patient care and retention manager resume example with 20+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Systematic Administrative Assistant with successful experience in fast-paced office settings. Hardworking team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.

  • Leadership
  • Inventory Management
  • Administrative
  • Communicating to Patients and Families
  • Building Rapport and Credibility
  • Resolving Problems
  • New Hire Training
  • 20 years’ experience providing customer service and sales support
  • 11 years of experience in Healthcare Field
  • Strong Oral/Written Communication Skills , and Excellent Customer Service Skills
  • Familiar with medical terminology
Work History
02/2017 to Current
Patient Care and Retention Manager Johns Hopkins Medicine Glen Burnie, MD,
  • Oversee day-to-day operations of practice
  • Opened clinic at beginning of day , Daily close includes financial reconciliation, daily deposits, report preparation, transmission
  • Prepare and maintain charts for new and existing patients, verifies all information is correct and up to date
  • Issue Patient Information, Health History and all other pertinent forms to consults / patients as sign in
  • Update patient information, scan insurance card / picture ID, enter office notes, charges and payment information
  • Become proficient with VCA's computer hardware and software programs, i.e VPA, ECW, Salesforce, Excel, Tableau, Concur, Litmos, Outlook
  • Verify and update patient’s insurance benefits and obtain authorizations
  • Proficient with, and be prepared all practice building functions of clinic to ensure all company targets are met- including inquiry/consult conversion, consult/initial conversion, map conversion, 2nd leg starts and non- convert follow-up
  • Constantly practice and promote good patient relations
  • Trained to assist clinical staff in some clinical duties such as photos and consents, cleaning rooms, holding pressure, preparation of supplies and stocking rooms
  • Maintained confidentiality of systems and operating information
  • 2019 promoted to Traveling Patient Coordinator – assisted offices in many states to open new locations as well as assist when needed in daily duties
  • Became trainer 2016 for new employees in roll of patient coordinator and practice managers.
07/2011 to 02/2017
Nursing Unit Secretary Southwest Business Corporation Irvine, CA,
  • Placing physician’s orders in AS 400 program, Care Connections, Allegra and HED
  • Maintaining main desks phone calls
  • Organizing patients charts, prepare admission packets, and break down discharge information
  • Faxing medicine information to pharmacy, faxing authorization forms to desired locations
  • Updating Navicare Main Screen, updating Responder call light system
  • Assisting patients with care, vital signs, linen changes, dressing changes, Customer Service, , Member of Quality Council Board
  • Caring for Hospice, Medical/Surgical, Psych and Neuro patients
  • Accessing Kronos system, HED, Optio forms, and Lotus Notes, Outlook
  • Completed daily audits of each patient for end of day reports.
09/2002 to 02/2011
Personal Lines Agent Biglow-Grove Insurance City, STATE,
  • Developed new customer relations through telephone contact, sales activity, and participated in incentive programs
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients
  • Developed and maintained long-term relationships with policyholders and small business entities
  • Cross-trained and provided back-up for other customer service representatives
  • Successfully resolved many of customer issues on daily basis
  • Liaised with vendors to order and maintain inventory of office supplies
  • Oversaw inventory and office supply purchasing
  • Create spreadsheets of quotes, selling and submitting new business; staying up to date with coverages and ran monthly reports, remarketing existing accounts
  • Maintained classes and education for Illinois license
  • Provided customer service, preliminary underwriting for following company's Work with Pekin, Acuity, Mercury, Allied, Safeco, Foremost and others.
04/1999 to 10/2002
Senior Marketing Administrative Support/District Sales Manager Trustmark Insurance Company City, STATE,
  • Assigned to introduce recruit independent insurance agents to market Starmark Small group Health plans
  • Provided assessments of group eligibility, prepare proposals, prescreen medical conditions, organize group enrollment, monitors underwriting process, secure policy acceptance and institute in-force support
  • Obtained extensive training in life and health insurance laws and regulations
  • Met required sales goals set by company each month
  • Passed State of Illinois examination for broker licensing
  • Served as underwriting liaison between District Sales Mangers and agents in field
  • Prepared cases for underwriting submission, communicated outstanding information and underwriting status
  • Assisted in training, inventory control and data base management.
Expected in to to
College of Lake County - Grayslake, IL

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Resume Overview

School Attended

  • College of Lake County

Job Titles Held:

  • Patient Care and Retention Manager
  • Nursing Unit Secretary
  • Personal Lines Agent
  • Senior Marketing Administrative Support/District Sales Manager


  • Some College (No Degree)

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