Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Valdez

Plano,TX

Summary

Hardworking and motivated Marketing Service Representative with knowledge of the health insurance industry and experience working with BCBSTX software and databases. Enthusiastic and outgoing with excellent customer service and sales abilities. Detail-oriented team player with strong organizational skills and determination to establish long-lasting relationships with clients and internal associates. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience

Work History

Marketing Service Representative

Blue Cross Blue Shield Of Texas
03.2023 - Current
  • Developed relationships with brokers and clients by providing exceptional customer service and support.
  • Assisted with renewals, product implementation, account structure changes, and billing inquiries.
  • Mentored new graduate team member, provided assistance and learning opportunities to help them build a solid foundation of organizational knowledge.
  • Facilitated relationships with external vendors, ensuring timely project completion and seamless communication.
  • Coordinated with internal teams to facilitate prompt delivery of client projects.

Sales/Account Associate (New Grad Program)

Blue Cross Blue Shield Of Texas
06.2022 - Current
  • Worked in a cohort of new graduates and collaborated to achieve goals and accomplish assigned tasks.
  • Acquired and applied health insurance knowledge to create presentations, review documents, and complete various projects.
  • Reviewed benefit booklets alongside matrices to ensure accuracy prior to submission to broker.
  • Utilized internal databases and Salesforce to access account information, paperwork, and pull various reports when needed.


Service Cashier

Classic BMW
05.2021 - 09.2021
  • Liaised between service manager and service team by greeting customers and answering calls to promote smooth transition of service functions.
  • Printed repair orders and parts invoices to show amount due and collected payment from customer in cash, credit, check or authorized charge account.
  • Recorded amounts received and prepared batch reports of daily transactions to verify against cash-on-hand and accuracy of payment collection.
  • Maintained knowledge of extended service policies to accurately process extended warranty payments for repair orders.

Shift Leader

Tropical Smoothie Cafe
05.2019 - 05.2021
  • Used POS system to enter orders, process payments, and issue receipts
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies
  • Assigned daily employee tasks and monitored activity and completion
  • Monitored new team members on registers, meeting customer needs, maximizing group performance and maintaining high satisfaction with customers
  • Welcomed and greeted customers and offered friendly, knowledgeable assistance

Education

Bachelor of Science - Biology

The University of Texas At Dallas
Richardson, TX
05.2022

Bachelor of Science - Biology (Pre-Medicine)

University of The Ozarks
Clarksville, AR
05.2020

Skills

  • General Lines Agent (Life, Accident, Health & HMO)
  • Excellent Verbal and Written Communication
  • Efficient and Detail-Oriented
  • Customer Service & Relationship Building
  • Administrative Support
  • Salesforce
  • BCSBTX Internal Databases
  • 79 WPM typing speed

Timeline

Marketing Service Representative

Blue Cross Blue Shield Of Texas
03.2023 - Current

Sales/Account Associate (New Grad Program)

Blue Cross Blue Shield Of Texas
06.2022 - Current

Service Cashier

Classic BMW
05.2021 - 09.2021

Shift Leader

Tropical Smoothie Cafe
05.2019 - 05.2021

Bachelor of Science - Biology

The University of Texas At Dallas

Bachelor of Science - Biology (Pre-Medicine)

University of The Ozarks

Similar Profiles

CREATE PROFILE
Cassandra Valdez