• Conduct all initial orientations and introduction to all programs offered• Managed client experience including weigh ins and nutrition tracking• Facilitate large group training classes• Manage front desk, employees schedules, hours, etc.• Monitor all client accounts regarding membership fees, payment plans, past due accounts, etc.• Manage and run reports regarding overall accounting for business owner

Client Coordination and Project Management• Coordinated all-day planning sessions, lunches, etc., with clients and vendors; facilitated online conferences between CEO and clients• Set up and organized new client accounts within project management software ACT; managed administrative documents related to each client account including proposals, contracts, invoices, etc.• Created initial proposals for consultants to finalize and send to clients• Set up all billing schedules, payment plans, etc.Agency Administration• Answered all incoming calls and conducted inquiry with clients• Managed client and coordinated appointments• Cultivated a professional, supportive relationship with each client and consultant• Took initiative to create administrative goals and tasks

Office Administrator• Answered all incoming calls and conducted initial intake with clients• Identified appropriate specialist for each client and coordinated appointments• Cultivated a professional, supportive relationship with each client• Proficient in medical billing: Medisoft, Office Hours, ZirMed• Provided medical records when requested, following HIPAA laws; provided referrals for client andmanaged associated paperwork