Education, Counseling, Customer Service

Professional Experience

Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Ball Peoples, Austin, TX, United States October 2012 – May 2013 Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Ball Peoples, Austin, TX, United States October 2012 – May 2013 Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. MetroMD, West Hollywood, CA, United States June 2013 – September 2015 Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. MetroMD, West Hollywood, CA, United States June 2013 – September 2015 Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. WealthMark Advisor Inc, San Antonio, TX, United States February 2015 – April 2016 Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. WealthMark Advisor Inc, San Antonio, TX, United States February 2015 – April 2016 Concierge

Composed and drafted all outgoing correspondence and reports for managers. Maintained friendly and professional customer interactions. Addressed and resolved customer product complaints empathetically and professionally. Gathered and verified all required customer information for tracking purposes. Acted professionally and patiently when addressing negative customer feedback. Effectively managed a high-volume of inbound and outbound customer calls. Resolved service, pricing and technical problems for customers by asking clear and specific questions.

Concierge

Composed and drafted all outgoing correspondence and reports for managers. Maintained friendly and professional customer interactions. Addressed and resolved customer product complaints empathetically and professionally. Gathered and verified all required customer information for tracking purposes. Acted professionally and patiently when addressing negative customer feedback. Effectively managed a high-volume of inbound and outbound customer calls. Resolved service, pricing and technical problems for customers by asking clear and specific questions.

Jim FaulK Lexus of Beverly Hills, Beverly Hills, CA, United States August 2016 – March 2017 Professional Experience

Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Ball Peoples, Austin, TX, United States October 2012 – May 2013 Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Office Administrator Ball Peoples

Collected and compiled information from clients for proposals .Produced customer-specific insurance enrollment booklets .Entered & formatted sensitive data from clients into various systems.Prepared plan option spreadsheets for clients .Assisted Account Managers and Directors with all office duties Maintaining relationships with clients for future business.

Ball Peoples, Austin, TX, United States October 2012 – May 2013 Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. MetroMD, West Hollywood, CA, United States June 2013 – September 2015 Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. Medical Consultant Assistant

MetroMD Dr. Alex Martin Managed all front office activities to optimize facility workflows and patient management, including appointment management (Practice Fusion), billing and collections, office administration, and customer service. Effectively multitasked addressing and responding to incoming/outgoing calls and correspondence, able to work in a fast-pace deadline oriented work environment. Created and maintained confidential patient files, being detail-oriented to organize patient record management. Monitored client census by using the Daily Movement Report and recording admissions, discharges, doctor appointments and site visit data. Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions. Displayed sensitivity to the cultural and linguistic needs of the clients and families served. Offered and documented treatment consent forms in patient health records. MetroMD, West Hollywood, CA, United States June 2013 – September 2015 Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. WealthMark Advisor Inc, San Antonio, TX, United States February 2015 – April 2016 Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. Contracting Specialist

Proficient time-management skills meeting all deadlines within an appropriate time frame closing all claim investigations with full and appropriate documentation. *Strong customer relationship skills exceeding customers' expectations by servicing the clients specific needs and anticipating future growth to enhance a long term relationship with all clients. *Validate all claims completely and accurately able to individualize products that fit the specific needs of the Agent's existing client's seamlessly. *Excellent problem solving and organizational skills proven ability to self-motivate and work independently. WealthMark Advisor Inc, San Antonio, TX, United States February 2015 – April 2016 Concierge

Composed and drafted all outgoing correspondence and reports for managers. Maintained friendly and professional customer interactions. Addressed and resolved customer product complaints empathetically and professionally. Gathered and verified all required customer information for tracking purposes. Acted professionally and patiently when addressing negative customer feedback. Effectively managed a high-volume of inbound and outbound customer calls. Resolved service, pricing and technical problems for customers by asking clear and specific questions.

Concierge

Composed and drafted all outgoing correspondence and reports for managers. Maintained friendly and professional customer interactions. Addressed and resolved customer product complaints empathetically and professionally. Gathered and verified all required customer information for tracking purposes. Acted professionally and patiently when addressing negative customer feedback. Effectively managed a high-volume of inbound and outbound customer calls. Resolved service, pricing and technical problems for customers by asking clear and specific questions.

Jim FaulK Lexus of Beverly Hills, Beverly Hills, CA, United States August 2016 – March 2017 Summary Of Qualifications

3+ years of experience in managing medical records for public and private practice. Establishing professional relationships with patient confidentiality. Time management and organizational skills for practice, doctors, and patients. Strong communication and organizational skills. Excellent self starter and team player. Summary Of Qualifications

3+ years of experience in managing medical records for public and private practice. Establishing professional relationships with patient confidentiality. Time management and organizational skills for practice, doctors, and patients. Strong communication and organizational skills. Excellent self starter and team player.

210-***-**** • **********@*****.***

San Antonio, TX 78256 • United States

Briana Longoria

Additional Information

Skills: Microsoft Office (Word, Excel, Outlook, PowerPoint) and managing, arranging and coordinating executive calendars, travel, appointments, and luncheons/events. Microsoft Office, Word, PowerPoint, Adobe, Practice Fusion, Google Chrome, Internet, MAC Software, Basic computer admin (scanning, printing, fax, etc.). *Culturally sensitive

Languages: Bilingual in Spanish and English,

Additional Information

Skills: Microsoft Office (Word, Excel, Outlook, PowerPoint) and managing, arranging and coordinating executive calendars, travel, appointments, and luncheons/events. Microsoft Office, Word, PowerPoint, Adobe, Practice Fusion, Google Chrome, Internet, MAC Software, Basic computer admin (scanning, printing, fax, etc.). *Culturally sensitive

Languages: Bilingual in Spanish and English,

Education

Bachelor of Science in Psychology

Bachelor of Fashion and Retail Management

Associate of Liberal Arts

Palo Alto College, San Antonio, TX, United States May 2005 Art Institute, Austin, TX, United States May 2010 University of Phoenix Online, United States Present Education

Bachelor of Science in Psychology

Bachelor of Fashion and Retail Management

Associate of Liberal Arts

Palo Alto College, San Antonio, TX, United States May 2005 Art Institute, Austin, TX, United States May 2010 University of Phoenix Online, United States Present

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