Melissa Agee
Marietta
Summary
Detail‑oriented administrative and financial operations professional with 8+ years of experience supporting fast‑paced, customer‑centric environments. Skilled in account coordination, reporting, process improvement, and cross‑functional communication. Adept at managing competing priorities, analyzing performance trends, and supporting both internal teams and external stakeholders. Known for proactive problem‑solving, strong follow‑through, and the ability to learn new systems quickly—qualities aligned with the expectations for an Account Manager I supporting day‑to‑day operations, reporting, and client deliverables.
Former small‑business owner with hands‑on experience in marketing, PR, social media management, and customer engagement, bringing a unique understanding of client needs, brand representation, and operational execution.
Overview
19
19
years of professional experience
Work History
Insurance Coordinator
Mableton Family Dentistry
05.2025 - 02.2026
- Verified patient benefits and policy coverage; communicated deductibles, co‑pays, and out‑of‑pocket costs to ensure clarity and trust.
- Prepared and submitted insurance claims, treatment plans, and required documentation.
- Monitored aging A/R and conducted follow‑ups on outstanding claims to reduce delays and improve cash flow.
- Supported office operations by maintaining accurate records and coordinating with internal teams to resolve issues—mirroring the AM I role’s emphasis on responsiveness and issue resolution.
Financial Coordinator
Patrick Family Dental
07.2017 - 05.2025
- Assisted with budget preparation, forecasting, and financial monitoring to support leadership decision‑making.
- Prepared recurring financial reports and supported audit processes.
- Increased treatment acceptance rates through clear communication and empathetic presentation of financial options.
- Maintained detailed documentation of proposed treatment plans and follow‑up appointments.
- Estimated treatment costs and collaborated with patients on financial arrangements, demonstrating strong communication and customer‑support skills aligned with InComm’s client‑facing expectations.
Owner/Operator
SLICE
11.2006 - 07.2017
- Managed all marketing, PR, and social media strategy to drive customer engagement and brand visibility.
- Oversaw daily operations, vendor relationships, budgeting, and customer service.
- Developed processes, trained staff, and implemented systems to improve efficiency—experience directly relevant to InComm’s focus on process improvements and operational coordination.
- Analyzed sales trends and customer behavior to inform promotional strategies, demonstrating transferable analytical skills.
Education
Associate of Science - Education
Georgia State
Atlanta, GA06-2012
Associate of Arts - English
Broward College
Fort Lauderdale, FL06-1996
Skills
- Account Coordination & Client Support
- Reporting, Analytics & Trend Identification
- Cross‑Functional Collaboration & Process Management
- Financial Operations, AR Management & Reconciliation
- Insurance & Claims Processing
- Electronic Records Management
- Policy & Procedure Development
- Microsoft Office (Excel, PowerPoint)
- Marketing, PR & Social Media Strategy (Former Owner, SLICE Restaurant)
Timeline
Insurance Coordinator
Mableton Family Dentistry
05.2025 - 02.2026
Financial Coordinator
Patrick Family Dental
07.2017 - 05.2025
Owner/Operator
SLICE
11.2006 - 07.2017
Associate of Science - Education
Georgia State
Associate of Arts - English
Broward College