Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Catherine A Sanchez

Laredo,TX

Summary

In years of working in customer service and given the opportunity to have grown into having excellent knowledge of sales techniques and customer service best practices. I have years of training, strong teaching abilities and mentoring skills, good communication, interpersonal, and conflict resolution skills. The ability to provide leadership to personnel in a fast-paced and stressful work environment. As a Health Advisor with experienced handling high volume of calls in fast-paced call center environments. Well-versed in answering questions, researching problems and resolving discrepancies. Detail-oriented and personable with exceptional work ethic and passion for service. Earnest and driven Health Advisor familiar with insurance claims, premiums and copays. Good data entry abilities, documentation skills and follow-through on routine and complex tasks. Offering over 12 years of related experience, seeking and being able to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

11
11
years of professional experience

Work History

Customer Service Representative

Cigna
04.2023 - Current
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Updated account information to maintain customer records.
  • Followed through with detailed Claim Intake for customers and set expectations of next steps in the Intake process.
  • Responded to customer requests for products, services, and company information.
  • Tracked customer service cases and updated service software with customer information.

Curriculum Trainer/Life and Health Agent

Empower Brokerage
10.2021 - 03.2023
  • Answer over 25 inbound calls regarding Medicare/Life/ACA questions and help in enrollment process on daily basis.
  • Helped members navigate enrollment process and choose appropriate options with Medicare and Affordable Care Act plans.
  • Assisted individuals, families and small businesses with acquiring health, vision, life and dental insurance.
  • Educate and train team members on new products and process changes with various insurance carriers
  • Trained and developed all New Hire Agents
  • Assisted with improving revenue and customer numbers by overseeing implementation of diverse sales and service initiatives.
  • Restructured Call Center Agency Training Curriculum and implemented new processes.
  • Demonstrated strong organizational and time management skills while managing multiple projects
  • Proven ability to develop and implement creative solutions to complex problems

Senior Core Trainer

Convergys/Concentrix Corporation
10.2016 - 10.2021
  • Trained and communicated effectively with team members to ensure high quality and performance levels while working for client United Health Care.
  • Established and maintained high performance for call quality and other metrics as per clients guidelines.
  • As Senior Core Trainer, was responsible for employee payroll, training and equipping New Hire and tenured agents for production updates
  • Received Trainer of the Year for North America (2021)
  • Responsible for classroom management, policy management both on site and virtually
  • Worked closely with United Health Care clients to bridge partnerships and bring best techniques to agents in Call Center.

Operations Team Leader

Convergys/Concentrix Corporation
09.2015 - 10.2016
  • Communicate effectively with team members to ensure high quality and performance levels
  • High performer for call quality and other metrics
  • Coached agents on 1-1 basis weekly
  • Developed and mentored agents in their positions and to grow in company
  • Worked closely and created bonds with Client Representatives, Client Managers as well as Operations and Recruiting/HR
  • Managed 23 Customer Service Agents/Advocates at one time.
  • Assisted with improving revenue and customer numbers by overseeing implementation of diverse sales and service initiatives.
  • Increased overall efficiency and productivity of team by revamping jobs, schedules and daily assignments.

Senior Core Trainer

Convergys/Concentrix Corporation
06.2012 - 09.2015
  • Communicate effectively with team members to ensure high quality and performance levels
  • High performer for call quality and other metrics
  • As Senior Core Trainer, responsible for employee payroll, training and equipping New Hire and tenured agents for production updates
  • Responsible for classroom management, policy management both on site and virtually
  • Assisted in the launch of and trained in various lines of business: Comcast, AT&T, Well Point Prefill projects, H&R Block
  • Worked closely and created bonds with Client Representatives, Client Managers as well as Operations and Recruiting/HR
  • Assisted Team Leads responsible for transition of agents to production with coaching’s, side by sides, monitors and estart
  • Trained/Mentored/Certified other Trainers to fill positions in departments
  • Managed 23 Customer Service Agents/Advocates at one time

Education

Some College (No Degree) -

Texas A&M International University
Laredo, TX

Skills

  • Licensed Life and Health Agent
  • Dedicated to process improvement by sitting in on interviews with Recruiting Dept
  • Committed to maintaining data integrity
  • P>Copay and premium expertise
  • P>Customer support
  • P>Upselling skills
  • P>Health insurance plan knowledge

Accomplishments

  • Collaborated with other departments to ensure smooth workflow and efficient organization operations
  • Recorded and filed employee benefit, salary and annual evaluation information
  • Performed administration tasks such as filing, developing spreadsheets, faxing reports, photocopying collateral, and scanning documents for inter-departmental use
  • Handled customers/agents effectively by identifying needs, quickly gaining trust, approaching complex situations, and resolving problems to maximize efficiency
  • Met and exceeded Metrics required internally and externally consistently.
  • Trainer of the Year North America in 2021.

Timeline

Customer Service Representative

Cigna
04.2023 - Current

Curriculum Trainer/Life and Health Agent

Empower Brokerage
10.2021 - 03.2023

Senior Core Trainer

Convergys/Concentrix Corporation
10.2016 - 10.2021

Operations Team Leader

Convergys/Concentrix Corporation
09.2015 - 10.2016

Senior Core Trainer

Convergys/Concentrix Corporation
06.2012 - 09.2015

Some College (No Degree) -

Texas A&M International University
Catherine A Sanchez