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Client Success Manager

Location:
Ashland, OH
Posted:
January 05, 2024

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Resume:

LINDA SCHOFIELD

CONTACT

ADDRESS:

Ashland, OH

PHONE:

815-***-****

LINKEDIN:

Linkedin.com/in/lindaeschofield

EMAIL:

ad2hdl@r.postjobfree.com

SKILLS

Microsoft Office 365

QuickBooks Pro

Salesforce

Asana

EDUCATION

High School Diploma,

Lake Zurich High School

Lake Zurich, IL

WORK EXPERIENCE

Mobile MediClaim, Inc. 2020 – 2023

Client Success Manager

• Managed the credentialing process for pharmacists to be approved for Health Insurance Plans

• Aided pharmacists in the connectivity process with Health Insurance Plans

• Enrolled pharmacists in electronic funds transfer and electronic remittance advice

Brow Art 23, Inc. 2016 – 2020

Accounts Receivable and Payable Clerk, Bookkeeper

• Perform monthly bookkeeping of 75+ bank accounts and reconciliation of sales records from 150 sales locations using QuickBooks Enterprise

• Support accounts payable by reviewing billing statements for accuracy

• Support accounts receivable by reconciling 75+ monthly bank statements and monitor accuracy of sales receipts for 150 locations Cox Family Holdings, LLC, 2014 – 2016

Finance and Operations Assistant

• Performed all accounts payables and receivables activities

• Managed all bookkeeping and reconciliation of all bank accounts, investment accounts, credit card accounts and intercompany accounts using QuickBooks Pro online

• Performed all bookkeeping and balancing of QuickBooks chart of accounts

• Monitored all monthly bills to avoid overpaying for services Marcus Daily Memorial Hospital 2011 – 2013

Health Information Management Specialist

• Maintained patient records utilizing Electronic Medical Records (EMR) in a critical access hospital

• Provided the release of medical records to patients and other healthcare providers to allow for continued patient care

One Hour Photo 2006 –2011

Operations Manager

• Created new standard operating procedures during and after acquisition to develop and print pictures

• Handled HR duties including hiring, training, and creating an efficient work atmosphere

Pat Schofield Agency, American Family Insurance 1987 – 2006 Customer Service Manager/Insurance Sales Agent

• Managed daily operations in a 3,500+ policy insurance agency

• Consulted and advised policyholders in coverage options for auto, home, life, health, and business insurance

• Converted agency operations from manual data maintenance to computer- based insurance software



Contact this candidate