Jacqueline Steele
Richmond
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Reputable customer service professional brings strong phone speaking skills paired with in-depth knowledge of CRM systems. Offers vast experience connecting customers with products and services. Punctual and responsible individual polished in navigating multiple computer systems and applications.
Overview
19
19
years of professional experience
Work History
Office Manager
Regional Dental Practice
Richmond
03.2023 - Current
- Managed daily operations for multi-provider dental practice serving 200+ active patients
- - Supervised front desk staff, scheduling, and patient flow coordination through hybrid work model
- - Oversaw insurance verification, treatment plan presentations, and payment processing remotely and on-site
- - Maintained HIPAA compliance and implemented office policies via digital platforms and in-person oversight
- - Coordinated with clinical staff to optimize patient care through remote scheduling systems and direct communication
- - Successfully transitioned administrative functions to hybrid model, maintaining operational efficiency across remote and in-office work
Treatment Coordinator
Specialty Orthodontic Group
Richmond
04.2016 - 03.2023
- Developed comprehensive orthodontic treatment plans and presented financial options to patients and families
- - Managed case coordination from initial consultation through treatment completion
- - Processed orthodontic insurance claims and handled pre-authorization requests for complex cases
- - Maintained detailed patient records and treatment progress documentation using specialized orthodontic software
- - Collaborated with orthodontists and clinical team to ensure optimal treatment outcomes and patient satisfaction
Medical Office Administrator
Regional Medical Associates
Fredericksburg
09.2009 - 03.2016
- Coordinated patient scheduling, registration, and medical records management for busy multi-physician practice
- - Processed medical insurance claims, handled prior authorizations, and managed patient billing inquiries
- - Maintained compliance with HIPAA regulations and medical office protocols
- - Supervised front office staff and implemented workflow improvements to enhance patient experience
- - Managed physician schedules, referral coordination, and communication between departments
- - Handled medical coding, documentation, and electronic health record system administration
Receptionist Administrator
Saint John's Hospital
Queens
06.2007 - 09.2009
- Managed patient registration, appointment scheduling, and visitor coordination for high-volume hospital environment
- - Processed patient admissions, discharges, and transfers while maintaining accurate medical records
- - Handled multi-line phone system, directing calls to appropriate departments and medical staff
- - Coordinated with nursing staff, physicians, and administrative departments to ensure smooth patient flow
- - Maintained patient confidentiality and HIPAA compliance in all communications and documentation
- - Provided customer service support to patients, families, and visitors during stressful medical situations
Education
Richmond Hill High School
Queens, NYSome College (No Degree) -
York College
Jamaica, NYSkills
- Customer service management
- Patient scheduling
- CRM software
- Standard operating procedures
- Patient record management
- Appointment coordination
- Insurance verification
- Data analysis
- Team training
- Process improvement
- Problem solving
- Effective communication
- Conflict resolution
- Attention to detail
- Relationship building
- Cash handling
- Call center management
- Feedback collection
- Negotiation expert
- Social media monitoring
- Customer relationship management (CRM)
- Client relations and retention
- Sales expertise
- Sales proficiency
- Personnel training and development
- Staff education and training
- Quality assurance controls
Timeline
Office Manager
Regional Dental Practice
03.2023 - Current
Treatment Coordinator
Specialty Orthodontic Group
04.2016 - 03.2023
Medical Office Administrator
Regional Medical Associates
09.2009 - 03.2016
Receptionist Administrator
Saint John's Hospital
06.2007 - 09.2009
Richmond Hill High School
Some College (No Degree) -
York College