Kelly Barnett
Raleigh,United States
Summary
Dedicated professional who ensures business processes, administration, and financial management. Maintains accounting system. Leads planning and forecasting activities with business partners to achieve business and company goals. Reviews financial reports. Ensures customer satisfaction.
Overview
24
24
years of professional experience
Work History
Ofc Mgr
Farmers Insurance
Virginia Beach, United States
09.2022 - Current
- Successfully managed the sales and customer service for a large insurance book of business
- Responsible for all new business quoting and sales
- Ultimately responsible for the customer service experience for all my policyholders
- Personally directed the effective resolution of claims and complaints from customers
- Pursued continuing education and training programs to continue professional development
- Followed up with potential clients regarding online information requests
- Presented and clearly explained
- Developed productive working relationships with car dealers, loan processors and other business partners in the community
- Researched coverage and premium options and supplied clients with the best coverage available
- Reviewed claims details, served as mediator and translator between insured and claim representative/ adjuster
- Developed property and casualty insurance and commercial insurance leads to meet monthly sales targets
- Finalized and maintained all types of personal lines insurance policies within the agency
- Promoted client retention through high-quality service and follow through.
Finance Mgr/Office Manager
Dr Kandare
Chesapeake, United States
09.2019 - 09.2022
- Increased revenue
- Managed the day-to-day operations of a busy dental practice, including patient scheduling, billing, staff management and customer service
- Developed and implemented office policies and procedures to improve overall efficiency and quality of care
- Maintained accurate patient records and managed patient data in an electronic health record system
- Facilitated effective communication between providers, staff, patients and other health care professionals
- Collaborated with dental providers to ensure appropriate patient care and treatment plans
- Developed and implemented strategies to ensure compliance with HIPAA regulations and other applicable laws
- Managed the ordering and inventory of dental supplies, equipment and medications
- Recruited, hired and trained new staff members
- Resolved customer complaints and ensured customer satisfaction
- Regularly monitored office operations and budgets to ensure efficient use of resources.
- Treatment Coordination
- Sales
- Marketing
Assistant Office Manager Finance Division
Tarheel Periodontics and Implant Dentistry
Raleigh, United States
06.2018 - 07.2019
- Organized and presented financial arrangements to patients
- Facilitated loans on behalf of patients
- Ensured loan procedures and process compliance
- Arranged payment schedules with patients
- Coordinated with dental insurance coordinator to ensure claims were processed
- Trained, developed and managed staff to meet performance standards and financial quotas
- Determined staff schedules and ensured operational standards were met
- Managed employee relations and made certain staff had the necessary resources and support
- Ensured and maintained the corporate budget of four periodontal practices, quarterly and annually
- Ensured the procurement of supplies, equipment upgrades and operations expenses
- Completed administrative functions including bank deposits, revenue posting, staff payroll and invoice processing
- Ensured processes and procedures of collections and accounts receivable were in compliance with state and federal regulations and laws
- Analyzed and reviewed financial reports monthly with the leadership team.
Branch Manager/Senior Loan Officer
American Finance Corp
Wake Forest, United States
09.2013 - 06.2018
- Ensured compliance with laws and regulations imposed by federal and state government
- Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of loan approvals
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Met with applicants to obtain information for loan applications and to answer questions about the process
- Explained to customers the different types of loans and credit options that are available, as well as the terms of those services
- Reviewed loan agreements to ensure that they are complete and accurate according to policy and compliance regulations
- Handled customer complaints and took appropriate action to resolve them
- Stayed abreast of new types of loans and other financial services and products to better meet customers' needs
- Assisted in the preparation of budgets
- Managed records and receipts
- Reconciled daily, monthly and yearly transactions
- Prepared balance sheets
- Processed invoices
- Developed an in-depth knowledge of organizational products and processes
- Being a key point of contact for other departments on financial and accounting matters
- Supporting the CEO with projects and tasks when required
- Submitted applications to credit analysts for verification and recommendation
- Computed payment schedules
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers
- Marketed products to outside funding firms, promoting services that may meet customers' needs
- Negotiated payment arrangements with customers who have delinquent loans
- Prepared reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action
- Supervised loan personnel
- Interviewed, hired, and trained new employees.
Comptroller/Financial Operations Manager
DriveLink
Wake Forest, United States
06.2013 - 06.2018
- Ensured dealership was in compliance with dealer laws and regulations imposed by federal and state government
- Hired and supervised team as well as established goals and standards for each department
- Maintained excellent communication with team members to ensure dealership profitability and customer satisfaction
- Established short-term and long-term business objectives to be approved by corporate management/owners, along with regular progress updates to ensure success
- Oversaw all aspects of daily operations, including financial statements, and maintained open communication among staff
- Maintained expert-level knowledge of all local, state and federal regulations regarding all aspects of the dealership's business practices and provided any necessary training to personnel regarding these regulations
- Set goals and developed strategies pertaining to operations, sales, marketing, merchandising, service
- Served as relationship manager between dealership and corporate personnel
- Create and maintain a good working relationship with vendors and lending institutions
- Supervised for 2 car dealerships including hiring and training all personnel
- Developed budgeting and forecasting tools to assist in preparing financial information
- Worked with the CEO to manage expenses and maximize profit
- Oversaw daily financial functions, including accounting, payroll deadlines to third party and financial reporting
- Designed, established, and maintained an organizational structure and staffing
- Reconciled the bank accounts for the dealership on a daily basis
- Completed all required reports for the CEO on a regular basis
- Prepared monthly budgets and financial statements
- Forecast financial goals for each quarter to maintain the dealership's profitability
- Processed all insurance claims and liability insurance
- Met with the department managers to regularly review business matters and develop plans to increase profitability
- Ensured all human resources and payroll functions were operational and worked cooperatively with the corporate office to handle employee issues as needed
- Ensured required HR training is completed.
Office Manager
HealthLink Of America
Raleigh, United States
05.2009 - 09.2013
- Maintain communication between healthcare providers staff, Drs
- And department heads by coordinating interdepartmental functioning
- Establish work schedules and assignments for staff, according to workload, space and equipment availability
- Develop and maintain record management such as personnel compliance
- Develop and implement organizational policies and procedures for the facility
- Consult with medical, business, and community groups to discuss service problems, respond to community needs, enhance public relations, coordinate activities and plans, and promote mental health community programs.
Dental Assistant II
Drs Capps And Bowman
Greenville, United States
01.2005 - 05.2009
- Prepared patient, sterilized or disinfected instruments, set up instrument trays, prepare materials, or assist dentist during dental procedures
- Exposed dental diagnostic x-rays
- Recorded treatment information in patient records
- Provided postoperative instructions prescribed by dentist
- Assisted dentist in management of medical or dental emergencies
- Take and recorded medical and dental histories and vital signs of patients
- Instructed patients in oral hygiene and plaque control programs
- Ordered and monitored dental supplies and equipment inventory
- Cleaned and polished removable appliances
- Made preliminary impressions for study casts and occlusal registrations for mounting study casts
- Poured, trimmed, and polished study casts
- Scheduled appointments, prepared bills and received payment for dental services, completed insurance forms, and maintained records, manually or using computer
- Fabricated temporary restorations or custom impressions from preliminary impressions
- Applied protective coating of fluoride to teeth.
Lead Dental Assistant II
Dr. Angie Rhodes
Washington, United States
01.2000 - 01.2005
- Prepared patient, sterilized or disinfected instruments, set up instrument trays, prepare materials, or assist dentist during dental procedures
- Exposed dental diagnostic x-rays
- Provided postoperative instructions prescribed by dentist
- Recorded treatment information in patient records
- Assisted dentist in management of medical or dental emergencies
- Took and recorded medical and dental histories and vital signs of patients
- Instructed patients in oral hygiene and plaque control programs
- Ordered and monitored dental supplies and equipment inventory
- Cleaned and polished removable appliances
- Made preliminary impressions for study casts and occlusal registrations.
Education
Dental -
Bowman Grey School of Medicine
Property and Casualty License -
Life and Annuities License -
Accident and Health License -
Skills
- Customer Service Expert
- Management Expert
- Sales Expert
- Operations Expert
- Problem Solving Expert
- Communication Expert
- Decision Making Expert
- Ability to Multitask Expert
- Adaptability Expert
- Teamwork Expert
- Ability to Work Under Pressure Expert
- Dentistry Expert
- Relationship Building Expert
- Accounts Receivable Expert
- Loans Expert
- Process Improvements Expert
- Insurance Expert
- Coordinating Expert
- Financial Services Expert
- Public Relations Expert
- Financial Statements Expert
- Leadership Expert
- Accounting Management Expert
- Internal Controls Expert
- Scheduling Expert
- Collections Expert
- Process Management Expert
- Financial Management Expert
- Communications Expert
- Employee Relations Expert
- Organizational Structure Expert
- Planning Expert
Languages
English
Timeline
Ofc Mgr
Farmers Insurance
09.2022 - Current
Finance Mgr/Office Manager
Dr Kandare
09.2019 - 09.2022
Assistant Office Manager Finance Division
Tarheel Periodontics and Implant Dentistry
06.2018 - 07.2019
Branch Manager/Senior Loan Officer
American Finance Corp
09.2013 - 06.2018
Comptroller/Financial Operations Manager
DriveLink
06.2013 - 06.2018
Office Manager
HealthLink Of America
05.2009 - 09.2013
Dental Assistant II
Drs Capps And Bowman
01.2005 - 05.2009
Lead Dental Assistant II
Dr. Angie Rhodes
01.2000 - 01.2005
Dental -
Bowman Grey School of Medicine
Property and Casualty License -
Life and Annuities License -
Accident and Health License -
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