Monica J.

Experience

• 

  Allstate

  Jan 1988 - Jul 2014

  Policy Administration Auto Manager Department

  Worked in the auto renewal error review group using analytical and problem solving skills. Assisted with high volume calls when catastrophes happen from major weather storms. Assisted on project groups for different teams recognition programs and employee development classes.

• 

  Self-employed

  Jan 1990 - now

  Income Tax Advisor
• 

  H&R Block

  Jan 2000 - Apr 2015

  Senior Tax Advisor

  Encourage in development of and executing office level growth plans for new customers and retaining customers. Preparing accurate and complete tax returns for returning and new clients. Knowledgeable resource on tax topics and products. Instruct new hires on basic tax laws, preparation of individual and business taxes, proper customer service etiquette. Managed office operations for closing end of day business reports, deposits, and next day of business appointments.

• 

  Carilion Clinic

  Mar 2016 - Feb 2022

  Manager -RCM EDUCATION ANALYST TRAINER

  Primary liaison for Revenue Cycle Education. Delivers education for the Revenue Cycle Departments, and other clients for multiple systems and associated applications. Handle quality reviews and analysis for billing and registration activity system-wide. Provide training for adult learners in meetings, groups, or on a one on one basis. Responsible for education coordination, development of education materials, training and implementation activities for a broad range of clients/customers. Motivate end users and other trainers. Show less

• 

  HopeTree Family Services

  Mar 2022 - now

  • Business Office Manager

    Jun 2023 - now

  • Business Office Manager

    Mar 2022 - Jul 2024

  • Accounts Receivable Coordinator

    Mar 2022 - Jun 2023
• 

  Unemployed

  Jul 2024 - Jan 2025

  Business Office Manager