Joleen Smith
Livingston,MT
Summary
Motivated and dependable individual with experience in building customer relationships and understanding customer needs. Strong communication and interpersonal skills. Organized and dependable at managing multiple priorities with positive attitude. Able to bring top-notch multitasking, organizational, and conflict management skills.
Overview
11
11
years of professional experience
Work History
Direct Support Professional
Black Hills Works
2023.08 - Current
- Support individuals with developmental disabilities in everyday tasks
- Administer Medications and schedule necessary appointments for proper care
- Educate people served about life skills such as cleaning, cooking, and handling money
- Followed HIPAA guidelines and maintained patient confidentiality.
Account Manager
Lexitas Legal
2017.12 - 2023.08
- Managed approximately 75 accounts, consisting of law firms and insurance companies to retrieve records for clients in regards to an applicant's workers compensation case
- Safeguarded confidentiality of the medical records and complied with all local, state, and federal laws pertaining to medical records. Assured compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.
- Dealt with ordering subpoenaed records from various locations
- Responsible for taking inbound, making outbound calls and responding to emails in a timely manner
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Presented professional image consistent with company's brand values.
- Contributed to team objectives in fast-paced environment.
- Set and achieved company defined sales goals.
- Recorded accurate and efficient records in customer database.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Account Representative
Lexitas Legal
2017.07 - 2017.12
- Quickly and efficiently make calls to providers to follow up on requests for medical records and bills.
- Responsible for making notes on every call into our desktop software, CMS Zoho
- Supported customer satisfaction through regular follow-up and communication.
- Process medical records and bills as they come in to make them available to client.
- Build and mend relationships with providers and be able to negotiate with difficult providers.
- Able to meet daily/weekly performance expectations set by management.
Personal Assistant
C&W Management
2013.08 - 2017.07
- Responsible for answering phones and directing calls to proper staff
- Greeted and checked in patients to be seen
- Made appointments and managed patient schedules and doctor's schedules
- Filing and organizing patient file systems.
Education
Some College (No Degree) - Psychology
Sierra College
Rocklin, CAHigh School Diploma -
Lincoln High School
Lincoln, CA06.2013
Skills
- Client Relationship Management
- Account Management
- Customer Satisfaction
- Goal-Oriented
- Document Management
- Proficient in Microsoft Outlook, Word, Teams, Excel and CRM systems.
- Ability to work under little supervision
Timeline
Direct Support Professional
Black Hills Works
2023.08 - Current
Account Manager
Lexitas Legal
2017.12 - 2023.08
Account Representative
Lexitas Legal
2017.07 - 2017.12
Personal Assistant
C&W Management
2013.08 - 2017.07
Some College (No Degree) - Psychology
Sierra College
High School Diploma -
Lincoln High School
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