Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Lisa Figueroa

Nesconset,NY

Summary

Professional, detail oriented team member, with experience in sales and costumer relations, as well as administrative duties.

Overview

12
12
years of professional experience

Work History

Receptionist

Body In Balance Physical Therapy
Hauppauge, NY
08.2013 - 08.2014
  • Answered phone calls, greeted patients, and scheduled appointments for both Hauppauge and East Setauket locations
  • Responsible for maintaining accurate charts and up to date demographics
  • Coordinated with the Physical therapists and office staff to optimize the physical therapists time and treatment room utilization
  • Assisted patients with any concerns or questions they may have about their treatment and relaying their concerns to the treating physical therapist
  • Registered new patients, conducted their intake and demographics as well as verified all insurance benefits
  • Discussed with patients their insurance benefit and addressed any questions or concerns they may have
  • Pulled patients charts and any paperwork needed for the patients appointments for the next business day
  • Trained all reception new hires
  • Maintained a clean and organized work space

Office Manager

Body In Balance Physical Therapy
Hauppauge, NY
09.2014 - 08.2019
  • Responsible for the hiring and termination office support staff
  • Coordinate schedules for all staff, aides, support clerical and physical therapists weekly
  • Payroll for all staff
  • Developed staff policies, and addressed and resolved any conflicts or concerns the staff may have
  • Liaise with patients, address inquiries, handle meeting requests, and answer billing questions or concerns
  • Ensure all patient's insurance information is up to date
  • Coordinate all insurance, workers compensation, and no-fault authorizations to ensure proper reimbursement
  • Handle supply purchases and inventory management for our office operations and equipment maintenance
  • Provide support for my boss with day-to-day office tasks

Account Executive

Soter Technologies
Ronkonkoma, NY
09.2019 - Current
  • Develop and implement sales plans for the K-12 education sector.
  • Build and maintain strong client relationships
  • Negotiate contracts and secure large deals with school districts and organizations
  • Collaborate with teams to ensure seamless product implementation and client satisfaction.
  • Utilize CRM software for tracking sales and client interactions.
  • Managed accounts by providing ongoing technical support after the sale was completed
  • Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.

Education

Associate of Arts - Liberal Arts And General Studies

Suffolk Community College
Brentwood, NY
05.1995

Skills

  • Interpersonal communications
  • Ability to prioritize
  • Customer relations
  • Detail-oriented
  • Proficient in WebPT, Clinicient, EMR/EHR Software
  • Insurance verification
  • Office management

References

References available upon request.

Timeline

Account Executive

Soter Technologies
09.2019 - Current

Office Manager

Body In Balance Physical Therapy
09.2014 - 08.2019

Receptionist

Body In Balance Physical Therapy
08.2013 - 08.2014

Associate of Arts - Liberal Arts And General Studies

Suffolk Community College
Lisa Figueroa