Taylor Ann Blankenship
Melbourne ,FL
Summary
Accomplished at Harmony Senior Living Advisors, I leveraged relationship management and portfolio management skills to enhance client satisfaction and retention significantly. Expert in developing financial strategies and fostering teamwork, my approach resulted in a notable increase in efficiency and client trust.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Senior Client Advisor
Harmony Senior Living Advisors
Melbourne, FL
12.2020 - Current
- Streamlined internal processes for improved efficiency, resulting in higher client retention rates.
- Mentored junior advisors, fostering professional growth and contributing to team success.
- Delivered timely reports on portfolio performance, keeping clients informed about progress toward their goals.
- Worked closely with portfolio managers to ensure alignment between individual client strategies and broader firm investment objectives.
- Provided expert guidance during major life events such as retirement planning or estate settlement matters, ensuring smooth transitions for clients'' families.
- Collaborated with cross-functional teams to develop comprehensive financial plans addressing clients'' unique needs.
- Performed in-depth analyses of clients'' financial situations, enabling tailored recommendations for optimal investment strategies.
- Stayed up-to-date on industry trends, ensuring current knowledge of best practices in wealth management and financial planning.
- Developed customized asset allocation models to help clients achieve their long-term objectives while minimizing risk exposure.
- Cultivated long-lasting relationships with clients through consistent communication and personalized service.
- Conducted regular reviews of client accounts, proactively identifying areas for improvement or adjustment based on evolving circumstances or changing market conditions.
Senior Patient Care Coordinator
Harmony Senior Living Advisors
Melbourne, FL
12.2020 - 07.2022
- Streamlined appointment scheduling for increased efficiency and reduced wait times.
- Mentored junior staff members, fostering a positive work environment centered on teamwork and collaboration.
- Facilitated problem-solving among team members to address complex issues related to patient care coordination effectively.
- Developed educational materials to help patients better understand their conditions and treatment options.
- Collaborated closely with physicians regarding treatment plans, ensuring continuity of care and seamless transition between care providers.
- Organized community outreach events promoting health education while also marketing the facility''s services as a trusted provider of comprehensive medical care solutions.
- Coordinated multidisciplinary care, connecting patients with appropriate specialists and support services.
- Conducted ongoing assessments of departmental processes to identify areas of improvement related to patient care coordination.
- Enhanced communication between healthcare providers and patients, ensuring timely delivery of test results and updates.
- Reduced hospital readmission rates through proactive follow-up with discharged patients.
- Improved patient satisfaction by addressing concerns promptly and empathetically.
- Participated in continuous professional development opportunities to stay current with industry best practices in patient care coordination.
- Managed sensitive situations involving end-of-life planning or family conflict resolution with compassion and professionalism.
- Increased patient retention by establishing strong relationships built on trust, empathy, and clear communication.
- Evaluated resource allocation within the department to optimize service delivery without compromising quality of care or budget constraints.
Patient Referral Coordinator
Brevard Physicians
Rockledge, FL
01.2018 - 07.2020
- Served as a liaison between patients, providers, and insurance companies during the referral process, addressing any concerns or questions that arose along the way.
- Enhanced patient experience by coordinating timely and efficient referrals to specialists.
- Streamlined referral processes for improved patient satisfaction and reduced wait times.
- Developed constructive working relationships with local healthcare facilities which resulted in seamless patient transfers.
- Trained new employees on referral coordination procedures, ensuring consistent quality of service.
- Maintained strong relationships with referring physicians, resulting in increased referral volume.
- Collaborated with healthcare providers to ensure accurate and comprehensive referral documentation.
- Worked with patients to schedule tests and procedures.
- Reduced appointment cancellations by proactively managing scheduling conflicts and rescheduling promptly when necessary.
- Optimized utilization of resources by efficiently allocating appointments based on provider availability and patient needs.
- Upheld confidentiality requirements and regulatory compliance guidelines.
- Participated in team meetings where best practices were shared leading to strengthened internal processes.
- Supported positive outcomes for patients by monitoring their transition from primary care providers to specialty care services.
- Created a centralized database for all incoming referrals, streamlining communication between departments.
- Implemented electronic referral management system, improving tracking and follow-up efficiency.
- Strengthened communication channels within the organization through regular updates on referred patients'' progress.
- Increased overall revenue by consistently meeting or exceeding monthly targets for completed referrals.
- Assisted patients with insurance navigation, minimizing out-of-pocket expenses and maximizing coverage.
- Utilized data analysis techniques to track patterns in referral sources which informed future outreach efforts.
Clinically Certified Medical Assistant
Suntree Internal Medicine
Suntree,FL
08.2015 - 10.2018
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Called and faxed pharmacies to submit prescriptions and refills.
- Provided compassionate care for patients, addressing their concerns and ensuring a positive experience.
- Documented vital signs and health history for patients in clinic and hospital environments.
- Assisted physicians with various procedures, ensuring comfort and accuracy for optimal patient outcomes.
- Collected and documented patient medical information such as blood pressure and weight.
- Reduced wait times for patients by maintaining an organized schedule and swiftly preparing examination rooms.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Conducted preliminary patient evaluations measuring weight, temperature and blood pressure.
- Enhanced clinic efficiency by thoroughly documenting patient information and updating electronic health records.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Taught patients about medications, procedures, and care plan instructions.
- Contributed to a welcoming atmosphere at the practice by greeting patients warmly upon arrival, checking them in efficiently, and answering any questions they had about their visit or overall healthcare needs.
- Improved patient satisfaction by providing efficient and accurate medical assistance during appointments.
- Prepared and administered medications to alleviate patient symptoms.
- Communicated clearly and effectively with patients to verify information, determine purpose of visit and record medical history.
Education
CCMA - Clinical Certified Medical Assistant
National Healthcare Association
Merritt Island, FL08.2016
Diploma -
Satellite Senior High School
Satellite Beach, FL05.2012
Skills
- Relationship Management
- Portfolio Management
- Performance Tracking
- Investment strategies
- Money Handling
- Cash Handling
- Customer Engagement
- Client Relationship Management
- Client interaction
- Department coordination
- Customer consultations
- Information Collection
- Information Verification
- New Business Development
- Account Management
- Financial knowledge
- Business Development
- Consultative Selling
- Product Promotion
- Prospect qualification
- Service Level Agreements
- Consultative Sales
- Referral Coordination
- Teamwork and Collaboration
- Customer Service
- Calm and Professional Under Pressure
- Computer Skills
- Understanding Customer Needs
Certification
Clinical Certified Medical Assistant
Timeline
Senior Client Advisor
Harmony Senior Living Advisors
12.2020 - Current
Senior Patient Care Coordinator
Harmony Senior Living Advisors
12.2020 - 07.2022
Patient Referral Coordinator
Brevard Physicians
01.2018 - 07.2020
Clinically Certified Medical Assistant
Suntree Internal Medicine
08.2015 - 10.2018
Diploma -
Satellite Senior High School
CCMA - Clinical Certified Medical Assistant
National Healthcare Association