Adept at managing budgets, invoicing, and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
9
9
years of professional experience
Work History
Pharmacy Technician
United Health Group, Optum
08.2022 - Current
Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
Stocked, labeled, and inventoried medication to keep accurate records.
Insurance Sales Agent
USAA Insurance
04.2022 - 08.2022
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Notary Public
Notarize.com
06.2021 - 04.2022
Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
Administered oath to document signers to obtain affirmation of truth.
Checked documents and identifying credentials for all parties.
Examined documents for accuracy, completion and compliance before notarizing.
Licensed Realtor
Real Broker, LLC
04.2021 - 04.2022
Compared recently sold area properties to determine competitive market prices.
Promoted sales of properties through advertisements, open houses and online advertising platforms.
Arranged for inspections and surveys of sold properties.
Resolved client concerns related to home purchases to maintain high satisfaction ratings.
Lead Pharmacy Technician
PharMerica
12.2014 - 07.2021
Supervised 15 pharmacy technicians and coordinated day-to-day assignments.
Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
Maintained and updated patient records, prescription information and patient data in accordance with HIPAA regulations.
Helped pharmacist clear problematic prescriptions and address customer questions to keep pharmacy efficient.
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT
06.2024
Associate of Arts - Business Administration
San Antonio College
San Antonio, TX
07.2023
Skills
Account Reconciliation Processes, Oversight of Billing Procedures & Billing Compliance, Accurate Filling of Customer Billing Accounts & Customer Billing Reconciliation, Credit and Debt Card Processing, & Cash Handling
Strategic Financial Planning & Reporting, Tracking Profit Margins, Loss Analysis, Fraud Detection & Loss Prevention Monitoring, Oversight of State Regulation Compliance and Business Standard Operations
Managing & Oversight of Purchasing Activities, Budgetary Governance, Supplier Selection, Control of Expenses, Purchase Needs Determination, Purchasing Software, Purchase Order Reconciliation, Inventory Reconciliation, Tracking Shipments
Time Management, Schedule Management, Event Calendar Management, Team Training, Public Speaking, Presentations, Employee Relations, Operational Efficiency & Workflow Processes
File and Database Management, Document Coordination, Invoice Preparation, Purchase Order & Invoice Filing
Microsoft Office, Outlook, Excel, & Several Other Computer Applications
Customer Relationship Development, Account Retention, CRM Tracking, Business correspondence
New Policy Quotations, Quote Analysis, Quote Comparisons, Mathematic Calculations
Manager Case Management, Care & Disease Management Ops External Channel at United Health Group/Optum HealthManager Case Management, Care & Disease Management Ops External Channel at United Health Group/Optum Health