Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Jolly

Elkin,NC

Summary

Skilled administrative team member with in-depth understanding of medical standards, compliance requirements and operational procedures. Practiced problem-solver with friendly and caring mentality and excellent communication skills. Expertise in inventory management, customer service and inner-office operations. Caring Intake Specialist with proven skills in case management, client registration and document processing. Highly organized and with an empathic communication style. Ready to bring 3 years' experience to a rewarding to new position. Resourceful Medical Secretary maintains smooth office operations and patient flows. Detail-oriented approach to organizing files, scheduling appointments and assisting patients. Organized individual brings background in medical office settings handling patient needs. Hardworking medical administrative professional offers great people skills, organized file management and deep understanding of patient protections. Enhances office operations by staying on top of patient and staff needs. Experience with electronic recordkeeping and insurance documentation. Tech-savvy and smart Intake Representative equipped with experience in medical environments and top-notch administrative skills. Works great with colleagues and maintains strong patient relations. Excels at following procedures and independently handling common questions and concerns. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. 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. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

10
10
years of professional experience

Work History

Operations Manager

Legacy Flooring Contractors
Raleigh, North Carolina
02.2024 - Current
  • Supervised daily operations to ensure efficient workflow and timely project completion.
  • Managed staff scheduling and resource allocation to optimize productivity across teams.
  • Implemented process improvements to enhance service delivery and client satisfaction.
  • Developed operational plans aligning with project goals and client requirements consistently.
  • Coordinated with suppliers and vendors for timely procurement of materials and supplies.
  • Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
  • Analyzed data from daily reports to identify trends in production performance metrics.
  • Collaborated with team leaders on quality audits.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Delegated work to staff, setting priorities and goals.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Completed day-to-day duties accurately and efficiently.
  • Verified contracts for different jobs.
  • Making sure details lined up, and the correct materials were sold for the job type.
  • Carpets, tile, hard surfaces, and backsplashes for contract verification.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Maintained updated knowledge through continuing education and advanced training.
  • Identified needs of customers promptly and efficiently.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Intake Representative

Prism Medical Products
ELKIN, North Carolina
05.2021 - 12.2023
  • Transcribed recorded practitioners' diagnoses and recommendations into medical records.
  • Complied with HIPAA regulations when handling sensitive patient information.
  • Interviewed patients to complete case histories and intake forms.
  • Assisted with scheduling appointments for patients and family members.
  • Answered telephones and directed calls to appropriate medical or administrative staff.
  • Collaborated with multi-disciplinary staff to improve overall patient care and response times.
  • Resolved conflicts between customers and patients and staff in an efficient manner.
  • Compiled physical and digital documents, charts and reports.
  • Ensured that all required forms are completed correctly by patients prior to admission.
  • Completed relevant insurance and other claim forms.
  • Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
  • Supervised order fulfillment and inventory management services to ease operations and support administrative and healthcare staff.
  • Performed bookkeeping duties, preparing and sending financial statements or bills.
  • Maintained confidentiality of all patient information at all times.
  • Assisted with training new employees on proper intake procedures.
  • Conducted patient intake interviews to collect medical information and insurance details.
  • Performed data entry of patient demographic, insurance, billing, and other pertinent information into the system.
  • Transmitted medical records and other correspondence by mail, e-mail, or fax.
  • Ordered and maintained supply inventory for medical office.
  • Answered incoming calls in a professional manner, responding to inquiries or transferring them as appropriate.
  • Collected payments from patients or third-party payers according to established policies.
  • Maintained thorough knowledge of current health insurance plans in order to properly advise clients on their options.
  • Prepared and sent financial statements to support bookkeeping functions.
  • Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
  • Handled incoming requests for medical records from outside agencies quickly and accurately.
  • Prepared documents necessary for medical claims processing.
  • Provided information to patients regarding their insurance coverage, benefits, and payment options.
  • Adhered to HIPAA requirements to safeguard patient confidentiality.
  • Filed paperwork related to patient intake processes accurately and efficiently.
  • Leveraged [Software] skills to input and compile data gathered from various sources.
  • Understood and followed oral and written directions.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Completed day-to-day duties accurately and efficiently.
  • Identified needs of customers promptly and efficiently.
  • Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
  • Worked with cross-functional teams to achieve goals.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Collaborated with others to discuss new opportunities.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Maintained updated knowledge through continuing education and advanced training.
  • Achieved cost-savings by developing functional solutions to problems.

Senior Sales Associate

Harbor Freight
ELKIN, NC
04.2020 - 11.2022
  • Actively participated in cross-functional teams aimed at improving operational efficiency.
  • Managed daily operations of a team of 15 sales associates.
  • Resolved customer complaints in a professional manner.
  • Increased profitability and revenue by generating in sales.
  • Maintained awareness of advertised items to accurately recite current pricing and promotions.
  • Produced and develop new leads through techniques such as cold calling.
  • Provided training and mentoring to junior sales associates.
  • Replenished and arranged items to maintain appearance.
  • Negotiated prices with customers, sustaining credibility of products to reach satisfactory agreements.
  • Greeted patrons warmly at store entrance and offered assistance with finding needed items.
  • Assisted staff with selling process to meet and exceed individual and company sales goals.
  • Operated register, handled cash and processed credit card transactions.
  • Demonstrated new products to customers by allowing customers to visually see how products work and by sampling.
  • Scanned and bagged items and operated cash register to check out store patrons.
  • Kept customers engaged with positive, sales-minded attitude demonstrating pride in products.
  • Reset store displays for special events and seasonal merchandise changes.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Fostered great experience by engaging with guests, utilizing acquired skills, and training.
  • Minimized shortages by adopting proper loss prevention procedures.
  • Checked store shelves and restocked products from inventory in back room.
  • Developed relationships with key decision makers at target accounts.
  • Entered and updated customer information in system using customer relationship management tools to keep information current.
  • Developed and delivered comprehensive business plan to address customer and prospects priorities and pain points.
  • Utilized selling behaviors to identify and solve customer needs.
  • Greeted and assisted customers to foster positive experiences.
  • Created strategic plans to improve market share, grow customer numbers and increase revenue by quarters.
  • Created customized presentations for potential clients based on their needs.
  • Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales.
  • Fashioned custom retail window displays promoting seasonal products with themes and props to entice customers.
  • Provided leadership and direction to motivate department associates.
  • Produced sales documents, finalized deals and filed records.
  • Shared product knowledge to suggest merchandise and services to customers.
  • Mentored new sales team members on company standards, customer service techniques and effective sales strategies.
  • Ensured account teams were well versed in each account's strategy and well-positioned for all customer touchpoints and events.
  • Participated in strategic planning meetings related to company objectives and goals.
  • Delivered quality customer service while cultivating client satisfaction and loyalty.
  • Listened to customer needs to identify and recommend best products and services.
  • Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
  • Operated point of sale equipment and returned cash, coin, payment cards and receipts to clients.
  • Organized promotional events such as trade shows and conferences to promote products and services.
  • Built repeat customer base by driving excellent loyalty program and data capture.
  • Identified opportunities for process improvement within the sales team.
  • Stayed up to date on market trends and available offerings.
  • Engaged customers and trained sales associates using strong knowledge of products and promotions.
  • Met or exceeded all goals and key performance indicators (KPIs).
  • Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
  • Educated junior associates on sales plans, personal goals and incentives to motivate them.
  • Trained and developed new team members to improve product knowledge and selling abilities.
  • Posed as models for advertising, artistic creation and display of goods.
  • Collaborated with other departments to ensure smooth functioning of business operations.
  • Regularly met or exceeded established sales goals by implementing strategic closing techniques.
  • Led designated territory, including accounts, account relationships, prospect profiling and sales cycles.
  • Maximized sales by keeping areas tidy, fully stocked and correctly priced.
  • Assisted sales manager in creating detailed plan-o-grams to maximize space and optimize display for merchandise.
  • Cross-trained on different positions to best support team during peak periods.
  • Received shipments, signed off on packages and documented incoming items in computer system.
  • Familiarized self with new products and services to engage with customers about features and benefits.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Recruited, hired and trained new hires to optimize profitability.
  • Attended industry seminars and workshops to stay up-to-date with changes in the marketplace.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Answered 30+ calls per shift to assist with customer questions and concerns.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Completed day-to-day duties accurately and efficiently.
  • Leveraged noble and epic skills to input and compile data gathered from various sources.
  • Maintained updated knowledge through continuing education and advanced training.
  • Understood and followed oral and written directions.
  • Maintained schedule of class assignments to meet deadlines.
  • Recognized by management for providing exceptional customer service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Assistant Manager

Country Market Deli
North Wilkesboro, NC
05.2015 - 02.2017
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Evaluated individual and team business performance and identified opportunities for improvement.
  • Collaborated with management on developing strategic plans for achieving business goals.
  • Analyzed business performance data and forecasted business results for upper management.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Managed customer service inquiries and complaints in a timely manner.
  • Supervised daily operations including scheduling shifts, assigning duties.
  • Resolved conflicts between team members in an effective manner.
  • Facilitated interdepartmental communication by attending meetings or providing updates.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Recruited and trained new employees to meet job requirements.
  • Coached team members and delivered constructive feedback to promote better productivity and build confidence.
  • Coordinated with other departments to ensure smooth flow of operations.
  • Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Planned and completed group projects, working smoothly with others.
  • Identified needs of customers promptly and efficiently.
  • Created and managed budgets for travel, training and teambuilding activities.
  • Assisted with developing and implementing marketing strategies to improve sales and profitability.
  • Maintained updated knowledge through continuing education and advanced training.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Achieved cost-savings by developing functional solutions to problems.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Assigned work and monitored performance of project personnel.
  • Organized training sessions for new hires to familiarize them with the workplace environment.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Led employee performance evaluations and rewarded top performers to retain quality personnel.

Education

High School Diploma -

North Wilkes High School
Hays, NC

Skills

  • Multi-Line Phone Operations
  • Multi-Line Phone Systems
  • Charting and Clinical Documentation
  • Patient Scheduling
  • Inventory Management
  • Medical Coding
  • Insurance Verification
  • Electronic Recordkeeping
  • Referral Verification
  • Data Entry
  • Medical Terminology
  • Medical Billing
  • Documentation Review
  • Patient Interviewing
  • Order Purchasing
  • Patient Referral
  • Medical Records Maintenance
  • Co-Payment Collection
  • Supply Ordering
  • Documentation and Recordkeeping
  • Cash Handling
  • Medicaid Billing Procedures
  • Patient Health Information Access
  • Calendar and Appointment Management
  • Time Management
  • Relationship Building
  • Computer Proficiency
  • HIPAA Compliance
  • Collaboration and Teamwork
  • Adaptable and Flexible
  • Critical Thinking
  • Organization and Time Management
  • Employee Scheduling
  • Bookkeeping
  • Equipment Troubleshooting and Maintenance
  • Medical Records Verification
  • Maintaining Financial Records
  • Medical Recordkeeping
  • Epic Systems
  • Patient Eligibility Requirements
  • Clerical Support
  • Insurance Authorizations
  • Invoice Processing
  • Customer Service
  • Problem-Solving
  • Database Administration
  • Patient Billing
  • Staff Leadership
  • Flexible Schedule
  • Regulatory Documentation
  • Taking Client Histories
  • Office Reception
  • Data Entry Software
  • Administrative Support
  • Data Management
  • Office Management
  • Management
  • Marketing
  • Industry Background
  • Product Knowledge
  • Inventory Control
  • Product Merchandising
  • Sales Promotions
  • POS System Operation
  • Shift Scheduling
  • Meeting Sales Goals
  • Merchandise Displays
  • Goal-Oriented
  • Schedule Preparation
  • Payment Processing
  • Client Relationship Management
  • Customer Care
  • Sales Initiatives
  • Positive Customer Experience
  • MS Office Applications
  • Performance Assessment
  • Retail Store Operations
  • Pricing and Labeling
  • Brand Promotion
  • Team Leadership
  • Cash Flow Management
  • Assignment Delegation
  • Meeting and Exceeding Sales Goals
  • Inventory and Stocking
  • Sales Presentations
  • Cash Handling Accuracy
  • Mentoring and Training
  • Visual Displays and Presentations
  • Product Promotions
  • Stress Management
  • Teamwork and Collaboration
  • POS Systems
  • POS Operation
  • Staff Training and Development
  • POS System Expertise
  • Account Management
  • POS System Knowledge
  • Product Recommendations
  • Client Relationship Building
  • Strategic Sales
  • File Maintenance
  • Computer Skills
  • Written Communication
  • Remote Office Availability
  • Team Building
  • Scheduling appointments
  • Data entry
  • Problem solving
  • Subfloor preparation
  • Teamwork and collaboration
  • Excellent communication
  • Adaptability
  • Teamwork
  • Payment handling
  • Administrative coordination
  • Technical drawing interpretation
  • Accurate measurements

Timeline

Operations Manager

Legacy Flooring Contractors
02.2024 - Current

Intake Representative

Prism Medical Products
05.2021 - 12.2023

Senior Sales Associate

Harbor Freight
04.2020 - 11.2022

Assistant Manager

Country Market Deli
05.2015 - 02.2017

High School Diploma -

North Wilkes High School