Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
24
24
years of professional experience
Work History
Operations Manager - Insurance
State Farm Insurance Inc
Kennewick , WA
06.2020 - Current
Maintained records of all transactions related to insurance policies.
Forecasted customer demand to set prices or credit terms for goods or services.
Conducted regular audits of internal systems used in the operations department.
Mitigated business risks by working closely with staff members and assessing performance.
Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
Oversaw daily operations to ensure that all tasks were being completed according to established standards.
Created and managed workflow processes to ensure efficiency in operations.
Provided training to new staff members on the company's insurance policies and procedures.
Prepared monthly reports outlining progress made by the operations team against set objectives.
Developed and implemented operational strategies to improve customer service.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Resolved customer inquiries, complaints, and disputes related to insurance claims.
Prepared staff work schedules and assigned team members to specific duties.
Monitored performance of staff members and provided feedback on performance.
Delegated work to staff, setting priorities and goals.
Reviewed reports from staff members to identify areas of improvement in processes or procedures.
Worked effectively in team environments to make the workplace more productive.
Licensed Insurance Agent
State Farm Insurance
Kennewick , WA
06.2009 - Current
Resolved disputes between customers and insurers by researching and interpreting policy language.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Monitored clients' insurance coverages to ensure changing needs were met.
Exceeded company sales goals for new policies.
Responded to customer inquiries and problems to promote great service.
Assisted in the development of training materials for new agents entering the field.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Explained coverage options to potential policyholders, answering questions or concerns.
Engaged customers and provided high level of service by carefully explaining details about documents.
Advised clients on their insurance needs and coverage options based on individual requirements.
Medical Transcriptionist
Progressive Insurance Companies
Camas , Washington
03.2006 - 10.2008
Examined diagnosis codes for accuracy, completeness, specificity and appropriateness according to services rendered.
Identified mistakes in reports and checked with doctors to obtain correct information.
Monitored incoming dictations for timely completion of assigned tasks.
Utilized multiple computer applications to complete work assignments accurately and efficiently.
Maintained high accuracy rate on daily production of completed reviews.
Ensured proper formatting of transcribed documents according to hospital standards.
Translated medical jargon and short-hand data into correct terminology.
Efficient in transcription software and equipment to work from home.
Identified and corrected errors in reports which could compromise patient care.
Transcribed medical dictation from physicians, including patient histories, physical examinations and discharge summaries.
Medical Receptionist
Cascade Family Medicine
Vancouver, Washington
12.2000 - 12.2005
Adhered to HIPAA requirements to safeguard patient confidentiality.
Processed referrals for specialist care when requested by physicians or patients.
Greeted patients, determined purpose of visit and directed to appropriate staff.
Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Maintained supply inventory for office area, ordering items as needed and stocking shelves.
Scheduled patient appointments, verifying accuracy of appointment times with providers.
Called patients to confirm scheduled appointments and obtain additional details.
Verified insurance coverage for appointments and collected co-payments as required.
Took messages from patients and promptly relayed to appropriate staff.
Education
High School Diploma -
Centennial High School
Gresham, OR
06-1999
Skills
Efficient in Excel and Word
Experience with service subcontracts
Experience in subcontract change management and change order negotiations
Trainable in areas such as Federal Acquisition Regulations and Department of Energy Acquisition Regulations
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services