INDEED RESUME
Carol Wheat
Up-beat,smooth,patient Highly Proficient Medical Assistant/Reception, Medical Administration,for eighteen years, 250 Nursing Credits, Licensed in Health Ins. Benefits, Trained Employees, Popular Customer Service Lead Front Desk/Phone, Executive Administration, Medical Administration, Assist.,Also Owner, Auto Body Shop
Los Angeles, CA 90003
**************@*****.***
Summary Characteristics:
Medical Assistant/Receptionist
Bay Area Family Care - Traverse City, MI
May 2014 to June 2015
Answer all patient phone lines, respond appropriately to emergency situations
Take prescription orders chart for physician, details patient medical information
Bio-history and insurance details to facilitate smooth collecting
Managed master calendar appointments for 5 providers
Collect patient payments at checkout, enter in acting. app, Excel, balance
Maintained current and vital medical info.
Enhanced office efficiency
Licensed Health Insurance Agent with Financial Annuities
American Senior Benefits Association - Traverse City, MI
June 2013 to June 2014
After 2 months trained a number of new employees, to help facilitate sales, help present products
Classic professional with Endless patients, love! working with seniors, being mid-age myself.
Performed analysis to obtain information required to make appropriate health insurance highly important, recommendations
Built trusting relationships with seniors active good listening skills and exceptional memorization skills
Entered all sales in Excel, track payments, clients...Taxes myself
Deliver plans materials to clients return to answer any concerns questions
Accounts Representative
Munson Medical Center Emergency Room - Traverse City, MI
August 2007 to October 2012
Check patient accounts, Ins. verification, help with policies
Medical Compensation programs to help patients and get reimbursements
Verified patient resident's
Data entry in MRS program
Optimized organizational systems for payment collections
Maintain locked Safe w/patient belongings
Audit end shift total entry in excel system
Store banking
Lead Medical Assistant/Receptionist & Specialty Practice
Grand Traverse Family Practice & Center for Health - Traverse City, MI
April 1999 to August 2007
Answer all phone lines, schedule, put possible nurse diagnosis, symptoms or sent directly to ER
Opened new family practice Built patients 2000+
Fast-paced maintained current and accurate medical records for over 1500+ patients
Managed master calendar and scheduled appointments for four providers based on optimal patient load and clinician availability
Referred and screened patients to make best use of resources, staff and serve community members
Adhered to strict HIPAA guidelines at all times
Executive Assistant
AMI ENERGY Oil - Traverse City, MI
July 1997 to November 1999
Gas market opens as Wall Street, brokers traded, calculated bought and sold @ $ entered in Excel ("On-the-job-training" market opened--fast and furious) Favorite job because learned the most-AMI moved to CA.
Typed all Pipeline companies daily report for bought and sold gas, faxed each company
Seamlessly interacted with office manager to plan and complete special projects for special programs
Facilitate communication and enhance business, negotiate to enhance processes for company needs
Handle all scheduling for President, Vice President calendar and prepared meeting agenda and materials
Coordinated and booked President's airfare, hotel and ground transportation and prepared his itinerary, double-checked had all information to facilitate successful trip, no glitches.
Prepared Power Point presentations, materials, and documentation for President and Vice
President for meetings and engagements
Provides administrative support to the all-corporate departments; such as, Marketing,
Human Resources, Finance, and Information
Technology
Receives and screens calls and mail for executives, as necessary, responding to routine calls and correspondence and providing timely communication coordinating
Attention to detail, analytical, observant, loyal, hardworking employee, will not quit until complete; care about tomorrow's adults & world.
Education
Licensed Health Insurance Agent W/Financial Annuities #647007 Processing Health, Senior Health, Life & Accidental
Traverse City, Michigan-Trade Center Building Certifications / Licenses
Licensed Insurance Agent License # 647007
280 college credits in Fields of study: Office Administration, Medical Receptionist, LPN completed, no license, directly enrollment into RN-Surgical nursing (Final year divorced) not Licensed - Northwestern MI College, Baker College for Surgical Nursing
Indeed Assessment Testing
Sales skills – Highly Proficient
July 2021
Call center customer service – Highly Proficient
February 2021
Customer focus & orientation - Highly Proficient
January 2021