Dynamic Lead Medical Assistant with expertise in phlebotomy and patient care at Complete Women's Healthcare. Proven ability to enhance patient communication and ensure HIPAA compliance, while effectively managing schedules and supplies. Recognized for streamlining surgical assistance processes, contributing to improved patient outcomes and operational efficiency.
Overview
8
8
years of professional experience
Work History
Lead Medical Assistant
Complete Women's Healthcare
10.2018 - Current
Medical Skills
Phlebotomy: Proficient in drawing blood, managing specimens, and performing lab tests.
Patient Care: Administering medications, providing patient education, assisting with exams and procedures.
Vital Signs Monitoring: Taking and recording blood pressure, temperature, pulse, respiration rate, and weight.
Clinical Procedures: Assisting in minor surgeries, exams (Pap smears, pelvic exams), and other gynecological procedures, including surgical procedures performed in the Quad A (Ambulatory Surgery Center).
Surgical Assistance: Assisting physicians during surgical procedures, prepping patients, ensuring sterile environments, and managing instruments and supplies.
Patient Preparation: Preparing patients for exams, surgeries, and procedures, ensuring comfort and addressing concerns.
Administrative Skills
Scheduling: Managing and coordinating employee schedules, patient appointments, and ensuring optimal workflow in both clinical and surgical settings.
Supply Management: Ordering, tracking, and maintaining medical and office supplies inventory, ensuring readiness for surgeries and procedures.
Medical Records: Managing patient records, ensuring accuracy, confidentiality, and compliance with HIPAA regulations.
Insurance Verification: Assisting patients with insurance verification, billing, and claims processing.
Leadership & Teamwork
Staff Supervision: Leading and mentoring a team of medical assistants, ensuring high-quality patient care and efficient office and surgical operations.
Training & Development: Onboarding and training new employees and team members on office protocols, surgical procedures, and safety.
Problem-Solving: Identifying and resolving issues with patient flow, staff conflicts, or supply shortages.
Collaboration: Coordinating with doctors, nurses, and other medical professionals to ensure excellent patient care, particularly during surgical procedures.
Communication & Customer Service
Patient Communication: Communicating with patients about procedures, follow-ups, and test results, ensuring they understand their care and surgery details.
Interpersonal Skills: Building rapport with patients and their families, providing empathy and support during pre- and post-operative care.
Multitasking: Juggling multiple responsibilities (scheduling, patient care, administrative tasks, surgical preparation) while maintaining attention to detail.
Technical Skills
Electronic Health Records (EHR) Systems: Proficient in using EHR software to manage patient information and appointments (e.g., Epic, NextGen, Cerner).
Medical Billing & Coding: Basic understanding of CPT and ICD-10 codes for accurate billing and insurance claims.
Microsoft Office Suite: Excel, Word, Outlook for scheduling, reporting, and communication.
Compliance & Safety
HIPAA Compliance: Ensuring patient confidentiality and data security in all aspects of care and communication.
OSHA Safety Standards: Knowledge of medical safety protocols, infection control, and maintaining a clean and sterile environment, particularly in the Quad A surgical setting.
Surgical Protocols: Knowledge of surgical standards and protocols to ensure safe, effective, and efficient procedures in the Quad A.
Waitress
Our Little Italy
12.2016 - Current
Customer Service Skills
Guest Interaction: Friendly, approachable, and professional when engaging with guests to ensure an enjoyable dining experience.
Problem-Solving: Quickly and effectively resolving customer complaints or issues to maintain satisfaction and loyalty.
Attention to Detail: Ensuring orders are taken accurately and food and drinks are delivered as requested.
Conflict Resolution: Handling difficult situations with customers or coworkers in a calm and effective manner.
Communication Skills
Verbal Communication: Clear and effective communication with customers, kitchen staff, and fellow team members to ensure smooth service.
Active Listening: Paying close attention to customer requests and ensuring their needs are met in a timely manner.
Team Collaboration: Coordinating with other waitstaff, kitchen staff, and management to ensure efficient service.
Multitasking & Time Management
Multitasking: Managing multiple tables and tasks simultaneously in a fast-paced environment.
Prioritization: Organizing tasks and tables to ensure that all customers are served promptly and efficiently.
Fast-Paced Work: Staying focused and maintaining high-quality service during busy hours or rush periods.
Order Management & Accuracy
Order Taking: Accurately taking and relaying food and beverage orders to kitchen staff.
Upselling: Recommending menu items or daily specials to guests to enhance their dining experience and increase sales.
Point of Sale (POS) Systems: Proficient in using POS systems to enter orders, process payments, and manage receipts.
Food & Beverage Knowledge
Menu Knowledge: Understanding the full menu, ingredients, and preparation methods to answer customer questions and make recommendations.
Food Allergies & Dietary Restrictions: Knowledgeable about common allergens and dietary needs to accommodate customer requests.
Beverage Pairing: Understanding of wine, beer, and beverage pairings to offer recommendations when appropriate.
Physical Stamina & Coordination
Endurance: Ability to stay on feet for extended periods, carry trays of food, and navigate busy dining areas.
Balance & Coordination: Carrying multiple plates, drinks, and trays while moving swiftly between tables.
Cleaning & Sanitation
Cleaning: Maintaining cleanliness of tables, dining areas, and workstations to meet health and safety standards.
Sanitation Compliance: Following health department regulations for cleanliness and hygiene to ensure a safe environment for customers and staff.
Cash Handling & Transactions
Cash Management: Handling cash, credit card transactions, and tips accurately and responsibly.
Receipt Processing: Efficiently processing payments and providing correct change or receipts to customers.
Adaptability
Flexibility: Adapting to different shifts, customer needs, and varying levels of business.
Positive Attitude: Maintaining a friendly, positive demeanor even during stressful situations or busy shifts.
Account Associate
HUB International Insurance Services
06.2018 - 03.2025
Technical & Industry Skills
Commercial Insurance Knowledge: In-depth understanding of commercial property, casualty, liability, workers' compensation, and business interruption insurance.
Policy Administration: Experience with policy issuance, endorsements, renewals, and amendments for commercial insurance policies.
Insurance Software Proficiency: Skilled in using insurance agency management systems (Epic, Applied, AMS360, or similar software) for managing client accounts, processing renewals, and maintaining records.
Claims Management: Assisting clients with claims reporting, status updates, and coordinating with claims adjusters to ensure timely resolutions.
Underwriting Support: Coordinating with underwriters to obtain quotes, process applications, and ensure accurate policy issuance.
Premium Billing & Collections: Processing premiums, issuing invoices, and following up on outstanding balances for client accounts.
Risk Assessment: Analyzing risk exposures and working with the team to recommend appropriate coverage solutions for clients.
Customer Service & Communication
Client Relationship Management: Building and maintaining strong relationships with clients, addressing inquiries, and offering solutions that meet their business needs.
Problem-Solving: Efficiently identifying and resolving client issues related to coverage, billing discrepancies, and claims processing.
Cross-Department Collaboration: Collaborating with other teams (underwriters, claims, brokers) to ensure smooth client service and policy management.
Written and Verbal Communication: Effectively communicating policy details, coverage options, and updates to clients, underwriters, and other stakeholders.
Administrative Skills
Account Management: Managing and maintaining commercial client accounts, ensuring timely policy renewals and ensuring compliance with state/federal regulations.
Data Entry & Record Maintenance: Accurately entering client information into management systems and maintaining updated records of policies, premiums, and claims.
Proposal & Documentation Preparation: Assisting with the creation of proposals, presentations, and other documentation to support client acquisition and renewals.
Document Review & Accuracy: Reviewing policies, endorsements, and renewals to ensure accuracy and consistency.
Organizational & Time Management Skills
Multitasking: Ability to juggle multiple client accounts, policy renewals, and administrative tasks with a focus on deadlines.
Attention to Detail: High level of accuracy when reviewing documents, processing endorsements, and ensuring all aspects of a client’s policy are correct.
Prioritization: Ability to prioritize tasks effectively in a fast-paced, client-facing environment.
Sales & Business Development
New Business Support: Assisting with the acquisition of new clients by gathering necessary information, preparing quotes, and providing support for the sales team.
Cross-Selling & Upselling: Identifying opportunities to offer additional coverage or services to existing clients based on their needs.
Regulatory Compliance & Risk Management
Compliance Knowledge: Familiarity with industry regulations, including state and federal guidelines governing commercial insurance policies.
HIPAA and Data Security: Understanding and implementing practices that ensure the confidentiality and security of client information.
Education
Medical Assistant -
Hunter Business School
Levittown, NY
10-2018
Skills
Phlebotomy
Patient care
Vital signs monitoring
Electronic health records
Surgical assistance
Patient communication
HIPAA compliance
Scheduling
Supply management
Scheduling and appointment management
Phlebotomy expertise
Timeline
Lead Medical Assistant
Complete Women's Healthcare
10.2018 - Current
Account Associate
HUB International Insurance Services
06.2018 - 03.2025
Waitress
Our Little Italy
12.2016 - Current
Medical Assistant -
Hunter Business School
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