Kristel Temple
San Diego,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Data Entry Operator
ASK Staffing, Inc - Charles Schwab
05.2023 - 12.2023
- Work with a team of 5, wires in queue, accepting 500-1000 incoming wires from Wells Fargo and First National Bank, income ranging from $2 Million to high $245 Million Dollars daily
- TD Ameritrade conversion assistance opened accounts ROTH, ROTH IRA, Stock, Retirement, Individual, Joint Tenants, Tenants in Common, SEP, Trusts, Beneficiary, TOD, Account Profile Updates, Change of Address, review wire details to match account numbers in BOSweb, person search in Lexis Nexis, Background check on SBS software
- Post Wired daily, alert departments on any fraud alerts or suspicious accounts.
- Increased data accuracy by diligently inputting and verifying information from various sources.
- Enhanced team productivity by efficiently organizing and prioritizing tasks for timely completion.
- Streamlined processes by implementing effective data entry techniques and tools, reducing errors and increasing efficiency.
- Communicated effectively with team members and management to ensure project specifications were understood, followed, and met at all times.
- Continuously sought ways to improve personal productivity levels by incorporating the latest tools, technologies, and strategies within relevant industries.
- Completed data entry tasks with accuracy and efficiency.
- Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.
Account Manager Assistant
PNW Insurance Group
05.2023 - 09.2023
- Made outbound calls, answered incoming calls, transferred calls, reviewed insured accounts, data entry, updated accounts, reviewed accounts prior to renewals, reviewed uprate notices for account managers, organized files, attended weekly meetings to discuss new strategies
- Billing follow-ups for clients, processed billing payments, Provided Life Insurance to customers, remote work experience
- Increased client satisfaction by effectively addressing and resolving account-related issues.
- Supported the Account Manager in developing long-term relationships with key clients for business retention.
- Streamlined communication between clients and internal teams to ensure timely delivery of projects.
- Conducted market research to identify new business opportunities and expand client base.
- Participated in regular meetings with the Account Manager to review performance metrics and strategize future action plans.
- Provided exceptional customer service by promptly responding to client inquiries via phone or email.
- Managed a portfolio of key accounts, consistently meeting assigned targets for growth and profitability.
- Anticipated clients' needs by staying in touch on regular basis.
- Built client relationships by acting as liaison between customer service and sales teams.
Operations Manager
Temple Barber Lounge
05.2021 - 02.2023
- Onboarding staff, handled interviews, recruited/Posted job opportunities, managed Marketing materials, managed Web Content, SEO, Keywords, Key phrases, managed social media platforms ( social media marketing), Ad Design, Google Listings, email marketing, text marketing , managed weekly Payroll through multiple software's 1099/W2 ( ADP, Gusto), created company agreements, created policies, created and maintained employee Handbook, inventory buyer, managed inventory management, managed supply orders, provided orientations and trainings, manages scheduling on multiple booking platforms, inbound calls and outbound calls, Emailing, live chat management on websites, Organized and maintained employee files, data entry for business tracking Logs, remote work experience
- Improved operational efficiency by streamlining processes and implementing cost-saving measures.
- Reduced turnaround time for project completion through effective resource allocation and team management.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Developed strong relationships with vendors, resulting in better pricing and improved service quality.
- Implemented new inventory management system to optimize stock levels and reduce waste.
- Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
- Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Analyzed and reported on key performance metrics to senior management.
Compliance Liaison 2
Robert Half Staffing - Aya Healthcare
12.2021 - 09.2022
- Coordinate travelers and nurses schedules, the persons designated by the Company as being responsible for ensuring compliance by the Company and its employees with Applicable Anti-Corruption Laws.
- Liaised between internal departments and external partners to promote efficient communication and collaboration.
- Collaborated with other departments, identifying and addressing areas needing improvement.
- Collected, arranged, and input information into database system.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Conducted regular reviews of operations and identified areas for improvement.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
Independent Life Insurance Agent
PHP Agency
03.2019 - 05.2021
- Sales, recruited agents, onboarding new agents, managed training/orientation/weekly trainings, managed schedules, managed new licenses/courses for new agents, managed client cases, financial analysis, financial planning, retirement planning, financial exit strategy, strategic plans for individual, small and corporations, admin duties, data entry spreadsheets, awarded MVP and promoted to higher contract level, managed marketing materials, managed presentations, worked with Mortgage companies and estate planning agencies, accounting agencies, P&C agencies
- Generated new business leads through targeted networking events, referrals, and community involvement.
- Enhanced customer retention by maintaining strong relationships and conducting regular policy reviews.
- Increased client satisfaction by providing personalized life insurance solutions tailored to individual needs.
- Educated clients on the importance of life insurance, leading to informed decision-making and increased policy sales.
- Collaborated with underwriters to expedite the application process and secure competitive rates for clients.
- Improved overall productivity by implementing efficient systems for tracking client interactions and updating records.
- Streamlined communication channels between clients and carriers to facilitate timely processing of claims.
- Maintained up-to-date knowledge of industry trends, products, and regulatory changes to better serve clients'' needs.
- Achieved consistent growth in annual premiums by diligently prospecting new opportunities for client acquisition.
- Fostered a positive work environment conducive to collaboration among team members, leading to increased overall success.
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Marketed life insurance products to increase customer bases and revenue.
Clinical Supervisor
Pacific Pearl La Jolla
04.2018 - 04.2021
- Handled interviews, hires, terminations, managed biweekly payroll, handled trainings, orientations, onboarding, employee handbook and policies, overseer of clinicians and medical staff, managed and overseer of schedules, managed new patient referrals, managed inventory, managed marketing materials, managed supply orders, implemented new systems, managed schedule for clinical rotations, managed authorizations and approvals with health insurances, data entry, Surgery Scheduling, Insurance verification, obtaining authorization, calling patients to discuss financial responsibility, and coordinating all aspects of the schedule
- High call volume inbound and outbound
- Served as a liaison between clinical staff and administration to address concerns and optimize workflows.
- Led initiatives aimed at promoting mental health awareness within the community through educational events and workshops.
- Optimized scheduling processes that promoted efficient use of time in order to maximize clinician availability for direct patient contact.
- Mentored junior staff members in clinical best practices, contributing to a culture of continuous learning and professional growth.
- Lead and directed team of 19 clinical personnel and support staff.
- Responded to crisis situations with calm and professional approach to optimize support.
- Monitored, analyzed, and corrected staff performance and worked with nurse manager to raise standards of practice.
- Developed and adjusted work schedules for 19 staff.
- Liaised with other healthcare professionals to develop comprehensive patient care plans and provide highest quality of care.
- Ordered all pharmacy supplies and kept check on inventory levels.
Medical Assistant
University Dermatology Associates
04.2013 - 03.2018
- Aided surgeons in various surgical procedures, including pre-operative and post-operative tasks
- Prepared the operating room by sterilizing equipment, arranging surgical instruments, and ensuring proper functioning of medical devices
- Assisted with patient positioning and draping
- Monitored vital signs and communicated patient status to the surgical team
- Contributed to maintaining a safe and organized surgical environment
- Demonstrated a strong understanding of surgical procedures, instruments, and sterile techniques
- Accurately coded and billed medical claims using CPT, ICD-10, and HCPCS codes
- Verified insurance information, submitted claims, and followed up on claim denials or discrepancies
- Managed the accounts receivable process, including processing payments and handling patient billing inquiries
- Maintained compliance with healthcare regulations and insurance company guidelines
- Utilized electronic health record (EHR) systems to track patient information and billing data
- Consistently met or exceeded billing accuracy and revenue collection targets.
- Streamlined office operations by managing inventory levels, ordering supplies, and organizing storage areas.
- Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
- Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Called and faxed pharmacies to submit prescriptions and refills.
- Performed medical records management, including filing, organizing and scanning documents.
Medical Assistant
Dr. Kardashian
03.2011 - 04.2013
- Aided surgeons in various surgical procedures, including pre-operative and post-operative tasks
- Prepared the operating room by sterilizing equipment, arranging surgical instruments, and ensuring proper functioning of medical devices
- Assisted with patient positioning and draping
- Monitored vital signs and communicated patient status to the surgical team
- Contributed to maintaining a safe and organized surgical environment
- Demonstrated a strong understanding of surgical procedures, instruments, and sterile techniques
- Accurately coded and billed medical claims using CPT, ICD-10, and HCPCS codes
- Verified insurance information, submitted claims, and followed up on claim denials or discrepancies
- Managed the accounts receivable process, including processing payments and handling patient billing inquiries
- Maintained compliance with healthcare regulations and insurance company guidelines
- Utilized electronic health record (EHR) systems to track patient information and billing data
- Consistently met or exceeded billing accuracy and revenue collection targets.
Education
Bachelor's degree in business administration -
Fresno Pacific University
Fresno, CA06.2013
Associate degree in clinical and administrative medical assistant -
San Joaquin Valley College
Fresno, CA02.2011
Skills
- HR apps (Gusto, Zenefits, ADP, OnPay, Surepayroll, Roll, QuickBooks
- Mondaycom, Slack, Zoom, Google Meet, Microsoft Teams
- Microsoft Office, Microsoft Word, Excel, PowerPoint, OneDrive, Outlook, Google Sheets, Google Docs
- Canva, Hootsuite, HubSpot, Coschedule, Adobe Creative Suite, Adobe Photoshop, Adobe Premier
- Wix, GoDaddy, Shopify, SEO, Digital Copywriting
- EMR, EPIC, Mindbody, Nextgen, Hello health, Squarespace
- Customer Service, Data Entry, Emailing, Scanning, Faxing
- Digital Marketing, Email Marketing, Google Business Listings, Social Media Marketing
- Multitasking, Multi-Channel Marketing
- Report Preparation
- Data Auditing
- Data Entry
- Information Verification
- Spreadsheet Management
- Organizational Skills
- Remote Work Capabilities
- Customer Service
Timeline
Data Entry Operator
ASK Staffing, Inc - Charles Schwab
05.2023 - 12.2023
Account Manager Assistant
PNW Insurance Group
05.2023 - 09.2023
Compliance Liaison 2
Robert Half Staffing - Aya Healthcare
12.2021 - 09.2022
Operations Manager
Temple Barber Lounge
05.2021 - 02.2023
Independent Life Insurance Agent
PHP Agency
03.2019 - 05.2021
Clinical Supervisor
Pacific Pearl La Jolla
04.2018 - 04.2021
Medical Assistant
University Dermatology Associates
04.2013 - 03.2018
Medical Assistant
Dr. Kardashian
03.2011 - 04.2013
Bachelor's degree in business administration -
Fresno Pacific University
Associate degree in clinical and administrative medical assistant -
San Joaquin Valley College