Jacqui Morales
Boca Raton
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
8
8
years of professional experience
Work History
Care Manager
The Biostation
08.2023 - Current
- Acted as main point of contact for patients by closely reviewing medical charts and maintaining high levels of communication.
- Responded to patient concerns and questions with compassionate and knowledgeable service.
- Provided excellent customer service.
- Worked closely with patients to deliver excellent and direct individualized patient care.
- Maintained confidentiality of patient data and condition to safeguard health information.
- Worked with patients to schedule tests and procedures.
- Developed patient-centered care plans to meet individual needs.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Resolved customer complaints using established follow-up procedures.
Office Coordinator
The Biostation
04.2023 - 08.2023
- Managed office activities by maintaining communication between clients, tracking records, and filing all documents.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
- Cultivated client and vendor loyalty by proactively reaching out with follow-ups and status updates.
Manager and Health Coach
NUVIVA MEDICAL WEIGHT LOSS
12.2021 - 03.2023
- Supported implementation of patient health plan, weight loss programs and personalized fitness and exercise programs.
- Engaged members in medical weight loss medications, peptides, supplements, and vitamin injections.
- Recorded health data during weekly visits.
- Recommended nutrition and fitness modifications to improve overall health of clients.
- Performed all sales activity, maximizing profit and patient count by 20% from January 2021 to present.
- Conducted consultative sales process with potential clients and current clients by having in depth knowledge of all of our services, products and medications.
- Doubled monthly revenue almost 50% by signing up weekly patients and maintaining stellar relationships with current patients.
- Supervised labor costs and departmental expenses to remain in line with budget.
Physician Liaison
UNITED VEIN CENTERS
10.2021 - 12.2021
- Identified decision makers within organizations, made appointments and engaged with these individuals to cultivate referral opportunities.
- Educated new and existing physician contacts on services offered.
- Developed and expanded referral base in order to grow clinic business.
- Identified referral opportunities through research prospects daily.
- Coordinated speaking opportunities within hospitals, medical offices, and Assisted Living Facilities.
- Provided details on building referrals and managed relationships with physicians.
Medical Assistant
United Vein Centers
08.2021 - 10.2021
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
Owner/Operator
MOBILE MOM FITNESS
11.2015 - 10.2022
- Explained and demonstrated use of various equipment and proper exercise technique.
- Taught and instructed High Intensity Interval group training classes.
- Designed personal training programs for men, women, and children.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Prospected new clients and requested referrals from existing clients.
- Sold various fitness packages to new and existing clients.
Education
Surgical Technology Certification -
Sheridan Tech College
Hollywood, FL2021
Bachelor of Science - Criminology
Barry University
Miami Shores, FL2001
Skills
- Relationship Building
- Customer Service
- Revenue Growth
- Sales and Marketing
- Network Development
- Proficient in Salesforce CRM
- Patient Flow Management
- Patient Relations
- Office Administration
- HIPAA Compliance
- Patient Education
- Healthcare Operations
Timeline
Care Manager
The Biostation
08.2023 - Current
Office Coordinator
The Biostation
04.2023 - 08.2023
Manager and Health Coach
NUVIVA MEDICAL WEIGHT LOSS
12.2021 - 03.2023
Physician Liaison
UNITED VEIN CENTERS
10.2021 - 12.2021
Medical Assistant
United Vein Centers
08.2021 - 10.2021
Owner/Operator
MOBILE MOM FITNESS
11.2015 - 10.2022
Surgical Technology Certification -
Sheridan Tech College
Bachelor of Science - Criminology
Barry University
Similar Profiles
Kati HendricksKati Hendricks
Senior Account Manager at the biostationSenior Account Manager at the biostation
Caryn LisztCaryn Liszt
Office Coordinator at THE BIOSTATIONOffice Coordinator at THE BIOSTATION
Laine DauitoLaine Dauito
Personal Assistant at Tyler HopkinsPersonal Assistant at Tyler Hopkins
Nicolas G. SuarezNicolas G. Suarez
Football Official at Officials of FloridaFootball Official at Officials of Florida
Jacob VeitJacob Veit
Customer Care Advocate at The Rx AdvocatesCustomer Care Advocate at The Rx Advocates