Joanna Guzman
Jacksonville,FL
Summary
Dynamic professional with a proven track record at Forever Vets Animal Hospital, excelling in client relations and accounts receivable. Demonstrated ability to enhance customer satisfaction and streamline financial operations. Skilled in team leadership and problem-solving, ensuring operational excellence and a positive client experience. Achieved significant improvements in client retention and financial accuracy.
Overview
4
4
years of professional experience
Work History
Client Solutions Specialist
Forever Vets Animal Hospital
, United States
06.2024 - Current
- Maintaining all Wellness Plan paperwork
- Maintaining all Wellness Plan accounts
- Entering payment information and setting up recurring payments
- Running Wellness Plan Payments on the 1st and 15th
- Contacting all clients who have failed to pay
- Maintaining Declined Wellness Plan Accounts/Collections
- Handling all Wellness Plan Cancellations
- Maintaining Accounts Receivable
- Maintaining bi-weekly wellness plan revenue
- Adding or changing credit cards
- Scheduling appointments
- Changing Payment Dates
- Tracking daily Wellness Plans
- Maintaining Collection accounts
- Ensure clients receive excellent customer service that they deserve
- Problem solve any issues clients may have with the clinics
Medical Office Receptionist
STARFISH PEDIATRICS PA
, United States
04.2024 - 06.2024
- Organize and schedule appointments
- Produce and distribute correspondence memos, letters, faxes and forms
- Handle receivable and payable accounts and keep financial records
- Greeting and checking patients in and out
- Collecting copays, coinsurances, deductibles and/or account balances at time of service
- Answering phones
- Scanning documents into the EMR
Server
discovery Village at Deerwood
, United States
02.2023 - 04.2024
- Guided and Mentored team members by providing support, training, and feedback
- Set clear goals and expectations
- Fostered a positive work environment by showing up with a positive attitude and encouraged open communication
- Oversaw rearrangements of the dining room and perfected serving methods
- Deescalated resident issues with wait staff
- Encouraged resident feedback whether positive or negative
- Reported concerns to Dining Director
- Wrote down orders and brought them out in a timely manner
- Cleaned and organized the dining room 3 times a day
- Served over 70 residents each meal time with exceptional service
- Escalated concerns to the Carestaff of the facility when needed
- Complied with all health requirements and protocols
- Recieved ServeSafe Certification
- Aided Chefs in food prep
- Helped the organization of food events within the facility
Front Desk Receptionist
Allegro Senior Living, LLC
, United States
05.2021 - 02.2023
- Greeted visitors, residents and guests warmly
- Assisted in signing in/out residents and guests
- Answered incoming calls, directed visitors and delivered messages
- Made difficult calls to families
- Answered all questions and concerns
- Managed mail
- Handled all payments
- Faxed, copied, and scanned documents
- Kept up-to-date records on personal/medical information
- Alerted emergency services when needed
Customer Service Representative
Kohl's
, United States
09.2020 - 05.2021
- Provided accurate information about products, services, and policies
- Assisted Customers with returns, orders, and other miscellaneous transaction activities
- Listened to customer concerns, identified the root cause, and resolved concerns
- Escalated complex issues to the appropriate management
- Stayed updated on company policies, procedures, and product offerings
- Maintained positive relationships with customers and built lasting customer satisfaction
- Handled all transactions on the POS system efficiently and accurately
- Worked closely with all departments and team members to ensure a seamless customer experience
Education
Associate of Science - AS - Business Administration and Management, General
Florida State College At Jacksonville
06.2025
Skills
- Client Relations
- Accounts Receivable (AR)
- Administration
- Customer service
- Account management
- Appointment scheduling
- Cash handling
- Electronic medical records
- Data entry
- Team collaboration
- Problem resolution
- Relationship building
- Adaptability
- Team leadership
- Time management abilities
- Conflict resolution
- Organizational skills
- Decision-making
- Reliability
- Continuous improvement
- Active listening
- Point of sale operation
- Professionalism
- Staff training and motivation
- Problem-solving
- Teamwork and collaboration
- Problem-solving abilities
- Excellent communication
Affiliations
- Have made the presidents list at Florida State College at Jacksonville since I have started.
- I love to read and help out where I can during my free time
Languages
Spanish
Native/ Bilingual
Timeline
Client Solutions Specialist
Forever Vets Animal Hospital
06.2024 - Current
Medical Office Receptionist
STARFISH PEDIATRICS PA
04.2024 - 06.2024
Server
discovery Village at Deerwood
02.2023 - 04.2024
Front Desk Receptionist
Allegro Senior Living, LLC
05.2021 - 02.2023
Customer Service Representative
Kohl's
09.2020 - 05.2021
Associate of Science - AS - Business Administration and Management, General
Florida State College At Jacksonville
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