Crystal Monteiro
San Jose,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Customer Service Representative (Farmers Agent )
Leadforce360
04.2021 - Current
- Helped handled approximately 150+ customers every day with positive attitude and focus on customer satisfaction, addressing customer needs and resolving concerns.
- Gained customer trust by providing knowledgeable and accurate information in both English and Spanish.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculated quotes and educated potential clients on insurance options.
- Maintained high standards of customer service by building relationships with clients
- Updated account information to maintain customer records
- Educated customers about billing, payment processing and support policies and procedures
HR Administrator/Bookkeeper/Tax Consultant
Tax Magic INC
01.2016 - Current
- Handled on-boarding process for newly hired employees, which included distribution of all paperwork.
- Updated HR database with new employee information, changes in benefits, and other details.
- Prepared new hire letters, employee contracts, and corporate policies.
- Managed payroll and timekeeping to track hours and accurately pay employees.
- Monitored labor laws and regulations compliance to protect employers from litigations and employees from discrimination and harassment.
- Established QuickBooks accounting system to reflect accurate financial records.
- Maintained and processed invoices, deposits, and money logs.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Used knowledge of local laws to comply with reporting requirements.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Utilized tax software to prepare returns and meet deadlines.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
Administrative Office Manager Coordinator
EL CAMINO HOSPITAL
01.2016 - 04.2020
- Inventory Management
- Problem Resolution
- Insurance Claims
- MS Office Suite
- Perform direct management of all administrative activities, efficiently coordinating physicians' calendars and patient surgery schedules
- Ensure the smooth functioning of general & surgical oncologist unit by completing necessary duties, including patient admission and release, physician assistance, pre- and post-operative surgery patient communication, insurance authorization, and equipment preparation
- Maintain accurate records and patient confidentiality, demonstrating technical expertise in both E-
- Clinical Works and Health Gorilla database programs.
- Coordinated with other healthcare providers concerning treatment plans for patients.
- Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
- Facilitated patient clinic by greeting and rooming patients.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Assisted with medical coding and billing tasks.
- Completed bi-weekly payroll for 25 employees
- Prepared detailed documents and reports in adherence administrative processes
- Assisted management with special projects to complete all tasks by deadlines
Recruitment Administrator
CORNERSTONE STAFFING SOLUTIONS
02.2014 - 01.2016
- Oversaw all operational tasks, including phone support, correspondence, expense reporting, book keeping, scheduling, and meeting coordination via Microsoft Outlook
- Processed applications and maintained database entries
- Streamlined candidate documentation organization, filing systems, and new employee packages
- Prepared meeting space and information for initial recruiter-client appointments.
- Assisted with background checks and verification of licenses.
- Supported hiring process by scheduling interviews, conducting reference checks and completing various paperwork.
Administrator
Palo Alto Medical Foundation
01.2013 - 03.2014
- Performed all facets of daily office operations, including fielding all communications, organizing all documentation, providing customer service, managing inventory levels, and processing payroll
- Produced weekly posters for pharmacies to communicate with health and safety information
- Managed payroll for entire pharmaceutical staff using Staff-tracker program.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Entered and maintained departmental records in company database.
Education
Bachelor of Science - Criminal Justice
University of Phoenix
San Jose, CA2017
High School Diploma -
Mount Pleasant High School
San Jose, CA05.2013
Skills
- Customer Understanding
- Calm and Professional Under Pressure
- Administrative and Office Support
- Bookkeeping
- Medical Billing
- Staff & Client Scheduling
- Patient Care and Confidentiality
- Document and Records Management
- Insurance Claims
- Tri-lingual English/Portuguese/Spanish
- MS Office Suite & Excel
- Inventory Management
- Trained in Tax Software
- Invoice & Payroll Processing
- Administrative Management
- Customer Service
Timeline
Customer Service Representative (Farmers Agent )
Leadforce360
04.2021 - Current
HR Administrator/Bookkeeper/Tax Consultant
Tax Magic INC
01.2016 - Current
Administrative Office Manager Coordinator
EL CAMINO HOSPITAL
01.2016 - 04.2020
Recruitment Administrator
CORNERSTONE STAFFING SOLUTIONS
02.2014 - 01.2016
Administrator
Palo Alto Medical Foundation
01.2013 - 03.2014
Bachelor of Science - Criminal Justice
University of Phoenix
High School Diploma -
Mount Pleasant High School
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