Debra Cormier
Katy,TX
Summary
Dependable Representative with good supply management, recordkeeping and schedule coordination skills dedicated to keeping professionals focused and prepared for daily requirements. Produce business correspondence, detailed reports and useful spreadsheets using diverse software programs and technical skills. Respectful, punctual and hardworking.
Overview
11
11
years of professional experience
Work History
Manager/Financial Assistant
Cormier Financial
Houston, Texas
06.2014 - Current
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations while scheduling appointments for department managers.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Coordinated special projects and managed schedules.
- Arranged corporate and office conferences for company employees and guests.
- Maintained CRM database with customer updates and report generation.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Audited, balanced and reconciled payroll for more than 25 personnel.
- Used Shelby Church Software to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
- 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.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Obtained underwriting approval by completing application for coverage.
- Promoted products and services using upselling and other sales strategies.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Outreach Coordinator
Chambers Health
Anahuac, TX
07.2012 - 06.2014
- Developed network relationships with industry professionals to enhance community awareness and promote services.
- Initiated and coordinated visits by influential persons and community groups for marketing exposure.
- Identified, developed and administered grants in accordance with funder requirements.
- Screened over 30 clinical patients per day for eligibility for federal (Federally Qualified Health Center) and state grants and medical assistance program through Hospital District. Facilitated application processes and secured necessary documentation. Completed and submitted documents to appropriate agencies. Monitored statuses on each case while communicating effectively with multiple parties, including: patients and families, clinical staff, and organization business office staff. Handled Multiple community services.
Records Retrieval Specialist
Medical Research Consultants
Houston, TX
11.2010 - 02.2012
- Followed confidentially regulations to maintain privacy.
- Sorted all paperwork and documents alphabetically and according to dates and significance.
- Retrieved multiple records for attorneys to prepare for deposition dates. Maintained benchmark of 60 daily activity logs and sending 135 requests monthly. Scanned and paid invoices and follow up on correspondences. Preformed other duties as assigned by Project Manager.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Education
Bachelor of Science - Business Administration
University of Phoenix
Houston09.2008
Associate of Science - Medical Assistant
Delta School of Business And Technology
Lake Charles, LA05.2000
Skills
- Business Relationship Management
- Compliance Assessments
- Prioritizing and Planning
- Operational Reporting
- Financial Transactions
- Problem Anticipation and Resolution
- Financial Documentation
- HR Systems
- Proactive and Focused
- Adaptable to Changing Conditions
- Social Perceptiveness
Accomplishments
Licensed Life and Health Agent
Medicare supplement and Advantage Plan Certification
Timeline
Manager/Financial Assistant
Cormier Financial
06.2014 - Current
Outreach Coordinator
Chambers Health
07.2012 - 06.2014
Records Retrieval Specialist
Medical Research Consultants
11.2010 - 02.2012
Bachelor of Science - Business Administration
University of Phoenix
Associate of Science - Medical Assistant
Delta School of Business And Technology
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