Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Ability to adapt quickly. Detail oriented, organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Medical Records Clerk
Nuestra Clinica Del Valle
06.2024 - Current
Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
Processed medical records requests from outside providers according to facility, state, and federal law.
Scanned medical records in digital format for easy retrieval and accessibility.
Maintained patient records systems by archiving, scanning and indexing important documents and files.
Responded to patient inquiries to provide information and details of medical records.
Maintained patient records in compliance with security regulations.
Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
Customer Service Specialist
Thurmond Eye Associates
02.2024 - 06.2024
Managed high call volume while maintaining a courteous and professional demeanor.
Took payment information and other pertinent information such as addresses and phone numbers to place orders.
Resolved concerns with products or services to help with retention and drive sales.
Provided primary customer support to internal and external customers.
Maintained and managed customer files and databases.
Eligibility and verification of patient insurance benefits.
Calculate and collect patient co-pays and deductibles.
Optometrist Technician
Dr. Scott And Associates
01.2023 - 11.2023
Managed administrative duties with phone reception, appointment scheduling and payment processing.
Filled and dispensed eyeglass prescriptions, fitting frames, lenses and contact lenses for comfort and convenience.
Operated and maintained lensometers, refraction units, auto-refractors, and visual field analyzers for patient testing.
Instructed patients on contact lens insertion and removal and lens care guidelines.
Assisted with insurance questions, eligibility, and prior authorizations of medications and glasses.
Assisted with dilating patients or using eye medications when directed by optometrist.
Conducted pretest procedures to gather data before exam and make eye appointments more efficient and productive.
Coordinated patient scheduling, monitored patient flow throughout office and properly communicated delays.
Helped patients with selecting and ordering glasses or contact lenses to encourage informed decisions.
Collaborated with optometry staff to reach individual and team goals.
Acquainted patients with procedures and explained purpose of testing to establish consent.
Performed ancillary testing when ordered by optometrist and thoroughly explained procedures to patients.
Input patient information and exam findings into electronic medical records system to facilitate accurate record-keeping.
Maintained inventory levels and accurate records of contact lenses and eyeglass frames.
Identified issues during preliminary exam and addressed concerns with physician.
Gathered patient histories, took measurements and completed diagnostic tests as part of detailed ophthalmic evaluations.
Worked well with patients, staff, and manufacturer representatives to carry out successful office- and patient-related work each day.
Promoted positive and smooth patient flow throughout facility, encouraging more efficient operations and boosting patient satisfaction.
Directed patients to exam rooms for initial evaluations and intake to aide physicians with carrying out efficient appointments.
Cleaned or sterilized ophthalmic or surgical instruments.
Serviced, repaired and maintained ophthalmic equipment to keep instruments and tools in good condition.
Supervisor of Education - Assistant
Bryan Education Dept
05.2018 - 04.2022
Supervised students in education dept.
Distributed learning materials such as worksheets, textbooks and supplemental activities.
Assisted Supervisor of Education and teachers from Blinn College with classroom management and document coordination to maintain positive learning environment.
Took attendance, graded assignments and maintained student records to assist teachers with administrative tasks and maintain smooth daily operations.
Partnered with Supervisor of Education to plan and implement lessons following school's curriculum, goals and objectives.
Prepared reports and paperwork for Supervisor of Education.
Managed workflows of classroom volunteers and trained on school procedures.
Church Secretary
First Baptist Church San Juan
05.2016 - 10.2018
Created and updated membership rosters, church documents and basic reports.
Directed administrative and secretarial support for pastors, program directors and volunteers at San Juan Baptist church.
Handled church correspondence, member database and building scheduling.
Maintained church calendar by collecting information about upcoming events and reserving appropriate spaces for regular meetings and special activities.
Published, printed and mailed informative, prayerful newsletters to church members and leadership team quarterly.
Greeted visitors, callers and members of congregation courteously and promptly
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Managed filing system, entered data and completed other clerical tasks.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Composed and proofread memos, letters and reports to verify error-free communication.
Maintained daily reports and advised executive leaders in decision-making processes.
Volunteered to help with special projects of varying degrees of complexity.
Maintained clean reception area to promote positive, professional environment for clients.
Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Insurance Agent
Alberto Trevino Insurance
01.2015 - 04.2016
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Life, Health and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Obtained underwriting approval by completing application for coverage.
Upsold additional products and services after identifying customer needs and requirements.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Met with customers to provide information about available products and policies.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.