Gladis Ortiz
Sacramento
Summary
Professional with extensive experience in providing exceptional customer service and administrative support. Strong focus on collaboration and adapting to changing needs ensures effective team dynamics and smooth operations. Skilled in managing multi-line phone systems, scheduling, and maintaining welcoming environment. Reliable, organized, and poised to enhance front desk efficiency and client satisfaction.
Overview
10
10
years of professional experience
Work History
Patient Coordinator
Children’s Choice Dental Care
08.2024 - Current
- Increased efficiency of the front office operations through effective multitasking, attention to detail, and organization skills.
- Provided excellent customer service to all patients, addressing concerns and answering questions promptly and professionally.
- Maintained up-to-date knowledge on insurance policies, medical terminology, and clinic protocols in order to provide accurate information and assistance to patients.
- Managed incoming calls from patients, directing them appropriately while maintaining confidentiality at all times.
- Explained upcoming treatment preparation, instructions, and other facts to patients.
- Ensured accuracy of insurance information for each patient visit, verifying coverage details ahead of time for smooth processing at appointment time.
- Coordinated referrals to specialists as needed, following up with patients to confirm appointments and provide necessary information.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Handled sensitive situations professionally such as discussing treatment costs or past-due account balances with patients to ensure a satisfactory resolution.
- Helped patients complete necessary medical forms and documentation.
- Reduced wait times by quickly greeting patients upon arrival and assisting with the check-in process.
Office Assistant/ Insurance Agent
Vagabundos del Mar
09.2021 - 08.2024
- Issuing insurance policy for vehicles, motor homes, motorcycles, ATV's/UTV's & Boats.
- Answering phone calls & forwarding them to the correct department.
- Corresponding emails daily & making sure all left voicemails are answered & responded back quickly.
- Processing Temporary Import Permits for Boats and issuing Tourist Visas to members when crossing the border.
- Processing Fishing Permits for our club members.
- Filing all insurance policies according to terms, First & Last name.
- Taking reservations for our annual Crab Feeds, Caravans and Casa stays.
- Issuing Membership over the phone and online.
- Handling card payments as well as cash payments.
- Mailing insurance policies, applications requested by members and copy of permits they need.
- Dealing constantly with Excell and Word when dealing with Insurance claims.
- Handling insurance claims for all members and being a communication with members & adjuster when language becomes a barrier.
Sales Associate
Pakmail
09.2019 - 09.2021
- Administered Background checks for the FBI & DOJ. (Both digital & Ink)
- Correspondent & forward email, letters & packages to mail holders.
- Assisted with packaging of fragile items throughout states & countries.
- Ability to sort through mail brought from USPS, UPS, FedEx & DHL.
- Prepared outgoing mail for all carriers.
- Processed passport applications.
- Maintain accurate records of mail deliveries.
- Monitor and respond to customer shipment inquiries; maintain cleanliness and organization of mailroom.
Front Desk Receptionist
The Ryde Hotel & Event Center
02.2018 - 09.2019
- Answered heavy volume phone calls and handled high traffic lobby area.
- Welcomed visitors & directed them to the appropriate departments/ event venue.
- Relayed all messages promptly to proper parties.
- Scheduled appointments for future events such as weddings, meetings, quinces, private dinners & walk throughs with brides.
- Always kept lobby and reception area clean and neat.
- Reviewed and updated information in front desk computer system & checking in all guests.
- Resolved customer and guest complaints.
- Answered telephone calls for brunch and room reservations, took messages and set up appointments for the event coordinator.
Assistant Store Manager
Family Dollar
06.2015 - 10.2017
- Advanced store sales position, restructuring departments and modeling customer service techniques to employees.
- Oversaw daily operations with practiced eye, focusing on efficiency, team collaboration and process improvements.
- Driving shrink results through compliance with all guidelines involved with safety, loss prevention, and cash-handling procedures.
- Worked with finance team to manage and streamline accounts payable and payroll processes.
- Prepared payroll and maintenance budgets for corporate management approval.
- Held team members responsible for reaching company objectives and processes.
- Monitored and adjusted staff schedules based on business requirements.
- Resolved problems, provided open communication, and recommended discipline and terminations.
- Supported back-office procedures, including hiring and employment processes.
- Managed employees, scheduled shifts, determined and provided training needs, and conducted performance reviews.
Education
Sociology
Sacramento City College
Sacramento, CADiploma - High School
Rio Vista High School
Rio Vista, CA05.2013
Skills
- Bilingual
- Leadership
- Management Skills
- Problem Solving
- Time Management
- Responsible
- Organization Skills
Languages
Spanish
Native or Bilingual
Timeline
Patient Coordinator
Children’s Choice Dental Care
08.2024 - Current
Office Assistant/ Insurance Agent
Vagabundos del Mar
09.2021 - 08.2024
Sales Associate
Pakmail
09.2019 - 09.2021
Front Desk Receptionist
The Ryde Hotel & Event Center
02.2018 - 09.2019
Assistant Store Manager
Family Dollar
06.2015 - 10.2017
Sociology
Sacramento City College
Diploma - High School
Rio Vista High School
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