Leona "Jeanie" Lehman
Flora,IL
Summary
Dynamic and results-oriented professional with extensive experience at Hettiger Eye Care Center and Brandon Bible - Country Financial. Excelled in claims processing and enhanced customer satisfaction through exceptional service. Demonstrated expertise in document management and sales support, contributing to process improvements and efficient billing practices. Proven ability to train peers and manage administrative tasks effectively, showcasing strong organizational and communication skills.
Overview
30
30
years of professional experience
Work History
Insurance Agent Assistant
Brandon Bible - Country Financial
06.2024 - Current
- Supervised policy renewal process, proactively reaching out to clients well in advance of expiration dates.
- Participated in training sessions to continuously enhance product knowledge and skills in the insurance field.
- Maintained detailed records of client interactions, ensuring all relevant information was accurately documented.
- Monitored billing activities closely, ensuring prompt payment collection from customers while minimizing overdue accounts receivable balances.
- Handled claims processing efficiently, expediting settlements in a timely manner for satisfied clients.
- Completed sales documentation and collected signatures to finalize purchases.
- Managed office administrative tasks such as filing, data entry, and correspondence management to maintain an organized workspace.
Optometric Assistant
Hettiger Eye Care Center
05.1995 - 06.2024
- Identified areas for process improvement and implemented changes to enhance overall practice efficiency.
- Educated patients on proper contact lens care, reducing the incidence of infections and complications.
- Performed pre-testing procedures, enabling optometrists to focus on comprehensive examinations and personalized recommendations.
- Managed billing processes efficiently, resolving any discrepancies promptly to maintain positive patient relationships.
- Enhanced patient satisfaction by providing efficient and friendly service during their visits.
- Ensured accuracy of patient records by diligently updating information during each visit or interaction.
- Increased repeat business through exceptional customer service and follow-up communications with patients about their eye care needs.
- Maintained clean and organized examination rooms to ensure a comfortable environment for patients.
- Coordinated referral processes between primary care physicians and specialist providers for seamless continuity of care.
- Aided in the selection of eyeglass frames that best suited each patient''s face shape, style preferences, and prescription requirements.
- Streamlined appointment scheduling, resulting in improved patient flow and reduced wait times.
- Managed inventory of optical supplies, ensuring availability of necessary materials for daily operations.
- Provided training support for new team members, sharing expertise on best practices in optometric assistance tasks.
- Contributed to increased sales by effectively promoting optical products and services based on individual patient needs.
- Assisted optometrists in conducting eye exams for accurate diagnosis and treatment planning.
- Collaborated with insurance providers to verify coverage, facilitating smooth transactions for both patients and the practice.
- Administered visual acuity tests, glaucoma screening and Keratometry and communicated findings to doctor.
- Took medical histories and reported current concerns from patients prior to physical exam by optometrist.
- Explained processes and operated equipment for optical testing.
- Scheduled appointments, handled referrals and ordered supplies for optometric practice.
- Greeted patients, prepared exam rooms and documented medical records to keep office running efficiently and effectively.
- Helped patients with optical selections and dispensing to facilitate customer service.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Collected and documented patient medical information such as blood pressure and weight.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
- Taught patients about medications, procedures, and care plan instructions.
Education
Cosmetology License - Cosmetology
Olney Central College
Olney05-1991
Skills
- Claims processing
- Sales support
- Document management
Timeline
Insurance Agent Assistant
Brandon Bible - Country Financial
06.2024 - Current
Optometric Assistant
Hettiger Eye Care Center
05.1995 - 06.2024
Cosmetology License - Cosmetology
Olney Central College
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