Senior Bookkeeper

• Performs administrative duties such as filing, scheduling, and faxing.
• Schedules meetings
• Review, sort, and distribute incoming mail.
• Serves as point of contact between clients and owner.
• Bookkeeping with Quick Books Online.
• Accounts Receivable/Accounts Payable
• Reconciles Business Accounts.
• Generates and organizes reports for business and financial clients.
• Prepares tax and real estate documents for clients.

• Supports clinic operations including but not limited to customer service, administrative support, and scheduling appointments for Otolaryngology Department.
• Coordinate surgery procedures, surgeons, and equipment.
• Order patients’ test results and assess information from the report to determine if a patient is ready for surgery.
• Receive all needed medical records and history from patients.

• Inform patients and any relevant third party through instructions about “things to do” before and after surgeries.

• Set post-surgical appointments with doctors and perform all necessary tests.
• Orients and educates patients and their families by meeting them; explaining the role of the patient care coordinator; initiating the care plan; providing educational information in conjunction with direct care providers related to treatments, procedures, medications, and continuing care requirements.
• Supervises Front Desk staff to ensure patients receive a warm welcome and patient centered care at their first point of contact.
• Responsible for addressing and resolving all patient concerns that are brought to Front Desk.
• Reconciling all co pay collection batches.

• Completed special projects assigned via supervisor or department.
• Enrolled participants into disease management, life coaching and maternity programs.
• Registered patients for direct referral programs.
• Maintained administration systems (tracking and other in-house systems) for the clinical projects and/or department.
• Recognized for outstanding service with Opal and e-Bravo awards for productivity, innovation and team building.
• Screened/directed incoming calls to appropriate person/department from internal and external clients; respond to inquiries as required.
• Worked as liaison between members, physicians' offices and functional team include nurses, social workers and medical directors.
• Educated members about preventative healthcare and schedule them for programs available to them through their individual health care plans.
• Achieved performance metrics for production, quality assurance, and adherence goals, on a daily basis, showing consistency and often making top performer and high quality assurance scores within the call center.

• Audited cash drawer daily to ensure accuracy of sales transactions.
• Assisted accounting department with filing and recording all repair orders.
• Responsible for reconciling all cash drawers by the end of business and ensuring deposit is accurate while closing service center.
• Directed customer calls to the desired or appropriate department.
• Answered customer questions about vehicle problems, the status of repairs, and hours of operation.
• Explained service technicians’ recommendations, repairs and other actions to customers.

• Exceeded sales plan by averaging 176% to plan.
• Ten times member of the "Above and Beyond" club for exceeding 150% to plan.
• Supported supervisor with follow ups on trainings regarding product knowledge and sales strategies.
• Supervised and coordinated team building activities for sales team.
• Facilitated direct sales by instructing team members to inform existing customers about new arrivals in the company and encouraging them to make sales.
• Coached team members on the best ways to carry out their duties by transferring expert knowledge to them to boost their skills.
• Ensured proper documentation in the information system in due time and check through them for accuracy.