Josie Zizza

• Scheduled appointments, handled referrals and ordered supplies for optometric practice.
• Greeted patients, prepared exam rooms and documented medical records to keep office running efficiently and effectively.
• Took medical histories and reported current concerns from patients prior to physical exam by optometrist.
• Administered visual acuity tests, glaucoma screening and Keratometry and communicated findings to doctor.
• Helped patients with optical selections and dispensing to facilitate customer service.
• Explained processes and operated equipment for Visual Acuities, pre-testing testing.
• Answered telephone calls to offer office information, answer questions, and direct calls to staff.
• Obtained and documented patient medical history, vital signs and current complaints at intake.
• Helped improve patient outcomes by educating and advising on relevant treatments and care.
• Explained procedures to patients to reduce anxieties and increase patient cooperation.
• Liaised with patients and addressed inquiries, appointment requests and billing questions.
• Taught patients about medications, procedures, and care plan instructions.
• Implemented care and efficiency improvements to support and enhance office operations.

Took medical histories and reported current concerns from patients prior to physical exam by optometrist.

• Helped patients with optical selections and dispensing to facilitate customer service.
• Implemented care and efficiency improvements to support and enhance office operations.
• Oriented and trained new staff on proper procedures and policies.
• Scheduled appointments, handled referrals and ordered supplies for optometric practice.
• Administered visual acuity tests, glaucoma screening and Keratometry and communicated findings to doctor.
• Collected pertinent data and calculations to aid physician in interpreting results.
• Conducted monthly and quarterly inventory of supplies using facility cost reporting records.

• Maintained high standards of customer service by building relationships with clients.
• Provided coverage option information to assist clients in protecting assets.
• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales
• Promoted [Company] products and services using upselling and other sales strategies.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

• Maintained high standards of customer service by building relationships with clients.
• Provided coverage option information to assist clients in protecting assets.
• Explained advantages, features and disadvantages of various policies to promote sale of plans
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

• Scheduled appointments, handled referrals and ordered supplies for optometric practice.
• Administered visual acuity tests, glaucoma screening and Keratometry and communicated findings to doctor.
• Helped patients with optical selections and dispensing to facilitate customer service.

• Review and analyze claims that have been approved for payment or adjustment of wage replacement and related benefits, leveraging knowledge of Legislation,
• Operational Policies and guidelines in order determine, calculate and process benefits in timely and accurate manner. This includes contacting any Workplace Parties and Case Owners to request and/or clarify necessary earnings information.
• Provide support to Case Owners as well as Workplace Parties in addressing or interpreting complex benefit decisions and their outcomes.
• Advanced communication skills when explaining financial calculations pertaining to loss-of-earnings calculations.

• Address issues with employer’s accounts to ensure quality and accuracy of employer’s account information.
• Timely processing of premium remittance/annual reconciliation.
• Promote available online services available to employers in order to improve reporting/payment processing.
• Use judgement when reviewing account billings in order to determine accuracy of accounts.
• Assist employers with understanding current policies and make referrals to internal business partners and external workplace parties.
• Provide guidance and assistance to newly hired staff.

Responsible for the management and growth of a Business Territory with annual revenues of $6.1M

• Continuously meet or exceed sales objectives or quarterly net increases
• Volume of sales per month averaging $450,000- $550,000
• Continuously achieved and surpassed monthly and quarterly sales and profit margin targets
• Consistently maintained a Profit Margin of 14%
• Developed and retained customer accounts with excellent customer satisfaction reviews
• Utilized marketing materials and campaigns to further grow revenues by 30%-40% per annum
• Managed to increase Territory revenue by 30%-40% since taking over
• Cross selling/upselling benefits to using higher quality items, customer satisfaction, warranty and health benefits in switching, cost savings to account for time management
• Visit accounts to discuss current product lines, maintain accounts and increase product purchases
• Troubleshoot client issues and solutions
• Participate in business events, trade shows and sales conferences to increase sales
• Provide and maintain excellent customer service with clients in person and over the phone inclusive of training for best business practices

• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
• Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
• Coached new hires on company processes while managing employees to achieve maximum production.
• Compared vendor prices and negotiated for optimal savings.
• Evaluated employee records and productivity to complete employee evaluations.

• Promoted to a lead position in less than 4 years
• Verified flight plan paperwork for pilots for scheduled flights
• Worked in a lead capacity by directing the work of others, providing guidance and support to clerks
• Collected, assembled and distributed high level documentation
• Maintained constant communication with internal and external partners