

• Support integrated clinical and business operations within a high-volume dental healthcare practice, ensuring efficient end-to-end patient workflows.

• Daily user of Epic, supporting scheduling, registration, patient access, reporting, and operational decision-making aligned with Cadence and Prelude functionality.

•Train and support front office and operational staff on Epic workflows, scheduling accuracy, registration standards, and process adherence.

• Led the design and rollout of new operational processes to strengthen and scale the orthodontic program, improving efficiency, adoption, and performance.

• Contributed to the office earning “Orthodontic Office of the Year” 9 out of 12 months within the San Diego region

• Responsible for business development with insurance agencies, dealerships, body shops, and local companies
• Accountable for new employee sales training focused on excellent customer service, business operations, sales techniques
• In charge of fleet of 300+ vehicles, 10+ business accounts, monthly operational performance summaries, unit analysis reports, and unified team of customer service sales reps all aligned to succeed together

Recognition

• #1 Assistant Manager in San Diego region for consecutive months based on driving sales and customer service
• Promoted 5 Management Trainees to Management Assistants

• Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
• Built rapport with customers and assessed needs to make product recommendations and upsell.
• Provided first-rate service to all customers and potential customers.

Recognition

• first month I was the #1 sales specialist