Joann Borner
Summary
Administrative leader offering experience prioritizing and delegating administrative tasks to drive goal achievement. Proficient in schedule coordination, resource allocation and office supply inventory management. Dedicated to training and mentoring top talent while cultivating a productive work culture.
Overview
11
11
years of professional experience
Work History
Insurance Verification Specialist
Alaska Smile Center
09.2022 - Current
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Ensured compliance with HIPAA regulations while managing sensitive patient information during the verification process.
- Updated patient records with accurate, current insurance policy information.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
Licensed Insurance Agent
GEICO, Government Employees Insurance
10.2013 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Managed high volume of calls daily on average 60-80, maintaining composure under pressure while providing exceptional service.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Office Manager/Dispensing Optician
EyeDesigns Optometry
08.2018 - 03.2022
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Established relationships with key retail accounts.
- Cultivated relationships with key decision makers in leading retail chain accounts, achieving sustainable partnerships with retail buyers.
- Tagged and prepared new merchandise for retail sales.
- Pulled inventory in excess of 2500 pieces to meet retail and wholesale order requirements.
- Boosted customer engagement by implementing creative retail marketing strategies.
- Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
- Evaluated incoming prescriptions from optometrists for accuracy before dispensing eyewear to prevent potential errors or dissatisfaction.
- Filed claims with vision and medical insurance companies to garner payment for optical services.
- Provided exceptional customer service by attentively listening to patient concerns and addressing them promptly.
- Troubleshot issues with prescription eyewear, offering swift resolution to maintain customer satisfaction levels.
- Educated clients about how to adapt to, wear, and care for eyeglasses.
- Helped clients try on and select new frames and recommended lens options to meet specific needs.
Direct Sales Reservation Specialist
Uhaul Moving And Storage
02.2017 - 04.2018
- Conducted regular inventory audits to ensure availability of products for client reservations and timely reordering when necessary.
- Adhered closely to compliance regulations set forth by Uhaul, ensuring accurate documentation and reporting of sales transactions.
- Exceeded customer expectations through diligent follow-up after reservations were made, confirming details and providing any necessary support leading up to their event or trip.
- Responded to and completed requests for clients before established due times.
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
High School Diploma -
Dana Hills High School
Dana Point, CASkills
- Attention to Detail
- Patient confidentiality
- HIPAA Compliance
- Insurance Coverage Verification
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Team Leadership
- Complex Problem-Solving
- Money Handling
- Customer Relations
Timeline
Insurance Verification Specialist
Alaska Smile Center
09.2022 - Current
Office Manager/Dispensing Optician
EyeDesigns Optometry
08.2018 - 03.2022
Direct Sales Reservation Specialist
Uhaul Moving And Storage
02.2017 - 04.2018
Licensed Insurance Agent
GEICO, Government Employees Insurance
10.2013 - Current
High School Diploma -
Dana Hills High School