Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
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Balanda Jewell

Tamarac

Summary

Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased revenue, improving buying experience, and elevating company profile with targeted markets. Consistently recognized for sales performance and excellence in customer service.

Overview

13
13
years of professional experience

Work History

Sales Agent

Senior Life Services
12.2024 - Current
  • Documenting policy changes, preparing proposals, and conducting policy reviews.
  • Building relationships with clients, identifying new prospects, and scheduling meetings.
  • Assessing clients' needs, budget, and financial goals.
  • Providing rate quotes and coverage recommendations, and helping clients choose the right plans.
  • Completing applications and other paperwork, and obtaining underwriting approval.
  • Communicating with customers and other departments, and providing excellent customer service.
  • Life insurance agents should be able to work under pressure, meet deadlines, and have excellent verbal and written communication skills.
  • Set personal Sales goals, and Close on average 3-5 deals per week.

Real Estate Agent

Grant And Associates INC
02.2023 - Current
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
  • Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
  • Assist with Loan approvals, Credit repair, and closings.
  • Set personal sales goals to achieve through disciples, and consistent work ethics.

Office Manager

Brilliant Smiles Family Dental
10.2018 - 12.2024
  • Led office operations at Brilliant Smiles Family Dental, enhancing patient scheduling efficiency and boosting overall patient satisfaction.
  • Managed administrative tasks and coordinated dental staff, ensuring seamless daily operations and high quality patient care.
  • Fostered a team-oriented environment, working closely with dental professionals to optimize workflow and improve patient experiences.
  • Implemented process improvements in office management, resulting in a 20% increase in appointment scheduling efficiency.
  • Maintained meticulous records and ensured compliance with healthcare regulations, contributing to the clinic's operational excellence.
  • Streamlined patient intake processes, reducing wait times and enhancing overall patient satisfaction.
  • Upsell clients through suggested procedures.
  • Exceed monthly quota.

Patient Coordinator

North Dade Dental
11.2013 - 09.2018
  • Tracked all unpaid claims and resubmit all requests for approval.
  • Efficiently managed multi-line phone system, ensuring prompt and courteous responses to patient inquiries, enhancing patient satisfaction.
  • Coordinated patient appointments and follow-ups, significantly reducing no-show rates by 20% through effective scheduling and reminders.
  • Implemented an efficient patient data management system, improving record accuracy and reducing retrieval time by 30%.
  • Worked closely with dental staff to streamline patient flow, enhancing clinic productivity and patient experience.
  • Optimized insurance claim process, reducing claim rejections by 15% and expediting approval times.
  • Maintained meticulous patient records, ensuring compliance with HIPAA regulations and enhancing data security.

Patient Coordinator

Great Expressions Dental Centers
02.2012 - 11.2013
  • Streamlined insurance verifications, enhancing patient satisfaction and operational efficiency.
  • Managed patient records with precision, boosting data accuracy and ensuring privacy compliance.
  • Coordinated care plans with dental staff, improving communication and reducing patient wait times.
  • Optimized appointment scheduling, increasing calendar availability and patient access to care.
  • Facilitated insurance claims, reducing rejection rates and speeding up patient reimbursements.
  • Collaborated with dental staff to enhance patient care coordination, leading to a 15% reduction in patient wait times.
  • Meet and exceed Monthly Incentivized quota.

Education

Medical billing and coding -

Everett Community College
12.2015

Skills

  • Dental vision (Expert) Dentrix (Expert)
  • QSI (Expert) Open Dental (Expert)
  • Sales (Skillful) Bilingual (Expert)
  • Data Entry (Experienced) Meeting & Exceeding Quota (Experienced) Salesforce (Skillful) CRM (Skillful)
  • Closing techniques
  • Building rapport
  • CRM software proficiency
  • Attention to detail
  • Verbal and written communication
  • Inbound and outbound calls
  • Product sales
  • Exceed Quotas

Languages

English (Expert) Creale (Expert)
Native or Bilingual
Creole
Native or Bilingual
French
Full Professional
French (Skillful) Spanish (Beginner)
Limited Working

Accomplishments

  • Licensed Realtor | Since 2023
  • Working part time under Dominion Grant And Associates INC.
  • 0215- Life Insurance Var Annuity & Health License Holder | Since 2022.
  • Worked part-time with WFG.
  • Business Owner Of MB Events | Since 2024
  • Planned, and organized several events, and have a strong passion for bringing special occasions to life.

Timeline

Sales Agent

Senior Life Services
12.2024 - Current

Real Estate Agent

Grant And Associates INC
02.2023 - Current

Office Manager

Brilliant Smiles Family Dental
10.2018 - 12.2024

Patient Coordinator

North Dade Dental
11.2013 - 09.2018

Patient Coordinator

Great Expressions Dental Centers
02.2012 - 11.2013

Medical billing and coding -

Everett Community College
Balanda Jewell