ALEXIS MARTINEZ
Bronx,NY
Summary
Experienced healthcare professional prepared for role, specializing in patient support and care coordination. Strong focus on team collaboration and achieving results, adaptable to changing needs. Skilled in patient advocacy, healthcare navigation, and effective communication. Reliable and compassionate, ensuring seamless patient experiences and optimal outcomes.
As seasoned insurance professional, equipped with comprehensive understanding of life insurance products and client needs analysis. Known for unwavering focus on client satisfaction and consistently achieving sales targets. Valued for collaborative approach and adaptability in dynamic environments, with strong analytical and communication skills.
Experienced with coordinating and optimizing fulfillment operations to ensure timely and accurate order processing. Utilizes strategic planning and team leadership to enhance productivity and streamline workflows. Track record of successfully managing logistics and maintaining high standards of efficiency and quality.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
New York Life Insurance Co
03.2024 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 10%.
Patient Navigator
Community Healthcare Network
06.2022 - 03.2024
- Conduct new patient's assessment screenings consistent with the Scope of Services
- Conduct outreach activities specially to the loss to care patients
- Conduct community outreach visits to patients
- Provide expedited visit to patients for urgent situations such as hospitalization
- Inform patients of our ancillary services and give them health education materials
- Keep patients informed of progress of scheduled appointments
- Monitor of patients adherence to their medical appointments
- Monitor of Patient Satisfaction Surveys/Complaint
- Assist the patient in selecting a Primary Care Provider (PCP)
- Offer assistance in arranging an initial visit with their PCP
- Complete the new patient brief assessment health screening
- Inform patient on their right to 'free access' in receiving family planning services
- Provide patient with general information on HIV prevention and primary care
- Schedules appointments with and for the Care Management team
- Participates in care conferencing regarding the provision and coordination of services
- Maintains the care records including filing progress notes, tracking due dates of periodic documentation such as: assessments, reassessments, care plans, medical updates, release of information forms and care conferences
Fulfillment Expert
Target
06.2021 - 06.2022
- Locate Ship to Store orders and scan into hold upon arrival
- Complete return to stock tasks according to best practice
- Monitor and communicate with your leader when supplies are needed
- Model excellent service by greeting all guests in the area when picking orders
- Pick items for guest orders accurately and quickly; meeting service and required ship time standards
- Properly prepare, pack and sort guest orders for shipment using correct materials in a timely manner
- Meet pick and pack productivity expectations and INF goals
- Promoted to Fulfillment Pace Setter and had the responsibility to manage the fulfillment team and made sure we were as fast
- Exceeded performance metrics consistently by prioritizing tasks effectively within a fast-paced environment.
- Demonstrated adaptability by successfully navigating changes in product offerings or order volumes, adjusting workflow strategies to maintain peak performance levels.
Preloader
United Parcel Service
01.2020 - 06.2021
- Checking the order status of packages
- Using a scanner to check the contents and condition of packages, especially for shipments through air
- Picking up or delivering the package from the delivery company
- Delivering the package to the customer
- Recording the delivery information
- Sending an email notification to the customer when the package is delivered
- Calculating shipping costs
- Notifying customers about their orders
- Providing tracking number
- Assisting the customer with any problems that may arise during shipment
- Verifying that all items have been shipped to their destination
- Ensuring that there are no errors in the shipment tracking number
- Preparing an invoice for each package
- Generating a shipping label
- Lifted and slid packages weighing up to 100 pounds on conveyor belts to transport items.
Education
BACHELOR - Accounting
HUNTER COLLEGE
Manhattan, NY03.2025
HIGH SCHOOL - Diploma
BRONX CENTER FOR SCIENCE AND MATHEMATICS
The Bronx, NY06.2020
Skills
- Strong Organizational Skills
- Effective Leadership
- Experienced in Diagrammatic Analysis
- Excel Proficiency
- Experienced Public Speaker
- Efficient Multitasking Across Platforms
- Autonomous Task Management
- Self-Motivated Remote Contributor
- Networking Expertise
- Client Relationship Management
- Proficient in Insurance Policy Sales
- Client Prospecting
Certification
- Life Accident and Health License – New York Department of Insurance.
- Securities Licenses Series 7- Financial Industry Regulatory Authority (FINRA). (Pursuing)
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Agent
New York Life Insurance Co
03.2024 - Current
Patient Navigator
Community Healthcare Network
06.2022 - 03.2024
Fulfillment Expert
Target
06.2021 - 06.2022
Preloader
United Parcel Service
01.2020 - 06.2021
BACHELOR - Accounting
HUNTER COLLEGE
HIGH SCHOOL - Diploma
BRONX CENTER FOR SCIENCE AND MATHEMATICS
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