Elizabeth DeWallace
Maynard
Summary
An experienced executive assistant, office manager, and customer service representative with a strong attention to detail, excellent organization, and highly self-motivated to provide excellent administrative support and assistance for businesses and organizations.
Overview
11
11
years of professional experience
Work History
Office Manager & Billing Specialist
Contract Services
03.2022 - Current
- Provide daily, weekly, and monthly billing services for various small private practices
- Submit insurance claims weekly, tracking insurance denials, processing resubmissions of corrected insurance claims, and follow through with insurance companies for payment
- Provide and send client weekly or monthly statements, collect payment, track client payment declines
- Onboard new clients by providing new client paperwork. Process insurance eligibility statuses while obtaining authorization and referral requests
- Provide therapists and practice owners with additional support regarding client communication, scheduling, and insurance assistance
Executive Assistant
Massachusetts Association of Psychoanalytic Psychologists
02.2022 - Current
- Work remotely to perform daily operations including email, website, registration database management
- Assist with growing the organization through outreach to graduate programs and member engagement
- Create administrative reports such as event registration tracking, treasurer reports, compliance reports to APA, and assisting accounting firm with required tax documents
- Ensure organization and board members follow all compliance in regard to bylaws, Massachusetts non-profit laws, and Division 39 and APA rules
- Act as lead for all monthly events which require proficiency in Microsoft Word and Excel, Zoom, Gmail, and Mailchimp.
- Provide members with excellent customer service and interpersonal skills
Office Manager
Joseph Hauck Landscaping
02.2014 - Current
- Work remotely to manage all accounts, bookkeeping, and payroll, using QuickBooks Online
- Process accounts receivable/payable and execute monthly invoicing to customers
- Prepare financial statements and reports, including the profit and loss statement and balance sheet
- Manage Hauck Landscaping's email, mail, and voicemail communications by corresponding to all customers and vendors in a timely fashion
- Collect all insurance certifications for both Hauck Landscaping and various vendors to ensure all COIs are up to date and provided during audits
Customer Service Manager
Industrial Puppy
09.2016 - 01.2020
- Provide the highest level of customer service by coordinating, implementing and fully supporting Industrial Puppy customer service processes
- Solely, assist and follow up to every customer via phone and email
- Prepare weekly, biweekly, and monthly reports for inventory, sales, taxes, customer reviews, product returns, product reviews and new product research
- Establish and document company procedures
- Create and execute Industrial Puppy's donation and partnership program by reaching out to local animal shelters and donating available and creating a social media partnership with these organizations
- Work closely with graphic designers, photographers and videographers for product pictures and videos for ecommerce sales
- Manage social media pages by posting appropriate posts and engaging with followers and influencers
Marketing Coordinator / Website Management
GetLocalMA
10.2014 - 03.2017
- Increase CRM database with potential clients by 200% and kept client log updated with personalized details to tailor sales pitch to the individual's needs
- Connect with clients via phone or email to give the upmost level of customer support
- Update local town webpage to keep current and meet all deadlines for 5 major towns
- Create successful marketing and advertising posts to generate traffic and revenue for clients
- Promote major sponsors that are responsible for hosting fundraising events
Education
Bachelor of Science -
Framingham State University
Framingham, MASkills
- Highly skilled in organizational and detail-oriented management support
- Excellent customer service skills
- Accounts receivable & payable
- Financial reporting
- Proficient in Microsoft Office, Google Workplace, various platforms
- CRM Management
Volunteer Experience
- Board Member / Registrar, Maynard Youth Soccer, Maynard, MA
- Manage all registrations for fall and spring soccer leagues using Sports Illustrated Play, Sports Engine, and Admin Sports online database platform, Plan and execute all practice and game for Grades 1 and 2 in town program, Send weekly communications to families with schedule reminders and updated news
- PTO Co-Chair, Green Meadow Elementary School, Maynard, MA,
- Plan promote and execute all meetings, events, and fundraisers for non profit school group, Manage all financial responsibilities of the board's accounting, Produce treasurer's reports for monthly meetings, Work with teachers and principals regarding funds associated with enrichment and donations
Timeline
Office Manager & Billing Specialist
Contract Services
03.2022 - Current
Executive Assistant
Massachusetts Association of Psychoanalytic Psychologists
02.2022 - Current
Customer Service Manager
Industrial Puppy
09.2016 - 01.2020
Marketing Coordinator / Website Management
GetLocalMA
10.2014 - 03.2017
Office Manager
Joseph Hauck Landscaping
02.2014 - Current
Bachelor of Science -
Framingham State University
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