Summary
Overview
Work History
Education
Skills
Certification
Timeline
background-images

KARA FRANCIS

Ridge,NY

Summary

Dynamic and results-driven professional with a proven track record at PRIMERICA, excelling in client communication and sales strategies. Skilled in policy writing and record keeping, I fostered exceptional customer satisfaction and team collaboration, significantly enhancing business growth and client retention through targeted marketing initiatives and empathetic service.

Professional with comprehensive experience and readiness for role. Known for strong focus on team collaboration and achieving results. Adaptable and reliable, supporting colleagues effectively and responding to changing needs. Skilled in communication, problem-solving, and client relations. Recognized for integrity, determination, and results-driven approach.

Overview

26
26
years of professional experience
5
5
years of post-secondary education

Work History

New York State/ Virginia State Lic. Life Ins Agent

PRIMERICA
02.2023 - Current
  • Navigated a highly competitive market environment by leveraging extensive product knowledge and superior communication skills.
  • Developed targeted marketing strategies to attract new clientele and expand overall business growth.
  • Collaborated with team members to continuously improve sa
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.

MEDICAL MOBILITY ASSISTANT WITH MEDICAID

AMCO
08.2023 - 01.2024
  • Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Greeted guests in with friendliness and professionalism.
  • Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Collaborated effectively with cross-functional teams to achieve shared goals in a timely manner.
  • Increased customer service success rates by quickly resolving issues.
  • Ensured patient comfort and adherence to all transportation regulations.
  • Conducted routine vehicle checks to ensure the utmost safety.

OFFICE MANAGER/MEDICAL ASSISTANT

BAY HARBOUR FAMILY MEDICAL
03.2014 - 02.2020
  • 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.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
  • Enhanced communication within office by implementing centralized digital messaging platform.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Improved team morale and cohesion with regular team-building activities and open communication channels.
  • Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
  • Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.

MEDICAL ASSISTANT/HHA

SERENDIPITY
01.2008 - 05.2019
  • Assisted patients with personal hygiene tasks such as bathing, grooming, and dressing, promoting dignity and selfconfidence.
  • Monitored vital signs regularly, promptly reporting any abnormalities or concerns to supervising medical professionals.
  • Managed household chores such as laundry, meal preparation, and light cleaning, allowing clients to focus on their health and wellbeing.
  • Facilitated communication between patients, families, and healthcare providers by serving as a reliable source of information about the client''s progress and needs.
  • Streamlined daily routines for clients with limited mobility by implementing efficient strategies customized to their specific abilities.
  • Prevented bedsores in immobile clients by regularly repositioning them and ensuring proper skin care was administered.
  • Provided emotional support to patients and their families during difficult times, fostering strong relationships and trust.
  • Increased patient satisfaction levels by consistently going above-and-beyond in providing exceptional care tailored to individual preferences.
  • Boosted patient morale with a positive attitude, effective communication, and active listening skills to address concerns and validate emotions.
  • Managed accurate medical records for each patient, maintaining confidentiality while providing essential information for healthcare providers.
  • Administered medications accurately and on time, ensuring optimal treatment effectiveness.
  • Reduced hospital readmission rates by closely monitoring patients'' conditions at home and responding quickly to potential issues.

CA(COMPUTER ASSOCIATES INTERNATIONAL, INC)

CUSTOMER SERVICES/ LICENSING
05.1999 - 09.2013
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Education

High School Diploma -

AMERICAN SCHOOLS
LANSING, IL
06.1991 - 06.1992

REAL ESTATE

THE AMERICAN REAL ESTATE SCHOOL
HOLBROOK, NY
11.1996 - 05.1997

MEDICAL ASSISTANT

HUNTER BUSINESS SCHOOL
MEDFORD, NY
06.2006 - 06.2007

BUSINESS MANAGEMENT

BRIARCLIFF COLLEGFE
PATCHOGUE, NY
01.1999 - 08.1999

PROJECT MANAGEMENT (AGILE)

STONYBROOK UNIVERSITY
STONYBROOK, NY
08.2019 - 07.2021

Skills

  • Policy writing
  • Customer service
  • Client communication
  • Sales strategies
  • Record keeping
  • Team building
  • Interpersonal communication
  • Problem-solving
  • Ensuring customer satisfaction
  • Information documentation
  • Polite communication skills
  • Product sales
  • Contract negotiations
  • Lead prospecting
  • Cold calling
  • Resolving customer issues
  • Sales dedication
  • Empathetic

Certification

  • CPR/AED Certification
  • MEDICAL ASSISTANT
  • Home Health Aide (HHA) Certification
  • OSHA Certified
  • MEDICAL BILLER
  • Project Management Institute Agile Certified Practitioner (PMI-ACP)
  • NYS Driver's License

Timeline

MEDICAL MOBILITY ASSISTANT WITH MEDICAID

AMCO
08.2023 - 01.2024

New York State/ Virginia State Lic. Life Ins Agent

PRIMERICA
02.2023 - Current

PROJECT MANAGEMENT (AGILE)

STONYBROOK UNIVERSITY
08.2019 - 07.2021

OFFICE MANAGER/MEDICAL ASSISTANT

BAY HARBOUR FAMILY MEDICAL
03.2014 - 02.2020

MEDICAL ASSISTANT/HHA

SERENDIPITY
01.2008 - 05.2019

MEDICAL ASSISTANT

HUNTER BUSINESS SCHOOL
06.2006 - 06.2007

CA(COMPUTER ASSOCIATES INTERNATIONAL, INC)

CUSTOMER SERVICES/ LICENSING
05.1999 - 09.2013

BUSINESS MANAGEMENT

BRIARCLIFF COLLEGFE
01.1999 - 08.1999

REAL ESTATE

THE AMERICAN REAL ESTATE SCHOOL
11.1996 - 05.1997

High School Diploma -

AMERICAN SCHOOLS
06.1991 - 06.1992

Similar Profiles

CREATE PROFILE
KARA FRANCIS