GUADALUPE MARTINEZ
Sacramento,CA
Summary
Dynamic professional with extensive experience in managing store operations and financial coordination. Proven ability to enhance operational efficiency, oversee inventory control, and resolve billing inquiries, resulting in improved customer satisfaction and financial accuracy.
Overview
12
12
years of professional experience
Work History
General Manager
Westside Market
Redding, CA
08.2024 - 07.2026
- Managed store operations, including inventory control, budgeting and staff scheduling.
- Oversaw inventory management, including ordering and stock organization.
- Supervised staff, providing training and support for optimal performance.
- Monitored daily financial transactions and tracked sales data to identify areas of improvement.
- Analyzed financial reports to identify areas for improvement and cost savings.
- Ensured compliance with all local, state and federal regulations related to the business.
Financial Coordinator Specialist
Neptune Dental Management
West Sacramento, California
10.2023 - 09.2024
- Corporate high call volume call center setting.
- Managed patient financial accounts for 9 orthodontic offices and resolved billing inquiries efficiently.
- Assisted patients with financial counseling and payment plan options.
- Conducted follow-ups with patients to resolve past due accounts.
- Reviewed and verified accuracy of patient accounts, ensuring insurance coverage and eligibility.
- Works on receivables aging report daily.
- Prepared written correspondence to patients concerning account status updates or delinquency notices.
Health/Life Final Expense Agent
All Above Agency
Sacramento, California
03.2021 - 06.2024
- Conducted approximately 50 calls daily to generate new business prospects through company leads, networking, and referrals.
- Delivered tailored account service by presenting policy options based on clients' health, age, needs, and goals for English and Spanish-speaking clients.
- Contracted with 24 different insurance companies to be able to provide options for each individual and their personal needs and goals.
- Maintained accurate client records to ensure up-to-date information., and yearly policy review, renewals.
- Comprehensive understanding of insurance laws and regulations in multiple states.
- Facilitated communication between parties to ensure mutual understanding and agreement.
Part Time Claims Billing Specialist
Dr. Craig Makishima DDS
06.2023 - 10.2023
- Performed dental coding for insurance claims and documentation. and specific services provided by dentist.
- Prepared claim forms and related documentation and attachments.
- Verified benefits and reviewed claim submission details.
- Determined policy coverage and calculated claim amounts and co pays.
- Manually submitted claims, processed claim payments and posted large bulk check payments.
- Familiar with in network/out of network benefits.
Orthodontic Treatment Coordinator
Dr.Galen Fillmore DDS
Chico, CA
03.2019 - 03.2021
- Worked and managed a busy schedule of 40+ patients daily, duties included scheduling consultations, monthly follow up visits and recall appointments.
- Developed and presented orthodontic treatment plans and payment options, ensuring timely follow-up on pending contracts and outstanding payment accounts.
- Sent out pre-authorizations for treatment care, verified ins benefits.
- Verified and processed insurance claims for private insurances, ensuring prompt follow-up on outstanding claims.
- Maintained accurate patient records through efficient data entry and organization, submitting Denti-Cal records for authorization daily.
- Assisted Doctor with interviews, hires, and trainings.
- Managed cash/check deposits and end of day reports daily.
Scheduling Coordinator
Philadelphia Square Dental Care
Chico, CA
12.2017 - 03.2019
- Effectively managed scheduled and unscheduled appointments for three hygienists and one dentist.
- Coordinated financial agreements and scheduled restorative treatments, enhancing patient access to care.
- Verified insurance eligibility and processed claims and payments, facilitating timely reimbursements.
- Managed reception duties including check-ins, check-outs, payments, and phone calls to ensure smooth patient flow.
Hygiene Schedule Coordinator/Front Office
Willow Creek Dentistry
Chico, CA
11.2016 - 09.2017
- Coordinated 5 hygienist schedules, maximizing appointment fill rates and minimizing last minute cancellations.
- Verified insurance benefits and eligibility daily, batched claims, and followed up on outstanding claims to ensure timely processing.
- Filled last minute/same day cancellations with strong short call list.
- Responded to incoming calls promptly and professionally, enhancing patient experience.
- Presented treatment plans and payment options for patients and ensured all patients have a returning appointment.
Front Office/Receptionist
Suk Ahn DDS
Chico, CA
05.2016 - 11.2016
- Checked patients in, verified insurances daily, and processed payments to ensure smooth patient flow.
- Presented treatment plans to parents and guardians, collected payments, and scheduled follow-up appointments.
- Managed administrative tasks, including breaking down rooms and sterilization, to maintain a clean and compliant environment.
- Billed private insurances and followed up on outstanding claims to expedite revenue recovery.
Receptionist
Western Dental
Chico, CA
06.2014 - 05.2016
- Checked in and registered new patients for large daily patient flow, confirming appointments to ensure smooth operations.
- Managed busy multi-phone line call system and direct call transfers from corporate call center.
- Verified insurance, processed payments, managed multi-line phone calls, booked appointments, and dismissed patients post-treatment to maintain workflow.
- Communicated with patients to clarify instructions and requests while booking appointments for specialty dates.
- Prepared patient charts for specialty appointments, ensuring all necessary documents were organized. and route slips for specialty days that included oral surgery, ortho, and pedo.
- Worked directly with representatives at our corporate call center to ensure smooth scheduling.
Education
High School Diploma -
Pleasant Valley High School
Chico, CA05-2012
General Education classes
Butte College
Oroville, CASkills
- Financial budgeting
- Compliance assurance
- Customer management
- Claim processing
- Patient account management
- Microsoft Word, Excel, and Outlook
- Bilingual communication
Timeline
General Manager
Westside Market
08.2024 - 07.2026
Financial Coordinator Specialist
Neptune Dental Management
10.2023 - 09.2024
Part Time Claims Billing Specialist
Dr. Craig Makishima DDS
06.2023 - 10.2023
Health/Life Final Expense Agent
All Above Agency
03.2021 - 06.2024
Orthodontic Treatment Coordinator
Dr.Galen Fillmore DDS
03.2019 - 03.2021
Scheduling Coordinator
Philadelphia Square Dental Care
12.2017 - 03.2019
Hygiene Schedule Coordinator/Front Office
Willow Creek Dentistry
11.2016 - 09.2017
Front Office/Receptionist
Suk Ahn DDS
05.2016 - 11.2016
Receptionist
Western Dental
06.2014 - 05.2016
High School Diploma -
Pleasant Valley High School
General Education classes
Butte College