Casey Heath
Baltimore
Summary
Detail-oriented administrative professional with over 10 years in office management, client relations, and operations. Manages multiple priorities while coordinating teams and maintaining accurate records. Builds strong client relationships, resolves issues effectively, and enhances operational efficiency to support business growth.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Client Relations Coordinator
ORTHODONTIC ASSOCIATES
07.2025 - Current
- Build and maintain strong client relationships through exceptional customer service and follow-up communication.
- Consult with clients to explain services, pricing, financing, and available options, consistently increasing acceptance rates.
- Manage appointment scheduling and calendar optimization to maximize office productivity.
- CCoordinate financial arrangements and payment plans while ensuring accuracy and confidentiality.
- Track leads, follow up on prospective clients, and maintain detailed records in the practice management system.
Senior Client Relations and Office Coordinator
OX OrthodontiX
Ellicott City
07.2020 - 07.2025
- Managed and led new client onboarding from initial consultation to treatment completion.
- Built lasting relationships with clients and referral partners.
- Maintained schedules, coordinated appointments and optimized workflow.
- Processed financing applications and explained payment options.
- Maintained accurate client records and documentation.
- Trained and onboarded new employees.
- Assisted with operational planning.
Business Assistant
Heartland Dental
Parkville
11.2018 - 07.2020
- Coordinated office duties and administrative support for the practice owner.
- Worked cross-functionally with the administrative and clinical teams to improve office efficiency.
- Managed dental insurance billing, claims submission, and financial documentation.
- Delivered exceptional customer service while handling confidential information.
Education
General Studies (A.A) -
Community College of Baltimore County
Baltimore, MD12-2014
High School Diploma -
Catonsville High School
Catonsville, MD12-2011
Skills
- Office Administration
- Customer Service
- Client Relations
- Sales and Consultative Selling
- Scheduling & Coordination
- Data Entry
- Budget Assistance
- Records Management
- Multitasking
- Organization & Time Management
Certification
- Dental Radiation Technologist, 03/01/12, Present
Timeline
Client Relations Coordinator
ORTHODONTIC ASSOCIATES
07.2025 - Current
Senior Client Relations and Office Coordinator
OX OrthodontiX
07.2020 - 07.2025
Business Assistant
Heartland Dental
11.2018 - 07.2020
General Studies (A.A) -
Community College of Baltimore County
High School Diploma -
Catonsville High School