Tammy Bradley
8451 Druid Oaks Lane, New Port Richey
Summary
Customer Service and Administrative Professional with over 20 years of experience in managing complex service requests and tasks. Delivered high-impact solutions through strong interpersonal skills and analytical thinking in fast-paced environments. Focused on enhancing customer satisfaction and fostering collaborative team success.
Overview
28
28
years of professional experience
Work History
Senior Intake Specialist/Administrative Assistant
American Senior Financial, Inc
Trinity
04.2013 - Current
- Facilitated client onboarding by collecting financial data and explaining fee structures.
- Collaborated with attorneys, state agencies, and facility staff for timely Medicaid filings.
- Reviewed financial records for Medicaid applications to ensure accuracy and expedite processing.
- Maintained confidentiality of sensitive information while ensuring HIPAA compliance.
- Managed daily email correspondence, outgoing shipments, and physical mail for effective communication.
- Coordinated referrals between internal teams.
- Assessed client eligibility for services according to established policies and procedures.
- Provided follow-up assistance to clients, ensuring understanding of available services.
Administrative Receptionist
Gilman & Ciocia, Inc.
Clearwater & Tampa
01.2000 - 01.2011
- Scheduled, confirmed and coordinated appointments and meetings for 6-8 financial planners, tax preparers and attorneys
- Greeted clients and screened multiple phone lines to create positive first impressions.
- Prepared client files for appointments, updating investment information in Excel spreadsheets to ensure accuracy and readiness.
- Managed vendor relationships, monitoring and ordering office supplies and equipment to maintain operational efficiency.
- Executed scanning, copying, filing, and collating of documents in a timely manner.
- Proficient in scanning, copying, filing and collating documents
- Handled private and sensitive corporate and personal information securely to protect client confidentiality.
- Working knowledge of Quick books, Microsoft Outlook and Excel
- Proficient in Internet, proprietary and commercial software including Tax Wise, ACT, E-Z Data and Microsoft Word
Floral Department Manager
Frank’s Nursery and Crafts
Palm Harbor
01.1998 - 01.2000
- Guided customers in selecting and ordering floral products, enhancing their shopping experience
- Merchandised department to be visually pleasing for customers
- Maintained inventory of supplies and products, completing all data entry and reports.
- Processed customer payments accurately
- Designed attractive merchandise displays to engage customers and promote sales
Education
High School Diploma -
Indian River High School
Chesapeake, VA01-1989
Skills
- Case management
- Medicaid compliance
- Client onboarding
- Client relationship management
- HIPAA compliance
- Financial risk assessment
- Vendor and records management
- Scheduling coordination
- Attention to detail
- Critical thinking
- Cost reduction
- Effective communication
- Team collaboration
- Ethical judgment
Phone
cell, 727-916-0248
Timeline
Senior Intake Specialist/Administrative Assistant
American Senior Financial, Inc
04.2013 - Current
Administrative Receptionist
Gilman & Ciocia, Inc.
01.2000 - 01.2011
Floral Department Manager
Frank’s Nursery and Crafts
01.1998 - 01.2000
High School Diploma -
Indian River High School