Medical Assistant

• Dec 2021 - Present

Administrative Assistant

• Nov 2020 - Dec 2021

Administrative Assistant

• Mar 2017 - Oct 2020

• Assume responsibility for maintenance of all office equipment • Maintain office supplies (ordering and making sure supplies are organized and accessible) • Confirm/Schedule client appointments with advisors • Answer incoming calls and transferring calls to the necessary recipient(s) • Process all mail and deliveries upon receiving • Ensure that all letters, cards, etc. are sent through to compliance in order to be approved through Securities America upon usage • Mail out quarterly newsletters to clients and prospects • Transfer calls to appropriate CSR or Advisor • Assume responsibility for making Trades for individual clients Variable Annuity accounts • Drafts letters/communications as needed and mail out • Print and prepare Albridge Reports each quarter and mail out to clients • Generate required client reports • Audit Albridge accounts and help rename the accounts to follow the appropriate naming process • Greet vendors and clients • Generate required reports • Filing • Prepare large mailings to be sent out to clients, which includes running envelopes through the postage machine in office as well as printing out address labels onto the envelopes to be mailed out • Support insurance and securities operations • Prepare client meeting materials for representatives • Coordinate client/vendor meetings • Request quotes for Life Insurance • Prepare paperwork for clients in order to begin the underwriting process for their Life Insurance (Term insurance, Whole Life insurance, Universal Life Insurance, etc.) • Mail out delivery requirements that are necessary in order to put life policies in force. Show less

Receptionist

• May 2015 - May 2016

• Responsible for maintaining the smooth running and operation of all front desk activities in a busy medical practice. • Greeted, screened, scheduled, and directed patients to exam rooms. • Handled telephone calls, took accurate messages and routed them accordingly. • Performed clerical duties related to clinical services such as: scanning, requesting and sending patient medical records, locating and faxing all medical prescriptions, arranging all incoming and outgoing mail, gathering and following up on referrals for patients to specialist offices, as well as making collection calls and receiving payments. • Ran patients health insurance cards through the system and called insurance companies to ensure the patient had active insurance to ensure they were approved for physician to see them for their appointment • Performed all additional tasks given by office manager and physician. • Created new invoices on E-MD and collected outstanding balances from patients with the clinic. Show less