Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
Retirement Plan Client Support Specialist
Summit Group of Virginia, an Alera Company
Virginia Beach, VA
06.2025 - Current
Direct training initiatives for Wealth Management and 401(k) teams on Salesforce and eMoney Advisor
Oversee the development of professional, client-facing materials for plan review meetings to strengthen engagement and reinforce advisor credibility
Lead Project Planning, timelines, and follow-up processes to ensure accountability and on-time completion
Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
Managed client relationships, ensuring satisfaction and retention through proactive support.
Client Support Specialist
eMoney Advisor
Remote
09.2022 - 06.2025
Delivered technical support across ten core platform functions, contributing to a 98% customer satisfaction rating
Led testing, rollout, and adoption of new features and process improvements to enhance platform functionality and operational efficiency
Directed resolution of complex service inquiries across phone, email, and chat channels, leveraging CRM systems and internal knowledge resources
Member Success Enrollment Specialist
Foresight Mental Health
Remote
01.2022 - 09.2022
Rapidly promoted to Expansion Specialist within three months in recognition of exceptional performance and outreach volume
Consistently exceeded average call volume by 3x through strong organizational discipline and effective client communication
Drove successful enrollment of new clients by leveraging Salesforce, RingCentral, and Smartsheet
Executive Assistant to Director of Home Health and Hospice
Chesapeake Regional Medical Center
Chesapeake, VA
08.2021 - 03.2022
Provided administrative and operational support to the executive team
Ensured accuracy, confidentiality, and compliance of healthcare documentation in accordance with regulatory standards
Managed office and medical supply inventory, overseeing ordering processes to support uninterrupted operations
Client Service Representative
LifeNet Health
Virginia Beach, VA
03.2021 - 08.2021
Processed and coordinated purchase orders through Esker and SAP, ensuring accuracy, compliance, and timely fulfillment
Tracked and managed client communications using CRM tools and internal systems to support issue resolution and service continuity
Pre-Registration & Authorization Specialist
Chesapeake Regional Medical Center
Chesapeake, VA
04.2018 - 08.2021
Managed demographic verification, insurance processing, and patient cost estimates using Epic, Passport, and Athena to support accurate billing and patient access
Supported oncology center operations by coordinating pre-authorizations and certifications to ensure timely and compliant patient care
Senior Patient Registrar
Jordan Young Institute
Virginia Beach, VA
05.2017 - 04.2018
Trained staff on operational procedures and HIPAA compliance, while processing insurance codes to support accurate billing
Oversaw daily cash handling processes, monitored transactions, and resolved discrepancies to ensure financial accuracy and control
Patient Service Representative
Bon Secours In-Motion Physical Therapy
Hampton Roads, VA
06.2015 - 03.2017
Managed multi-location scheduling and coverage across 14 sites, ensuring operational continuity
Served as acting office manager and patient representative as needed, collaborating closely with clinical teams to support patient care and office operations
Education
Bachelor of Science - Business Management
University of Phoenix
04-2023
Associate of Science - Business Administration
Tidewater Community College
12-2020
Skills
Interpersonal and written communication
Client relationship building
CRM software
Training development aptitude
Process improvement
Complex Problem-solving
Staff training and development
Organizational skills
Operations management
Timeline
Retirement Plan Client Support Specialist
Summit Group of Virginia, an Alera Company
06.2025 - Current
Client Support Specialist
eMoney Advisor
09.2022 - 06.2025
Member Success Enrollment Specialist
Foresight Mental Health
01.2022 - 09.2022
Executive Assistant to Director of Home Health and Hospice