Theresa Alba
Manor,TX
Summary
Experienced with client relationship management, fostering trust and long-term partnerships. Utilizes in-depth knowledge of Health insurance products to provide tailored advice and solutions. Track record of maintaining high client satisfaction through effective communication and personalized service.
Overview
31
31
years of professional experience
Work History
Health and Life Insurance Broker
Simplicity Benefits
Manor, TX
11.2023 - Current
- Developed and administered employee benefit programs, including health, dental, vision and life insurance.
- Analyzed existing benefits policies and recommended changes to improve cost efficiency or increase coverage options.
- Researched various providers of employee benefits to identify the most competitive plans for employees.
- Ensured timely processing of life event changes, diligently updating employee records as needed.
Ophthalmic Technician
Eye Physicians Of Austin
Austin, TX
07.2014 - 01.2024
- Obtained and recorded patient medical history and operated ophthalmic equipment.
- Observed pupils, visual acuteness and extra-ocular movements to check patient status.
- Advised patients on ocular medications, dressings and contact lenses.
- Cleaned and performed minor maintenance on examination equipment and glasses.
- Prepared patients and administered basic eye exam tests.
- Sanitized ultrasonic instruments and equipment to avoid spread of disease.
- Explained procedures in easy-to-understand terminology to patients and their families.
- Addressed issues noted during preliminary examinations with physician to provide important information and boost appointment success.
- Measured corneal curvature with keratometers or ophthalmometers to aid in diagnosis of conditions.
Medical Assistant
Dr. Paul Wolf
Austin, TX
01.2007 - 06.2014
- Performed preliminary physical tests to accurately record results in patient history summary.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Scheduled appointments for patients via phone and in person.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Educated patients about medications, procedures and physician's instructions.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Conducted insurance verification and pre-certification and pre-authorization functions.
- Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
General Manager
Jack in the Box
Austin, TX
01.1995 - 03.2006
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
- Built and maintained loyal, long-term customer relationships through effective account management.
- Managed inventory levels and conducted corrective action planning to minimize long-term costs.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Trained employees on duties, policies and procedures.
- Recruited, interviewed and hired qualified staff for open positions.
- Led employee evaluations with constructive feedback to boost performance.
- Created schedules and monitored payroll to remain within budget.
- Controlled regulatory risks by overseeing corporate compliance visits and adhering to protocol.
Education
Medical Assistant -
Everest Institute
03.2008
Some College (No Degree) - Ophthalmic Technician
Austin Community College
Austin, TXSkills
- Minor Surgery Assistance
- Retinal Procedure Assistance
- Supplies Inventory
- Medical History Obtainment
- Ophthalmology Testing
- Ocular Measurements
- Preliminary Testing
- Diagnostic Testing
- Instrument Sterilization
- Organizational Skills
- People Skills
- Supervision & Leadership
- Good Work Ethic
- Friendly, Positive Attitude
- Reliable & Trustworthy
- Goal-oriented mindset
Education and Training
other,other
Timeline
Health and Life Insurance Broker
Simplicity Benefits
11.2023 - Current
Ophthalmic Technician
Eye Physicians Of Austin
07.2014 - 01.2024
Medical Assistant
Dr. Paul Wolf
01.2007 - 06.2014
General Manager
Jack in the Box
01.1995 - 03.2006
Some College (No Degree) - Ophthalmic Technician
Austin Community College
Medical Assistant -
Everest Institute