Lara Monroe
Medicare Sales Representative
Shippensburg,PA
Summary
Reliable employee seeking to fulfill the Treasury Operations Analyst - Cash Management position. Offering excellent communication and good judgment. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Enthusiastic eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Teaching, trained inHuman Development and Family Studies, Health and Medicare skills. Motivated to learn new skills that will help with growth and to excel with Fiserv company . Enthusiastic to learn and train as a Treasury Operations Analyst - Cash Management, and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Treasury Operations Analyst - Cash Management position. Ready to help team achieve company goals.
Overview
16
16
years of professional experience
Work History
Independent Medicare Sales Representative
Advocate Heath Advisors LLC
Shippensburg, PA
04.2020 - Current
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Worked alongside retail representatives to enhance product presentations and advertising collateral.
- Employed variety of sales practices to accommodate each customer's individual needs and overcome objections.
- Used strong customer service skills to develop loyal customer base, increasing repurchasing rate [Number]%.
- Used prospecting and client development techniques to produce fresh leads and maintain solid conversion rate.
- Managed end-to-end management of transactions, financial records, and support.
- Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
- Organized [Type] inventory to keep samples ready and products within optimal levels to support target customer levels.
- Conferred with existing and potential customers to assess requirements and propose optimal solutions.
- Orchestrated efficient and performance-oriented daily work plan to maximize time usage and customer connections.
- Developed outreach initiative, increasing sales [Number]% each sales period.
- Conducted daily follow-up calls to answer client's questions and manage sales process.
- Consulted with customers to assess requirements, offer product recommendations and resolve technical issues after sales.
Substitute Teaching
ESS / Source4Teachers
Shippensburg, PA
12.2017 - Current
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Took over class for regular classroom teacher, managing assignments, student needs and recordkeeping.
- Supervised lunchroom and recess activities.
- Maintained day-to-day classroom management and discipline to promote learning initiatives.
- Took notes and prepared reports on school day activities to provide to primary teacher.
- Kept accurate and current attendance records and assignment sheets to maintain file compliance.
- Organized and cleaned teaching areas after daily use to maintain high standards for returning teachers or other substitutes.
- Provided instruction for students in core subject areas.
- Helped students develop life-long learning skills and good study habits.
- Developed rules and set goals to maintain order in classroom.
- Diversified classroom instruction and group activities to successfully support students with unique strengths and learning styles.
- Assigned, explained and graded homework.
- Administered and graded tests and quizzes and reported performance to primary teacher.
- Collaborated with teaching staff to implement coordinated educational strategies and student support networks.
- Leveraged classroom discussion strategies to engage students, promote topics and boost learning opportunities.
- Worked with principal's office on disciplinary and safety issues.
- Integrated existing and new technology into classroom to help provide creative and fun learning environment.
- Implemented outlined grading and assessment techniques to document growth, development and knowledge advancements during teacher absence.
Supervisor/Food Service Worker
Compass Group
Shippensburg, PA
08.2014 - 01.2017
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Greeted customers at counter to fulfill requests and answer questions.
- Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
- Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.
- Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
- Sanitized dining ware and kitchen equipment according to health code standards.
- Replenished condiments, beverages and supplies while maintaining cleanliness of service areas.
- Made food according to standard recipes with requested changes for customer satisfaction.
- Learned other teammates' work tasks to train as backup.
- Prevented food spoilage by monitoring dates, rotating stock and following proper storage procedures.
- Kept supplies in sufficient stock by assessing inventory levels and reporting lower stock items.
- Communicated effectively with customers to plan large or specialized orders, providing customers with recommendations, samples and response to particular requests.
- Compiled recipe ingredients and prepared for cooks by washing, cutting or measuring food items.
- Prepared recipe ingredients by washing, peeling, cutting and measuring.
- Cooked batches of food according to standard recipes.
- Circulated kitchen area to receive work assignments and identify support tasks.
- Inspected equipment, refrigerators and warming lamps to check compliance with safe operating levels.
- Scanned shelves and product cases for expired stock and discarded outdated or spoiled items.
- Plated hot meals and salads in aesthetically pleasing arrangements.
- Observed customer purchases in line and differentiated between standard portions.
- Promoted new or high-value food items by creating attractive displays in cases and other customer-facing areas.
- Created appealing food arrangements for party trays and specialized orders.
- Kept pastry and dessert case stocked with fresh selections and arranged to entice orders.
Receptionist/Office/Clerical Support Staff
Manpower Temporary Services
Shippensburg, PA
01.2013 - 07.2015
- Completed clerical tasks such as filing, copying and distributing mail.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Executed record filing system to improve document organization and management.
- Interacted with customers by phone, email or in-person to provide information.
- Delivered clerical support by handling range of routine and special requirements.
- Verified accuracy of business records by consistently updating customer information.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
- Coordinated, scheduled and arranged business meetings and travel calendars.
- Arranged rapid office equipment repair and maintenance with vendors.
- Oversaw automated tracking and documentation of data, client correspondence and office operations.
- Developed correspondence letters, memos and emails.
Medical Records Technician
Manpower Temporary Services
Chambersburg, PA
01.2013 - 07.2015
- Kept accurate log of requests for medical information and records.
- Processed medical records requests from outside providers according to facility, state and federal law.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Identified new methods to optimize medical records management.
- Maintained patient records in compliance with security regulations.
- Utilized Lotus Notes to manage and confirm patient data, such as insurance, demographic and medical history information.
- Maintained medical records, legal, and personal documents.
Utilized Lotus Notes and HomeWorks computer program for Medical Record Keeping.
Scanned. Faxed, and recorded documentation out to various departments.
Therapeutic Support Staff Member
Family Behavioral Resources
Chambersburg, PA
12.2010 - 03.2011
- Guided clients in development of skills and cognitive behavioral therapy techniques.
- Documented patient information, treatment plans and patient responses.
- Tracked progress according to goals for interventions.
- Counseled individuals, groups and families to bring awareness of problems, deal with crisis situations and develop action plans.
- Provided tools for clients and families to communicate better and negotiate issues for improved family relationships.
- Developed and implemented intensive individualized treatment plans addressing family relationship problems, destructive patterns of behavior and other psychosocial issues.
- Encouraged clients and family members to practice and use skills and strategies for confronting problems constructively.
- Gathered information about clients using observational techniques and interviews, case histories and other assessment methodologies.
- Documented patient information through analyzing data, interview notes and test results, and identified and diagnosed nature of clients' problems.
- Maintained and updated patient records, changes in service plans, and treatment reports.
- Recommended therapeutic action plans and treatments based on results from behavioral assessments.
- Provided crisis support and emergency care for patients.
- Evaluated treatment techniques after sufficient time periods to determine effectiveness for each client.
- Worked with interdisciplinary treatment team to develop treatment plans.
- Assisted clients to better understand roles as parents, focusing on developing skills to nurture and guide children.
- Assisted in coordination of mental health support services provided by care team.
- Consulted with other therapists, public and private service agencies and university researchers to advise clients on resources available.
- Conducted Functional Behavior Assessments (FBAs) and Functional Analyses (FAs) and developed behavior intervention plans based on principles of applied behavior analysis.
- Advocated for placement of patients into community-based treatment settings.
- Conferred with superiors to determine if non-progressing clients should continue to be counseled or referred to other specialists in such fields as medicine, psychiatry or legal aid.
- Referred clients to specialists, educational outreach programs or social service agencies for additional interventional needs.
Therapeutic Support Staff Member
Spectrum Health And Wellness
Chambersburg, PA
05.2009 - 12.2010
- Guided clients in development of skills and cognitive behavioral therapy techniques.
- Documented patient information, treatment plans and patient responses.
- Tracked progress according to goals for interventions.
- Counseled individuals, groups and families to bring awareness of problems, deal with crisis situations and develop action plans.
- Provided tools for clients and families to communicate better and negotiate issues for improved family relationships.
- Developed and implemented intensive individualized treatment plans addressing family relationship problems, destructive patterns of behavior and other psychosocial issues.
- Encouraged clients and family members to practice and use skills and strategies for confronting problems constructively.
- Gathered information about clients using observational techniques and interviews, case histories and other assessment methodologies.
- Documented patient information through analyzing data, interview notes and test results, and identified and diagnosed nature of clients' problems.
- Maintained and updated patient records, changes in service plans, and treatment reports.
- Recommended therapeutic action plans and treatments based on results from behavioral assessments.
- Provided crisis support and emergency care for patients.
- Evaluated treatment techniques after sufficient time periods to determine effectiveness for each client.
- Worked with interdisciplinary treatment team to develop treatment plans.
- Assisted clients to better understand roles as parents, focusing on developing skills to nurture and guide children.
- Assisted in coordination of mental health support services provided by care team.
- Consulted with other therapists, public and private service agencies and university researchers to advise clients on resources available.
- Conducted Functional Behavior Assessments (FBAs) and Functional Analyses (FAs) and developed behavior intervention plans based on principles of applied behavior analysis.
- Advocated for placement of patients into community-based treatment settings.
- Conferred with superiors to determine if non-progressing clients should continue to be counseled or referred to other specialists in such fields as medicine, psychiatry or legal aid.
- Referred clients to specialists, educational outreach programs or social service agencies for additional interventional needs.
- Counseled individuals, groups and families to bring awareness of problems, deal with crisis situations and develop action plans
- Guided group therapy for [Type] clients with focus on self-advocacy, self-healing and empowerment
- Encouraged clients and family members to practice and use skills and strategies for confronting problems constructively
- Worked with interdisciplinary treatment team to develop treatment plans
- Gathered information about clients using observational techniques and interviews, case histories and other assessment methodologies
- Maintained model fidelity and participated in training and re-training MDFT certification processes
- Assisted in coordination of mental health support services provided by care team
- Managed caseload of individual clients.
- Maintained and updated patient records, changes in service plans and treatment reports
- Evaluated treatment techniques after sufficient time periods to determine effectiveness for each client
Education
Bachelor of Science - Human Development And Family Studies
Pennsylvania State University
Mont Alto, PA12.2011
Counseling - Introduction To Biblical Counseling
University of The Nations
The Netherlands01.2002
Addictive Behavior Counseling - Counseling
University of The Nations
The Netherlands03.1993
High School Diploma -
Luray High School
Luray, VA06.1988
Skills
- Business growth and retention
- Contract negotiations
- Licensed Health Insurance Agent
- Medicare expertise
- Small Group Tutoring
- Student Needs Assessments
- Positive Reinforcement Strategies
- Special Assignments
- Educational Settings
- Enforcing Classroom Rules
- Behavior Management
- Concept Studies
- Lesson Plan Implementation
- Understanding of Content
- Instructional Strategies
- Staff Collaboration
- Assigning and Grading Work
- Classroom Integration
- Organization and Planning
- Administrative Updates
- Administering Networks
- Classroom Managment
- Materials Distribution
- Classroom and Activity Supervision
- Family Involvement
- Teacher Assistance
- Personalized Support
- Consistent Supervision
- Class Encouragement
- Behavioral Neurology
- Strategy Assistance
- Educational Enrichment
- Business growth and retention
- District Standards
- Substitute Teacher Coordination
- Algebra II
- Group Dynamics
- Apple Final Cut Pro
- Behavior Redirection
- Interactive Media
- Room Arrangements
- Client Satisfaction
- Google Classroom
- Lunchtime Assistance
- Social Perceptiveness
- Positive Interactions
- Group Assistance
- Clerical Support
- Educational Opportunities
- Cultural Awareness
- Google Drive
- Individualized Care
- Ability to Be Flexible
- Instructional Techniques
- Group Classes
- Active Participation
- Student Counseling
- Fair Testing Practices
- Inventorying Supplies
- Assistive Technology
- Teaching Life Skills
- SMART Technology
Timeline
Independent Medicare Sales Representative
Advocate Heath Advisors LLC
04.2020 - Current
Substitute Teaching
ESS / Source4Teachers
12.2017 - Current
Supervisor/Food Service Worker
Compass Group
08.2014 - 01.2017
Receptionist/Office/Clerical Support Staff
Manpower Temporary Services
01.2013 - 07.2015
Medical Records Technician
Manpower Temporary Services
01.2013 - 07.2015
Therapeutic Support Staff Member
Family Behavioral Resources
12.2010 - 03.2011
Therapeutic Support Staff Member
Spectrum Health And Wellness
05.2009 - 12.2010
Bachelor of Science - Human Development And Family Studies
Pennsylvania State University
Counseling - Introduction To Biblical Counseling
University of The Nations
Addictive Behavior Counseling - Counseling
University of The Nations
High School Diploma -
Luray High School
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