Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Tracy Valdez

San Jose,CA

Summary

Dynamic Optician Lead at J Holbert & Associates with expertise in eyewear fitting and insurance billing. Proven track record in enhancing customer satisfaction through exceptional service and effective staff training. Skilled in optical measurement and conflict resolution, consistently achieving sales targets while ensuring compliance with optical standards.

Overview

15
15
years of professional experience

Work History

Optician Lead

J Holbert & Associates
San Jose, California
07.2010 - Current
  • Take and record measurements, adjust and fit eyewear, and execute with accuracy; Checked that our finished eyewear meets optical standards, as well requirements and requests.
  • Used expertise to explain prescription terminology and products to patients.
  • Worked directly with patients to help meet their eyewear needs.
  • Dispensed and adjust eyewear to ensure proper fitting and usage to patients.
  • Performed Contact lens training to new patient wearers of insertion/ removal, proper handling care and wearing instructions.
  • Demonstrated daily duties and trained new staff members on office practice protocol during initial probationary period.
  • Ordered inventory and optical supplied for practice.
  • Worked with frame vendors in board management.
  • Held staff meetings and education trainings with our lab and frame vendors.
  • Assisted practice owner with our sales total, monthly quotas, and annual revenue.
  • Performed billing for eyewear to vision plans VSP, EyeMed, MES, Spectera Vision.
  • Prepare charting for scheduled patients, build doctors schedules, arrange coverage for staff vacations, PTO/Personal time-off.
  • Verify optician monthly bonuses end of month sales.
  • Processed payments for products purchased by customers.
  • Dispensed contact lenses upon completion of fitting process.
  • Calculated measurements for eyewear using optical measuring devices.
  • Maintained accurate records of all transactions in computer system.
  • Provided information on lens types, frame styles and materials, lens coatings, and accessories.
  • Demonstrated how to insert, remove, and care for contact lenses.
  • Provided recommendations on eye care products including cleaning solutions and lens cases.
  • Assisted customers with selecting frames and lenses that best suited their needs.
  • Performed basic vision screenings to determine patient's prescription needs.
  • Inspected finished eyeglasses to conform to company's quality check process and verified proper fit to customer satisfaction.
  • Telephoned appointment-holders on day before to confirm times, contacted no-shows, obtained insurance pre-authorization and notified patients upon eyewear availability.
  • Investigated and resolved customer complaints and adjusted and repaired customer eyewear.

Optician

Dr. Carolyn Wong
Los Angeles, California
03.2022 - 11.2023
  • Dispensed eyewear answered phones and scheduled exams.
  • Pre-tested patients charted and billed insurance vision plans VSP, EyeMed, MES, Medical, Spectera, Davis Vision and medical office visits.
  • Performed frame selection with patients, adjusted and made repairs on Zyl, Metal, Rimlon Groove and drill frames.
  • Prepared charts for upcoming schedule, retrieved authorizations for vision exams and medical office visits.
  • Explained to patients their savings, allowances and covered allowance by there insurance plans.

Optician

Gottlieb Optometry
Lakewood, California
05.2020 - 03.2022
  • Assist patients with selecting eyewear based upon the recommendations of final prescription, performed contact lens training to new wearers, board management.
  • Dispensed and adjusted, pre-test patient.
  • Pulled insurance authorization, answered phones and scheduled exams and office visit.
  • Dispensed eyeglasses and conducted contact lens training.
  • Sales of eyewear.
  • Explained thoroughly to patients of their allowance and out of pocket overages.
  • Repaired and adjusted frames.
  • Ordered lenses based on doctor final prescription and lens recommendation.

Office Manager/ Optician

Yen Optometry
San Jose, California
04.2010 - 02.2020
  • Support general office systems, inventory databases, and business operations.
  • Expertise to explain prescription terminology and product offerings to patients.
  • Verify finished eye wear meets optical standards, as well patient satisfaction.
  • Take and record measurements, adjust, and fit eye wear and execute details with exceptional accuracy.
  • Generate lab orders for glasses and contacts.
  • Work directly with patients to all of their eye wear needs.
  • Ensure the smooth running of the office and day-to-day operation.
  • Manage inventory, submit orders for eyeglasses and contact lenses through Eyefinity HER.
  • Billed orders for patient through their contracted vision plans VSP, EyeMed, MES, Medical, Board Management and worked closely with frame and lab representative.
  • Expert in product knowledge of lenses and added enhancements features.
  • Interview and trained new staff.
  • Conducted weekly team building meetings.
  • Prepared monthly revenue sales report for practice owner.
  • Completed payroll and approved all staff vacation, PTO, Personal leave off time.
  • Conducted intake and exit interviews and assisted doctor with performance reviews for staffing.
  • Coordinated and planned doctors travel schedule and preparations.
  • Answered phones and scheduled vision and medical exams.
  • Posted advertisement for new hire recruitment.
  • Completed HR forms and practice staff manual acknowledgment forms for new hire.

Education

Nursing LVN Program -

Cabrillo College

ASL - American Sign Language

Culinary Arts -

Administrative Clerical Skills -

Skills

  • Eyewear fitting
  • Optical measurement
  • Contact lens training
  • Insurance billing
  • Frame selection
  • Customer service
  • Staff training
  • Conflict resolution
  • Repairing glasses
  • Product upselling
  • Optical equipment operation
  • Supply management
  • Problem-solving abilities

Affiliations

  • community outreach serving homeless outreach rehabilitation program
  • Volunteer Assistant Intake Coordinator For San Andres Regional Center
  • Volunteer Advocate For Monarch Women Domestic Violence Housing Center

Timeline

Optician

Dr. Carolyn Wong
03.2022 - 11.2023

Optician

Gottlieb Optometry
05.2020 - 03.2022

Optician Lead

J Holbert & Associates
07.2010 - Current

Office Manager/ Optician

Yen Optometry
04.2010 - 02.2020

Nursing LVN Program -

Cabrillo College

ASL - American Sign Language

Culinary Arts -

Administrative Clerical Skills -

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Tracy Valdez