Nikki Lee

• Conducted financial consultations with new and existing patients to clarify treatment plans and payment options
• Manage and maintain the payment options and policies for patients to uphold the practice’s financial integrity
• Maintained policies for dental benefit plans and educated patients on their benefits to enhance understanding
• Track patient accounts receivable and outstanding balances to ensure timely payment
• Billed dental insurance, posted payments, and calculated claim estimations.
• Oversaw and tracked dental benefit plan accounts receivable while following up on claims to ensure timely resolution
• Maintain practice’s policies on working with dental benefit plans and be prepared to educate patients on their dental benefits
• Maintain files and accounting records as well as generate accounts receivable reports
• Processed insurance claims efficiently, ensuring compliance with company policies and regulations.

• Delivered non-clinical support in clinic environment, enhancing patient experience through execution of complex administrative tasks that supported patient care delivery.
• Optimized patient communication processes and documentation systems to enhance referral and pre-authorization management.
• Provided administrative support for community operations, including scheduling meetings, preparing correspondence, and maintaining notes, minutes, and files.
• Maintained open communication with local hospitals and referral sources
• Led tours to prospective residents
• Monitored social media and online sources for industry trends
• Received training in EPIC electronic health record system and myUnity / Vision electronic resident management program

• Managed 90 salon and retail accounts, maintaining market share and executing new product launches
• Conducted New Client Acquisitions and Account management including regular face to face communication
• Leveraged knowledge of company services, familiarity with industry competitors and persuasive communication style to prevent customers from ending or downgrading services
• Applied consultative approach and established script responses to overcome customer objections
• Sold in-cycle deals to existing clients and assisted with retail training
• Leveraged knowledge of company services and industry competitors to retain customers and prevent service downgrades
• Compiled and analyzed loan loss report data for senior management, providing insights on portfolio performance

• Enhanced brand visibility through effective salesmanship and fostered long-term client relationships
• Branded products through effective salesmanship and maintained long-term relationships with clients
• Researched potential clients and markets to prepare for appointments
• Boosted brand awareness, implemented promotional campaigns and employed sales tactics
• Coordinated trade shows and developed marketing collateral to engage potential customers

• Enhanced account management by anticipating competitive threats and implementing proactive solutions
• Developed and managed plans to grow territory through improved customer satisfaction, brand awareness, and SWOT analysis
• Created and executed plans to expand territory focused on customer satisfaction and brand awareness
• Strengthened customer relationships with proactive and collaborative approach to managing needs
• Liaised between clients and support team to resolve issues quickly and effectively
• Cultivated customer relationships through proactive collaboration and attentive management of needs

• Trained staff on effective strategies for managing challenging customer interactions
• Educated staff on strategies for handling challenging situations
• Analyzed stock levels and customer sales data, identifying trends and presenting insights to senior management for informed operational decision-making

• Managed quality assurance program including on-site evaluations, internal audits and customer surveys
• Emphasized punctuality and maintained outstanding attendance, consistently arriving ready to work
• Negotiated employee agreements to clarify directions and resolve conflicts, enhancing team communication and performance

• Majored in Healthcare Administration, Graduated Summa cum laude
• Member of Golden Key International Honor Society

Keynote Speaker “Never Too Old For Technology” seminar offered through Senior Services of South-eastern Virginia

Senior Advocate Lifelong Learning Institute (SALLI) Project Manager/Curriculum Developer