Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sara Sagman

Montreal,Quebec

Summary

Self motivated, and task orientated individual with great communication and problem solving skills. Methodical and detail-oriented team player with expertise in prioritizing multiple tasks requiring prompt solutions. Strong team participation and leadership. Dedicated and strong work ethic.

Overview

15
15
years of professional experience

Work History

AA/GIC Billingual Client Service Representative

Sun Life Financial
01.2023 - Current
  • software fluent in CSW, ATHENA, INGENIUM, PCOM
  • Advisor client relationship while setting up and maintain their investment products
  • analyze and find solutions to client problems in an analytical and proactive way
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
  • Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Office Administrator / Administrative Assistant

Centre Dentaire NDG
11.2014 - 01.2023
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Identified issues, analyzed information and provided solutions to problems.
  • Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
  • Identified and corrected miscalculations and financial discrepancies to support quality assurance.
  • Teamed with leaders across all departments to meet deadlines and establish culture of cross-functional collaboration.
  • Facilitated seamless patient care with thorough and accurate documentation of medical histories, and medications.
  • Enhanced clinic efficiency by assisting physicians with routine procedures and diagnostic tests.
  • Collaborated with interdisciplinary healthcare teams to provide coordinated care for patients in various settings.
  • Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
  • Contributed to positive health outcomes by educating patients on preventative measures, treatment plans, and follow-up care instructions.
  • Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
  • Ensured accurate record-keeping for patient files, updating information as needed and maintaining confidentiality.
  • Collaborated with physicians to develop personalized treatment plans for patients, improving overall health outcomes.
  • Facilitated referrals to specialist providers when necessary, expediting access to advanced care options for patients in need.
  • Improved patient risk assessment accuracy by analyzing medical records and evaluating health histories.
  • Collaborated with sales teams to provide accurate quotes, ensuring customer satisfaction and retention.
  • Ensured timely claim processing by effectively prioritizing caseloads based on complexity and urgency levels.
  • Enhanced patient care with timely and accurate data entry of medical histories, prescriptions, and lab results.
  • Increased accuracy of billing processes by carefully reviewing invoices and verifying insurance coverage before submission.

Office Manager /Administrative Assistant

Konigsberg Orthodontic services
01.2009 - 01.2014
  • Ensuring efficiently and accurately resolutions in a professional and timely manner. Maintenance of records of patients, scheduling, order of dental records and recall system. Presentation of financial treatment plan options
  • Optimized organizational systems. Manage and enter patient financial activity, maintain accounts receivable activity, prepare statements, invoices and bank deposits
  • Follow-up delinquent accounts, arrange payment schedule with patients.
  • Increased accuracy of patient data entry through meticulous attention to detail and cross-referencing information.
  • Reduced errors in patient billing by carefully verifying insurance information during registration process.
  • Supported clinical decision-making by promptly delivering requested medical records to healthcare providers.
  • Performed regular audits of stored medical records to verify accuracy, completeness, and adherence to documentation requirements.
  • Assisted healthcare professionals with conducting physical exams, enabling timely diagnosis and treatment plans for patients.
  • Increased clinic efficiency by swiftly completing insurance verification and authorization processes for patients.
  • Optimized workflow within the clinic setting by effectively triaging incoming phone calls and addressing urgent concerns from patients or healthcare providers.
  • Obtained client medical history, medication information, symptoms, and allergies.
  • Created and prepared patient charts accurately for clinics and medical professionals.
  • Performed medical chart reviews to confirm accuracy and completeness.
  • Prepared, administered and documented medications under direction of licensed medical provider.
  • Transcribed physician orders and instructions to minimize risk of miscommunication.
  • Assisted dentists with procedures, ensuring optimal patient care and treatment outcomes.
  • Prepared patient x-rays and images for dentist review.
  • Documented patient dental health information and medical history for future reference.
  • Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
  • Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information, and maintaining records.

Education

D.E.P - Accounting

Shadd Business
Montreal
12.2016

Certificate - Dental Assisting

Excel Dental Assisting Centre
West Island, QC
06.2009

Certificate - Secretariat Dentaire

Formation Et Gestion Pro-Sante M.R.
Montreal, QC
03.2009

D.E.P - Professional Sales

John F. Kennedy Business Centre
Montreal, QC
09.2008

Academic Diploma - undefined

Western Laval High School
Laval, Qc
1999

Skills

  • Exceptional Computer skills
  • Adaptable to Changing Conditions
  • Problem Anticipation and Resolution
  • Finance and Accounting
  • Complex Problem-Solving
  • Managing Multiple Tasks
  • Detail Oriented
  • Data Security and Validation
  • Team Cooperation
  • Proactive and Focused
  • Information Security
  • Quick Learner

Timeline

AA/GIC Billingual Client Service Representative

Sun Life Financial
01.2023 - Current

Office Administrator / Administrative Assistant

Centre Dentaire NDG
11.2014 - 01.2023

Office Manager /Administrative Assistant

Konigsberg Orthodontic services
01.2009 - 01.2014

D.E.P - Accounting

Shadd Business

Certificate - Dental Assisting

Excel Dental Assisting Centre

Certificate - Secretariat Dentaire

Formation Et Gestion Pro-Sante M.R.

D.E.P - Professional Sales

John F. Kennedy Business Centre

Academic Diploma - undefined

Western Laval High School

Similar Profiles

CREATE PROFILE
Sara Sagman