Margarita Ossa
Calgary
Summary
Motivated and detail-oriented administrative professional seeking to apply my extensive experience in client coordination, billing, and compliance management in an insurance company. Eager to contribute my strong organizational, communication, and problem-solving skills to support team success, streamline operations, and enhance customer satisfaction. Looking to grow within a dynamic organization while utilizing my background in regulatory compliance, report preparation, and client service to make a positive impact.
Overview
10
10
years of professional experience
Work History
Patient Experience Coordinator
Avenue Physiotherapy
07.2022 - Current
- Manage patient appointments, intake processes, and ensure smooth scheduling for providers.
- Maintain accurate records, handle communications, and support daily clinic operations.
- Process patient payments, manage insurance authorizations, and handle accurate billing for specialized cases, including WCB (Workers' Compensation Board) claims and MVA (Motor Vehicle Accident) cases.
- Coordinate specialized programs, track outcomes, and manage clinic projects efficiently.
- Provide professional, empathetic support to patients and resolve concerns to enhance their experience.
Store Manager
Steve Madden
09.2018 - 07.2022
- Oversee daily store operations, ensuring smooth workflows, adherence to company policies, and compliance with safety regulations.
- Recruit, train, and mentor staff to foster a positive and motivated work environment, while managing performance and addressing any team issues.
- Develop and implement strategies to achieve sales targets, optimize store profitability, and analyze key performance metrics to identify growth opportunities.
- Manage inventory levels, ensure timely stock replenishment, and execute merchandising plans to maintain an appealing and organized store layout.
- Ensure exceptional customer experiences by addressing inquiries, resolving complaints, and creating a welcoming atmosphere.
Administrative Assistant
H&R Block
04.2015 - 09.2018
- Prepare and process tax-related forms, maintain accurate records, and handle correspondence, including emails and phone inquiries.
- Input client information and tax data into secure systems, ensuring accuracy and adherence to confidentiality standards.
- Ensure all documentation complies with tax laws and regulations, assisting clients with submitting necessary forms and paperwork.
- Act as a liaison between clients and tax preparers, responding promptly to inquiries and providing updates on the status of filings.
- Generate invoices, process client payments, and reconcile transactions, maintaining detailed financial records.
Education
Bachelor of Arts - Criminal Justice
Mount Royal University
Calgary, AB04-2014
Skills
- Attention to detail and accuracy in documentation
- Customer service and conflict resolution
- Effective communication with strong written and verbal abilities
- Scheduling and calendar management
- Data entry and recordkeeping (EHR and tax systems)
- Billing and invoicing (WCB, MVA, and general claims)
- Familiarity with and adherence to legal and regulatory requirements (health, safety, tax, labor)
- Proficient in documenting and reporting findings effectively
Timeline
Patient Experience Coordinator
Avenue Physiotherapy
07.2022 - Current
Store Manager
Steve Madden
09.2018 - 07.2022
Administrative Assistant
H&R Block
04.2015 - 09.2018
Bachelor of Arts - Criminal Justice
Mount Royal University
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