Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yorael Montalvo

Brooklyn,NY

Summary

I am a individual with over 14 years worth of sales experience. With most of my expertise not listed, I am very confident in every job I have taken on. Every office I have worked for my goal was to uplift and add abundance to the practices. That included building a firm and Professional relationship with every Client or patient walking in and out of the door. Providing transparency and Creating an unforgettable experience to ensure even if they didn't move forward with services (which was very unlikely) they will be coming back! I am Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs. Seasoned VIP Ambassador with experience in providing exceptional customer service to high-profile clients. Highly skilled in managing communication, ensuring client satisfaction and coordinating tailored services based on individual needs. Demonstrated success in fostering positive relationships, maintaining strict confidentiality and contributing to team objectives. Known for problem-solving ability and commitment to enhancing brand reputation through discretion and professionalism.

Overview

4
4
years of professional experience

Work History

Office Manager/Dental Treatment Coordinator

Slime Dental
NEW YORK, NY
03.2023 - 07.2024
  • Collaborated with payers such as Medicare and Medicaid or private insurers regarding coverage criteria.
  • Kept informed of advances in medicine and computerized diagnostic and treatment equipment.
  • Managed patient scheduling, appointment reminders, and follow-up calls.
  • Created receiving reports and updated vendor balance sheets to record accounts payable.
  • Worked closely with dental providers to resolve any billing disputes or errors that may have occurred during claim submission process.
  • Submitted claims electronically to third-party payers in compliance with insurance requirements.
  • Reviewed patient accounts for accuracy and completeness, verifying insurance information and coding procedures.

Treatment Coordinator

Leadcom
New York , NY
05.2022 - 01.2023
  • Managed 4 accounts world wide for privet cosmetic Dental offices.
  • Reaching out via phone, email, messager to clients inquiring for cosmetic Procedures. (Implants, veneers, whitening etc)
  • I manage to upsale $7,000-$50,000 worth of treatment on a day to day basis over the phone an ensure eligible clients were walking into the practices.

Which entailed me to cover the following.

what caused the need of the procedure?

Was the clients eligible for The service inquired?

Most importantly were they financially able to cover the cost.

I Processed clients information with 3rd party Financing companies to help and clients in need?

  • Conducted financial consultations with patient and set up payment plans.
  • Facilitated communication between patients and healthcare teams, acting as a primary point of contact.

VIP SALE

Balenciaga
New York, NY
02.2020 - 11.2022
  • Handeled all PR pulls for celebrity And height value clients.
  • Personalized outreach for any new pieces coming in to VIP clients.( notifying clients when new pieces where coming or already in inventory)to upsale merchandise.
  • Utilized CRM systems to track customer interactions and sales opportunities.
  • Recommended, selected and located merchandise based on cleints desires.
  • Setting up VIP clients with schedule fittings, which included tailering and messenger being sent to deliver merchandise.
  • Developed key customer relationships to increase sales.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.

Education

Some College (No Degree) -

Columbia University
New York, NY

Skills

  • Billing
  • Vendor engagement
  • Staff hiring
  • Bookkeeping
  • Employee training
  • Scheduling and calendar management
  • Credit and collections
  • Data entry
  • Office management software
  • Strategic planning
  • Payroll processing
  • Scheduling
  • Scheduling coordination
  • Facility management

Timeline

Office Manager/Dental Treatment Coordinator

Slime Dental
03.2023 - 07.2024

Treatment Coordinator

Leadcom
05.2022 - 01.2023

VIP SALE

Balenciaga
02.2020 - 11.2022

Some College (No Degree) -

Columbia University
Yorael Montalvo