Robin Shepard Email & Phone Number

Orland, Ca, Us

Chico, California, United States

• Provide excellent interpersonal service when greeting clients and answering calls.• Take orders, provide helpful information, and respond to complaints.• Draft written responses or replies by email and respond to regularly occurring requests for information.

California, United States

• Administer high level customer service by booking psychiatry appointments, verifying insurance, answering phones and responding to emails while following HIPAA federal and state regulations.• Manage client account data in the Enterprise Resource Planning (ERP) system and Salesforce. Review, scan and upload files to online accounts and third parties. Submit, revise and clarify prescriptions to providers. Order labs and genetic tests.• Generate and complete disability claims, FMLA, medical forms, medical records, treatment summaries, accommodation letters, Release of Information (ROI), and miscellaneous letters.• Work independently with attention to detail, accuracy and organization. • Ability to identify and prioritize issues for resolution.

Orinda, Ca

• Administered high level customer service, checked in clients, scheduled appointments for the Medical Director, collected copays, verified insurance, answered phones and emails. Followed HIPAA federal and state regulations.• Processed insurance billing by coding and submitting claims. Generated reports. Managed client accounts, scanned and uploaded files to online accounts.• Submitted, revised and clarified prescriptions to the Medical Director's refill center verbally and via writing. Ordered labs and genetic tests. Submitted Neuropsychologist forms.• Generated and completed disability claims, FMLA, medical forms, Release of Information's (ROI) and miscellaneous letters.• Independently maintained the clinic.

Northern California

• Provided professional, high quality service and assistance before, during, and after the customer's requirements were met by answering calls, processing orders, checking inventory, troubleshooting situations, providing information and handling complaints. • Maintained customer relation management system. Processed warranties, exchanges, and returns. • Reconciled Invoices.

Moraga, Ca

Sr Donor Data Analyst | August 2014 - December 2016Lead Data Specialist | July 2008 - July 2014Saint Mary’s College of California, Moraga CA• Managed the entire Constituent Relation Management (CRM) system, contributions, pledges, pledge payments, deposits, credit card charges and schedules. Ran reports for Senior Management and Inter-Office Departments.• Closed gift-processing month-end, calendar and fiscal-year end. Set-up new fiscal and calendar year in database.• Supervised and performed meticulous data-entry, including accurate maintenance of highly confidential records.• Designed, identified and implemented improvements to the CRM and updates to software platforms by working closely with IT staff on requested custom programming and implementation of new software, testing and trouble shooting. • Interviewed, trained, oversaw, and met weekly with the Advancement Services Staff. Hired, supervised and trained student workers.

Moraga, Ca

Data Specialist | Saint Mary's College of California Advancement Services Department• Reconciled daily and monthly bank deposits, contribution entries.• Closed gift-processing month-end, calendar and fiscal-year end.• Developed, wrote, produced and maintained manuals concerning usage of Software and gift processing.Administrative Assistant | Saint Mary's College of California Annual Fund Department• Performed as a highly effective administrative assistant in a fast-paced environment for the Director of The Annual Fund, the Associate and Assistant Directors. • Assisted with all phases of numerous events. Arranged travel. Answered telephone calls and in-person inquiries.• Coordinated with Department of Advancement Services to produce accurate and comprehensive databases on Annual Fund donors.• Designed and produced Annual Fund financial reports for review by the President, Board of Trustees, Regents and Development staff.• Created, proofread, and edited documents including client correspondence and documents.