Theresa Evans
Etobicoke,ON
Summary
Dynamic Operations Clerk at GLS Canada with a proven track record in enhancing customer service and operational efficiency. Skilled in documentation processing and client relations, I excel in multitasking and attention to detail, ensuring accuracy in high-volume environments. Adaptable and reliable, I thrive in collaborative settings, consistently delivering results that exceed expectations.
Overview
12
12
years of professional experience
Work History
Operations Clerk
GLS Canada
01.2021 - 02.2023
- Responded to inquiries from callers seeking information.
- Collaborated with team members to achieve department goals, contributing to a positive work environment through clear communication and active participation in meetings.
- Delivered prompt and accurate assistance on various operational matters such as account updates, transaction inquiries, dispute resolution – elevating customer experience levels significantly during interactions.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Facilitated smooth communication between departments by acting as a liaison, sharing relevant information and updates as necessary.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Supported inventory management efforts by accurately tracking stock levels and assisting with order fulfillment processes when needed.
- Demonstrated strong attention to detail while reviewing contracts, invoices, and other documents for accuracy and completeness before processing or filing them away.
- Provided administrative support during peak periods or absences of key personnel; adapted quickly to changing demands without compromising productivity levels across various teams/departments within the organization.
- Managed multiple databases effectively; performed data entry tasks with high accuracy rates while adhering to established deadlinestargets.
- Transferred hard-copy BOL data from email into Net Term (AS400) database.
- Designed tracking systems to manage prepaid, collect, and third-party accounts using Excel.
- Ensured consistent implementation of services across high-volume billing tasks.
Intake Coordinator
Novo Healthnet Limited
11.2013 - 09.2016
- Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
- Maintained strict confidentiality of patient information, adhering to guidelines and company policies.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Completed intake assessment forms and filed clients' charts.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Collaborated with healthcare professionals to ensure patients received appropriate services and resources.
- Contributed to a positive work environment through effective teamwork and open communication among colleagues.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
- Expedited critical cases through close coordination with clinical teams, reducing wait times for essential services.
- Developed strong relationships with referral sources, resulting in increased referrals for services provided by the organization.
- Supported office staff and operational requirements with administrative tasks.
Junior Underwriter (Agency)
Aviva Insurance
01.2019 - 04.2019
- Prepare, process, and submit business forms to relevant entities.
- Processed and documented new insurance policies.
- Coordinated with insureds and agents to gather information.
- Maintain accurate files for policyholders, focusing on those canceled and reinstated.
- Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
- Revised policies and claims to account for updated information on beneficiaries, insurance coverage amounts, or types.
- Prepared documents and adjusted accounts by transcribing data into worksheets and entering information into the computer.
- Evaluated correspondence and applications for potential alterations and implications.
Assessment Coordinator
HAL Disability Management
09.2010 - 11.2013
- Coordinated staff schedules based on workload and resources.
- Generate comprehensive reports detailing the progress of services and quality initiatives for management review.
- Enhanced customer experience by promptly addressing their visit objectives and ensuring proper staff engagement.
- Prepared diverse documents including reports, invoices, financial statements, letters, case histories and medical records.
- Processed insurance claim forms.
- Gathered accurate information through structured patient interviews to finalize documents.
- Directed lab findings and other correspondence to proper team members efficiently.
- Compiled and documented medical charts, reports, and correspondence using computer software.
- Delivered documentation using multiple communication channels: mail, e-mail, and fax.
- Maintain medical records, technical library, or correspondence files.
- Maintained comprehensive financial records.
- Assist in preparing reports, speeches, articles, and conference proceedings.
Education
Diploma - Secondary Education
Burnhamthorpe Collegiate Institue
Etobicoke, ON05.2022
Diploma - Medical Office Assistant
Medic College
Toronto, ON10.2019
Skills
- Warehouse operations
- Microsoft office
- Operational excellence
- Scheduling appointments
- Filing systems
- Maintaining records
- Client relations
- Documentation processing
- Inventory tracking
- Transportation management
- Invoice preparation
- Customer service
- Time management
- Problem-solving
- Attention to detail
- Flexible and adaptable
- Problem-solving abilities
- Multitasking Abilities
- Excellent communication
- Reliable and punctual
- Organizational skills
- Team collaboration
- Microsoft Office/Excel, Word, Outlook & PowerPoint
- QuickBooks, AS400, Practice Perfect, Clinic Server & Universal, Jane
- Typing speed of 70 wpm
- Medical Terminology, OHIP Billing, Transcribing
Languages
English
Professional Working
Timeline
Operations Clerk
GLS Canada
01.2021 - 02.2023
Junior Underwriter (Agency)
Aviva Insurance
01.2019 - 04.2019
Intake Coordinator
Novo Healthnet Limited
11.2013 - 09.2016
Assessment Coordinator
HAL Disability Management
09.2010 - 11.2013
Diploma - Secondary Education
Burnhamthorpe Collegiate Institue
Diploma - Medical Office Assistant
Medic College
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