Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Timeline
Generic

Leiloni Mosinske

San Jose,CA

Summary

Dedicated business professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Looking to obtain a position that will provide room to grow with large opportunities. Adaptable, organized and a dependable candidate successful at managing multiple priorities with a positive attitude. A have a willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sample Manager

MIR MOSAIC
06.2021 - Current
  • I help run a large department within the company to provide samples nationwide to all vendors
  • I coordinate with my department as management throughout the warehouse to create, and ship products as needed in large and small scales
  • Helping ensure my sales reps have what they need to obtain new vendors and coordinate between LTL companies running logistics for freight pick ups, damages, and quoting
  • I process orders, help create accounts, processing of materials, and coordinate all the shipping from my side
  • I run sales reports for the companies sales team and accounting.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Developed and implemented business strategies to achieve business goals and stay competitive.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Defined clear targets and objectives and communicated to other team members.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Launched quality assurance practices for each phase of development
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.

Associate

Pinnacle Agency
11.2017 - 12.2022
  • I was an independent financial Professional
  • I help clients with their financial portfolio and provide financial education
  • I currently have taught multiple financial concepts in multiple schools in San Jose
  • I provide
  • Financial road maps to clients to show them the outcome of their financial future based off current or future goal scenarios
  • I am a large advocate for helping secure and preserve individuals financial futures and giving the education needed for the clients to make the best educated decisions for themselves.
  • Worked varied hours to meet seasonal and business needs.
  • Greeted customers and offered assistance for increased customer satisfaction.
  • Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
  • Provided product price information to customers.
  • Trained and mentored junior staff on customer service strategies and techniques.
  • Identified customer needs and wants to enhance customer experiences and boost sales.
  • Maintained relationships with customers to maximize sales opportunities.
  • Created solutions for customers to satisfy specific needs, quality and budget.
  • Utilized customer feedback to improve product offerings.
  • Analyzed customer data to identify trends and anticipate customer needs.
  • Monitored customer service metrics and performance indicators to identify areas of opportunity.
  • Created promotional materials to advertise products and services.
  • Generated sales reports and presentations for senior management.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Built customer loyalty and retention by delivering excellent shopping experiences.

Manager

HR BLOCK
12.2020 - 06.2021
  • I work professionally and quickly to help an amazing team of tax professionals hit goals and succeed in the currently fast changing tax season
  • All of my duties are listed below with what I do on a daily and weekly basis
  • Coordinate client needs with tax professionals, Answer phone calls, answer simple tax questions, file client folders alphabetically, handle deposits and petty cash, train new employees for various locations, handle customer complaints, supply ordering, cleaning, weekly meetings to address new changes in
  • COVID protocol, Help tax professionals when they run into an error, organize desks and supplies, handle trouble tickets and maintenance requests
  • Run reports to keep the tax team up to date on goals and estimates on what needs to be achieved all while helping maintain a clean and healthy office.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Excelled in improving locations moral and increasing clients served.

Hygiene Coordinator

AZ Dental
08.2020 - 12.2020
  • I coordinate patient appointments for our General Practitioners
  • Maintain an organized consistent schedule for our Orthodontist and General practitioner
  • Make recall calls to engage prior patients and make them feel at ease about future service with COVID standards Provide information to all patients about new sterilization standards
  • Use Dentrix system to create patient files and schedule appointments
  • Run patient insurance and help with treatment planning per doctors requests

Secretary/Receptionist

H&R Block
12.2019 - 04.2020
  • Processed paperwork, Answered multiline phone system, balanced cash drawer, cleaned, filed client files, created client portfolios and set up book of business for tax professionals
  • Assisted tax professionals throughout tax season.

CSR, Lincare
04.2017 - 04.2018
  • I worked in a high pace position where I must know lots of medical terminology along with icd codes and hcpc codes
  • I submitted/overviewed patient insurances
  • I had processed authorizations depending on the insurance and their documentation received
  • Worked with medicare/medi-cal and private pay insurances
  • I troubleshot medical equipment with patient's if there was a failure and scheduled technicians for any possible visit
  • I took large weekly orders for supplies to be shipped
  • I also prepared shipping of the supplies for the current patients and work on billing reports.

Secretary/case aid

Community Care
12.2016 - 04.2017
  • I worked as a secretary and case aid for this non profit organization
  • My duties were to maintain client folders/binders, create client account, create Microsoft excel spread sheets, maintain or stock of donations, render services for our clients such as bus passes for example
  • I organized and put together company meetings, I attended board meetings in which I organized and also recorded to transfer I to text for the company.

CSR - Customer Service Representative

Pacific Pulmonary Services
07.2015 - 07.2016
  • I worked in a high pace position where multitasking is very necessary
  • My job was to view prescriptions and medical records for patient's needing durable medical equipment
  • I submitted and over viewed patient insurances to see what will be billed
  • We worked with medicare/medi-cal and private pay insurances
  • I troubleshot medical equipment with patient's if there was a failure
  • I took large weekly orders for supplies to be shipped
  • I also prepared shipping of the supplies for the current patients.

More Experience Can Be Provided Upon Request

.

Education

Diploma - General

Kelseyville High School
Kelseyville, CA

Pharmacuetical -

US Careers Institute
2015

Skills

  • Financial Planning
  • Administrative Experience
  • Transcription
  • Dentrix system knowledge (Less than 1 year)
  • Clerical Experience
  • Dentrix (Less than 1 year)
  • ICD-9/ICD-10
  • Dental office experience
  • Financial Analysis
  • Life License
  • 15 years of customer service experience
  • 8 years sales experience
  • 5 years of management experience
  • 2 years data entry experience
  • 2 years dispatching experience
  • 8 years cash handling experience
  • 6 years Secretary/Receptionist
  • 3 years DME experience
  • 5 years Administrative experience
  • 2 years event coordinating
  • 3 years self/leadership development experience
  • 5 years training and developing
  • Familiar with ICD10 codes/CPT/HCPC Codes
  • Familiar with medicare/medi-cal
  • Proficient Microsoft office programs
  • Very adaptable
  • Patient Registration
  • Correspondence and Reports
  • Team Oversight
  • Business Development
  • Financial Management
  • Department Organization
  • Regional Sales and Support
  • Retention Strategies
  • Training Programs
  • Managing Routines
  • Business Planning
  • Sales and Marketing
  • Problem Resolution
  • Account Management
  • Staff Management
  • Sales Expertise
  • File and Data Retrieval Systems
  • Event Coordination
  • Business Administration
  • Negotiation and Persuasion
  • Corrective Actions
  • Account Updates
  • Market Research
  • Medical Terminology
  • Mentoring
  • Project Management
  • Document Control
  • Inventory Control Processes
  • Processes and Procedures
  • Customer Service
  • Pipeline Development
  • Schedule Preparation
  • Profit and Loss Accountability
  • Team Leadership

Accomplishments

  • I was able to learn quickly and was voted employee of the year that same year.
  • Have obtained certificate of recognition for 110% growth within a company.
  • Earned awards for highest store location sales and outstanding performance.
  • Supervised team of 15 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved vendor/customer issues which led to overachieving goals.
  • Resolved product issue through consumer testing.

Certification

  • Licensed Life/Health

Additional Information

  • Willing to relocate: Anywhere within the bay area.

Timeline

Sample Manager

MIR MOSAIC
06.2021 - Current

Manager

HR BLOCK
12.2020 - 06.2021

Hygiene Coordinator

AZ Dental
08.2020 - 12.2020

Secretary/Receptionist

H&R Block
12.2019 - 04.2020

Associate

Pinnacle Agency
11.2017 - 12.2022

CSR, Lincare
04.2017 - 04.2018

Secretary/case aid

Community Care
12.2016 - 04.2017

CSR - Customer Service Representative

Pacific Pulmonary Services
07.2015 - 07.2016

More Experience Can Be Provided Upon Request

.

Diploma - General

Kelseyville High School

Pharmacuetical -

US Careers Institute

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Leiloni Mosinske