Lynnsey Destine Cesar
Denver,CO
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
Work History
Financial Advisor Team Lead (SHC)
Aurora Modern Dentistry
Aurora, CO
09.2023 - Current
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Processed payments for insurance premiums and maintained accurate records of all transactions.
- Assessed employee development needs and provided feedback on their progress towards meeting goals.
Dental Coordinator
Bala Kids Dentistry
Philadelphia, PA
05.2023 - 09.2023
- Took customer payments and billed insurance companies for remaining balance.
- Accurately input procedure codes, diagnosis codes and patient information into billing software to generate up-to-date invoices.
- Monitored past due accounts and pursued collections on outstanding invoices.
- Generated and distributed month-end statements for customers and resolved related concerns.
Store Manager
Sunglass Hut
Cherry Hill, NJ
10.2022 - 05.2023
- Created weekly work schedules for store personnel.
- Monitored employee performance and identified performance gaps for corrective action.
- Completed inventory audits to identify losses and project demand.
- Prepared monthly reports on sales figures, expenses, profits.
Medical Receptionist/Assistant
Total Men's
Austin, TX
01.2022 - 09.2022
- Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians and medical assistants.
- Scheduled tests, lab work or x-rays for patients based on physician orders.
- Maintained patient records, including medical history, test results, and immunization dates.
- Collected information, verified insurance and collected co-payments for patients as part of check-in process.
Assistant Director
NFC Amenity
Austin, TX
09.2020 - 01.2022
- Mentored new employees on industry practices and business operations.
- Developed and presented new ideas and conceptualized new approaches and solutions.
- Planned and implemented strategies to grow revenue.
- Maintained accurate records of sales activity and generated reports for management review.
Studio Manager
Amazing Lash Studio
Austin, TX
05.2018 - 08.2021
- Monitored daily operations within the studio environment.
- Monitored the management staff to ensure that the company's "open-door policy" was consistent, allowing employees to share ideas and openly make suggestions.
- Established partnerships with industry professionals and organizations to expand studio's network and opportunities.
- Developed from scratch the company's policies and procedures and then proceeded to train all employees on these critical details.
- Trained new employees and maintained healthy staff morale through consistent coaching and team building.
Dental Coordinator
Legend Dental
Austin, TX
06.2020 - 10.2020
- Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current.
- Educated patients about post-operative and at-home care for optimal outcomes.
- Collected payments from patients and arranged payment schedules.
- Maintained master calendar and scheduled new appointments based on provider availability.
Medical Office Assistant
Tru-Skin Dermatology
Austin, TX
10.2018 - 06.2020
- Entered insurance, demographics and health history into patient database.
- Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians and medical assistants.
- Trained new staff on office procedures, insurance processes and medical terminology.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Assisted Living Manager
The Pavilion at Great Hills
Austin, TX
11.2018 - 03.2019
- Maintained records for all activities related to resident care services.
- Managed financial resources through cost control measures and budget analysis.
- Supervised maintenance of equipment used throughout the facility including fire alarms systems, elevators and sprinkler systems.
Education
High School Diploma -
NCCS
Champlain, NY06.2013
Associate of Applied Science - Sociology
Syracuse University
Syracuse, NYSkills
- PPE- Perfect Patient Experience
- Medical Terminology
- Scheduling software (Advanced MD,EMR, Dentrix, Millenium, EagleSoft6gt, EPIC)
- Staff Development
- Insurance/Referral Coverage Verification
- Epic certification
- Team leadership
- Veterans benefits
- Clinical supervision
- Medical billing and coding
- Healthcare administration
- Staff development
- Payment plans
- Office meetings
- Medical records management
- Account management
- Strategic communications
- Professional ethics
- Diversity and inclusion
- Employee relations
- Loans
- Sales expertise
- Commodity investing
- Long-term care planning
- Social media marketing
- Sales target achievement
- Suture removal
- Skin biopsy assistance
Languages
French
Professional
Creole(Haitian)
Professional
Timeline
Financial Advisor Team Lead (SHC)
Aurora Modern Dentistry
09.2023 - Current
Dental Coordinator
Bala Kids Dentistry
05.2023 - 09.2023
Store Manager
Sunglass Hut
10.2022 - 05.2023
Medical Receptionist/Assistant
Total Men's
01.2022 - 09.2022
Assistant Director
NFC Amenity
09.2020 - 01.2022
Dental Coordinator
Legend Dental
06.2020 - 10.2020
Assisted Living Manager
The Pavilion at Great Hills
11.2018 - 03.2019
Medical Office Assistant
Tru-Skin Dermatology
10.2018 - 06.2020
Studio Manager
Amazing Lash Studio
05.2018 - 08.2021
High School Diploma -
NCCS
Associate of Applied Science - Sociology
Syracuse University
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