Susan Dean
Martinez,CA
Summary
Professional with strong background in managing medical office operations, ensuring seamless workflow and effective patient care. Skilled in administrative management, scheduling, billing, and compliance, coupled with focus on team collaboration and achieving consistent results. Known for adaptability, reliability, and fostering supportive environment for patients and clients. Prepared to contribute to success and efficiency of any office setting. Track record of maintaining high standards in office management and patient care.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent Team Member
John De Leuze - State Farm Insurance
07.2023 - Current
- Educated clients on coverage options, enhancing understanding of policies and benefits available.
- Developed long-term relationships with clients through consistent follow-up and exceptional service delivery.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Collected premiums on or before effective date of coverage.
- Learned all required tasks quickly to maximize performance.
- Contributed to team success by completing jobs quickly and accurately.
- Processed premium payments and made bank deposits.
File Maintenance Manager
Ericksen Arbuthnot
03.2019 - 04.2023
- Oversaw file organization and maintenance processes to ensure compliance with regulatory standards.
- Developed and implemented streamlined procedures for efficient document retrieval and storage.
- Trained and mentored staff on best practices for file management and data integrity.
- Coordinated cross-departmental efforts to improve information sharing and accessibility.
- Led initiatives to digitize records, enhancing efficiency and reducing physical storage needs.
- Monitored workflow effectiveness, identifying areas for process improvement and implementing solutions.
Medical Office Manager
Stuart A. Bussey, M.D.
03.2013 - 02.2019
- Oversaw daily operations, ensuring compliance with healthcare regulations and standards.
- Managed patient scheduling and flow to optimize office efficiency.
- Led initiatives to enhance office productivity through process optimization and resource allocation strategies.
- Managed daily administrative tasks to ensure smooth operations within the medical office environment.
- Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Took vitals of patients and performed visual acuity tests.
- Created lab work requests
- Submitted EKG's and records to the FAA
- Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
- Ensured a safe, comfortable environment for patients by promptly addressing any concerns or issues that arose during their visits.
- Oversaw accounting, budgeting, and financial reporting.
- Reduced overhead costs by identifying areas for improvement in supply management and negotiating contracts with vendors.
Education
Associate of Arts -
Saddleback Community College
Mission Viejo, CANo Degree - Hemodialysis Patient Care Technician
Concord School of Nursing
Concord, CASkills
- Customer service
- Licensed insurance agent
- Attention to detail
- Patient check-in
- Computer software proficiency
- Insurance verification proficiency
- Reception management
- Administrative support
- HIPAA regulations
- Medical terminology
- Scheduling and calendar management
- Strong work ethic
- Professional telephone etiquette
Certification
- Licensed Insurance Agent - current
- Medical Assistant - 2019
- Hemodialysis Patient Care Technician - 2022
- Licensed Real Estate Agent - 2000
Timeline
Insurance Agent Team Member
John De Leuze - State Farm Insurance
07.2023 - Current
File Maintenance Manager
Ericksen Arbuthnot
03.2019 - 04.2023
Medical Office Manager
Stuart A. Bussey, M.D.
03.2013 - 02.2019
Associate of Arts -
Saddleback Community College
No Degree - Hemodialysis Patient Care Technician
Concord School of Nursing