Dynamic Personal Account Manager with a proven track record at Bobby Scissom, adept at account analysis and performance tracking. Cultivated strategic partnerships and enhanced customer satisfaction through exceptional service. Skilled in financial literacy and collaboration, consistently driving new business and achieving client financial goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Personal Account Manager
Bobby Scissom
01.2021 - Current
Expanded business through targeted prospecting efforts, acquiring new high-value accounts consistently.
Assisted clients in achieving their financial goals by identifying suitable investment opportunities.
Cultivated strategic partnerships with other professionals in the industry such as attorneys, tax advisors, mortgage brokers-strengthening the network of resources available for mutual benefit.
Provided exceptional customer service, resolving complex issues and responding promptly to inquiries.
Developed strong relationships with clients, fostering trust and loyalty.
Collaborated with cross-functional teams to develop comprehensive financial plans for clients.
Increased referrals from satisfied customers by consistently delivering outstanding results on their investments.
Promoted company offerings at networking events and conferences, generating interest and leads for potential new business opportunities.
Maintained detailed records of client interactions for accurate tracking of progress towards goals.
Developed and maintained strong relationships with clients to maximize satisfaction.
Helped clients make informed decisions about financial future.
Assisted clients with budgeting and cash flow management.
Dental Assistant
Dardnelle Family Dentistry
09.2018 - 12.2020
Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Maintained a clean and sterile work environment to prevent cross-contamination and infection.
Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.
Provided chairside assistance during examinations, improving dentist efficiency and patient satisfaction.
Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
Performed general chair-side duties for general dentistry, endo procedures, and oral surgery.
Sterilized rooms and prepped equipment and instruments for [Number] procedures daily.
Prepared and arranged instruments, medications, and required materials for dental procedures.
Performed x-rays safely while adhering to radiation safety guidelines, ensuring high-quality diagnostic images for dentists'' evaluations.
Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
Managed inventory of dental supplies, reducing waste and optimizing resource allocation.
Assisted dentists by passing instruments, suctioning intraoral fluids, adding water, and mixing materials for fillings, [Type], casts and impressions.
Scheduled and confirmed patient appointments.
Entered patient data into computer system, adhering to strict privacy laws and maintaining high level of accuracy.
Measured and recorded vital statistics by taking patients' blood pressure, temperature, and pulse.
Helped dentists restore teeth by applying permanent and temporary fillings and crowns.
Enhanced team productivity by providing timely assistance during complex dental procedures.
Improved dental procedure outcomes with accurate preparation of filling and crown materials.
Streamlined digital x-ray processing, reducing wait time for diagnosis and treatment planning.
Supported dentists during oral surgeries by preparing surgical rooms with necessary tools and sterilized instruments.
Prepared patient x-rays and images for dentist review.
Educated patients on dental hygiene, pre-surgical instructions and post-surgical care.
Assisted in chair-side dental procedures by filling cavities and taking impressions.
Streamlined appointment scheduling, reducing wait times and enhancing patient satisfaction.
Prepared treatment areas for patient care, ensuring sterile and organized environment.
Facilitated patient education on oral hygiene practices, contributing to improved dental health.
Handled administrative tasks such as billing, insurance claims processing, and appointment confirmation calls to support office operations efficiently.
Prepared instruments and equipment for use in dental procedures, ensuring their availability when needed.
Documented patient dental health information, medical history, and vital signs for future reference.
Assisted dentists, hygienists, and other personnel by handing appropriate tools and supplies needed for procedures.
Explained treatment procedures and instructed patients on home care guidelines.
Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
Monitored patient comfort and safety during dental procedures.
Prepared and sterilized instruments and materials for use by dentists.
Staged tray for procedures by arranging dental instruments and equipment.
Verified patient insurance eligibility and benefits.
Lead Assistant Manager
Jonny’s Frozen Custard
03.2016 - 03.2018
Orthodontic Assistant
Dr knoernschild
02.2003 - 04.2013
Prepared patient for orthodontist and performed simple tasks such as tightening braces and conducting preliminary examinations.
Demonstrated strong communication skills while educating patients on oral hygiene practices specific to their orthodontic treatments.
Took x-rays, photographs, and impressions of patients' teeth and mouth.
Provided exceptional chairside assistance to orthodontist during complex procedures such as bracket placement and adjustments, aligner fittings, and appliance installations.
. Experienced with Itero technology equipment
Increased overall patient satisfaction by promptly addressing any discomfort or concerns related to their treatments.
Set appointments and made follow-up calls.
Poured and shaped molds from impressions and trimmed molds in grinder.
Improved patient comfort by efficiently assisting with orthodontic procedures and providing clear explanations of treatment plans.
Contributed to successful treatment outcomes by accurately taking dental impressions, X-rays, and intraoral scans.
Reduced appointment wait times with efficient room setup and breakdown between patients.
Prepped examination rooms, sterilized equipment and instruments and maintained appropriate tray setup.
Developed comprehensive knowledge of various orthodontic appliances, enabling accurate preparation for each procedure.
Taught patients strategies for boosting oral hygiene, controlling plaque, and protecting tooth enamel from long-term damage.
Assisted in minor orthodontic procedures, ensuring treatments were carried out smoothly and effectively.
Improved practice reputation by consistently receiving positive patient feedback on compassionate and professional care.
Improved treatment outcomes with meticulous attention to detail in preparing and positioning orthodontic appliances.
Assisted orthodontists in applying braces, which led to successful treatment outcomes and patient satisfaction.
Maintained strict compliance with infection control protocols, contributing to safe clinic environment for patients and staff.
Streamlined inventory management process, ensuring availability of necessary treatment supplies without overstocking.
Prepared and sterilized instruments and materials for use by dentists.
Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Assisted dentists, hygienists, and other personnel by handing appropriate tools and supplies needed for procedures.
Scheduled and confirmed patient appointments.
Staged tray for procedures by arranging dental instruments and equipment.
Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
Collaborated effectively with other team members to ensure smooth workflow within the practice.
Contributed to a welcoming and professional office environment by maintaining cleanliness and adhering to all safety protocols.
Supported seamless appointment scheduling by coordinating with front office staff on patient follow-ups and updates.
Enhanced patient comfort and cooperation by providing detailed explanations of treatment procedures.
Contributed to significant increase in patient referrals by delivering exceptional care and building strong patient relationships.
Facilitated positive patient experience by addressing concerns and providing empathetic support throughout their treatment journey.
Facilitated successful treatment outcomes, meticulously following orthodontic treatment plans and adjusting as necessary.
Enhanced team collaboration by actively participating in staff meetings and sharing insights on patient care improvements.
Fostered welcoming clinic environment, directly impacting patient comfort and reducing anxiety about orthodontic treatment.
Supported patient education by creating informative materials on oral hygiene practices with orthodontic appliances.
Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.
Prepared patient X-rays and images for review by dentist.
Entered patient data into computer system, adhering to strict privacy laws and maintaining high level of accuracy.
Educated patients on dental hygiene, pre-surgical instructions and post-surgical care.
Measured and recorded vital statistics by taking patients' blood pressure, temperature, and pulse.
Verified patient insurance eligibility and benefits.
Aided in improving treatment completion rates through diligent monitoring of progress and timely adjustments as needed.
Maintained detailed progress notes for each patient to support continuity of care throughout their treatment plan.
Education
Russellville High School
Russellville Arkansas
05.2002
Skills
Account analysis
Performance tracking
CRM software
Financial literacy
Teamwork
Teamwork and collaboration
Customer service
Data entry experience
Documentation skills
Accurate transcription
Document management
Knowledge of [type] codes
Advanced Note-taking
Data entry expertise
Strong grammar skills
Clinical assistance
Report writing
Word processing
Medical terminology
HIPAA requirements
Certification
Certified RDA
Laser technician
References
Beverly Beam Dardanelle family dentistry 479-229-3891
Muddy management at DR.K 479-968-2138
Bobby Scissom 12 yrs. Friend / former boss 4792803942
All will refer Tamara Sanchez as a hard worker goes above and beyond and great multitasker highly recommend.
CUSD Sports and Recreation Employee at Clovis Unified School District, Bobby MaamenCUSD Sports and Recreation Employee at Clovis Unified School District, Bobby Maamen