Bethany Lopez
San Antonio,TX
Summary
Dynamic insurance professional with extensive experience in underwriting, claims management, and risk assessment, demonstrating a strong track record of delivering impactful solutions. Recognized for exceptional analytical abilities and clear communication skills, along with proven adaptability to evolving industry demands. Expertise in policy analysis, regulatory compliance, and customer service enhances the ability to collaborate effectively with teams to achieve strategic objectives. Seeking to leverage these qualifications in a challenging role that aligns with long-term career aspirations and contributes to organizational success.
Overview
11
11
years of professional experience
Work History
Provider Insurance Specialist
GlowTouch
01.2024 - 03.2026
- Developed and implemented process improvements to enhance customer satisfaction rates.
- Conducted follow-up communications to ensure resolution of outstanding concerns.
- Analyzed feedback data to identify trends and recommend service enhancements.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-volume calls, ensuring prompt and accurate service delivery.
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Analyzed insurance claims for compliance with company policies and regulatory standards.
- Processed new policy applications, ensuring accuracy and completeness of documentation.
- Educated clients on policy options, benefits, and claims processes to enhance understanding.
- Assisted in resolving client inquiries, providing timely responses and solutions to concerns.
Sales Manager
Salelytics
01.2021 - 02.2024
- Led sales team to exceed quarterly targets through effective coaching and performance management.
- Developed and implemented strategic sales plans to enhance market penetration and growth.
- Analyzed customer feedback to refine product offerings and improve client satisfaction rates.
- Collaborated with marketing teams to align promotional strategies with sales objectives.
- Conducted regular sales training sessions to enhance team skills and product knowledge.
- Fostered strong relationships with key clients, resulting in increased retention and loyalty.
- Utilized CRM systems to track sales activities and optimize reporting processes for management insights.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
Fraud Officer II
Conduent
11.2017 - 03.2021
- Conducted thorough investigations of fraudulent activities and identified risk patterns.
- Collaborated with cross-functional teams to implement fraud prevention strategies.
- Analyzed transaction data using advanced analytical tools to detect anomalies.
- Developed training materials and conducted workshops for new fraud detection protocols.
- Reviewed and updated operational procedures to enhance fraud detection efficiency.
- Generated detailed reports on fraud trends and presented findings to management.
- Ensured compliance with regulatory standards through regular audits and assessments.
- Investigated suspicious transactions, resulting in the timely identification and prevention of financial crimes.
- Conducted thorough due diligence checks on new clients, minimizing potential risks associated with fraudulent activities.
- Evaluated the effectiveness of existing anti-fraud measures and recommended enhancements where necessary to continuously improve organizational resilience against financial crime.
- Evaluated customer data to identify and prevent fraudulent activities.
- Investigated and resolved fraudulent claims, ensuring adherence to compliance standards.
- Analyzed transaction data to identify suspicious patterns and mitigate risks.
Substitute Teacher, K-12
Harlandale Isd
08.2015 - 06.2017
- Delivered engaging lesson plans tailored to diverse student needs across K-12 classrooms.
- Implemented classroom management strategies to maintain a positive learning environment.
- Adapted instructional materials for various learning styles and abilities.
- Collaborated with teachers to support curriculum goals and student progress tracking.
- Provided individualized attention to students, fostering academic growth and confidence.
- Monitored student behavior and provided constructive feedback to promote improvement.
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Education
Degree Name - Property/Casualty
Palo Alto College
San Antonio, TX05-2022
High School Diploma -
Frank Tejeda Academy
San Antonio, TX05-2015
Skills
- Account management
- Reporting skills
- Regulatory compliance
- Policy analysis
- Documentation skills
- Active listening
- Customer service
- Critical thinking
- Data entry
- Retail support
- Team leadership
- Time management
- Data analysis
- Fraud prevention
- Fraud detection
- Dispute resolution
RELEVANT COURSEWORK
- College Algebra | Principles of Macroeconomics | Principle of Microeconomics | Public Speaking
- Business Computer Application | Business Principles
Timeline
Provider Insurance Specialist
GlowTouch
01.2024 - 03.2026
Sales Manager
Salelytics
01.2021 - 02.2024
Fraud Officer II
Conduent
11.2017 - 03.2021
Substitute Teacher, K-12
Harlandale Isd
08.2015 - 06.2017
Degree Name - Property/Casualty
Palo Alto College
High School Diploma -
Frank Tejeda Academy