operations specialist promotion resume example with 14+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Forward-thinking Assistant in the Financial Industry successful at building strong and lasting client relationships by assessing client needs and addressing financial concerns. Willing to go above and beyond to ensure the clients needs are met.

  • Excellent communication skills
  • Professional phone etiquette
  • Reliable and Punctual
  • Quick learner
  • Maintains confidentiality
  • Independent worker
  • Dedicated team player
  • 75 WPM typing speed
  • MS office proficient
  • Advance Excel spreadsheet function
Work History
08/2019 to 05/2022 Operations Specialist - Promotion Abbyson Furniture | Los Angeles, CA,

  • Process and submit all paperwork for distribution of annuity payments.
  • Maintain CRM database
  • Generated reports of findings to help management with making key decisions.
  • Prepared reports for client meetings
  • Assisted new/current clients with online access
  • Oversaw the front end to ensure the office is running smoothly to ensure a great customer experience
07/2017 to 08/2019 Client Relations Specialist Saic (Science Applications Int.) | Remote Work, OH,

  • Liaised with marketing and management teams to develop solutions and accomplish shared objectives.
  • Submitted client correspondence and tracked records to foster office efficiency.
  • Sorted and distributed office mail.
  • Arranged rapid office equipment repair and maintenance with vendors.
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Answered multi-line phone system, routing calls, delivering messages to staff.
  • Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
  • Executed record filing system to improve document organization and management.
  • Offered office-wide software support and training, troubleshooting issues and optimizing usage of all office equipment.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Assisted Marketing Director with event planning, creating marketing materials for client events.
  • Maintained CRM Database
  • Maintain office records for all maintenance for office equipment and phone systems.
04/2015 to 03/2017 Office Administrator International Paper Company | Lynchburg, VA,

  • Patient Check In: Responsible for all aspects of patient appointment scheduling, insurance verification, creation of new patient charts and maintenance of patient records in accordance to Hanger compliance. Responsible for scanning and filing patient documents, ensuring complete and accurate information, managing incoming phone calls, and timely completion of all assigned tasks.
  • Patient Check Out: Provides administrative support for all aspects of closing patient visit including obtaining insurance authorization, providing financial counseling for patients, posting over counter (OTC) payments, timely completion of all assigned tasks, mail forwarding tasks and daily document research on electronic health/medical record system, coordinating with clinical staff in managing in progress services, scheduling return appointments, reviewing and managing incoming documents and tasking to appropriate parties to outstanding requests for information.
  • Billing: Reviews charge information to ensure accuracy per payer requirements; makes corrections as needed. Manages services in progress and updates to accounts receivable (AR) once items are delivered, maintaining AR levels over 120 days at or below target level. Responsible for reviewing claim edits and resolving them, working claim rejections and denials, performing voids and corrections as necessary. Responsible for submitting clean and accurate claims; accurate completion of patient chart required elements. Timely completion of all assigned tasks. Generate reports to ensure that claims are processed within timely filing limits. Run claim edit metrics to determine type of edit issues that are recurring to aid in future training.
  • Collections: Manage accounts receivable and collections process; timely completion of all assigned tasks. Responsible for maintaining company mandated collection standards. Prepare outstanding accounts reports and gather credit and/or reference information. Manage both internal bad debt process and external collection agency's process for Private Pay accounts. Maintain database by entering, updating, and retrieving data. Resolve outstanding invoice problems from past due accounts. Respond to inquiries from customers or external collection resources. Place calls or send messages to those with unresolved issues.
  • Inventory: Assist with inventory as directed by Management and/or Inventory Coordinator as detailed below: Assist in reconciling items currently in use by clinicians to items in inventory system, assist in counting inventory, as well as assist in data entry of inventory counts.
04/2007 to 02/2015 Administrative Assistant B-T, Inc | City, STATE,

  • Answered and quickly redirected calls to appropriate department or personnel.
  • Daily data entry of all broker loads.
  • Maintain inventory and ordering of all office supplies.
  • Updated customer files when insurance certificates are renewed.
  • Alerted drivers when credentials expire and enter notes in system to reflect.
  • Maintained fuel cards, assigning new, adding and removing funds.
  • Assisted with orientation and paperwork of new employees.
  • Managed spreadsheet of Pre-pass devices, assigning new, returning non-working, and tracking inventory.
  • Assisted drivers with Navigation, and created spreadsheets for accounting/payroll.
  • Accounts receivable, entered deposits into accounting database, and take deposit to bank.
  • Answer payroll questions regarding drivers' settlements.
  • Supported room reservations, agenda preparation and calendar maintenance for programs, meetings and events.
Expected in 05/1994 to to Diploma | Office Speciaist Iowa Lakes Community College, Emmetsburg, IA, GPA:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Iowa Lakes Community College

Job Titles Held:

  • Operations Specialist - Promotion
  • Client Relations Specialist
  • Office Administrator
  • Administrative Assistant


  • Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: