Ana Perez
East Elmhurst,NY
Summary
Versatile professional with over two decades of experience, including a pivotal role at Hector Perez D.D.S., mastering office efficiency and bilingual communication. Excelled in care coordination at New Horizon, enhancing client health outcomes. Proven expertise in insurance underwriting and financial planning, demonstrating a unique blend of analytical and interpersonal skills.
Overview
21
21
years of professional experience
Work History
Care Coordinator
New Horizon Counseling Center
06.2023 - 03.2024
- Making regular contact in the community (member’s home, hospital, shelter, etc.) with all assigned members
- Completing Health Risk Assessment (HRA) with members including identifying member’s Primary Health Concern (PHC) and other needs on a regular basis
- Coordinating and monitoring ongoing referrals to community resources and services
Administrative Assistant
Hector Perez D.D.S
06.2003 - 05.2023
- Highly skilled in performing general office tasks including bookkeeping, filing, taking minutes, and managing records
- Able to handle incoming calls and route them to the appropriate person or department
- In-depth knowledge of keyboarding and computers; calendaring and scheduling programs including Microsoft Office Suite
Licensed Life Insurance Agent
New York Life Insurance & Investment Company
12.2016 - 12.2017
- Consulted with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
- Provided rate quotes and coverage recommendations; assisted with long-term planning
- Assisted with completion of application and other necessary paperwork; obtained underwriting approval
Education
Bachelors in Elementary Education -
CUNY Queens College
Flushing, NY05.2013
Bachelor's Degree in Sociology -
CUNY Queens College
Flushing, NY05.2012
Skills
- Bilingual: English/Spanish
- Underwriting
- Financial planning
- Proficient in Office Suite
- Patient Education
- Case Management
Timeline
Care Coordinator
New Horizon Counseling Center
06.2023 - 03.2024
Licensed Life Insurance Agent
New York Life Insurance & Investment Company
12.2016 - 12.2017
Administrative Assistant
Hector Perez D.D.S
06.2003 - 05.2023
Bachelors in Elementary Education -
CUNY Queens College
Bachelor's Degree in Sociology -
CUNY Queens College
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