I have a strong foundation in strengths-based coaching and a genuine passion for helping others reach their full potential. My personal combination of strengths, including Empathy, Harmony, Connectedness, Includer, and Responsibility, align well with my value within a team context, as they allow me to connect deeply with individuals, foster inclusivity, and guide them towards personal and professional growth. My StandOut Role Assessment reflects that I am an Advisor and Influencer, further emphasizing my ability to offer valuable guidance and insights while also influencing others positively. My dedication and strong work ethic enables me to function with relational integrity in all work-related activities.
Overview
8
8
years of professional experience
Work History
Assistant Coach / Administrator
BREAKTHRU COACHING
01.2017 - Current
Business Registration: Registering Breakthru Coaching as a small business LLC
This involved completing necessary paperwork and adhering to legal requirements for business registration
Appointment Confirmation: Confirming appointments for coaching sessions, ensuring clients are scheduled appropriately and that all parties are informed
Office Management: Ordering stationery and supplies necessary for the smooth operation of the coaching business
This involves keeping track of inventory and ensuring necessary items are always available
Documentation Preparation: Creating and preparing all documentation required for coaching sessions
This includes any forms, contracts, or materials needed for client sessions
Printing and Filing: Printing notes and other materials for coaching sessions, as well as maintaining organized filing systems for documents related to the business
Bookkeeping: Performing everyday bookkeeping tasks such as entering transactions into the Quicken bookkeeping system, processing invoices and receipts, and managing the cash book
This ensures accurate financial records for the business
Banking: Handling weekly banking tasks, which may include depositing funds, reconciling accounts, and managing cash flow
Tax Returns: Completing annual and quarterly tax returns for both local and federal authorities
This involves staying up to date with tax laws and regulations to ensure compliance
Expense Tracking: Keeping a travel log and calculating pro-rata expenses such as rental, insurance, and mobile expenses using Excel spreadsheets
This helps track business expenses and ensures accurate financial reporting
Overall, my role involves a combination of coaching, administrative tasks, financial management, and compliance responsibilities to support the operations and growth of Breakthru Coaching.
Front Office and Reception
ENDODONTICS OF CASTLE ROCK
11.2022 - 03.2023
Liaising with Patients: Welcoming patients, checking them in for appointments, and handling payments and co-payments
This involved providing customer service and ensuring patients had a smooth experience
Handling Calls: Answering incoming calls from patients and possibly other parties, providing information, scheduling appointments, and addressing inquiries or concerns
Estimates and Insurance: Compiling 'out of Pocket' estimates for patients by communicating with dental insurance providers online
This involved verifying insurance coverage, determining patient costs, and providing estimates for treatments
Appointment Scheduling: Making appointments for patients and ensuring they completed any necessary documentation prior to their visits
Document Management: Scanning x-rays and other documentation provided by dentists into patients' computer files
This ensured that patient records are complete and easily accessible
Preparation for Visits: Getting paperwork ready for the next day's patient visits, including ensuring all necessary documents and records were in order
Appointment Reminders: Calling patients to remind them of their upcoming appointments
Cash Reconciliation: At the end of the day, completing the 'Cash Up' reconciliation process
Overall, my role involved a combination of patient interaction, administrative tasks, communication with insurance providers, and financial management to support the operations of the endodontic office.
Front Office and Reception
FOUNDERS FAMILY MEDICINE AND URGENT CARE
03.2022 - 11.2022
Taking Incoming Calls from Patients: Answering phone calls from patients, addressing their inquiries, scheduling appointments, and providing information as needed
Scheduling Appointments: Managing the appointment calendar, scheduling appointments for patients, and ensuring the schedule was organized and efficient
Processing Patient Cases: Handling patient information, updating records, and ensuring that all necessary paperwork and documentation was completed accurately
Liaising with Patients: Communicating with patients to address their needs, requests, and concerns
Providing assistance and support to ensure a positive patient experience
Liaising with Medical Assistants and Physicians Assistants: Collaborating with medical assistants and physician assistants to coordinate patient care, relay important information, and ensure smooth operations within the healthcare facility
Appointment Reminders: Contacting patients via phone or other communication channels to remind them of their upcoming appointments
Scheduling Necessary Appointments: Reaching out to patients to schedule additional appointments that are required for their medical care or recommended by healthcare providers
Checking In Patients and Taking Payments: Greeting patients upon arrival, checking them in for their appointments, verifying insurance information, and collecting payments or co-payments as was necessary
Checking Out Patients and Setting Further Appointments: Assisting patients with the check-out process after their appointments, scheduling follow-up appointments or procedures, and ensuring they have all necessary information before leaving
Overall, these tasks involved a combination of administrative duties, patient communication, and coordination with other healthcare professionals to ensure efficient and effective patient care.
Front Office and Reception
CASTLE ROCK FAMILY PHYSICIANS
09.2021 - 03.2022
Fielding Incoming Calls from Patients: Answering phone calls from patients, addressing their inquiries, scheduling appointments, and providing assistance or information as needed
Scheduling Appointments: Managing the appointment schedule, coordinating with patients to find suitable appointment times, and ensuring the calendar was organized efficiently
Processing Medication Refill Requests: Handling requests from patients for medication refills, coordinating with healthcare providers to authorize and process these requests, and communicating with pharmacies as necessary
Collating Patient Files and Paperwork: Gathering and organizing patient files, medical records, and necessary paperwork in preparation for the next day's appointments
Liaising with Medical Staff: Communicating with doctors, medical assistants, and physician assistants to coordinate patient care, relay important information, and ensure seamless operations within the medical practice
Appointment Reminders: Contacting patients via phone or other means to remind them of their upcoming appointments, reducing the likelihood of missed appointments and ensuring patient attendance
Scheduling Necessary Appointments: Proactively reaching out to patients to schedule appointments that are required for their ongoing care or as recommended by healthcare providers
Assisting at Reception and Check-Out Desks: Providing support and assistance to patients at reception and check-out desks, facilitating the check-in and check-out processes, collecting payments, and addressing any additional needs or inquiries
Overall, these tasks involved a combination of administrative duties, patient communication, coordination with medical staff, and ensuring the smooth operation of the healthcare facility.
Men’s Apparel Department Manager
WALMART
06.2017 - 04.2019
Promotion and Training: Promoted to Manager of the Men’s Apparel Department shortly after starting as an Associate in June 2017
Successfully completed Walmart Academy courses for managers and department-specific training with outstanding performance, averaging over 90%
Administrative and Computer Skills: Demonstrated proficiency in administrative processes and computer skills essential for managing daily routines and procedures within the department
Customer Service: Handled incoming calls from customers on the main switchboard, addressed inquiries, and directed calls to relevant departments
Provided assistance to customers throughout the store, helping them locate items and addressing their needs
Training and Development: Took on the responsibility of teaching, training, and equipping new associates in department processes, including zoning, price changes, display techniques, and setting modulars
Emphasized the importance of upselling to maximize customer satisfaction and sales
Inventory Management: Ensured shelves were fully stocked by performing daily tasks such as capping the apparel rolling bins in the freight area
Maintained organized and well-stocked displays to enhance the shopping experience for customers
Recognition for Exceptional Service: Received an award for Exceptional Customer Service, highlighting my dedication to providing outstanding support and assistance to customers
Overall, my tenure at Walmart reflects a strong work ethic, dedication to customer satisfaction, and the ability to effectively manage departmental operations while providing leadership and guidance to associates.
Education
High School Diploma -
Northlands Girls High School
Durban, South Africa.
12.1974
Skills
Office Administration
Punctual and Reliable
Attention to Detail
Payment Processing
Customer and client relations
Microsoft Office
Appointment Scheduling
Careerdetails
BREAKTHRU COACHING, Assistant Coach / Administrator, 01/2017, Current, Registering Breakthru Coaching as a small business LLC, Confirming appointments for coaching sessions, Ordering stationery and supplies, Creating and preparing coaching session documentation, Printing and filing coaching session materials, Performing bookkeeping tasks, Handling weekly banking tasks, Completing tax returns, Tracking business expenses
ENDODONTICS OF CASTLE ROCK, Front Office and Reception, 11/21/2022, 03/23/2023, Welcoming patients and handling payments, Answering incoming calls and scheduling appointments, Compiling estimates and verifying insurance coverage, Making appointments and managing patient documentation, Scanning and organizing patient records, Preparing paperwork for patient visits, Calling patients to remind them of appointments, Completing cash reconciliation
FOUNDERS FAMILY MEDICINE AND URGENT CARE, Front Office and Reception, 03/15/2022, 11/14/2022, Answering phone calls and scheduling appointments, Handling patient information and updating records, Communicating with patients and healthcare professionals, Contacting patients to remind them of appointments, Scheduling necessary appointments, Checking in patients and taking payments, Checking out patients and scheduling follow-up appointments
CASTLE ROCK FAMILY PHYSICIANS, Front Office and Reception, 09/01/2021, 03/03/2022, Answering phone calls and scheduling appointments, Handling medication refill requests, Organizing patient files and paperwork, Communicating with medical staff, Contacting patients to remind them of appointments, Scheduling necessary appointments, Assisting at reception and check-out desks
WALMART, Men’s Apparel Department Manager, 06/24/2017, 04/03/2019, Promotion and training, Administrative and computer skills, Customer service, Training and development, Inventory management, Recognition for exceptional service
References
Bonita Barton, Walmart Department Manager, 303 362-3300
Drew Land, Pastor, Rivers Castle Rock, 469-793-4241
Rebecca Deal, Practice Manager, Endodontics of Castle Rock, 720-810-2361
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