Assisted clients in selecting appropriate insurance policies based on needs.
Educated clients about coverage options and benefits of insurance products.
Processed policy applications and maintained accurate client records.
Conducted policy reviews to ensure compliance with industry standards.
Responded promptly to client inquiries regarding claims and policy changes.
Utilized agency software to manage client information and track interactions.
Developed strong relationships with clients to foster trust and loyalty.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Provided customers with information regarding plan features, pricing, and availability.
Assessed customer risk levels and recommended appropriate coverage options.
Dental Assistant
Jonathan W. Hairr, DDS, PA
Windsor, North Carolina
09.2023 - 06.2025
Assisted in patient management and comfort during dental procedures.
Prepared treatment rooms and sterilized instruments for dental practices.
Maintained accurate patient records and updated information as needed.
Supported dentists in various procedures, ensuring efficient workflow.
Educated patients on oral hygiene and post-treatment care instructions.
Managed inventory of dental supplies and ordered items when necessary.
Scheduled appointments and coordinated patient follow-ups effectively.
Provided chair-side assistance during dental procedures, including passing instruments to the dentist and holding suction devices.
Sanitized equipment, cleaned treatment rooms and restocked supplies after each patient's treatment to maintain cleanliness and prepare for next patient.
Took digital X-rays of teeth using radiographic equipment.
Medical Assistant
Greenville Family Doctors
Greenville, North Carolina
06.2022 - 09.2023
Recorded vital signs and medical histories for diverse patient populations.
Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Prepared examination rooms with necessary equipment and supplies for procedures.
Administered medications and vaccinations under physician supervision.
Maintained accurate patient records using electronic health record systems.
Collaborated with healthcare team members to enhance patient care quality.