Summary
Overview
Work History
Education
Skills
Timeline
Generic
Niccole Wallace

Niccole Wallace

home health aid
Delta,AL

Summary

Dynamic professional with a proven track record in client service and relationship management at Financial Development Services. Skilled in policy analysis and team training, I enhanced sales retention through innovative mentoring processes. Committed to improving client experiences while maintaining confidentiality and accuracy in financial records.

Overview

27
27
years of professional experience

Work History

Home Health Aide

Kierstin Petersen
03.2024 - Current
  • Helped maintain patient with personal hygiene through bathing, grooming, and when necessary for dignity preservation.
  • Maintained a clean and safe home environment for patients, reducing falls and accidents.
  • Assisted clients with daily living activities, enhancing their independence and quality of life.
  • Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients. take out trash and do the yard maintenance. I assist with paying my patients invoices and tracking the payment and invoice.
  • I love assisting with the memory care activities it is so enjoyable to see how beneficial it is to her.
  • I take her to Dr. appointments. I prepare meals for my patient and i am allowed to walk her dog.

Licensed Insurance Producer for Medicare Plans

Connexion Point and Dialog Direct
08.2013 - 12.2015
  • Learned the Proprietary data systems so I could assist Medicare recipients in enrolling in a plan that would be best for them.
  • Conducted a a concise needs analysis this would begin, the process of finding out the doctors, hospital's,etc. and make sure they were in network for the plan.


  • I explained the tiered formulary. I helped them understand that tier 1 preferred generics were typically the lowest cost drug. and it would depend how extensive i went thru the tiers it usually depended on their medication list. i explained how some have a fixed copay and some had a percentage known as coinsurance. and an estimate of when they might reach coverage gap.
  • discussed key concepts that are central to Medicare plans and how the coverage would work for them.





Office Manager

Financial Development Services.
03.1998 - 08.2000
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • 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.
  • Supervised and hired all office staff including payroll, day and evening teams of receptionist.
  • Maintained all employee records and trainings and make sure it was in compliance.
  • I cut costs for the owners Nathan Kinsellla and John Lowry by developing new ways to save. like i implemented a new rule and assignment per office staff employee of cleaning. so we no longer needed a cleaning lady.
  • Some sales were falling thru because they were not getting the adequate attention from mentor department. So I developed a new method. I asked sales to give me all new sales, I assigned all the new sales to a specific mentor and came up with a log and implemented that with in 1 buisness day the Mentor had to establish contact. Adding in this simple little process by making the mentor staff become accountable to me the company sales retention was much better.

Education

Associate of Applied Science - Medical Technology

Stevens Henager
Utah County
05-1998

Skills

  • Client service
  • Client relationship management
  • Team training and development
  • Policy analysis

Timeline

Home Health Aide

Kierstin Petersen
03.2024 - Current

Licensed Insurance Producer for Medicare Plans

Connexion Point and Dialog Direct
08.2013 - 12.2015

Office Manager

Financial Development Services.
03.1998 - 08.2000

Associate of Applied Science - Medical Technology

Stevens Henager

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