Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

BRENDA ORELLANA

North Hills,CA

Summary

Service-oriented Specialist who delivers high quality service by accurately assessing clients needs and recommending the most useful products. Seeking a position offering new challenges and opportunity for career growth and advancement within my diverse background of expertise.

Overview

13
13
years of professional experience

Work History

Member Service Officer

Logix Federal Credit Union
Valencia, CA
12.2022 - Current
  • Documented all interactions with members accurately in order to maintain an audit trail.
  • Participated in training sessions to stay up-to-date on regulations governing financial institutions.
  • Provided accurate information about products and services to customers.
  • Implemented best practices regarding customer service standards across all channels.

Merchandiser Coordinator

Blue Star Refreshment Services
LOS ANGELES , CA
07.2021 - 11.2022
  • Coordinated timely delivery of goods from vendors while managing costs within budget parameters.
  • Maintained accurate records regarding vendor contracts, invoices, and receipts for auditing purposes.
  • Worked closely with cross-functional teams on various projects related to the business operations.

Insurance Agent/Manager

Hammer Insurance Services Inc.
Panorama City, CA
01.2014 - 06.2021
  • Closed an average of 20+ sales per week
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Processed payments received from clients promptly according to established procedures.
  • Calculated premiums and established payment methods for sales
  • Evaluated leads obtained through direct referrals, lead databases and warm calling
  • Finalized sales and collected necessary deposits
  • Calculated quotes and educated potential clients on insurance options
  • Made money deposits to bank twice a week
  • Ordered supplies, made inventory and hired potential personnel
  • Money Handling

Medical Biller

Pacific Health Billing Services
Simi Valley, CA
12.2011 - 08.2014
  • Effectively managed a high-volume of inbound and outbound customer calls
  • Accurately posted and sent out all medical claims
  • Correctly coded and billed medical claims for various hospital and nursing facilities
  • Reviewed, analyzed and managed coding of diagnostic and treatment procedures contained in outpatient medical records

Education

PROPERTY & CASUALTY DIPLOMA - Auto & Home Insurance

Mike Russ
11.2016

GED - General Studies

Home Studies
10.2003

Skills

  • Underwriting
  • Auto Insurance
  • MS Office
  • Policy Adherence
  • Ability to work in a diverse environment
  • Problem Analysis
  • Ability to work Independently
  • Cross-selling techniques
  • Financial Literacy
  • Customer Service
  • Order Processing
  • De-Escalation Techniques
  • Sales expertise
  • Understanding Customer Needs
  • Multi-Line Phone Systems
  • Call Center Operations
  • Data Management
  • Effective Communicator
  • Fast Learner

Additional Information

References provided upon request

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Member Service Officer

Logix Federal Credit Union
12.2022 - Current

Merchandiser Coordinator

Blue Star Refreshment Services
07.2021 - 11.2022

Insurance Agent/Manager

Hammer Insurance Services Inc.
01.2014 - 06.2021

Medical Biller

Pacific Health Billing Services
12.2011 - 08.2014

PROPERTY & CASUALTY DIPLOMA - Auto & Home Insurance

Mike Russ

GED - General Studies

Home Studies

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BRENDA ORELLANA