Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Work Availability
Timeline

KATHLEEN DIMATTIA

Deerfield BEach,FL

Summary

Efficient Office Manager with over twenty years of experience answering high-volume calls and in-person inquiries. Diligent, respectful attitude to dealing with clients and colleagues. Flexible and hardworking approach to streamlining internal processes.

Overview

32
32
years of professional experience
2
2
Certification

Work History

Office Assistant

BHMP LP
Fort Lauderdale , FL
01.2023 - Current
  • Update accounts to reflect property activity.
  • Maintain business records by updating tenant information.
  • Confirm tenants meet lease requirements pertaining to insurance, inspections and maintenance of the properties.
  • Created spreadsheets using Microsoft Excel to track expenses and other financial data related to the office budget.
  • Organized files, developed spreadsheets, created reports and scanned documents to improve organizational workflow.
  • Research projects and vendors to find the most efficient methods and company to perform repairs and updates on properties.

2-20 Property & Casualty General Lines Licensed Insurance Agent and Office Manager

Atlantic Insurance Agency
Delray Beach, FL
01.2005 - 08.2022
  • Managed an office of twelve people.
  • Responsible for the daily operations of the office, hiring, training, maintaining schedules and resolve underwriting and customer issues in a quick and proficient manner.
  • Upsold products to policyholders and potential new clients.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Exceeded company sales goals for new policies.

Office Manager

Advanced Dermatology
Boca Raton, FL
01.2004 - 01.2005
  • Oversaw a medical practice of thirty employees.
  • Calculated daily charges and reviewed billing for proper medial coding.
  • Organized monthly promotions and attended weekly marketing events.
  • Completed inventory and product orders.

Medical Claims Adjuster

Progressive Insurance
Fort Lauderdale, FL
01.2002 - 01.2004
  • Qualify and investigate coverage issues for insurers and passengers.
  • Monitor and discuss injuries and treatment plans with providers.
  • Review medical bills, verify documents in accordance with billed treatments.
  • Issue payments, denials, and explanations to treating facilities.
  • Monitored changes in state regulations pertaining to insurance coverage.

BENEFITS ASSISTANT

Brokerage Professionals, Inc.
Media, PA
01.1999 - 01.2001
  • Assisted in benefit analysis for clients.
  • Visited clients onsite to ensure benefit satisfaction.
  • Presented, organized, and completed open enrollments for clients and employees.
  • Served as a liaison between employees, insurance providers, vendors and other external contacts concerning benefit-related issues or questions.
  • Prepared documents for open enrollment meetings, presentations, and communications materials for distribution to staff members.
  • Processed employee benefit plan enrollments and changes.
  • Updated the organization's intranet site with latest information on available services and updates on changes in existing services.

Enrollment Specialist

Independence Blue Cross
Blue Bell, PA
01.1998 - 01.1999
  • Oversaw, assigned, and reviewed employees’ productivity.
  • Completed all special assignments and rush projects.
  • Enrolled groups and members for insurance policies.
  • Processed rate renewals and policy changes.
  • Handled new enrollments by entering customers' data and reviewing information.
  • Listened to and understood customers' needs, explained and discussed options and outlined best-fit services.

Billing Assistant / Medical Assistant / Satellite Office Manager

Orthopedic Associates
Chester, PA
01.1992 - 01.1998
  • Maintained all HMO patient accounts and investigated delinquent accounts.
  • Assisted in patient care.
  • Managed satellite office.
  • Filed claims with insurance companies.
  • Entered payments and adjustments.
  • Booked patient appointments and procedures.

Education

Associates Degree -

Delaware County Community College
01.1996
Honors: Graduated with honors and mentioned on the Dean’s List.

2-20 Property & Casualty Insurance License

2-15 Health & Life Insurance License

Skills

  • Office Administration
  • Self-starter
  • Time Management
  • Professional and mature
  • Customer Relationship Management (CRM)
  • Strong interpersonal skills
  • Staff Management
  • Organizational Skills

Websites

Certification

  • 2-20 Property and Casualty / All Lines Florida Insurance License
  • 2-15 Life, Health, and Annuities Florida License

References

Presented upon request

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Office Assistant - BHMP LP
01.2023 - Current
2-20 Property & Casualty General Lines Licensed Insurance Agent and Office Manager - Atlantic Insurance Agency
01.2005 - 08.2022
Office Manager - Advanced Dermatology
01.2004 - 01.2005
Medical Claims Adjuster - Progressive Insurance
01.2002 - 01.2004
BENEFITS ASSISTANT - Brokerage Professionals, Inc.
01.1999 - 01.2001
Enrollment Specialist - Independence Blue Cross
01.1998 - 01.1999
Billing Assistant / Medical Assistant / Satellite Office Manager - Orthopedic Associates
01.1992 - 01.1998
Delaware County Community College - Associates Degree,
2-20 Property & Casualty Insurance License - ,
2-15 Health & Life Insurance License - ,

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KATHLEEN DIMATTIA