Rebecca Bull
Kalispell
Summary
Account manager with extensive experience at Leavitt Group, specializing in strategic planning and customer service. Expertise in budget management and employee evaluation drives operational enhancements and boosts client satisfaction. Leadership promotes team agility, ensuring high performance in dynamic environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal lines Insurance account manager
Leavitt Group
Kalispell
11.2023 - Current
- Strategic and service-oriented account manager with expertise in team management, budget preparation, and financial accounting.
- Adept at strategizing with other departments to generate solutions, like addressing clients' concerns to improve the company's customer care and support service.
Manager
Smoker Friendly
Billings
12.2017 - Current
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Recorded inventory sales into organization's weekly income reports.
- Cross trained existing employees to maximize team agility and performance.
- Onboarded new employees, including training, mentoring, and new hire documentation.
- Approved regular payroll submissions for 4 employees within Mosiac.
Surgical Scheduler
Billings Clinic
Billings
04.2016 - 08.2018
- Followed physician's orders and availability calendar to schedule tests and procedures.
- Sent daily case confirmations and checked with leadership on daily basis to make emergency changes and routine schedule updates.
- Verified insurance coverage and obtained pre-authorizations.
- Carried out front office duties utilizing data entry skills in framework of medical database.
- Successfully schedules patient appointments and placed reminder calls to deliver exceptional customer experience.
Inventory Specialist
Shopko
Kalispell
01.2016 - 04.2016
- Realigned production schedules to factor changing conditions such as materials shortages and changing designs.
- Checked prices and calculated totals for accurate invoice processing.
- Greeted store customers and discussed needs.
Medical Records & Medical Office Float
Medical Office
06.2010 - 04.2015
- Input data into computer programs and filing system.
- Obtained patient releases for dissemination of information.
- Interacted and communicated easily with department personnel and public.
- Created new physical and computer based files.
- Reviewed medical records for completeness and files records in alphabetical and numeric order.
- Received, processed, and routed medical records requests.
- Helped convert patient records from paper to electronic copies.
Education
GED -
Idaho College& Career Readiness Academy
Meridian, ID04.2007
Skills
- Marketing and merchandising
- Purchasing and pricing
- Time management and leadership
- Account and sales management
- Strategic planning and negotiation
- EMR systems and medical office support
- Microsoft Excel and Outlook proficiency
- Budgeting and payroll administration
- Communication skills and customer service
- Employee evaluation and insurance verification
Certification
Property & Casualty License
Timeline
Personal lines Insurance account manager
Leavitt Group
11.2023 - Current
Manager
Smoker Friendly
12.2017 - Current
Surgical Scheduler
Billings Clinic
04.2016 - 08.2018
Inventory Specialist
Shopko
01.2016 - 04.2016
Medical Records & Medical Office Float
Medical Office
06.2010 - 04.2015
GED -
Idaho College& Career Readiness Academy