Brittany Miracle
Gilbert
Summary
Organizational enthusiast with over a decade of relationship building in the financial and medical industry.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Claim Specialist - Hail Reconciliation Unit
State Farm
Tempe, AZ
04.2024 - Current
- Build relationships with policyholders, contractors, and agents to resolve claims issues and ensure smooth communication.
- Evaluate contractor qualifications and estimate accuracy, leveraging attention to detail and critical thinking.
- Collaborate with internal teams to resolve issues and streamline processes, demonstrating strong problem-solving and team coordination skills.
- Process payments to policyholders, ensuring accuracy and timely transactions.
Co-Owner / Owner
Bay Cleaning Co. / The Cleaning Miracle
Traverse City, MI / Arizona
01.2022 - 03.2024
- Managed scheduling for multiple employees
- Responsible for invoicing and distributing payments
- Managed all bookkeeping
- Led and maintained client satisfaction
Client Relationship Manager
A.G. Investment Management, PLLC
Gilbert, AZ
02.2020 - 12.2021
- Open new investment accounts
- Transfer money internally and externally
- Complete and process all paperwork
- Schedule client review meetings
- Order/Organize/Maintain office supplies
- Filter and triage all incoming calls
- Work hand in hand with the partners to help our clients reach their financial goals
Client Relations Associate
Heritage Family Offices, LLP
Phoenix, AZ
03.2019 - 02.2020
- Open insurance and investment accounts
- Manage 3 financial advisors and maintain all their client needs
- Process physical checks and internal money movement requests
- Schedule client reviews
- Assist the partners with implementing and maintaining new operation processes across the firm
- Complete and process all paperwork
Director of Client Relations
Northwestern Mutual
Scottsdale, AZ
10.2017 - 03.2019
- Lead and prepare four financial advisors
- Run and report daily productivity reports to our managing director
- Vet new leads and distribute accordingly
- Process insurance applications
- Guide clients through the entire underwriting process, including specific client questionnaires and scheduling appropriate medical exams
Concierge / Spinal Cord Stimulator Coordinator
Arizona Pain Specialists
Scottsdale, AZ
02.2015 - 10.2017
- Handled up to 100+ inbound calls daily
- Scheduled patient appointments in clinic and procedure center
- Created and maintained physician/patient spreadsheets for all SCS trials/implants
- Facilitated patient referral appointments with surgeons and psychologists
- Submitted all authorizations to appropriate manufacturer for SCS trials/implants
- Coordinated patient blood thinner and general clearances with referring offices
Administrative Assistant
Wikler Family Practice
Henderson, NV
06.2010 - 03.2014
- Prepare monthly expenses for entire practice
- Scheduled and pre-screened interviews for front office applicants
- Managed discount laboratory and clinical program for uninsured patients
- Medical credentialing (Insurance and Hospital)
- Prepared daily and monthly patient visit statistics for each physician
Education
Bachelor of Science - Health Care Administration
Grand Canyon University
Phoenix, AZ12.2018
Skills
- Great Customer Service
- Dependable
- Exceptional Organization
- Coachable
- Empathetic
- Teamwork and Collaboration
Certification
Notary Public - Arizona
Timeline
Claim Specialist - Hail Reconciliation Unit
State Farm
04.2024 - Current
Co-Owner / Owner
Bay Cleaning Co. / The Cleaning Miracle
01.2022 - 03.2024
Client Relationship Manager
A.G. Investment Management, PLLC
02.2020 - 12.2021
Client Relations Associate
Heritage Family Offices, LLP
03.2019 - 02.2020
Director of Client Relations
Northwestern Mutual
10.2017 - 03.2019
Concierge / Spinal Cord Stimulator Coordinator
Arizona Pain Specialists
02.2015 - 10.2017
Administrative Assistant
Wikler Family Practice
06.2010 - 03.2014
Bachelor of Science - Health Care Administration
Grand Canyon University