Results-driven Inside Sales and Office Manager with a proven track record in optimizing workflows, enhancing customer engagement, and leading successful teams. Expertise in problem-solving and task management to drive productivity and customer satisfaction.
Overview
35
35
years of professional experience
Work History
INSIDE SALES/OFFICE MANAGER
PUMP REPAIR OF TEXAS
HOUSTON , TEXAS
09.2019 - Current
Managed daily operations of sales office, ensuring efficient workflow and productivity.
Oversaw team scheduling to optimize coverage and enhance performance.
Coordinated client communications to ensure seamless service delivery by sales team.
Trained new staff on company policies and sales procedures for consistent standards.
Maintained inventory records and ordered supplies regularly.
Implemented office organization strategies to streamline processes.
Assisted in developing sales strategies that enhanced customer engagement.
Resolved client inquiries and issues with professionalism and efficiency.
Implemented strategies that increased customer satisfaction levels.
Ensured compliance with company policies and procedures related to sales operations.
Monitored competitor activity in order to stay ahead of the competition.
Created and maintained detailed records of sales, customer service inquiries and accounts receivable.
Researched competitive pricing structures within the industry.
Established goals for individual employees as well as overall objectives for the department.
Coordinated travel arrangements for sales representatives visiting customers or attending conferences and seminars.
Identified areas of improvement in processes, procedures, systems.
Arranged and categorized documents and files to ensure easy access.
Worked with management team to improve workflows and eliminate unnecessary tasks.
Monitored office supplies to replenish needed inventory before depletion.
Negotiated and reviewed contracts, rates and terms with current facilities and suppliers.
Oversaw team scheduling to optimize coverage and productivity.
Trained new staff on company policies and sales procedures.
CLERICAL/Data Entry Coordinator
KENNEDY FABRICATING
Splendora, Texas
10.2018 - 09.2019
Translated raw data into meaningful information using statistical techniques.
Assisted with efforts to track, evaluate and report on impact of programs using multiple data sources.
Created visualizations using tools to present data insights clearly.
BILLING/REGISTRATION/INSURANCE VERIFICATION
Memorial Hermann Surgical Hospital Kingwood
KINGWOOD , TEXAS
06.2010 - 03.2018
Processed insurance verification requests for various healthcare providers.
Confirmed patient coverage details by effectively communicating with insurance companies, enhancing patient service.
Ensured accuracy of insurance information by reviewing patient records and correcting discrepancies.
Utilized electronic health record systems for efficient data entry and retrieval.
Collaborated with healthcare staff to resolve discrepancies in patient information.
Maintained compliance with insurance regulations and privacy standards.
Assisted patients in understanding their insurance benefits and coverage options.
Provided training and support to new team members on verification procedures.
Verified that patients had proper insurance coverage prior to procedures or appointment scheduling.
Updated patient and insurance data and input changes into company computer system.
Communicated with insurance carrier, patient and third party or employer to verify patient insurance benefits.
Entered data in EMR database to record payer, authorization requirements and coverage limitations.
Navigated through multiple online systems to obtain documentation.
Accessed third-party insurance databases to identify coverage of benefits.
Documented all pre-authorization requests, denials, and appeals accurately to support compliance and operational efficiency.
Developed a working knowledge of insurance plans, including Medicare and Medicaid regulations and requirements.
Checked documentation for appropriate coding, catching errors and making revisions.
Identified discrepancies in patient's insurance coverage or benefits, ensuring accuracy of data entered into system.
Reviewed medical records to ensure accuracy of required information needed for pre-authorization requests.
Evaluated policies and procedures related to Insurance Verification activities.
Contacted patients to arrange payment arrangements for deductible and out-of-pocket liability.
Interpreted Explanation of Benefits statements from various insurers and communicated relevant information with other departments as needed.
Examined claims, records and procedures to grant approval of coverage.
Researched third party payer guidelines related to prior authorizations, coding and billing processes.
Educated patients on their insurance benefits and coverage limitations.
Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Answered telephones and directed calls to appropriate medical or administrative staff.
Scheduled and confirmed patient appointments and consultations.
Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
Coordinated hospital admissions for patients.
Scheduled tests, lab work or x-rays for patients based on physician orders.
Performed bookkeeping duties, preparing and sending financial statements or bills.
Assisted physicians with finalizing reports, speeches or presentations.
ACCOUNTS PAYABLE AND RECEIVABLE
PUMP SERVICE ADN REPAIR
HOUSTON , TEXAS
06.1991 - 03.2018
Managed accounts payable and receivable for family-owned business.
Ordered parts for scheduled pump technician jobs to ensure timely service.
Assisted customers by handling incoming phone calls and addressing inquiries.