![Phyliss Jackson](https://jobicy.com/react/themes/app/images/avatar.jpg) Phyliss Jackson # Holistic Health & Wellness Coach Actively looking · Member since 8 Nov 2025 [Message](https://jobicy.com/dashboard-page.md) ShareLocationUnited StatesDesired salaryUnspecifiedWork preferenceFull TimeExperience levelNot set * [Overview](#overview) * [Portfolio 0](#portfolio) * [Services 0](#services) ## About Professional summaryI am a highly motivated and experienced Holistic Health & Wellness Coach and Certified Medical Administration Assistant with a proven track record of providing exceptional patient care and administrative support. My expertise lies in wellness program development and client transformation support, where I utilize coaching, motivational interviewing, and administrative skills across healthcare and wellness settings. I am passionate about promoting balance, self-care, and personal growth through integrative practices that connect mind, body, and soul. I am adaptable and detail-oriented, committed to delivering efficient and accurate services in fast-paced healthcare and wellness environments. My professional experience includes facilitating one-on-one and group coaching sessions focused on confidence, self-love, and life alignment. I develop personalized wellness plans integrating mindfulness, nutrition, and movement, and create branded digital wellness journals, self-reflection tools, and goal tracking templates. I collaborate closely with clients to set SMART goals and track progress toward transformation, delivering virtual coaching sessions using ICF-aligned frameworks and holistic approaches. Building strong client relationships through empathetic communication and accountability is a core part of my practice. Additionally, I have extensive experience in medical administrative assistance, managing patient appointments, insurance verification, billing, and maintaining HIPAA-compliant records. My background also includes roles in insurance client management, fraud prevention training, and massage therapy education. I have developed and delivered comprehensive training programs, created educational materials, and ensured compliance with healthcare regulations. I am skilled in communication, customer service, problem-solving, and time management, which support my ability to provide excellent care and administrative support. Currently, I am pursuing a Bachelor of Science in Health & Wellness at Purdue University, further enhancing my knowledge and skills in this field. I hold certifications as an Associate Certified Coach from the ICF, Certified Medical Administrative Assistant from the National Healthcare Association, and various other professional development credentials. I am dedicated to continuous learning and growth to better serve my clients and community. ## Skills 8 capabilities[Client Relationship Management](https://jobicy.com/talent/client-relationship-management.md)[Communication](https://jobicy.com/talent/communication.md)[Customer Service](https://jobicy.com/talent/customer-service.md)[Detail Oriented](https://jobicy.com/talent/detail-oriented.md)[Mentoring](https://jobicy.com/talent/mentoring.md)[Problem Solving](https://jobicy.com/talent/problem-solving.md)[Scheduling](https://jobicy.com/talent/scheduling.md)[Time Management](https://jobicy.com/talent/time-management.md) ## Experience Career history ### Health & Wellness Coach · Avybe Holistic Health & Wellness 2025Facilitated 1:1 and group coaching sessions focused on confidence, self-love, and life alignment. Developed personalized wellness plans integrating mindfulness, nutrition, and movement. Created branded digital wellness journals, self-reflection tools, and goal tracking templates. Collaborated with clients to set SMART goals and track progress toward transformation. Delivered virtual coaching sessions using ICF aligned frameworks and holistic approaches. Built strong client relationships through empathetic communication and accountability. ### Certified Medical Administrative Assistant · Stepful Inc. 2025Scheduled and managed patient appointments, ensuring accuracy in provider calendars. Verified insurance coverage and processed billing information. Maintained HIPAA compliant records and ensured data integrity across EMR platforms. Supported administrative communication to streamline patient flow and care coordination. ### Medical Administrative Assistant · Adventist Health Sep 2019 – Jun 2021Managed treatment scheduling and coordinated documentation workflows. Developed educational materials for patient recovery and self-care. Maintained compliance with safety and privacy regulations across departments. ### Personal Lines Insurance Agent · TTEC | USAA Apr 2024 – PresentManaged client accounts from initial contact through policy implementation and ongoing support. Facilitated claims processing and resolved client disputes, ensuring timely and satisfactory outcomes. Maintained meticulous records to ensure strict adherence to all insurance policy regulations. Cultivated strong client relationships through proactive communication and personalized service to encourage loyalty and retention. Prepared and presented tailored policy recommendations to prospective clients, effectively communicating complex information. ### Fraud Trainer | Claims Initiation Trainer · TTEC | Bank of America Nov 2022 – Mar 2024Developed and designed comprehensive fraud prevention training programs. Produced diverse training materials, including both digital and print formats. Ensured alignment of training content with relevant regulatory requirements. Conducted structured evaluations to assess and improve training program effectiveness. Facilitated workshops focused on optimizing claims processing techniques. ### Certified Massage Therapy Provider & Educator · Adventist Health Sep 2019 – Jun 2021Managed client scheduling and treatment plan documentation, ensuring adherence to healthcare standards. Maintained detailed patient records, including progress notes and treatment adjustments. Developed and disseminated patient education materials on post-treatment self-care techniques. Ensured operational compliance with all relevant health and safety regulations within the treatment environment. Administered client intake processes, gathering necessary information for customized therapeutic treatments. ### Health Educator & Massage Therapist · Phyl My Touch Apr 2003 – Aug 2022Developed wellness programs tailored to client needs. Led marketing initiatives to promote health services. Mentored students to improve their skills by 20%. Educated clients on holistic health practices. Managed client appointments and follow-ups. Implemented strategies to enhance client satisfaction. ### Customer Service Agent | Claims Initiation · TTEC | Bank of America Sep 2022 – Nov 2022Assist clients with the activation of their cards, balance inquiry, sending out replacement cards, going over transaction history, resetting PIN's, resetting web passwords, filing fraud and non-fraud claims and providing customers with info regarding any pending depositor pending transactions. Review customer transactions, credit, or ATM claims within the bank's policies and procedures. Manage and prioritize caseload independently and maintain confidential information. Perform duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program. Review various data points to determine the likelihood of fraud. Coordinate with various internal departments to help identify and reduce fraud risk. Promoted to Claims Initiation SCA assistant. ### Massage Instructor · National Holistic Institute Oct 2021 – Aug 2022Educate and participate in professional development training through modules focusing on bodywork modalities, sciences, clinic, and business. Conducted practical lessons in different massage modalities and student practical evaluations. Demonstrated sensitivity to and understanding of diverse academic, socioeconomic, cultural, ethnic, and disability issues. Trained and mentored students one-on-one to provide guidance and feedback on how to improve hands-on skills. ## Education Learning history ### The Coaching Training Academy 2025Associate Certified Coach ICF, International ### National Healthcare Association (NHA) 2025Certified Medical Administrative Assistant ### Stepful 2025Medical Administrative Assistant Training Program New York, NY ### Purdue University In – Progress 2030Bachelor of Science in Health & Wellness West Lafayette, IN ### Management and Strategy Institute 2023Project Management Essentials Certification Las Vegas, NV ### TTEC 2022Trainer 101 Certification Las Vegas, NV This professional hasn’t added portfolio projects yet. This professional hasn’t listed any services yet.