Interacted with policyholders to gather necessary information for thorough evaluations.
Analyzed claims to ensure compliance with industry regulations by conducting thorough investigations.
Assess risk factors to mitigate potential liabilities.
Maintained strong relationships with policyholders, agents, and colleagues by consistently demonstrating professionalism, empathy, and effective communication skills.
Independent Insurance Agent
Colonial Life Insurance
11.2018 - 08.2019
Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
Developed and maintained professional relationships with other industry professionals.
Monitored policy renewals closely to ensure the ongoing protection of clients'' assets and prompt communication regarding any changes or updates required.
Assisted clients in the claims process, ensuring smooth communication between them and the insurer for timely resolution of claims.
Medical Assistant
Prime Chiropractor Care
06.2016 - 03.2018
Managed electronic health records system to update patient information and facilitate smooth communication between healthcare team members.
Prepared examination rooms by sanitizing equipment and restocking supplies to maintain a clean, efficient environment.
Instructed patients on post-procedure care to support recovery and adherence to medical advice.
Explained medication instructions to patients and clarified any questions to ensure proper understanding of treatment plans.
Obtained client medical history, medication information, symptoms, and allergies.
Performed medical records management, including filing, organizing and scanning documents.
Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
Empowered patients through education on self-management techniques for chronic conditions.
Education
Associate Of Business Administration - Business
San Diego Miramar College
San Diego, CA
06.2017
Medical Assistant - Medical
United Health Care
San Diego
05.2011
Skills
Claims investigation
Critical thinking
Active listening
Decision-making
Claims processing
Policy investigations
Data analysis
Record preparation
Advanced oral and written communication skills
Healthcare common procedures coding system (HCPCS)