CLIENT RELATIONS MANAGER (MAY 2016-PRESENT)- Process incoming new client prospect inquiries - Establish relationship, trust, and sincere connection while providing details of services - Schedule initial assessment meeting with client and company President - Enter client information into software and maintain information through duration of care- Maintain frequent communication with clients and family to ensure efficacy of care - Field concerns and questions and work with management for solutions- Human Resources/Recruiting * Recruiting initiatives through local colleges to pursue candidates in the nursing and healthcare programs * Initial phone interview for first impression determination of company fit * Perform face-to-face interviews * Make recommendations of employment to company President * Gather, process, and manage Workman’s Compensation claims OPERATIONS MANAGER (SEPTEMBER 2010-MAY 2016)- Scheduling Coordinator – Prepared and distributed a 40-client and 45-caregiver schedule - Human Resources/Recruiting * Recruiting initiatives through local colleges to pursue candidates in the nursing and healthcare programs * Initial phone interview for first impression determination of company fit * Perform face-to-face interviews * Maintained employee files, including certifications necessary to comply with company’s licensure * Initiated, created, and implemented Progressive Disciplinary Action program * Initiated, created, and implemented Employee Performance Reviews process * Created and implemented Workman’s Compensation process- Client Relations Manager – As listed above (under Client Relations Manager)- Payroll and Billing Support – Produced Excel spreadsheet reports for employee payroll and client billing - Initiated, created, and implemented operational templates- Instrumental in researching client/caregiver software program, learned and trained management

– Accurately and efficiently transcribed office notes dictated by the referred physician to the referring physician

o Supported two Managing Partners for a fast-paced, growing financial planning firmo Coordinated and managed professional schedules through Outlook o Supported new recruits to establish responsibilities and successful business practiceso Planned meetings and events for companyo Communicated with clients on a daily basis to ensure satisfaction with questions asked, problems solved, viable solutions offeredo Maintained excellent client relationships between Managing Partner and client, and Managing Partner and recruiting teamo Produced PowerPoint presentations for client and interoffice meetingso Prepared, processed and reviewed all client paperwork for accuracy of informationo Worked closely with underwriters to ensure efficient and timely processingo Arranged complete travel itineraryo Upheld confidentiality requirements of position heldo Created a paper tickler system to ensure work was completed in the time frame expectedo Obtained Life and Health, Series 6 and 63 certifications to further my knowledge and my ability to assist clients