Jacob Pangilinan
Lancaster
Summary
Licensed Optician with extensive experience providing exceptional client service, gathering and documenting detailed patient information, coordinating appointments, managing confidential records, and ensuring accuracy in fast-paced healthcare environments. Skilled in communication, problem-solving, multitasking, and building rapport with clients. Seeking to leverage strong intake, documentation, and customer service experience as an Intake Specialist in a law firm.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Optician
Luxottica
Sherman Oaks
09.2023 - Current
- Conducted detailed consultations to gather client information and assess individual needs
- Maintained accurate and confidential patient records while ensuring compliance with privacy regulations.
- Scheduled appointments and coordinated follow-up services for patients.
- Explained complex information clearly and professionally to clients from diverse backgrounds.
- Managed high volumes of phone calls, emails, and in-person inquiries while maintaining exceptional customer service.
- Collaborated with healthcare providers and insurance companies to verify benefits and obtain necessary information.
- Resolved client concerns and provided timely solutions to improve customer satisfaction.
- Performed accurate data entry and documentation within electronic record systems.
Licensed Optician
National Vision
Los Angeles
11.2019 - 08.2022
- Interviewed patients to collect prescription, medical, and insurance info
- Organized and maintained patient records, ensuring accurate tracking of interactions
- Reviewed documentation for accuracy and completeness
- Guided clients through complex decision-making processes, enhancing their understanding of available options
- Handled sensitive information and financial transactions with meticulous attention to detail
Education
Optometry
American Career College
CA04-2019
Skills
- Client Intake & Interviewing
- Customer Service & Client Relations
- Case Documentation
- Data Entry & Record Management
- Appointment Scheduling
- Insurance Verification
- Confidential Information Handling
- Conflict Resolution
- Phone & Email Communication
- Microsoft Office Suite
- Attention to Detail
- Time Management
- System/Database entry
Certification
- American Board of Optometry Certified
Timeline
Licensed Optician
Luxottica
09.2023 - Current
Licensed Optician
National Vision
11.2019 - 08.2022
Optometry
American Career College