Summary
Overview
Work History
Education
Skills
Education and Training
Timeline
Generic

Sara Leiter

Fayetteville

Summary

Adept at navigating regulatory landscapes and enhancing client relationships, my tenure at Family First Life showcased my ability to educate clients on financial planning while ensuring compliance. Specializing in risk assessment and customer service, I've successfully implemented EHR systems at Silver Leaf Practice Management, demonstrating exceptional communication skills, and a commitment to professionalism. Experienced and dependable general worker with a proven track record of efficiently completing tasks in various settings. Skilled in manual labor, equipment operation, and maintaining a clean and organized workspace. Safety-conscious with a strong work ethic and the ability to adapt to different environments. Ready to contribute to a dynamic team and make a positive impact.

Overview

6
6
years of professional experience

Work History

Life Insurance Agent

Broker
Fayetteville
01.2025 - Current
  • Collaborated with underwriters to facilitate the approval of applications.
  • Evaluated current financial situation of clients before recommending any policy changes.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Educated clients on the importance of life insurance and financial planning.
  • Resolved customer issues in a timely manner while providing excellent customer service.

EHR Implementation Specialist

Silver Leaf Practice Management LLC
Denver
11.2022 - 01.2025
  • Created comprehensive user documentation outlining processes, procedures, and troubleshooting techniques.
  • Verified that every client received highest level of support, assistance and professionalism to uphold company's commitment to service.
  • Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Implemented customizations according to customer specifications while adhering to established coding standards.

Front and Back Office Medical Assistant

Medical Office of Dr. Carey
Taft
08.2019 - 10.2022
  • Answered phones promptly and responded to inquiries from patients or providers in a professional manner.
  • Performed various clerical duties such as filing paperwork, faxing documents, photocopying records.
  • Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
  • Documented notes during patient visits.
  • Entered data into computer systems accurately utilizing ICD-10 codes when applicable.
  • Operated x-ray and electrocardiogram (EKG) to administer diagnostic tests.
  • Assisted in scheduling appointments, verifying insurance coverage, and collecting payments.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.
  • Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.

Education

Associate of Arts - Business And Technology

Taft College
Taft
05-2019

Skills

  • Policy writing
  • Customer relationship management
  • Claims processing
  • EHR proficiency
  • Effective communication
  • Customer service
  • CRM software
  • Interpersonal skills
  • Healthcare common procedure coding system HCPCS
  • Insurance coverage verification
  • Appointment scheduling
  • Strong interpersonal skills
  • Verbal and written communication

Education and Training

other

Timeline

Life Insurance Agent

Broker
01.2025 - Current

EHR Implementation Specialist

Silver Leaf Practice Management LLC
11.2022 - 01.2025

Front and Back Office Medical Assistant

Medical Office of Dr. Carey
08.2019 - 10.2022

Associate of Arts - Business And Technology

Taft College
Sara Leiter