Ana Bertha Miranda
Azusa,CA
Summary
Proven Insurance Specialist with a track record of enhancing customer satisfaction and ensuring regulatory compliance at State Farm Kenny Vuong Ins Agency. Skilled in policy analysis and client relations, adept at improving client retention and executing thorough policy reviews to mitigate risks. Demonstrates exceptional documentation abilities and a commitment to outstanding client service. Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing Number-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over Number client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
17
17
years of professional experience
Work History
Insurance Specialist
State Farm Kenny Vuong Ins Agency
Monterey Park, CA
07.2021 - Current
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Processed eligibility and benefits verification and authorization requests.
- Followed up on denials, late payments, extensions and other special circumstances.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Maintained high standards of customer service by building relationships with clients.
- Researched and resolved routine and complex issues.
- Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
Insurance Specialist
Allstate Armando Raygoza
El Monte, CA
11.2016 - 07.2021
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Processed eligibility and benefits verification and authorization requests.
- Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
- Communicated effectively with members of operations, finance, and clinical departments.
- Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
- Provided exceptional service to clients by guiding them through the claims process stepbystep.
Phone Sales and Customer Service
Dajani Enterprises
El Monte, CA
08.2007 - 06.2013
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Worked flexible hours across night, weekend, and holiday shifts.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned and adapted quickly to new technology and software applications.
Education
High School Diploma -
Birmingham Community Charter High School
Van Nuys, CASkills
- Documentation skills
- Policy analysis
- Documentation abilities
- Account Management
- Reporting abilities
- Customer Service
- Client Relations
- Client needs analysis
- Client Account Management
- Client Retention
- New Client Acquisition
- Upselling
- Quotes and sales
- Policy Renewals
Languages
Spanish
Native or Bilingual
Timeline
Insurance Specialist
State Farm Kenny Vuong Ins Agency
07.2021 - Current
Insurance Specialist
Allstate Armando Raygoza
11.2016 - 07.2021
Phone Sales and Customer Service
Dajani Enterprises
08.2007 - 06.2013
High School Diploma -
Birmingham Community Charter High School