RANDI SCHORZMAN
Summary
Results-driven and highly motivated professional with 8 years of experience in the dental industry, specializing in patient coordination, treatment planning, and sales. Proven ability to understand client needs, explain complex treatment options, and successfully close sales. Adept at managing client relationships, driving revenue, and ensuring a high level of customer satisfaction. Looking to leverage my relationship-building skills, consultative selling approach, and customer service experience in a dynamic sales role.
Overview
8
8
years of professional experience
Work History
Dental Office Manager
Sunrise Dental
07.2024 - Current
- Oversaw daily operations of a busy dental office, ensuring exceptional patient experience, effectively resolved patient concerns or complaints, promoting ongoing customer loyalty which led to an increase in patient retention and referrals.
- Conducted consultations with patients to assess needs and recommended appropriate services leading to successful upselling of preventative and cosmetic procedures.
- Managed vendor relationships, negotiating contracts and securing favorable terms.
- Implementing marketing ideas that promoted dental products and services, helping the practice gain new clients per month.
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services
- Boosted dental practice revenue by optimizing billing procedures and diligently following up on outstanding payments and past account balances.
- Ensuring office's hitting monthly quota.
Catering Server
Georgios Catering
12.2023 - Current
- Delivered outstanding customer service to clients at high-profile events, ensuring customer satisfaction and encouraging repeat business
- Managed multiple tables/clients at once, showcasing strong multitasking abilities and ensuring seamless service during high-pressure events.
- Worked closely with event planners and clients to understand their needs and customize catering offerings, providing a consultative experience.
Life Insurance Agent
American Income Life Insurance Company
10.2023 - 07.2024
- Consult with clients and prospective clients to assess insurance needs, budget, financial planning goals, etc
- Conducted detailed needs analysis with clients to recommend appropriate insurance products, achieving a high conversion rate of leads to closed sales.
- Managed a pipeline of leads, converting [X]% of prospects into active clients through targeted outreach and personalized consultations.
- Delivered product presentations, ensuring clients fully understood the benefits of their policies and provided exceptional customer service, enhancing retention and renewal rates.
- Worked closely with underwriters and service teams to ensure smooth policy issuance, renewals, and adjustments, delivering a seamless customer experience.
Treatment coordinator
Precision Dental Arts
12.2022 - 02.2024
- Managed the treatment process for patients from initial consultation to treatment plan presentation, ensuring they understood their options and the benefits of recommended services.
- Successfully presented treatment plans and financial options to patients, consistently increasing case acceptance rates
- Coordinated with dental providers, insurance companies, and patients to ensure smooth scheduling, treatment, and follow-up, enhancing operational efficiency and customer experience.
- Utilized CRM software to track patient interactions, treatment plans, and follow-up actions, ensuring no opportunities for upselling or cross-selling were missed.
- Educated patients on payment plans, insurance coverage, and financing options, effectively closing sales and minimizing treatment barriers.
- Maintaining a consistently full schedule to optimize production and ensure monthly revenue targets are achieved.
- Level 1 assisting, taking x-rays, helping with exams, fillings, extractions, sterilization, helping turn over rooms
Patient Care Coordinator
Bonney Lake
01.2022 - 12.2022
- New patient experience, treatment and financial planning, verifying/entering insurance, managing phones
- Ensuring the whole office is running in a timely manner with production being as expected
Treatment coordinator
Graham T. Egger DDS
08.2020 - 01.2022
- Verifying insurance, creating, presenting, and scheduling treatment/ treatment plans, payment plans, taking payments, morning, and end of the day reports
- Answering phone calls, confirming patient's appointments, checking in/out
- Continuing to keep the hygiene and doctor's schedules full of patients as well as production and meeting daily goals
- Sterilization tech/floater
- Sterilization, periodontal charting, turning over all operatories in office, setting up hygiene rooms and doctor's rooms with crown, restorative, etc
- Trays, laundry, stocking, organizing, bringing back patients when help is needed
Dental Hygienist Assistant
BC Dental
01.2020 - 06.2020
- Take notes, periodontal chart, change overs
- Sterilization
- Pouring impressions/molds
Schedule Coordinator
Cascadia Kids Dentistry
06.2018 - 07.2019
- Check in and out patients, answer phone calls, take payment, state insurance, present treatment plans
- Make sure the flow of the office/schedule is smooth and customers are happy
Gymnastics Coach, Choreographer
Tahoma High School
11.2017 - 02.2019
- Leading and instructing young adults in gymnastics while teaching them motivation, respect, and dedication
Gymnastics Coach, Choreographer
Menomonie High School
01.2017 - 03.2017
- Leading and instructing young adults in gymnastics while teaching them motivation, respect, and dedication
Education
Life Insurance License - Life and Health Pre-Licensing Course
Xcel Solutions
01.2023
Bachelor - Applied Science-Pre Dental, Business Administration
University of Wisconsin Stout
Menomonie, WI12.2016
Skills
- Client Relationship Management
- Account Management & Client Retention
- Customer Needs Assessment
- Communication & Presentation Skills
- CRM Software
- Negotiation & Closing Sales
- Coaching/mentoring
- Data Analysis & Reporting
- Problem-solving & Conflict Resolution
- Microsoft Office Suite: Word, Excel, PowerPoint
- Communication Tools: Slack, Zoom, Microsoft Teams
Additional Information
NCGA All American (2013, 2016), Dean's List (2014, 2015)
AWARDSANDACTIVITIES
- Volunteer, Orphans to Ambassadors, 12/01/12
- Gymnastics Junior Olympic Nationals, 05/01/11
- Qualified to National Collegiate Gymnastics Association Meet, 2013, 2014, 2015, 2016
Timeline
Dental Office Manager
Sunrise Dental
07.2024 - Current
Catering Server
Georgios Catering
12.2023 - Current
Life Insurance Agent
American Income Life Insurance Company
10.2023 - 07.2024
Treatment coordinator
Precision Dental Arts
12.2022 - 02.2024
Patient Care Coordinator
Bonney Lake
01.2022 - 12.2022
Treatment coordinator
Graham T. Egger DDS
08.2020 - 01.2022
Dental Hygienist Assistant
BC Dental
01.2020 - 06.2020
Schedule Coordinator
Cascadia Kids Dentistry
06.2018 - 07.2019
Gymnastics Coach, Choreographer
Tahoma High School
11.2017 - 02.2019
Gymnastics Coach, Choreographer
Menomonie High School
01.2017 - 03.2017
Bachelor - Applied Science-Pre Dental, Business Administration
University of Wisconsin Stout
Life Insurance License - Life and Health Pre-Licensing Course
Xcel Solutions
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