Detail-oriented Account Assistant knowledgeable about payroll practices and clerical support needs. Focused on offering first-rate administrative assistance to facilitate smooth department operations.
Overview
36
36
years of professional experience
Work History
Prior Authorization and Referral Specialist
West Yavapai Guidance Clinic
Prescott Valley, AZ
06.2019 - Current
Reached out to insurance carriers to obtain prior authorization for Inpatient Behavioral Health Hospitalizations.
Input all patient data regarding prior authorizations into system accurately.
Obtained and logged accurate patient insurance and demographic information for use by insurance providers and medical personnel.
Tracked referral submission during facilitation of prior authorization issuance.
Payroll Accounting Assistant
Allied Security Fence
Kapolei, HI
10.2018 - 06.2019
Maintained clean and organized files by keeping accounts payable records up-to-date.
Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Human Resource Specialist
West Yavapai Guidance Clinic
Prescott Valley, AZ
07.2018 - 09.2018
Provided a high level of administrative assistance to the HR Manager whenever needed.
Administered and communicated employee benefits programs, meeting compliance with governmental regulations.
Updated employee records for all changes as related to hiring, terminations, transfers and promotions.
Handled confidential information in a mature and professional manner.
Payroll Administrator
West Yavapai Guidance Clinic
Prescott Valley, AZ
01.2004 - 07.2018
Co-managed/collaborated in the conversion from Geneva's Quantum Software and implementation of Datis HR Cloud e3 Software.
Led payroll production for 11 locations.
Processed payroll garnishments such as tax liens and child support.
Submitted weekly, bi-weekly, quarterly and annual reports on payroll activities.
Collaborated with human resources personnel to accurately and efficiently track leave time.
Trained new employees on timekeeping process and company procedures.
Proactively researched technical tax issues related to out of state employees.
Supervised and coordinated assigned audits promptly and professionally.
Filed tax returns and prepared governmental reports in compliance with strict standards.
Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials.
Updated employee files with new details such as changes in address or salary levels.
Checked accrued hours against listed hours for leave time.
Researched and resolved time discrepancies.
Issued tax forms on an annual basis.
Processed new hire paperwork and documents.
Altered employee tax status along with information regarding withholding.
Changed employee banking records when it was necessary.
Accurately calculated bonuses, salary increases and overtime.
Maintained payroll information by calculating, collecting and entering data.
Responded to employee questions and requests for information in a timely and knowledgeable fashion.
Developed reports by compiling summaries for earnings, taxes, deductions, nontaxable wages, disability and leave.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Initiated direct deposits and prepared manual checks for 350+ employees.
Verified timekeeping records and handled any discrepancies with employees.
Processed wage garnishments and child support.
Purchasing Agent
West Yavapai Guidance Clinic
Prescott Valley, AZ
05.2012 - 05.2017
Oversaw inventory and office supply purchases.
Helped distribute employee notices and mail around the office.
Directed guests and routed deliveries and courier services.
Placed orders and distributed all office supplies.
Managed office supplies, vendors, organization and upkeep.
Opened and properly distributed incoming mail.
Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities and communicate management instruction.
Compiled and analyzed data using spreadsheets or other database software such as Excel and Microsoft Office.
Supported program operations by preparing and updated documents, reports and spreadsheets.
Sorted, received, and distributed mail correspondence between departments and personnel, including parcel packaging, preparation, and efficient shipping.
Prepared packages for shipment, pickup or courier delivery to customers.
Administrative Assistant
West Yavapai Guidance Clinic
Prescott Valley, AZ
06.2001 - 01.2004
Assisted case management team members with completing daily tasks in order to maintain a smooth workflow.
Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff, greeting the public, typing, proofreading, filing, sorting and handling incoming and outgoing mail.
Operated office photocopiers and assisted staff with clerical or procedural requirements.
Coordinated client transportation arrangements to appointments.
Oversaw inventory and office supply purchases.
Called clients to confirm scheduled appointments a day in advance.
Supported program operations by preparing and updated documents, reports and spreadsheets.
Medical Receptionist
Prescott Women's Clinic
Prescott Valley, AZ
12.2000 - 06.2001
Scheduled, rescheduled and handled cancelled appointments for patients.
Carefully wrote down all phone messages and relayed them to the appropriate personnel.
Scheduled appointments for doctor visits and procedures using desktop calendar software.
Interacted with all necessary partners throughout the establishment including physicians, nursing staff, technicians, and medical assistants.
Obtained payments from patients and scanned identification and insurance cards.
Checked patient data including insurance, demographic and health history to ensure all information was current.
Adhered to strict HIPAA guidelines at all times according to company policy.
Answered the phone by the second ring and greeted callers enthusiastically.
Greeted each patient pleasantly and provided the desk sheet for sign-in.
Facilitated timely check-in by greeting visitors and establishing the purpose of their visit.
Insurance Sales Representative
Vaughn Pitney's State Farm
Prescott Valley, AZ
08.1995 - 10.1997
Stayed in touch with clients to assess changing demands and offer new solutions.
Generated sales by recommending policies and add-ons.
Reviewed customer needs and financial means to determine appropriate policy offerings.
Connected with prospective clients to set appointments.
Maintained detailed records of customer information and policy sales.
Developed and maintained long-term relationships with policyholders and small business entities.
Serviced accounts on a regular basis to propose new products or services and maximize revenue.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Office Manager/Bookkeeper
Granite Mountain Design And Development
Prescott Valley, AZ
04.1988 - 06.1995
Sourced vendors for special project needs and negotiated contracts.
Oversaw office inventory activities, including ordering and requisitions, stocking, and shipment receiving.
Ordered all office supplies including ink cartridges, toner, and paper.
Received, screened and routed incoming calls.
Prepared vendor invoices and processed incoming payments.
Maintained computer and physical filing systems.
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of office personnel and activities.
Developed standard operating procedures for all administrative employees.
Completed weekly payroll for 30 employees.
Processed accounts payable weekly.
Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
Managed and responded to all correspondence and inquiries from customers and vendors.
Established a Peachtree accounting system to reflect accurate financial records.
Reconciled company bank accounts.
Streamlined bookkeeping procedures to increase efficiency and productivity.
Provided extensive clerical and administrative support to department staff.
Filed tax returns and prepared governmental reports in compliance with strict standards.
Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
Reduced annual tax adjustments by 90% through better financial control.
Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials.
Processed payments and applied to customer balances.
Computed taxes owed by applying prescribed rates, laws and regulations.
Set up and updated customer accounts with interactions, payments and personal information.
Education
Associate of Arts - Accounting
Yavapai College
Prescott, AZ
High School Diploma - undefined
Young High School
Young, AZ
1980
Skills
Workday transaction processing
Microsoft Office
Payroll Processing
Clerical support
Excellent multi-tasking ability
Organizational skills
Customer service
Friendly nature
Data entry
High accuracy
Teamwork and collaboration
Clear oral/written communication
Mail handling
Timeline
Prior Authorization and Referral Specialist
West Yavapai Guidance Clinic
06.2019 - Current
Payroll Accounting Assistant
Allied Security Fence
10.2018 - 06.2019
Human Resource Specialist
West Yavapai Guidance Clinic
07.2018 - 09.2018
Purchasing Agent
West Yavapai Guidance Clinic
05.2012 - 05.2017
Payroll Administrator
West Yavapai Guidance Clinic
01.2004 - 07.2018
Administrative Assistant
West Yavapai Guidance Clinic
06.2001 - 01.2004
Medical Receptionist
Prescott Women's Clinic
12.2000 - 06.2001
Insurance Sales Representative
Vaughn Pitney's State Farm
08.1995 - 10.1997
Office Manager/Bookkeeper
Granite Mountain Design And Development
04.1988 - 06.1995
Associate of Arts - Accounting
Yavapai College
High School Diploma - undefined
Young High School
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