Experience

Equis Financial

• United States
• Insurance
• 700 & Above Employee

• Senior Field Underwriter & Agency Builder

  • Apr 2016 - Present



Vein Clinics of America

• United States
• Medical Practices
• 200 - 300 Employee

• Practice Manager ​

  • Dec 2015 - Feb 2017

  Facilitates clinic growth by means of consultative sales efforts through consult conversions ❖ Develops acceptable financial cost estimates for patient’s protocols in efforts to provide new and continuing patients with an excellent administrative experience ❖ Collaborates with colleagues in Marketing and Sales in lieu of support and the retention of programs which will drive clinic growth ❖ Ensures smooth execution of the day­to­day operational aspects of the clinic… Show more Facilitates clinic growth by means of consultative sales efforts through consult conversions ❖ Develops acceptable financial cost estimates for patient’s protocols in efforts to provide new and continuing patients with an excellent administrative experience ❖ Collaborates with colleagues in Marketing and Sales in lieu of support and the retention of programs which will drive clinic growth ❖ Ensures smooth execution of the day­to­day operational aspects of the clinic including staff meetings, schedule management, material management, pre­authorizations, electronic medical record maintenance, productivity, metrics, and conversion rates ❖ Acts as a supporting role for the transition and implementation process of the new electronic medical record ❖ Oversees processes applications such as the proper management of payments, patient data, and financial procedures are correctly executed such as daily close, timely collections of accounts receivables, and management of ages receivables ❖ Assists annual budget planning for clinic ❖ Increased clinic gross revenue sales from $300,000 per month to $500,000 per month in six months ❖ Utilized deficit diversion in developing and executing specific strategic plans that ensured profitability during a time of projected loss ❖ Retained, developed, and coached employees to ensure the clinic has a high­performance team where employees are engaged and patient satisfaction is high ❖ Established individual performance objectives for the clinic staff that aligned with the clinic plan ❖ Monitored performance of staff and clinic on a weekly basis; provided feedback, coaching and direction where course correction is required

• Front Office Coordinator

  • Jul 2015 - Dec 2015

  ❖ Facilitates revenue growth and prevents clinic losses through strategic schedule management ❖ Obtaining eligibility and benefits verification, authorizations, codes for accurate reimbursements, initiating peer to peers, appeal denials, as well as post payments ❖ Maintains and adheres to all OSHA and HIPAA compliance regulations ❖ Developed, and retained solid employee/patient relations to ensure that the clinic receives highperformance reviews in lieu of excellent patient… Show more ❖ Facilitates revenue growth and prevents clinic losses through strategic schedule management ❖ Obtaining eligibility and benefits verification, authorizations, codes for accurate reimbursements, initiating peer to peers, appeal denials, as well as post payments ❖ Maintains and adheres to all OSHA and HIPAA compliance regulations ❖ Developed, and retained solid employee/patient relations to ensure that the clinic receives highperformance reviews in lieu of excellent patient satisfaction for new and continuing patients ❖ Sought after and called upon by upper management on several occasions to perform at the practice manager level as a result, was able to improve metrics at the Irving location, facilitating a 19% conversion growth rate in consult to initial treatment during the specific time span there ❖ Consistently demonstrates leadership abilities by remaining resilient through challenges ❖ Proven flexibility, and teamwork by providing support to five clinics throughout the DFW metropolitan as needed for short staffing situations ❖ Worked collaboratively with other colleagues to increase clinical monthly gross revenue



Medix™

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Contract Office Assistant

  • Feb 2015 - Jul 2015

  Originally hired on for the VCA Southlake location as a contractor. All experience and job duties performed through the VCA policies and procedures, fulfilling the office assistant role. ❖ Temporary contract was bought out based on excellent performance.



Bealls Corporation, d.b.a. Home Instead Senior Care

• Administrative Assistant

  • Aug 2011 - Jun 2014

  Comprised and presented daily, weekly, and monthly financial reports for further evaluation by the owner, as well as leading company investors ❖ Maintained positive public relations through social media, brand building, and local media networking ❖ Managed billing, accounts receivable, accounts payable, and payroll ❖ Tracked client information in order to expand and improve patient convenience, satisfaction, and ensure return business ❖ Collaborated with project… Show more Comprised and presented daily, weekly, and monthly financial reports for further evaluation by the owner, as well as leading company investors ❖ Maintained positive public relations through social media, brand building, and local media networking ❖ Managed billing, accounts receivable, accounts payable, and payroll ❖ Tracked client information in order to expand and improve patient convenience, satisfaction, and ensure return business ❖ Collaborated with project manager on budget development and analysis ❖ Employee scheduling management coordinating weekly care team scheduling and daily in home dispatching ❖ Conducted all collection operations reducing outstanding bad debt significantly ❖ Ensure the proper management of payments, timely collections of accounts receivables, and other operational expenditures. ❖ Maintained current patient profiles ❖ Researched and developed industry profiles within a 70 mile radius ❖ Worked with sales team to maintain and grow client base ❖ Assisted in the completion of various business development projects ❖ Developed excellent rapport with client base and maintained solid patient relations Show less