Monserrat Obregon
Carrollton,TX
Summary
Dynamic Office Manager with a proven track record at North Dallas Commercial Insurance Agency, excelling in customer service and office administration. Enhanced team productivity through effective delegation and streamlined operations, achieving significant cost reductions. Skilled in budgeting and relationship building, fostering a collaborative work environment that drives success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Office Manager
North Dallas Commercial Insurance Agency
02.2019 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Binding policy’s for new customer
- Cash Flow Management
- Making morning deposit
- Set up cash register
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
- Reduced overhead costs significantly through negotiation of vendor contracts for office supplies and services.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Reduced environmental impact by initiating recycling program and promoting paperless processes.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Facilitated smooth office relocations by meticulously planning and coordinating all aspects of move.
- Spearheaded community outreach initiatives, improving company's local reputation and engagement.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
- Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Enhanced communication within office by implementing centralized digital messaging platform.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Increased customer satisfaction by developing effective client feedback system that led to service improvements.
- Optimized office space utilization, leading to more efficient and productive work environment.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Defined clear targets and objectives and communicated to other team members.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Developed detailed plans based on broad guidance and direction.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Managed senior-level personnel working in marketing and sales capacities.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Launched quality assurance practices for each phase of development
Office Manager
Alpha Insurance Agency
02.2018 - 02.2019
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Binding policy’s
- Helping customer on claims
- Deposit cash on bank
- Cash register set up
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Optimized office space utilization, leading to more efficient and productive work environment.
- Increased customer satisfaction by developing effective client feedback system that led to service improvements.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
Medical Assistant
Jordan's Place Pediatrics
06.2014 - 06.2015
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Performed phlebotomy tasks efficiently while ensuring minimal discomfort for patients during blood collection procedures.
- Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
- Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
- Streamlined office operations by managing inventory levels, ordering supplies, and organizing storage areas.
- Administered medications and injections as prescribed, adhering strictly to protocols for patient safety.
- Facilitated positive patient experience, greeting patients warmly and providing clear directions within clinic.
- Conducted routine laboratory tests to assist in diagnosis and treatment of conditions.
- Performed EKGs and other diagnostic tests, contributing to accurate and timely diagnoses.
- Contributed to clean and safe clinic environment by adhering to sanitation protocols.
- Maintained inventory of medical supplies, ensuring availability for all procedures and treatments.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Collected and documented patient medical information such as blood pressure and weight.
- Completed EKGs and other tests based on patient presentation in office.
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
- Oriented and trained new staff on proper procedures and policies.
- Updated inventory, expiration and vaccine logs to maintain current tracking documentation.
- Measured patient pulse oximetry.
- Liaised with patients and addressed inquiries, appointment requests and billing questions.
- Conducted monthly and quarterly inventory of supplies using facility cost reporting records.
Medical Assistant
Family Medical Clinics
07.2011 - 06.2014
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
- Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
- Performed phlebotomy tasks efficiently while ensuring minimal discomfort for patients during blood collection procedures.
- Enhanced clinic efficiency by assisting physicians with routine procedures and diagnostic tests.
- Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
- Maintained strict adherence to infection control protocols by following proper sterilization techniques for medical equipment.
- Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
- Contributed to positive health outcomes by educating patients on preventative measures, treatment plans, and follow-up care instructions.
- Aided in accurate diagnoses by performing laboratory tests and preparing specimens for analysis.
- Optimized appointment scheduling processes to minimize conflicts and maximize physician availability for patients.
- Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
- Streamlined office operations by managing inventory levels, ordering supplies, and organizing storage areas.
- Assisted in the development of clinic policies and procedures to ensure compliance with industry standards and regulations.
- Provided support during emergencies by administering first aid treatments under physician supervision until further assistance arrived.
- Collaborated with interdisciplinary healthcare teams to provide coordinated care.
- Followed appropriate procedures to minimize patient's exposure to radiation.
- Conducted monthly and quarterly inventory of supplies using facility cost reporting records.
- Measured patient spirometry.
- Implemented care and efficiency improvements to support and enhance office operations.
- Liaised with patients and addressed inquiries, appointment requests and billing questions.
- Collected pertinent data and calculations to aid physician in interpreting results.
- Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.
- Helped improve patient outcomes by educating and advising on relevant treatments and care.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
- Measured patient pulse oximetry.
- Updated inventory, expiration and vaccine logs to maintain current tracking documentation.
- Oriented and trained new staff on proper procedures and policies.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Taught patients about medications, procedures, and care plan instructions.
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
- Prepared lab specimens for diagnostic evaluation.
- Completed EKGs and other tests based on patient presentation in office.
- 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.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Assisted in minor surgical procedures, ensuring sterile environment and patient comfort.
- Contributed to reduction in patient readmission rates by providing thorough discharge instructions and follow-up care recommendations.
- Assisted with billing and coding processes, ensuring accurate insurance claims and patient invoicing.
- Collaborated with healthcare professionals to develop care plans tailored to individual patient needs.
- Facilitated patient education on treatment plans and medications, improving understanding and compliance.
- Maintained inventory of medical supplies, ensuring availability for all procedures and treatments.
Education
Medical Assistance -
PCI Health Training Center
Dallas,TxHigh School Diploma -
New Beginnings Christian Academy
Dallas, TXSkills
- Customer service
- Office management
- Organizational skills
- Office administration
- Data entry
- Customer relations
- Clear oral/written communication Spanish/ English
- Billing
- Scheduling and calendar management
- Administrative support
- Payroll processing
- Bookkeeping
- Document management
- Payroll and budgeting
- Clerical support
- Credit and collections
- Relationship building
- Mail handling
- Scheduling
- Staff management
- Employee supervision
- Staff hiring
- Supply management
- Financial reporting
- Expense reporting
- Staff training
- Technical support
- Budget administration
- Banking operations
- Computer skills
- Office management software
- Problem resolution
- Team leadership
- Hiring and training
- Goal setting
Certification
High school Diploma
Medical Assistance Degree
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Office Manager
North Dallas Commercial Insurance Agency
02.2019 - Current
Office Manager
Alpha Insurance Agency
02.2018 - 02.2019
Medical Assistant
Jordan's Place Pediatrics
06.2014 - 06.2015
Medical Assistant
Family Medical Clinics
07.2011 - 06.2014
Medical Assistance -
PCI Health Training Center
High School Diploma -
New Beginnings Christian Academy
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