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Catherine Rose Clark 6521 Aires Drive

Arlington, TX 76001 thecclark@gmail.com

(469) 353-3299 mobile

Objective: I seek to utilize my acquired sales, medical, customer service, and community outreach skills and experience in a client-focused, needs-based Financial Advisor role

Relevant Work Experience:

July 2015 – Present Mutual of Omaha North Texas Division Office Irving, TX Independent Agent: LAH Duties include: Maintaining the ability to offer my clients a wide range of products and services which meet nearly all their insurance needs, and referring them accordingly to trusted resources for services that I am not able to provide. I conduct a needs-based financial analysis with each new client during the introductory meeting, and both discover their needs via effective fact-finding, and present their insurance needs to them in a relevant, understandable format that utilizes figures from answers to questions I ask them. Thus, real-life solutions. January 2015 – June 2015 Medical Offices of Doctors Daya & Daya Carrollton, TX Front Office Specialist PRN Back Office MA Duties included (but not limited to): Answering telephone, scheduling patient appointments, greeting patients and visitors at the front desk, pulling charts for patient office visits, conducting patient reminder calls for next-day appointments, taking accurate telephone messages from patients for nurse callbacks, collecting co-pays/deductibles/patient balances and posting payment to patient's account accordingly, verifying patient's health plan eligibility and benefits for each in-office encounter, processing patient referrals to specialists as needed. Also, providing back office support as a Certified Medical Assistant as needed: vital signs, document chief complaint, reviewing patient's medication list, and anticipate the needs of the physician to efficiently examine and treat the patient accordingly.

May 2014 – December 2014 Conifer Health Solutions onsite at Doctors Hospital at White Rock Lake Dallas, TX Health Plan Enrollment Specialist Certified Application Counselor Duties included (but were not limited to): Assisting any and all consumers, regardless of whether or not he or she may be a patient of Doctors Hospital, with any manner of inquiry regarding the Affordable Care Act or the Healthcare Marketplace. My mission was to provide clear and accurate information to inquiries, and provide

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assistance should consumers wish to proceed with the application process, as well as explain each step of the application process in a manner that put consumers at ease. At the hospital level, I was responsible for tracking all consumer activity, from inquiry to enrollment, in the comments section of PBAR for patients with hospital accounts, and via SharePoint Survey for consumers that did not. Additionally, I participated in community outreach events, representing Doctors Hospital, advocating the significance of healthcare coverage and educating communities on the Affordable Care Act in a consumer-level manner, and providing enrollment assistance at said outreach events as well. I also participated in a non-profit, non-partisan organization, focused on furthering the Affordable Care Act outreach and enrollment efforts, called the Dallas County ACA Coalition, on which I sat both Community Engagement and Operations Committees. In addition to my Health Plan Enrollment duties, I assisted the Clinical Informatics Department in the Patient Portal effort, rounding on patients on various floors to present the MyHealthRec concept, encourage registration and walk patients through accessing via their smartphone or tablet. As open enrollment drew nearer, I trained various other staff members to carry on these Patient Portal duties in my stead. I am also a commissioned Notary Public, independent of the hospital. July 2011 – August 2012 The Davisson Clinic Harvey Davisson, Ph.D. Randall E. Hayes, D.O. Dallas, TX Clinic Assistant Duties included (but were not limited to): Answering telephone calls, scheduling patient appointments, assisting with front desk procedures such as patient check-in and check-out, collecting fees for services rendered, and generating receipts via QuickBooks POS. I also worked directly with patients by obtaining their vital signs and reviewing their medication history, as well as documenting their chief complaint before they see the physician. I was the clinic’s only phlebotomist, so I collected patients’ blood specimens and completed each lab requisition when so ordered. I also communicated with the lab regarding test results as needed, and maintained the clinic’s stock of blood collection supplies. I called new patients one week after beginning treatment to follow up, as well as established patients that are due to follow up. Additionally, I tracked and recorded monetary compensation for our physicians each pay period. May 2010 – July 2011 Slim4Life Weight Loss Centers Mesquite, TX Nutrition Counselor Duties included (but not limited to): Instruction to new and existing clients in consistent and proper nutrition through daily one-on-one counseling sessions, advising clients during each of the phases of weight loss in order to help them achieve significant and lasting weight-loss results within the scope of their weight management program. I determined client body mass index, monitoring pound loss to inch loss ratio and presenting those values to the clients. Also, I followed up with current and prior clients through care calls, and sold Slim4Life products and services. January 2010-April 2010 Concorde Career College Arlington, TX Medical Assistant Instructor (temporary, part-time) Duties included (but not limited to): Instruction to currently enrolled Medical Assistant students in the fundamentals of medical assisting, human anatomy & physiology, common diseases of the body systems, first aid, measuring and accurately documenting vital signs, administering injections, phlebotomy & capillary puncture, laboratory testing & requisitions, EKG, urinalysis, and hemoccult testing, as well as front office duties and basic insurance billing and coding.

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June 2008-May 2009 Texas Pulmonary & Critical Care Consultants Sleep Consultants Inc. Fort Worth, TX Front Desk/Secretary Duties included (but not limited to): Answering 9-line telephone, scheduling patient appointments, greeting patients, visitors, pharmaceutical/DME representatives at the front desk, pulling charts for patient office visits, patient check-in and check-out, conducting patient reminder calls for next-day appointments, taking accurate telephone messages from patients for nurse callbacks, checking patient referrals for insurance purposes, collecting co-pays. Scheduling, assigning and passing nocturnal oximeters to patients as ordered by the physicians or nurse practitioners, and instructing patients on its proper use. September 2007-May 2008 Immanuel Brain, Spine and Nerve Surgery, P.A. Arlington, TX Kevin R. Teal, M.D. Medical Assistant, Back/Front Office Float Duties included: Answering 5-line telephone, scheduling patient appointments, greeting patients at the check-in desk, accurately measuring and documenting patient vital signs, returning patient telephone calls, ordering radiologic testing as ordered by the doctor, referrals to physical therapy or other physicians as ordered by the doctor, proofreading office visit notes, medical records/release of information and other assignments as needed. Utilization of NextGen EMR.

Education: August 1998 - August 1999 Arlington Medical Institute Arlington, TX Medical Assisting (Nine months of classroom and laboratory instruction and 160 hours of clinical externship.) August 1993 - June 1997 Mansfield High School Mansfield, TX General Studies

Professional References

Randall E. Hayes, D.O. Harvey G.Davisson, Ph.D. Medical Office of Randall Hayes Owner, The Davisson Clinic (817) 303-3451 Office (972) 480-0000 Office Former Colleague Former Supervisor Lisa McAdams, M.D. Eric Boon Medical Officer Director of Business Development Center for Medicare/Medicaid Services Doctors Hospital at White Rock Lake (214) 767-6456 Office (214) 324-6208 Office Direct Former Colleague

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