Katelyn Ziesman

· Maintain lead credentials

· Guarantee all customer needs are met

· Work as a team to assist clients to properly complete transactions

· Ensure prompt and correct completion of paperwork

· Assist in training of new employees

· Uphold customer privacy and security of information

· Meticulous in verifying necessary credentials

· Develop and write content for multiple local foundations

· Research and organize information to be presented to internal and external stakeholders

· Monitor and analyze results of events to be presented to foundation board members

· Organize calendar events and meetings to best suit each foundations needs

· Liaison between patients and insurance companies

· Work as a team with Dentist and Assistants to coordinate treatment schedules

· Work with outside offices to coordinate patient treatment plans

· Manage accounts receivable and payable

· Manage daily and weekly appointment schedules

· Engage and welcome stakeholders to navigate services, event or project information in a friendly and efficient, service and detail-oriented manner.

· Active coordination of and contribution to projects and events

Facilitate administrative duties, while maintaining FERPA and other privacy, security, and policy requirements

• Educated customers regarding products and services with open communication skills, promoting retention.
• Maintained and facilitated the opening of customer accounts, conducted need
  analysis and recommendation to ensure adequate services and product supply.
• Contributed to team efforts in achievement of store and corporate goals.

· Achieved “Half-Million Dollar Seller” status in retail sales through positive engagement and relationship-building

· Enhanced pre-event store and personal performance through intentional contact via phone, email, and face-to-face contact; organized special events for top clients.

· Assisted with creation of engaging customer product experience, concept development of local accessories.

· Furthered the creation of a customer engagement program by assisting in development and implementation aspects.