Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Advisor Services Representative
Charles Schwab
Lone Tree, CO
04.2023 - 11.2024
Answered inquiries from customers regarding their investments or related topics.
Answered customer inquiries and provided accurate information regarding services.
Assisted customers with service requests, product orders, and billing inquiries.
Analyzed customer data in order to identify trends or patterns of misuse or abuse of services offered.
Conducted customer service activities in order to facilitate money transfer transactions.
Client Account Manager
Kind Home Solutions
Denver, CO
08.2022 - 01.2023
Developed methods for tracking and managing scheduling data, including shift assignments and time off requests.
Implemented digital marketing tactics such as SEO and SEM, email marketing.
Supported sales team in coordinating paperwork and closing sales.
Executed best-in-class sales and service strategies to deliver on sales, profit and service targets.
Referral Coordinator & Medical Assistant
Burrows Internal Medicine
Lone Tree, CO
02.2022 - 08.2022
Assisted in the development of referral processes and procedures.
Performed data entry related to referrals into electronic health record systems.
Ensured compliance with applicable laws and regulations regarding referrals.
Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
Administered injections, medications and treatments as directed by the physician.
Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
Educated patients on healthcare topics such as nutrition and disease prevention methods.
Patient Services Coordinator
Rocky Mountain Gastroenterology
Centennial, CO
06.2021 - 12.2021
Assisted with scheduling appointments for patients.
Ensured medical records were accurately updated with patient information.
Provided administrative support to physicians, nurses, and other healthcare personnel.
Answered questions from patients regarding their accounts and billing inquiries.
Engagement / Save Team
HomeAdvisor
Golden, CO
02.2018 - 09.2020
Reported on ROI from various marketing initiatives.
Executed best-in-class sales and service strategies to deliver on sales, profit and service targets.
Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
Developed strategies to improve customer experience and increase loyalty.
Utilized CRM software to track customer interactions, record feedback, and monitor progress towards goals.
Worked closely with sales team members to ensure successful onboarding of new clients.
Reimbursement Specialist
Amerita Inc.
Centennial, CO
04.2016 - 02.2018
Performed monthly audits for accuracy of claims submitted for payment.
Identified potential areas of cost savings through proactive analysis of billing practices.
Resolved discrepancies between provider documentation and insurance plan requirements.
Verified that all necessary documents were included in each request before submitting it for payment.
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.