Araceli Perez
Spring Hill,TN
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
19
19
years of professional experience
Work History
Insurance Producer
World Financial Group Wfg
Columbia, TN
10.2022 - Current
- Streamlined the application process for clients, simplifying paperwork and reducing wait times for approval.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Implemented marketing strategies to generate new leads and expand the client base.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Cashier
Panchos Place Mexican Restaurant
Franklin, TN
01.2005 - 10.2022
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
Account Representative
Acadia Healthcare
Franklin, TN
10.2020 - 05.2021
- Streamlined payables and receivables processes by implementing efficient systems and software tools.
- Increased accuracy of financial reports by reconciling accounts, identifying discrepancies, and rectifying errors in a timely manner.
- Collaborated with sales team to ensure accurate invoicing and timely collections, resulting in improved cash flow.
- Conducted regular reviews of aged accounts receivable reports, ensuring timely follow-up on past due balances.
Billing Specialist
Comprehensive Pain Specialists
Franklin, TN
11.2014 - 09.2019
- Improved billing accuracy by implementing a streamlined invoicing process.
- Enhanced customer satisfaction with timely and accurate invoice generation.
- Reduced errors in financial records by conducting regular audits of billed accounts.
- Collaborated with the collections team to recover overdue payments from clients, maintaining cash flow and minimizing writeoffs.
- Increased efficiency within the department by automating routine processes using specialized software tools.
Account Representative
Eligibility Screening Services
Franklin, TN
08.2013 - 08.2014
- Boosted client satisfaction by maintaining excellent communication and promptly addressing concerns.
- Streamlined account management processes to improve efficiency and reduce errors.
- Reduced call handling time by efficiently navigating through customer databases and CRM systems.
- Built rapport with clients, fostering long-term relationships that led to increased customer loyalty and repeat business.
- Assisted in training new employees on company policies, products, and effective call-handling techniques.
- Conducted follow-up calls to gauge customer satisfaction levels and identify opportunities for upselling or cross-selling services.
- Contributed to a positive work environment through active participation in team meetings, brainstorming sessions, and motivational activities.
Education
Bachelor of Science - Psychology
Middle Tennessee State University
Murfreesboro, TN05.2012
Skills
- Sales expertise
- Claims Handling
- Spanish Fluency
- Licensed in TN, TX, CA
- Sales proficiency
- Financial Planning
- Relationship Building
- Insurance product knowledge
- Underwriting principles
- Leads Prospecting
- Customer follow-up
- Client Relations
- Lead Development
- Customer Service
- Account Management
- Health insurance
- Client Account Management
- Client needs analysis
- Policy writing
- Negotiation
- Revenue Generation
- Life Insurance
- Sales Reporting
- HIPAA Compliance
- Customer Billing
- Bookkeeping Support
- Time management abilities
- Customer Account Review
- Team building
- Written Communication
- Time Management
- Organizational Skills
- Multitasking Abilities
- Attention to Detail
- Goal Setting
- Regulatory Requirements
- Billing Inquiries
- Problem-solving abilities
Languages
Spanish
Native or Bilingual
Timeline
Insurance Producer
World Financial Group Wfg
10.2022 - Current
Account Representative
Acadia Healthcare
10.2020 - 05.2021
Billing Specialist
Comprehensive Pain Specialists
11.2014 - 09.2019
Account Representative
Eligibility Screening Services
08.2013 - 08.2014
Cashier
Panchos Place Mexican Restaurant
01.2005 - 10.2022
Bachelor of Science - Psychology
Middle Tennessee State University