Objective
Detail-oriented professional with a strong foundation in Organizational Leadership and over a decade of experience supporting operations, teams, and high-impact projects. Recently completed a B.A. in Project Management with top academic honors and seeking to apply leadership, communication, and coordination skills in a fast-paced project environment. Dedicated to continuous learning and long-term growth in project management. Experience
Primerica Financial Services Investment Advisor 5/2011-11/2023
• Built trusted client relationships.
• Conducted comprehensive financial assessments to understand clients’ goals, risk tolerance and financial situations.
• Developed and implemented customized investment strategies and financial plans aligned with client’s objectives and market conditions.
• Ensured compliance with industry regulations, ethics, and standards.
• Generated new business through networking and referrals.
• Communicated complex financial concepts in a clear and accessible manner to clients with varying levels of financial literacy.
• Conducted seminars and workshops to educate clients and community members on financial planning topics.
• Successfully led recruitment efforts to build high-performing teams.
• Facilitated training initiatives focused on leadership skills, team collaboration and organizational values.
• Successfully led and mentored a team of 25 individuals, fostering professional growth, skill development and advancement within the organization.
Premier Medical Alliance Medical Credentialing Specialist 6/2014-4/2016
• Collaborated with medical staff to obtain necessary documentation, resolving discrepancies promptly to facilitate timely credentialing and recredentialing of hospital privileges and health insurance carriers.
• Conducted thorough verification and analysis of healthcare professionals’ credentials ensuring compliance.
• Maintained accurate and up-to-date credentialing databases ensuring compliance with organizational policies and accrediting bodies.
• Develop and maintain positive relationships with healthcare providers, addressing inquiries and providing support throughout the credentialing process.
• Maintained and updated healthcare provider information through the CAQH Universal Physician Portal, ensuring accurate and current date for 50+ physicians.
• Collaborated with various insurance and hospital staff to ensure timely and smooth on-boarding.
• Maintained and verified the enrollment of EFT and ERA for healthcare providers, promptly addressing any changes or discrepancies to uphold financial efficiency. 12News, KPNX-TV Technical Operations Coordinator 8/2006-2/2012
• Provided high-level administrative support to the Director of Technical Operations, coordinating daily operations across studio, engineering, and IT teams.
• Collaborated with Accounting to maintain capital and monthly budgets.
• Procured supplies and equipment valued up to $25,000 demonstrating effective budget management and negotiation skills.
• Implemented and maintained staff photo and new security system.
• Served as the primary point of contact for vendors, fostering strong relationships and resolving issues to maintain positive and collaborative partnerships.
Sheri Francis-Mariette
*****.********@******.***
Queen Creek, AZ
@sheri-mariette
• Ensured meticulous maintenance and organization of FCC files, guaranteeing prompt accessibility for immediate review upon demand.
• Assisted in organizing meetings, special projects, travel and events.
• Played a pivotal role in the success of 3 major projects by spearheading key initiatives, facilitating cross- functional collaboration and ensuring seamless coordination between project teams.
• Proactively identified and addressed potential roadblocks, within a proactive problem-solving environment that significantly contributed to the overall success of each project.
• Coordinated pre-show logistics with guests, providing clear instructions and support to facilitate a smooth guest experience, including preparation for on-air experience.
• Cross-trained and proficient in both camera operations and floor directing for news show, demonstrating adaptability and a diverse skill set in a live broadcasting environment. Western Medical Rehab Sales Coordinator 3/2003-7/2006
• Conducted comprehensive reviews of medical documentation to assess eligibility and qualification criteria for specialty wheelchairs, ensuring accurate and compliant processing of equipment requests.
• Verified insurance benefits and eligibility for clients.
• Oversaw the distribution and management of new and existing orders to ensure efficient workflow and timely fulfillment by coordinating with staff.
• Generated accurate quotes for various Durable Medical Equipment, ensuring precision in HCPC codes and pricing to insurance companies.
• Facilitated client communication and scheduling with proactive and timely updates on project status.
• Managed and resolved escalated customer calls, demonstrating effective communication and problem-solving skills to ensure customer satisfaction.
• Provided support to COO and management on special tasks when needed. Cigna Health Care Member Services Representative 7/2001-9/2002
• Respond to inbound calls and inquiries from members and health care providers regarding health insurance policies and benefits.
• Provide exceptional customer service by addressing questions, concerns and resolving issues timely and accurately.
• Collaborate with cross-functional teams, including claims, billing, and enrollment to facilitate seamless resolution of inquiries.
• Document interactions and maintain detailed records of communications for future reference.
• Upheld confidentiality standards when handling sensitive member information and adhere to privacy policy. Education & Licenses
Arizona State University December 2024
Bachelor of Arts: Organizational Leadership, Project Management 4.0 gpa Series 6, 63, 26 and 65 2014 - 2023
Life Insurance 2011 - 2024
Skills & Abilities
• Project Coordination
• Detail Oriented
• Leadership
• Communication
• Scheduling
• Budget Tracking
• Microsoft Office Suite
• Google Workspace
• Zoom
• CAQH
• CRM Software
• Salesforce
• Time Management
• Multi-tasking
• Problem-Solving
• Team Oriented
• Public Speaking
• Decision Making