Alicia (Ali) Sanchez
Waverly,NE
Summary
Pursuing a Business Program Manager role by challenging opportunities to utilize strong interpersonal skills, effective time management abilities, and critical thinking capabilities with a positive attitude, dedication to continuous learning and growth, and a strong commitment to contributing to organizational success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
FNIC
07.2023 - Current
- Collaborated with the finance department to ensure timely invoicing and payment collection from clients
- Worked closely with underwriters to negotiate favorable terms for clients' insurance policies while ensuring compliance with company guidelines
- Collaborated with cross-functional teams including marketing, product development, and customer service to ensure customer satisfaction and retention
- Provided exceptional customer service by promptly addressing client inquiries, resolving issues, and processing policy changes
- Conducted thorough risk assessments for clients' properties or businesses to accurately determine coverage requirements
- Educated clients on various insurance products, explaining policy features, exclusions, and premiums in a clear and concise manner
- Maintained accurate records of client interactions, policy details, claims history, and other relevant information using four different CRM software's
Service Center Specialist
UNICO
02.2022 - 07.2023
- Direct liaison between carriers, insureds, and company
- Monthly reporting
- Translating (Spanish)
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Provided customers certificates of insurance, auto ID cards, and helping with new business daily
- Marketing accounts at time of renewal
- Reduced process inconsistencies and effectively trained team members on best practices and protocols of the service centers
- Delivered prompt service to prioritize customer needs.
- "Social Squad" Team Member
Certified Medical Assistant/Phlebotomist
Pine Lake Health
10.2020 - 01.2022
- Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
- Enhanced patient outcomes by providing knowledgeable education on procedures, medications, and other physician instructions.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Collected and documented patient medical information such as blood pressure and weight.
- Called and faxed pharmacies to submit prescriptions and refills.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Performed medical records management, including filing, organizing and scanning documents.
Office Manager
Lake Immediate Care and Clinic
12.2013 - 10.2020
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Addressed and resolved technical, financial, and operational concerns by working with team members and different vendors.
- Met with project stakeholders on regular basis to assess progress and make adjustments.
- Oversaw office inventory activities by ordering and stocking and shipment receiving.
- Participated in vendor selection and management process for program initiatives.
- Managed senior-level personnel working in marketing and sales capacities.
- Pursued and implemented revenue development strategies to keep department aligned with sales and profit targets.
- Recruited, interviewed and hired employees and implemented a mentoring program to promote positive feedback and engagement.
- Established team priorities, maintained schedules and monitored performance.
- Defined clear targets and objectives and communicated to other team members.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Facilitated workshops and conducted one-on-one training to educate team members.
Education
Insurance Producer License
Nebraska Department of Insurance
Lincoln, NE04-2022
Certified Nursing Assistant - Nursing
College of Lake County
Grayslake, IL01-2016
Certified Phlebotomy Technician
National Healthcareer Association (NHA)
Online04-2015
Medical Assistant -
First Institute Inc
Crystal Lake, IL12.2013
High School Diploma -
Round Lake Senior Highschool
Round Lake, IL05-2010
Skills
- Spanish (Fluent)
- Management (conducted and attended regular meetings)
- Budgeting
- Vendor relationship management
- Negotiation tactics
- Strategic planning
- QuickBooks
- Excel
- Microsoft Office (spread sheets)
- Billing
- Time management
- Payroll
- Accounts Payable/Receivable
- Strong Problem Solving Skills
- Attention to Detail
- CRM proficiency
- Conflict resolution
- Insurance Verification
- Medical Coding
- Administrative Experience
- Proposal writing
- Sales reporting
- Cash handling
- Multitasking
- Recruitment and hiring
- Work delegation
- Performance monitoring
- Personnel management
- Team training and development
- Community Service Volunteer
Certification
- Property & Casualty License
- Certified Nursing Assistant, 01/01/15, Present
- Phlebotomy, 01/01/15, Present
- Certified Medical Assistant, 02/01/13, Present
- CPR
Timeline
Commercial Account Manager
FNIC
07.2023 - Current
Service Center Specialist
UNICO
02.2022 - 07.2023
Certified Medical Assistant/Phlebotomist
Pine Lake Health
10.2020 - 01.2022
Office Manager
Lake Immediate Care and Clinic
12.2013 - 10.2020
- Property & Casualty License
- Certified Nursing Assistant, 01/01/15, Present
- Phlebotomy, 01/01/15, Present
- Certified Medical Assistant, 02/01/13, Present
- CPR
Insurance Producer License
Nebraska Department of Insurance
Certified Nursing Assistant - Nursing
College of Lake County
Certified Phlebotomy Technician
National Healthcareer Association (NHA)
Medical Assistant -
First Institute Inc
High School Diploma -
Round Lake Senior Highschool
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