Hardworking Assistant Office Manager with demonstrated clerical and office leadership skills. Experienced in organizing schedules, routing correspondence and stocking supplies for expected needs. Team-oriented and diplomatic in working with people from diverse backgrounds.
Overview
16
16
years of professional experience
Work History
Assistant Office Manager
American National Insurance Company
10.2018 - Current
Assistant Office Manager for seventeen agents, three sales managers, and district manager
Prepare reports for weekly management meeting using Word, Excel, and company database
Reconcile bank statement weekly and transmit report to National Field Office
Count monies and balance daily
Process payments from clients at window, provide paper or electronic receipts, and assist them with any task needed
Assist new employees with application process, drug testing protocols, benefit packages, assign equipment, and various Human Resource requirements
Review and revise automobile liability records for district office employees
Prepare policy contracts, premium payer receipts, loan requests, reinstatements, disability claims, death claims, beneficiary changes, name changes, and ownership changes
Communicate with funeral homes and beneficiaries to process death claims
Process employees’ PTO requests and update absentee calendars for Home and District Offices
Access inventory needs and order supplies
Request new equipment for staff as needed
Check US Postal Mailbox and work any mail received
Correspond with Home Office using Outlook email service
Answer telephone in professional manner and assist caller or transfer to correct department
Maintain Privacy Act and HIPAA guidelines
File reports and documents in orderly manner and follow retention guidelines by shredding or storing documents securely
Process agent, sales manager, or district manager daily turn in
Compare bank receipt to line item receipt and ensure both balance
Count monies, checks, or money orders and run adding machine tape to ensure accuracy
Complete various tasks and reports for Office Manager and District Manager.
Medical Administrative Assistant
Theda Oaks Surgery Center
03.2011 - 06.2012
Front desk for four gastroenterologists and two pain management doctors
Averaging 50+ patients per day
Proficient with various forms of communication technology including Centricity Physician program, fax machines, telephones, mail services, internet searches and e-mail
Input patient demographics and insurance information
Obtain insurance verification and authorization
Maintain OSHA and HIPAA guidelines
Organize and maintain patient charts and EMR
Complete various projects for administrator.
Medical Administrative Assistant
Texas Institute of Gastroenterology Associates
06.2010 - 03.2011
Worked various positions including front desk for three gastroenterologists and nurse practitioner
Averaging 30+ patients per day
Proficient with various forms of communication technology including Centricity Physician program, fax machines, telephones, mail services, Internet searches and e-mail
Schedule patient office and procedure appointments
Arrange for hospital admission and laboratory services
Educate patients on procedures
Call in new and refill prescriptions
Maintain OSHA and HIPAA guidelines
Obtain patient medical history, weight, and blood pressure
Assist patients and physicians during examinations
Organize and maintain patient charts and filing.
Second Grade Elementary Educator
Live Oak Learning Center
08.2008 - 05.2009
Educator for 20+ students of varying academic levels
Developed and delivered lesson plans based on Texas Essential Knowledge and Skills for all subjects
Collaborated with Social Studies grade level team developing benchmarks and curriculum
Received and implemented training on Balanced Literacy
Collaborated and attended meetings with grade level teachers and staff members
Implemented differentiated instruction and grouping
Overall classroom management and behavior guidelines for students.
Education
Certification - Certified Professional Coder
AAPC
Online
03.2024
Medical Administrative Assistant Certification -
Everest Institute
San Antonio, TX
06.2010
Bachelor of Science - Interdisciplinary Studies
Texas A&M University-Corpus Christi
Corpus Christi, TX
05.2008
Skills
Customer Service
Office Administration
Staff Training
Account Reconciliation
Volunteer Experience
Children Sunday School president and teacher
Young Women’s president and camp director
Relief Society Women’s organization teacher and counselor