Jodi Bartels
Bonaire
Summary
Business manager with over 22 years of experience in administrative and dental support roles, excelling in optimizing workflows and enhancing team communication. Proven track record in streamlining financial processes and implementing digital systems to boost office productivity and cash flow. Committed to fostering a positive work environment and improving client relationships through effective communication and strategic adjustments.
Overview
23
23
years of professional experience
Work History
Administrative Manager/Dental Assistant
Whitaker Family Dentistry
Fort Valley, GA, US
04.2024 - Current
- Streamlined patient intake processes, reducing wait times and enhancing overall office efficiency.
- Worked with insurance companies to confirm proper co-pays were received.
- Worked closely with patients to set up payment arrangements in accordance to office policies.
- Proficient in Dentrix Ascend for both scheduling appointments, checkout procedures; Including proper notations of the patients treatment to ensure the dentist had details for follow-up appointments if needed.
- Developed high-quality dental x-rays for precise diagnosis.
- Educated patients on oral hygiene, improving post-treatment care.
- Provided chairside assistance during complex procedures, enhancing procedural efficiency and ensuring patient comfort throughout treatment.
- Maintained a sterile environment by meticulously preparing treatment rooms and sterilizing instruments, directly contributing to patient safety.
- Worked closely with dentists to optimize workflow during procedures, enhancing team communication and ensuring the best quality care for the patients.
Administrative Manager
RAE Contracting
Billings, MT, US
07.2020 - 01.2024
- Prepared documents for accurate contracts for each contractor we used to ensure proper records.
- Implemented a digital filing system that enhanced record retrieval efficiency, leading to noticeable gains in office productivity.
- Coordinated with auditors to gather necessary documentation, ensuring compliance and smooth audit processes throughout the year.
- Maintained comprehensive client records, enhancing data accuracy and supporting informed decision making within the team.
- Streamlined A/R and A/P processes to ensure timely payments, resulting in improved cash flow and reduced late fees.
- Daily reconciliation of accounts.
- Ensured collections were handled in the event payments were not received as noted in the contracts.
Administrative Assistant
GC Products
Williston, ND, US
06.2019 - 06.2020
- Executed daily reconciliations of financial records, achieving precise financial reporting and reducing discrepancies.
- Managed accounts receivable and payable processes, ensuring timely invoicing and payment collection, resulting in improved cash flow.
- Facilitated communication with clients regarding payment statuses, enhancing relationships and promoting quicker payment resolutions.
- Monitored financial transactions to identify trends, leading to strategic adjustments that improved operational efficiency.
- Provided administrative support in a fast-paced environment, fostering teamwork and contributing to a positive office atmosphere.
Insurance Agent
Hughes & Associates
Warner Robins, GA, US
09.2003 - 11.2018
- Had a very large book of business and consistent clients who remained with me for many years. Managed a brokerage of 8 agents, driving sales growth and ensuring seamless operations to enhance client retention and satisfaction.
- Trained and mentored new agents, fostering their development and enhancing team performance through collaborative knowledge sharing.
- Evaluated clients' insurance needs, providing tailored solutions that resulted in substantial improvements in policy uptake and client trust.
- Responded to customer inquiries and resolved issues, achieving noticeable results in customer loyalty and long-term relationships.
- Regularly followed up with clients to ensure satisfaction, leading to marked gains in client retention and positive referrals.
Education
Bachelor of Science - Finance
Montana State University
Bozeman, MT, US01.2002
Skills
- Office administration
- Organization and multitasking
- Office management
- Staff management
Timeline
Administrative Manager/Dental Assistant
Whitaker Family Dentistry
04.2024 - Current
Administrative Manager
RAE Contracting
07.2020 - 01.2024
Administrative Assistant
GC Products
06.2019 - 06.2020
Insurance Agent
Hughes & Associates
09.2003 - 11.2018
Bachelor of Science - Finance
Montana State University