Experience

Agilyx

• United States
• Environmental Services
• 1 - 100 Employee

• Lead Lab Technician

  • May 2022 - Present

• Laboratory Assistant

  • Dec 2020 - May 2022

• Laboratory Assistant

  • Aug 2020 - Dec 2020

  Working with the laboratory team to test, catalog, organize samples and data.



Green Line NW, LLC

• Office Manager/Seminar Coordinator

  • May 2018 - Dec 2019

  Office Manager:• Hiring and on-boarding new employees• Employee reviews• Create, write, and enforce office policies and procedures• Supply management • Review hourly times cards for accuracy and process payroll bi-weekly• Update and maintain Client Relationship Management (CRM) – update automated letters, workflow templates, and employee access• Lead weekly office meetings • Renewed business and agents licenses through NIPR and Secretary of state• Back up for all positions in cases of illness or vacationEvent Coordinator:• Planned and coordinated 2 – 3 seminars per week• Planned yearly “Pie Day” event for 600+ clients• Planned 2 -3 yearly Holiday Parties w/ Dinner and Bingo for 600+ clients• Planned 2 yearly magic shows for new clients• Planned one Medicare client event• Updated website with workshop information• Track seminar statistics such as attendance rates, appointment set rates and business writtenIn-Force Customer Service:• Processed all In-Force customer service for 600+ clients - requests included RMD’s, Withdrawal Requests, Beneficiary Changes, Address changes, Allocation Changes, LIBR’s • Processed all Claims paperwork

• Office Manager/New Business Coordinator

  • Feb 2017 - Apr 2018

  Office Manager:• Hiring and on-boarding new employees• Employee reviews• Create, write, and enforce office policies and procedures• Supply management • Review hourly times cards for accuracy and process payroll bi-weekly• Update and maintain Client Relationship Management (CRM) – update automated letters, workflow templates, and employee access• Lead weekly office meetings • Renewed business and agents licenses through NIPR and Secretary of state• Back up for all positions in cases of illness or vacationNew Business Coordinator:• Processed 3 – 10 annuity applications weekly – checked for errors, submitted applications to appropriate insurer, verified acceptance.• Tracked funds transfers for all applications and notified clients of updates weekly• Prepared a welcome packet for each new application that included office information, copies of the application and a gift• Prepared policy delivery binders with a funds transfer history sheet• Tracked packages sent to insurers and clients via UPS• Added new accounts to our Customer Relationship Management Software (CRM)• Prepared annual review information for agent – updated the transfer history sheet, disclosures and printed any forms necessary

• New Business Coordinator

  • May 2015 - Feb 2017

  New Business Coordinator:• Processed 3 – 20 annuity applications weekly – checked for errors, submitted applications to appropriate insurer, verified acceptance.• Tracked funds transfers for all applications and notified clients of updates weekly• Prepared a welcome packet for each new application that included office information, copies of the application and a gift• Prepared policy delivery binders with a funds transfer history sheet• Tracked packages sent to insurers and clients via UPS• Added new accounts to our Customer Relationship Management Software (CRM)• Prepared annual review information for agent – updated the transfer history sheet, disclosures and printed any forms necessaryIn-Force Customer Service:• Processed all In-Force customer service for 600+ clients - requests included RMD’s, Withdrawal Requests, Beneficiary Changes, Address changes, Allocation Changes, LIBR’s • Processed all Claims paperwork

• File Clerk/ Appointment Setter

  • Jul 2014 - May 2015

  Appointment Setter:• Hosted weekly seminars with 30 – 60 participants• Set appointments for 40% of buying units on average at weekly seminars.• Data entry for all response sheets from each seminar into our Client Relationship Manager.• Keep the electronic calendar in the Customer Management software (CRM) and agent’s calendar synced• Prepared Workshop folders, Check in sheet, nametags and supply box for each workshop• Followed up on leads from seminars who did not set an appointmentFile Clerk: • Restructured filing system to improve organization

• File Clerk

  • Feb 2014 - Jul 2014

  File Clerk: • Restructured filing system to improve organization



Relay For Life of Gresham

• Volunteer Online and Social Media Chair

  • Feb 2014 - Aug 2015

  • Updated and maintained website through ACS• Created Facebook page• Advertised Events throughout the year on website, Facebook and other social media sites• Created text reminders of activities during our Relay Event on Hip Cricket (Text Messaging Service).• Solicited Donations from businesses and community leaders • Updated and maintained website through ACS• Created Facebook page• Advertised Events throughout the year on website, Facebook and other social media sites• Created text reminders of activities during our Relay Event on Hip Cricket (Text Messaging Service).• Solicited Donations from businesses and community leaders



G & L Land Surveying, Inc.

• Office Assistant

  • Dec 2001 - Oct 2002

  • Insurance Certificates• Filing• Billing (typing invoices, posting invoices, posting payments, marking invoices paid)• Project Time Keeping (Create reports of all billable hours for each project)• Data Entry• Review and mail contracts• Research survey maps and information• Office supply management • Insurance Certificates• Filing• Billing (typing invoices, posting invoices, posting payments, marking invoices paid)• Project Time Keeping (Create reports of all billable hours for each project)• Data Entry• Review and mail contracts• Research survey maps and information• Office supply management



Talent Tree Staffing of CA

• Temporary Receptionist/Clerk

  • Oct 2000 - Oct 2001

  Various temporary positions including receptionist, filing, employment verification, data entry, document editing, and other general office duties. Various temporary positions including receptionist, filing, employment verification, data entry, document editing, and other general office duties.



The Portland Clinic

• United States
• Medical Practices
• 100 - 200 Employee

• Medical Assistant

  • Feb 2000 - Oct 2000

  • Measured vital signs• Roomed patients• Supported 1 clinician• Prepared charts• Scheduled appointments• Scheduled labs• Verified insurance• Insurance Referrals• Insurance Pre-authorizations• Called in prescription refills• Restocked patient rooms• Telephone advice • Injections • Measured vital signs• Roomed patients• Supported 1 clinician• Prepared charts• Scheduled appointments• Scheduled labs• Verified insurance• Insurance Referrals• Insurance Pre-authorizations• Called in prescription refills• Restocked patient rooms• Telephone advice • Injections



Laura H. Greenburg, M.D.

• Medical Assistant

  • May 1998 - Feb 2000

  • Patient Check-In• Measured vital signs• Roomed patients• Supported 2 clinicians• Prepared charts• Scheduled appointments• Scheduled labs• Verified insurance• Insurance Referrals• Insurance Pre-authorizations• Called in medication refills• Restocked patient rooms• Telephone advice• Injections• Phlebotomy• Assisted physician in gynecological and infertility (Reproductive Endocrinology) procedures• Training patients on self-injections, temperature charts, etc.• Sperm Washing• ICD-9 and CPT Coding• Filing



Dahlman, Fearl, & Cristofani, P.C.

• Medical Assistant

  • Mar 1996 - May 1998

  • Patient Check – In• Measured vital signs• Roomed patients• Supported 3 clinicians• Prepared charts• Scheduled appointments• Scheduled labs• Verified insurance• Insurance Referrals• Insurance Pre-authorizations• Called in medication refills• Restocked patient rooms• Telephone advice• Injections• Phlebotomy• Assisted physician in gynecological and obstetrics procedures• ICD-9 and CPT Coding• Filing • Patient Check – In• Measured vital signs• Roomed patients• Supported 3 clinicians• Prepared charts• Scheduled appointments• Scheduled labs• Verified insurance• Insurance Referrals• Insurance Pre-authorizations• Called in medication refills• Restocked patient rooms• Telephone advice• Injections• Phlebotomy• Assisted physician in gynecological and obstetrics procedures• ICD-9 and CPT Coding• Filing