Katherine Phelan
Lombard,IL
Summary
Friendly, loyal and dedicated individual who has the ambition to succeed in any given environment. Extensive experience in customer service and administrative positions, I will be a strong addition to your company. Highly self-motivated for individual assignments, I also thrive working in a team. I am seeking a position where I can use my skills to benefit the company while developing new proficiencies to become a permanent asset.
Overview
14
14
years of professional experience
Work History
Benefits Administration
Elite Dental Partners
07.2022 - Current
- Enhanced patient satisfaction by efficiently explaining and administering benefits programs; including pre-determinations, creating and presenting treatment plans, and dental claims filing status and resolution.
- Facilitated effective communication between patients, medical staff, and insurance companies to ensure seamless coordination of care.
- Assisted healthcare providers with tasks, enabling them to focus on quality patient care: maintaining a welcoming reception area, open/close office, managed multi-channel communications & record upkeep; schedule coordination and client's needs
- Reduced the overall outstanding balance of accounts payable by streamlining process, insuring timely claim submission and setting payment expectations with patients.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Reduced outstanding account balances with daily Run/Work/Update reports & diligent follow-up on Daily Aged Reports negotiating payment arrangements with clients.
Benefits Assistant
LaSalle Network - contracted by Aldi
09.2021 - Current
- Creation/Maintaining cases for all USA Aldi employees -Provide guidance to leaders -Escalating Cases to crisis management team -Provide current CDC/Aldi guidelines/policies to leaders -Researching issues and identifying errors and sending corrected guidance. -Recommending improvements of procedures -Communication/Collaboration with team members -Complete tasks timely manor -Maintaining confidentiality of employee records -Compliance with federal/state/local mandates for quarantines/Business Continuity Pay -Special state/cases team -Maintaining/Updating weekly reports
Accounting Staff/Executive Assistant
Highview Tax & Accounting LLC
08.2020 - 03.2021
- AR/AP for 15 companies -Entering and processing payroll for over 800 employees and in 9 different states -Assisted in turning over and integrating into our systems newly acquired company’s for a seamless transition -Assisted regional managers across the us with all needs -updated and managed fleet vehicles, registrations, sale, accounts -Prepared and distributed employee taxes forms -Shipping and tacking packages -Entering and setting up new employees
Office Manager
Kohlert Manufacturing Corporation
03.2019 - 07.2020
- Setup and integrated a corporate systems and structure for all office AP/AR -Setup and implement inventory system -Purchase all raw materials for production and office needs. -Negotiate pricing tiers/contracts with vendors -Maintain and coordinate employee events and personal records -Manage Office Staff (Scheduling/Reviews)
Administrative Assistant
Omron Automotive Electronics
06.2016 - 03.2019
- Assisted 2 managers with tasks/projects -Scrap Auditor -Update reports for managers and department headquarters daily meeting -Managed inventories and purchased warehouse shipping needs, uniforms, tech tooling, machine spare part, production and office supplies -Updated / recorded production and office personal training records and employment status -Maintained updated daily spreadsheets -Maintained vender relations -Negotiated pricing tiers/contracts with vendors -Assisted Plant Manager with finalizing the close of the production floor -Assisted in company transferring of assets local and Internally -Created and Integrated incoming parts processing system
Office Manager
HealthSource Chiropractic
10.2015 - 05.2016
- Assisted doctor with patients in therapies -Processed monetary payments -Handled collections for past due accounts -Set up and hosted wellness events at outside locations -Set up and maintained community board and weekly therapeutic boards -Composed and sent out company newsletters -Managed appointment logs -Handled marketing for new clientele -Assisted and processed x-rays -Gate scanned for orthotics -Managed medical claims and billing to all insurance agencies -Approved and managed all Account Payables -Reconciled Account Receivables -Managed and solved and Patients Concerns
Accounting Assistant/Inventory Management
Weldcoa Inc./ Absolute Zero
03.2015 - 08.2015
- Accounts Payable: Processed Invoice Payments and Credit Memos -Accounts Receivable: Input of Payments -Collection calls for past due Payments -Completed physical inventory counts and processed adjustments as needed -Purchased shop materials as needed -Created Export Papers for LTL and FTL shipments -Assisted in creating Pallet Patterns for shipments
Accounting Support Staff
Destra Capital Management
03.2014 - 12.2014
- Accounts Payable -Budget forecasting for 2015 -Processed and Verified Commissions Payments for Investment Team -Created Management Folder to track IPO Reimbursement Expenses -Handled daily bank runs. -Ran Payroll Checks Bi-Weekly
Front Desk Receptionist
Hyatt House Warrenville/Naperville
01.2010 - 01.2013
- Managed Reservations -Purchased for Market supplies -Processed payables (Credit Card/Cash) -Daily Balancing of Drawer -Night Auditor (Managerial reports, room reports) -Ran Daily Closing Reports and provided copies to Management -Trained New Employees on processes and computer system -Cross Trained in Housekeeping, Food and Breakfast, and Managerial Duties -Assisted in Event Planning
Skills
- Proficient in Microsoft Office, QuickBooks and WinPM, Epicor, Ascend, Salesforce
- Benefits Explanation
- Punctual and Reliable
- Exceptional planning and organization skills
- Ability to read customers and adapt to their communication needs
- Goal Orientated Problem Solver
Accomplishments
- Won Associate of the year
- Won Drive Revenue Award
- Won Empowerment Award
References
References available upon request.
Timeline
Benefits Administration
Elite Dental Partners
07.2022 - Current
Benefits Assistant
LaSalle Network - contracted by Aldi
09.2021 - Current
Accounting Staff/Executive Assistant
Highview Tax & Accounting LLC
08.2020 - 03.2021
Office Manager
Kohlert Manufacturing Corporation
03.2019 - 07.2020
Administrative Assistant
Omron Automotive Electronics
06.2016 - 03.2019
Office Manager
HealthSource Chiropractic
10.2015 - 05.2016
Accounting Assistant/Inventory Management
Weldcoa Inc./ Absolute Zero
03.2015 - 08.2015
Accounting Support Staff
Destra Capital Management
03.2014 - 12.2014
Front Desk Receptionist
Hyatt House Warrenville/Naperville
01.2010 - 01.2013