Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Karin Pierce

Redmond,Oregon

Summary

Marketing, Financial Education and Medicare Specialist. Over 30 years in the medical field ranging from front/back office to Administration and Admissions. Over 30 years in Customer Service and Administration with an emphasis on Marketing and Financial Education. Received several awards and have an excellent reputation for resolving problems, analysis and improving customer satisfaction, and driving overall operational improvements.

Overview

9
9
years of professional experience
1
1
Certification

Work History

ADMISSIONS COORDINATOR

Oasis Home Care
08.2023 - Current
  • Promote Oasis Home Care
  • Assisting with client queries and admissions procedures
  • Managing the admissions and onboarding for the organization
  • Organizing and inputting information to databases
  • Handling phone calls and emails from prospective facilities and clients
  • Planning and coordinating with the admissions team about events and other important dates
  • Answering inquiries from the public
  • Maintaining excellent relations with clients and customers
  • Maintaining relevant records and documentation as required by the job
  • Providing input on how to improve processes based on client feedback
  • Performing other work-related duties like project planning and general administration.
  • Compiled and analyzed data to track admissions trends and make recommendations for improvements.
  • Managed admissions processes for incoming clients, promptly collecting and processing necessary documents.
  • Reviewed applications and transcripts to verify clients eligibility and compliance with admissions criteria.

ADMISSIONS COORDINATOR

CHR/JCL
08.2023 - 07.2024

I was hired to create the Admissions Department and all of the supporting documents.

I coordinated resident admissions. I processed over 150 potential new move ins, each one requiring extensive data gathering and analysis.

Marketing and community integration.

Social Services

Billing

Provided exceptional customer service during phone and email interactions with prospective residents and their families, case managers, SS, addressing concerns promptly and professionally.

  • Confirmed all insurance benefits met standards of admissions as dictated by policy.
  • Compiled and analyzed data to track admissions trends and make recommendations for improvements.
  • Optimized communication strategies between departments involved in the admissions process, fostering collaboration and efficiency.
  • Maintained accurate records of applicant data, ensuring timely decision-making and reporting.
  • Assisted in developing new admissions policies that aligned with institutional values and priorities.
  • Developed targeted marketing materials for specific applicant pools, increasing overall outreach effectiveness.

BUSINESS / MARKETING MANAGER

Best Ever Home Care
10.2019 - 08.2023
  • Bring in new business contacts and contracts
  • Represent the company thru numerous networking events
  • Open new client services
  • Do consultations and education.
  • Increased brand awareness by developing and implementing strategic marketing campaigns.
  • Streamlined internal processes for increased efficiency in marketing operations.
  • Conducted competitive analysis to inform marketing decisions and capitalize on market trends.
  • Established performance metrics for tracking success across all marketing channels, enabling continuous improvement efforts.

FINANCIAL ADVISOR/EDUCATOR

World Financial Grp / Symmetry
01.2016 - 08.2023
  • I help with Mortgage Protection, ROP, and much more.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.

Education

COMPLETED COURSEWORK TOWARDS LIFE AND HEALTH LICENSE -

Ed FX

COMPLETED COURSEWORK TOWARDS BIOLOGY -

Laney College Oakland

COMPLETED COURSEWORK TOWARDS PHLEBOTOMY CERTIFICATION -

Merritt Hospital

COMPLETED COURSEWORK TOWARDS MEDICAL AND DENTAL ASSISTING CERTIFICATION -

Eden Area Vocational Training

COMPLETED COURSEWORK TOWARDS BUSINESS ACCOUNTING -

Cal Poly

Skills

  • Excel
  • Word
  • Sales
  • Marketing
  • Cultural Awareness
  • Admissions Requirement
  • Data Verification
  • Consultation and Advisement
  • Process Management
  • Client Relations
  • Admissions processes
  • Rapport Building
  • Records Maintenance

Certification

  • About Infection Control and Prevention
  • Assisting with Activities of Daily Living
  • Body Systems and the Agining Process
  • Cultural Diversity and the Older Cliient
  • Respecting Diversity in the Work Place
  • Understanding Nutrition and Hydration

References

  • BERNADETTE MARTIN, Self Employed Realtor Business And Friend, 925354365, martinbernadette14@yahoo.com
  • CHARLENE RAMIREZ, Work Comp Specialist RN RN Friend And Business Over 25 Years, (530) 570-3763, Im2sweetNSassy@aol.com
  • LYNN KO, KGrafixs Owner Friend And Business, (925) 285-0383, lynn@kgrafix.net

Timeline

ADMISSIONS COORDINATOR

CHR/JCL
08.2023 - 07.2024

ADMISSIONS COORDINATOR

Oasis Home Care
08.2023 - Current

BUSINESS / MARKETING MANAGER

Best Ever Home Care
10.2019 - 08.2023

FINANCIAL ADVISOR/EDUCATOR

World Financial Grp / Symmetry
01.2016 - 08.2023

COMPLETED COURSEWORK TOWARDS LIFE AND HEALTH LICENSE -

Ed FX

COMPLETED COURSEWORK TOWARDS BIOLOGY -

Laney College Oakland

COMPLETED COURSEWORK TOWARDS PHLEBOTOMY CERTIFICATION -

Merritt Hospital

COMPLETED COURSEWORK TOWARDS MEDICAL AND DENTAL ASSISTING CERTIFICATION -

Eden Area Vocational Training

COMPLETED COURSEWORK TOWARDS BUSINESS ACCOUNTING -

Cal Poly
  • About Infection Control and Prevention
  • Assisting with Activities of Daily Living
  • Body Systems and the Agining Process
  • Cultural Diversity and the Older Cliient
  • Respecting Diversity in the Work Place
  • Understanding Nutrition and Hydration
Karin Pierce