Gather performance reports on clients investment accounts to compare gains and losses over the yearConsistently working on multiple projects that require meeting certain deadlinesCreate proposals, print and tag paperwork for new account openingsProcess new accounts for investments and insurance businessAnswer all incoming calls and emails to assist clients with any questionsUpdating investment and insurance values by creating spreadsheets in Excel with current account informationEnter clients information and connecting all accounts into Living Balance SheetConnecting with new prospects, sponsors and businesses to build close relationships and partnershipsManage and plan all events throughout the year from start to finish - creating and sending invitations, any marketing information needed and submitting receipts for reimbursementPosting major events and important articles via Grapevine, LinkedIn, MarketEdge and Facebook to market the business and eventsUtilize Excel, Adobe, PowerPoint, Outlook and Microsoft Word for all correspondence.Basic administrative duties including filing, scanning and copyingScheduling client and new prospect meetingsOrdering of all office supplies and marketing materials

• Code-specific verification to confirm patients’ benefits and initiate any pre-authorization’s that are required for insurance coverage. • Reviewing of 50+ transactions a day to determine if all accurate and sufficient documentation is obtained to effectively bill • Communicating insurance benefits and out of pocket expenses to patients to collect and process payments • Responsible for filing, scanning, and faxing all incoming and outgoing requests, answering multi-line phones, scheduling patients and check in/out

Strive to give customers the best customer serviceCommunicate with a diverse group of peopleWork as a team with other staff members Balancing 10+ tables at once with excellent serviceResponsible of opening and closing the restaurant and bar Upselling beverages and food to guestsMultitasking between greeting new tables, taking orders, refilling beverages, entering in items into the register system, checking on the tables satisfaction, and delivering checks to tables

Pediatric Outpatient Speciality Clinic and Mother Baby Care Unit

Strive to give customers the best customer serviceCommunicate with a diverse group of peopleWork as a team with other staff members Balancing 10+ tables at once with excellent serviceResponsible of opening and closing the restaurant and bar Upselling beverages and food to guestsMultitasking between greeting new tables, taking orders, refilling beverages, entering in items into the register system, checking on the tables satisfaction, and delivering checks to tables