Alexis Orr Email & Phone Number

Share financial knowledge, best practices, and strategies for life insurance protection, retirement, savings and education planning to help personal clients build better futuresPresent and sell company products and services to new and existing customersProspect and contact potential customersReach agreed upon sales targets by projected deadlinesResolve customer inquiries and complaints on an individual basisSet follow-up appointments to keep customers aware of latest developments, products, and services to best fit their needsCreate sales material to present to customers

Reported directly to CEO as well as with project management and accounting teams for any given projectExpedited purchase orders and updated status reports as project needs aroseResolved discrepancies between shipment documentation and receiving reportsReviewed and submitted samples for approval, as well as other standard purchasing duties including but not limited to following up with suppliers, contacting logistics and warehouse locations for informationHandled incoming phone calls/ emails with any issues concerning client support and prioritizing accordingly

North Palm Beach, Florida, United States

Collected and conducted reviews of individual records based on client admission to determine medical necessity and appropriateness of admission based on criteria and standardsProvided continuing- stay reviews to ensure clients in treatment required and were benefiting from the services they were receiving from the facilityInterfaced with other departments to review discharge planning, and fiscal responsibilitiesCommunicated with insurance and managed care companies to inform them of diagnoses and health status of clientsNotified psychiatrists and other clinical staff of need for pre-certification and clinical reviews, and followed up to ensure reviews were completed on a timely basisAssisted client account representatives to ensure that billing and collection process proceeded in a timely mannerReviewed over / under utilization of facility resources

North Palm Beach, Florida, United States

Primary point of contact for all incoming customers and creating a friendly work environmentOwned invoice management for all internal departmentsAdministration – updating CRM system as well as ERP with all relevant customer interaction data.Managed spreadsheets utilized internally for invoices and contractor managementAssisted with new contract negotiations and processingManaged internal SharePoint site and gathered information to add on a daily basisWorked cross-functionally within the company to communicate with all stakeholders to achieve successful outcomes for both the customer and the company

West Palm Beach, Florida Area

Performed as a primary contractual tester of North America for development and internal testing of a new global system application using Microsoft DynamicsParticipated in global knowledge transfer sessions of system solution installation including tracking and reporting of team status and progressExtracted and managed glitches in initial testing of software system developmentParticipated in documentation of system processes and solution adoption for new internal testersPerformed to meet critical contractual deadlines for solution adoption

Harrisburg, Pennsylvania Area

Worked for the Pennsylvania Child Support Program on a mobile initiative allowing citizens to access Child Support services via mobilePartook in client sessions and contributed to the development and creation of work deliverables Researched capabilities of Google Analytics Helped define coding to implement tagging features to track users’ access across the Child Support Website Operated large-scale technology adoption projectsActed as manager on several System Development Life Cycle processes Led requirements gathering, design sessions, internal testing, and overall project management operations including project planning, resource management, project tracking, workplan development and reporting Developed and managed client and stakeholder relationships; provided status updates and progress reports Performed as Functional Lead on two state health expansion initiativesServed as Subsystem Lead on a system website maintenance effortPerformed as Project Management Office (PMO) Analyst on a statewide Integrated Eligibility project

Execute daily monetary transactions Provide a positive and welcoming environment to customers

Coordinate and maintain delivery of approximately $4,000 a year in vegetable and corn stand sales

Promote productsExecute daily monetary transactions Promote a positive and organized working environment