Leads in house financing program offered to patients and their families, has discretion over down payments, terms of payment, etc. Communicates with patients about general finances, flex spending accounts, health savings accounts, and insurance benefitsManages all accounts payable and receivable including collecting payment from insurance companiesMeets with patients and/or their families during an orthodontic consultation, updates all records, describes treatment plan… Show more Leads in house financing program offered to patients and their families, has discretion over down payments, terms of payment, etc. Communicates with patients about general finances, flex spending accounts, health savings accounts, and insurance benefitsManages all accounts payable and receivable including collecting payment from insurance companiesMeets with patients and/or their families during an orthodontic consultation, updates all records, describes treatment plan and addresses any questions or concerns, takes diagnostic notes dictated from doctors during consultation, uses a system to follow up with patients and/or their families after the consultation is complete Show less

Consistently communicated with current and future clients; helped clients decide how to maximize benefits provided at their employerReviewed finances of individuals and adapted plans to fit their needs and goals that were identified in a factfinder processUsed CRM software to manage the follow up process with clientsConsistently hit new advisor benchmarks. i.e. Target20, Pacesetter 40

Created fun and successful activities and events for alumni and current Beta Upsilon Sigma members and kept open lines of communication between our organization and its alumni.