Cindy Cruz Perez
Miami Lakes,Florida
Summary
Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones. Dedicated professional successful at handling numerous clients and difficult individuals. Focused on attending to various customer needs with history achieving and exceeding expectations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Commercial Trucking Account Manager
Titan Risk Solutions SPS
Chester, NJ
10.2023 - 07.2024
- Assisted in the preparation of client proposals and presentations.
- Managed customer account records, ensuring accuracy of billing information, policy changes, and documentation requirements.
- Identified areas where additional training is needed in order to improve customer service levels.
- Assisted in resolving any discrepancies between customer expectations and actual results.
- Resolved customer complaints in a professional manner.
- Recognized potential problems before they arise and took corrective action when necessary.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Analyzed customer complaints and provided solutions to resolve issues promptly.
- Provided support to clients in proactively avoiding policy cancellations and coordinated efforts with insurance carriers for reinstating coverage.
Remote Sales Agent Commercial Insurance
Burrows Insurance Agency
11.2022 - 11.2023
- Successfully addressed the insurance requirements of both commercial trucking and business clients
- Successfully built connections with insurance companies and underwriters to meet the requirements of commercial clients.
- Meeting all FMCSA, RMIS & UIIA requirements with monthly updates
- Generated new business opportunities by expanding clientele through targeted marketing strategies.
- Consistently achieved or surpassed monthly sales targets.
- Streamlined policy maintenance by consistently staying abreast of clients' changing needs
- Participated in ongoing training programs related to job duties or responsibilities.
- Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
- Actively participated in developing strategies for improving customer relations.
Remote Sales Agent Commercial Insurance
Renegade Commercial Insurance
10.2020 - 09.2022
- Successfully fulfilled requirements for Commercial Trucking business insurance.
- Responsibly managed a 3 million dollar book of business for the Personal Lines office, ensuring successful renewals and client satisfaction.
- Contributed to the process of claim submissions
- Worked closely with insurance providers to customize policy options
- Direct collaboration with financial institutions for financing solutions.
- Conducted regular updates to meet all FMCSA, RMIS, and UIIA requirements
- Expanded client base by targeting new market segments and collaborating with Motor Carries
- Managed Renegade Leon Personal Lines office in South Florida.
- Attended team meetings regularly to discuss updates on products, services and policies changes.
- Participated in ongoing training programs related to job duties or responsibilities.
- Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
- Actively participated in developing strategies for improving customer relations.
- Utilized computer systems for tracking, information gathering and and or troubleshooting.
Onsite Agent Personnel & Commercial
Beverly Crawford State farm Agency
Miami Lakes, FL
08.2015 - 04.2020
- Responsible for selling & servicing insurance policies, including mutual funds, annuities, Commercial Businesses and Health & Life Insurance
- Actively participated in developing strategies for improving customer relations.
- Help individuals, businesses, and families select the most appropriate policies for health, life, and properties
- Help to protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property
- Advise clients on how to minimize risk
- Seek out leads and new clients
- Acting as a liaison between insurance,agents and clients.
- Upsold additional products or services when appropriate in order to meet sales goals.
- Maintained accurate records of client interactions and transactions.
- Participated in ongoing training programs related to job duties or responsibilities.
Humana Insurance Representative -Contract
Humana
Miramar, FL
08.2014 - 07.2015
- Consulting members the features of health, dental, vision and wellness insurance benefits
- Maintain an active role in resolving billing and claim issues
- Verify in network providers and coverage
- Excellent ability to handle high stress and time sensitive issues
- Use best-known practices and develop positive relationships
- Ensure and maintain data quality and reliability
- Assist in providing information and data sets required for audits by the different state agencies
- Ensure that appropriate metrics are developed and goals are met with Humana Vitality
- Establish plan implementation guidelines with account management team
- Conduct employee group meetings explaining benefits to be offered
- Meet with employees (at the employer’s workplace) on an individual basis to educate them on benefits
- Work with Sales and Client Executives to ensure correct and timely completion of all enrollment materials
- A reputation for professionalism and exemplary ethics.
Credentials Coordinator
CSI NURSE REGISTRY
Miami Lakes, FL
04.2011 - 08.2014
- Assist in maintaining Florida Nurses and Home Health aides in compliance
- Documentation Orientation and Training for Hospital and Hospice accounts
- Responsible for recruiting, training and development of new hires on claims processes and procedures
- Developed and maintained outstanding client relationship
- Monitor staffers and independent contractors with proper placement
- Continuous monitoring of beneficiary insurance coverage
- Verify independent contracts thorough screening process in order to understand skills, experience, needs, and desires
- Administer, maintain and implement procedures and policies to manage the risk of non-compliance and to deter and detect fraud
- Maintain compliance and ethics policies and procedures
- Investigate employment practices or alleged violations of laws to document and correct discriminatory factors
- Study equal opportunity complaints to clarify issues
- Meet with persons involved in equal opportunity complaints in order to verify case information, and to arbitrate and settle disputes
- Coordinate, monitor, or revise complaint procedures to ensure timely processing and review of complaints
- Prepare reports of selection, survey, or other statistics and recommendations for corrective action
- Review independent contracts to determine actions required to meet governmental equal opportunity provisions
- Verify that all job descriptions are submitted for review and approval meeting regulatory standards.
Complaints Analyst Medicare Fraud
Jackie Martinez-Sancho Director, Client Management
Miramar, FL
09.2013 - 06.2014
- Manage assigned complaints (WMM) to resolution or into incorporation of existing investigations
- Perform necessary research using various Internet resources, MAC screens and Business Object Reports
- Escalated complaints or suspect fraud calls from members and providers
- Analyze complaints received from Office of Inspector General for Task Order 1 and perform necessary research
- Experience in collecting data, evaluating effectiveness, researching and developing new processes
- Maintain compliance with Center of Medicare Services, First Coast Service Options and Cigna.
Patient Care Secretary / Administrative Assistant
CATHOLIC HOSPICE
MIAMI LAKES, FL
08.2007 - 04.2011
- Created and maintained CNA schedules that aligned with patient requirements.
- Maximized reimbursement by ensuring accurate ICD-9-CM and CPT coding as well as conducting regular quality audits on providers' selected codes against chart documentation
- Collaborated with patient account department to ensure accurate billing and resolve claim denials and medical-necessity issues.
- Consistently monitored and upheld data accuracy and dependability
- Managed the tracking and ordering of DME services based on request
- Ensured team's compliance awareness through timely management reports
- Successfully acquired skills through voluntary compassion service training to improve patient satisfaction and increase productivity.
- Supported company in passing JACHO and AHCA inspections by consistently meeting state requirements.
Education
220 General Lines (property And Casualty - Insurance And Risk Management
Florida Department of Financial Services
Remote04-2016
Skills
- Customer training
- Account Management
- CRM Systems
- Documentation And Reporting
- Supporting international sales team
- Coordinating documents
- Product Training
- Database Management
- Overcoming Objections
- Sales
- Training and Development
- Compliance Analyst
- Interpersonal Effectiveness
- Strategic-relationship/partnership-building skills
- Needs analysis
- Client Relationship Management
- Sales Analysis
- Complaint Management
- Account development
- Customer Service
Professionalrelatedskills
- Meta Vance (MTV) Meta Vance Administration and Finance System – Meta Vance 2.1, delivering Web-enabled health care transactions and the latest in Health Insurance Portability and Accountability Act (HIPAA) to health care organizations
- Contract Information System (CIS)
- EPIC & Now Certs
- CIS PRO
- Advance Security Solutions (electronic data exchange file format)
- Clinical Guidance Exchange (CGX)
- Customer Care Portal (CCP)
- Microsoft Office
- Adobe Suite
- Business Objects
- Lexis Nexuis
- Sun Biz
- Citrix
- Nowcerts
Certificates of Completion
- Cyber Security- Personally Identifiable Information
- Cyber Security- Social Engineering
- ES Federal Employee Labor Recording Training 2013
- HP Anti-Corruption Training and Certification 2014
- HIPAA
- Medicare Integrity Program
- PL 2-15 - Life, Health and Variable Annuity License
- Florida 2-20 Property & Casualty Certified
- Georgia P&C License
- Texas P&C License
- Colorado License
- Illinois License
- Missouri License
- Mississippi License
- Nebraska License
- New Jersey License
- South Carolina License
- Virginia License
- Ohio License
Languages
Fluent in Spanish (oral and written)
Certification
Certificates of Completion;
· Cyber Security- Personally Identifiable Information
· Cyber Security- Social Engineering
· ES Federal Employee Labor Recording Training 2013
· HP Anti-Corruption Training and Certification 2014
· HIPAA
· Medicare Integrity Program
- PL 2-15 - Life, Health and Variable Annuity License
- Florida 2-20 Property & Casualty Certified
- Georgia P&C License
- Texas P&C License
- Colorado License
- Illinois License
- Missouri License
- Mississippi License
- Nebraska License
- New Jersey License
- South Carolina License
- Virginia License
- Ohio License
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Commercial Trucking Account Manager
Titan Risk Solutions SPS
10.2023 - 07.2024
Remote Sales Agent Commercial Insurance
Burrows Insurance Agency
11.2022 - 11.2023
Remote Sales Agent Commercial Insurance
Renegade Commercial Insurance
10.2020 - 09.2022
Onsite Agent Personnel & Commercial
Beverly Crawford State farm Agency
08.2015 - 04.2020
Humana Insurance Representative -Contract
Humana
08.2014 - 07.2015
Complaints Analyst Medicare Fraud
Jackie Martinez-Sancho Director, Client Management
09.2013 - 06.2014
Credentials Coordinator
CSI NURSE REGISTRY
04.2011 - 08.2014
Patient Care Secretary / Administrative Assistant
CATHOLIC HOSPICE
08.2007 - 04.2011
220 General Lines (property And Casualty - Insurance And Risk Management
Florida Department of Financial Services
Certificates of Completion;
· Cyber Security- Personally Identifiable Information
· Cyber Security- Social Engineering
· ES Federal Employee Labor Recording Training 2013
· HP Anti-Corruption Training and Certification 2014
· HIPAA
· Medicare Integrity Program
- PL 2-15 - Life, Health and Variable Annuity License
- Florida 2-20 Property & Casualty Certified
- Georgia P&C License
- Texas P&C License
- Colorado License
- Illinois License
- Missouri License
- Mississippi License
- Nebraska License
- New Jersey License
- South Carolina License
- Virginia License
- Ohio License
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