Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Alberto Herrera

Pittston,PA

Summary

Demonstrated to solve problems independently and perform at an optimal level. Experienced [Type] Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering [Number] years of experience and willingness to take on any challenge. Driven [Job Title] with [Number] years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

30
30
years of professional experience

Work History

Insurance Specialist

Veterans Affairs Medical Center
01.1994 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Processed eligibility and benefits verification and authorization requests.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Resolved discrepancies in insurance payments by collaborating with carriers.

Professional Tax Preparer

Jackson Hewitt
09.2021 - 05.2024
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Offered clients recommendations to reduce tax liabilities.

Education

Associate of Applied Science -

Borough of Manhattan Community College of The City University of New York
New York, NY
06.1994

High School Diploma -

Franklin Delano Roosevelt High School
Brooklyn, NY
06.1989

Skills

  • Manage Contracts
  • Customer Service
  • Account Management
  • Microsoft Excel
  • Persuasive Negotiations
  • Actuarial Science
  • Insurance Collaboration
  • Property and Casualty Insurance Sales
  • Microsoft Outlook

Accomplishments

  • Resolved product issue through consumer testing.
  • Achieved [Result] by introducing [Software] for [Type] tasks.
  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Documented and resolved [Issue] which led to [Results].
  • Supervised team of [Number] staff members.

Timeline

Professional Tax Preparer

Jackson Hewitt
09.2021 - 05.2024

Insurance Specialist

Veterans Affairs Medical Center
01.1994 - Current

Associate of Applied Science -

Borough of Manhattan Community College of The City University of New York

High School Diploma -

Franklin Delano Roosevelt High School
Alberto Herrera