Anna Anguiano
Chino,United States
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and with a history of meeting company needs with consistent and organized practices. Adept at working effectively unsupervised and quickly adapting to new skills. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
17
17
years of professional experience
Work History
Customer Service Executive
JLR Insurance Services
Anaheim, CA
03.2016 - Current
- Provided prompt and courteous service to customers via phone, email, and chat.
- Managed a portfolio of clients by providing customer service support related to their policies.
- Reviewed applications for completeness and accuracy of information to submit for processing.
- Processing of new business, renewals, cancellations and reinstatements.
- Conducted Spanish open enrollment meetings for clients and employees.
Underwriting Assistant
Word & Brown General Agency
Orange County, United States
07.2015 - 02.2016
- Reviewed applications for completeness and accuracy of information.
- Data entry of all cases into production system.
- Encrypted case files to be submitted to carriers for processing.
- Communication between carriers and underwriters for additional requirements.
- Processing final approvals into system to forward information to brokers and sales offices.
- Photocopied, documented and scanned received documentation.
- Assisted in various department tasks when and where help was needed.
Medical Assistant
William M. Thomas D.C.
01.2007 - 07.2014
- Front Office Management -
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Organized charts, documents and supplies to maintain team productivity.
- Medical billing / following up on pending payments.
- Data entry for medical reports and preparation of files to forward to attorneys.
- Back Office-
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Documented notes during patient visits.
Education
Newbridge College-Santa Ana
01.2003
Sonora High School
06.2002
Skills
- Fluent in Spanish
- Attention to Detail
- Computer Skills
- Problem Resolution
- Analytical Thinking
Personal Information
Title: Account Executive at JLR Insurance Services
Timeline
Customer Service Executive
JLR Insurance Services
03.2016 - Current
Underwriting Assistant
Word & Brown General Agency
07.2015 - 02.2016
Medical Assistant
William M. Thomas D.C.
01.2007 - 07.2014
Newbridge College-Santa Ana
Sonora High School