Andrea Santes Medina
Phoenix,AZ
Summary
Passionate in business and finances with 7 years of experience in customer experience, entrepreneurship, and financial technology. Current business owner and licensed specialist in insurance accounts. Certified across different financial institutions complying to regulations. Worked with Spanish speaking clientele to expand the diversity of service in my sector. Devoted to creating a change in the world.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
State Farm Mutual Automobile Insurance Company
Phoenix, AZ
06.2023 - Current
- Assist with insurance coverage qualifications for Home/Auto /Life applications
- Manage a pipeline of over 500 prospects and current clients’ details, risk exposure, and premium information
- Review insurance liabilities clauses in contracts, ensuring that every contract meets the company’s risk appetite while balancing this against the expected commercial benefits of the contract.
- Maintained accurate records of all client interactions in the CRM system.
- Explained complex insurance terms and coverage options to customers.
Co-Owner/Assistant Manager - Operations
Pacific Northwest construction inc.
Olympia, WA
10.2019 - Current
- Oversee contracts to ensure future projects of the company.
- Ensure compliance with company policy, procedures and state regulations.
- Entity converted to S-corp based on company growth and success after expanding sales force.
Mortgage Loan Office
Rocket Mortgage, LLC
Phoenix, Arizona
01.2022 - 12.2022
- Establishing relations with clients to ensure best Loan options based on qualifications to ensure financial freedom.
- Proactively reach out to past and current clients to ensure best servicing and facilitate the process of obtaining financing
- Hit monthly target incentives and help guide a sales team to originate refinances.
- Supervising the development of impactful advertising to target potential customers and to increase sales
- Analyze legal and financial documents necessary to ensure compliance with rules and regulations based on underwriting guidelines
Billing Specialist
Cute Smiles 4 Kids LLC
Phoenix, AZ
01.2021 - 01.2022
- Manage financial coding for every procedure done in the office to ensure correct account receivable across HMO/PPO plans and ACHHS.
- Review 200+ files a day on dental procedures on several reports due to accomplish regulations and procedure guidelines.
- Ensure preauthorizations get sent out and approved to complete upcoming procedures.
- Collect insurance deposits posting accounts up to $200,000 a month on several dental procedures performed.
- Maintained accurate records of collections, adjustments and denials in the system.
Caregiver/Direct Support Professional
Community Resources For Independence
Olympia, Washington
05.2019 - 01.2021
- Assist clients with developmental disabilities to Integrate into community outreach.
- Create reports based on clients medical regimen and medications, finances, and behavior.
- Manage a team to create upcoming budget changes, ensure inventory is available, and all around care is guaranteed.
Education
Some College (No Degree) -
South Puget Sound Community College
Olympia, WASkills
- Financial Due Diligence
- Policy Sales
- Account Management
- Service Marketing
- Clientele Development
- Document Control
- Direct Marketing
- Marketing Strategy Development
- CRM Software
- Underwriter Collaboration
Certification
- Mortgage Loan Officer
- Property and Casualty License
- Life Insurance License
- Health Insurance License
Languages
Spanish
Native/ Bilingual
Timeline
Insurance Account Representative
State Farm Mutual Automobile Insurance Company
06.2023 - Current
Mortgage Loan Office
Rocket Mortgage, LLC
01.2022 - 12.2022
Billing Specialist
Cute Smiles 4 Kids LLC
01.2021 - 01.2022
Co-Owner/Assistant Manager - Operations
Pacific Northwest construction inc.
10.2019 - Current
Caregiver/Direct Support Professional
Community Resources For Independence
05.2019 - 01.2021
Some College (No Degree) -
South Puget Sound Community College