I am a determined Sr. Account Manager who I believe has accomplished a lot within 10+ years of experience spanning in customer service, health care, culinary sectors. Excelling in roles that required a balance in administrative acuity, customer relationship management, and team collaboration. I have been recognized for my proficiency in utilizing EHR, Salesforce, Remedyforce, and for my use in my fluency of the Spanish language. I am organized and detail-oriented, and aspire to utilize my skills and experiences for my future endeavors to resolve challenges and propel business growth for any future organization I may have the opportunity to work.
Overview
9
9
years of professional experience
Work History
Senior Policy Service Rep/Senior Account Manager
Dental Select-Ameritas Life Insurance Corp.
05.2021 - 05.2024
Communicated with clients to assist with questions or requests regarding their coverage
Responsible for customer service, issuance, and administrative functions, cases, and products/plans
Maintained and implemented knowledge of current procedures in accordance with industry/state regulations, internal/external audit recommendation, and compliance directors
Supported new accounts through the implementation process
Such as reviewing documents for accuracy and verifying correct coverage for new clients
Managed changes to existing accounts, ensuring requests are accurately communicated and completed in a timely manner
Managed product, process questions and coordinated interactions with Operational Departments when necessary
Assisted in the request for exceptions on enrollments and claims and requested necessary documentation as needed
Took care of returned mail for brokers, updating accounts with corrected information and mailed new documents to the client
Developed and maintained strong relationships with key clients, ensuring their satisfaction with the company's products and services
Coordinated and led training sessions for new and existing policy service representatives to ensure they are knowledgeable and proficient in their roles
Managed and resolved complex customer issues and complaints by investigating the problems, developing innovative solutions, and coordinating with other departments for a satisfactory outcome.
Customer Service Rep
Blue Vine
11.2020 - 05.2021
Communicated directly with clients to answer questions regarding personal loans, PPP loans, and bank accounts
Maintained accurate records of client interactions and updated customer account information as needed
Proactively identify opportunities to improve customer satisfaction by analyzing customer feedback and suggesting process enhancements or product improvements.
Patient Service Rep
Sutter Health-Sutter Physician Services
11.2018 - 07.2020
Communicated with patients, employees, providers, and vendors and assisted with various inquiries
Arranged appointments for patients and assisted in processing prescription refills
Assisted patients with setting up payment plans and addressing medical billing/insurance inquiries
Utilized EPIC system to document patient information and procedures
Referred patients to appropriate professionals and services
Maintained and implemented knowledge or current procedures in accordance with industry/state regulations, internal/external audit recommendation, and compliance directors.
Intern-Transitioned into FT Medical Assistant
The Chiropractic Health Office of Hidaya MD
09.2015 - 05.2018
Conducted patient interviews to gather health history and vital signs
Monitored medical supply levels and placed replenishment orders
Cleaned, restocked, and prepared exam rooms and medical equipment
Educated patients about medications, procedures, and physician's instructions
Performed preliminary physical tests and accurately recorded results
Observed and documented patient status and reported complaints to case manager/doctor
Performed various clerical tasks to ensure office workflows ran smoothly.
Education
Biology
Grand Canyon University
Phoenix, AZ
ASSOCIATES DEGREE - Medical Assisting
San Joaquin Valley College
Lancaster, CA
01.2017
Skills
Customer Support/Service
Conflict Resolution
Call Center Experience
Insurance Verification & Knowledge
Account Management
Client Needs Assessment
Contract Negotiation
78 WPM
Budgeting & Project Planning
Project Implementing
Healthcare Knowledge
ICD9, ICD10
Languages
Spanish
Native or Bilingual
Skills/Technical
Adobe Photoshop
Adobe Illustrator
Adobe InDesign
Adobe Acrobat
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Dev-Opps
Remedyforce
Salesforce
Email Marketing
HTML & CSS
Google Advertising
Google Suite
EDI (Electronic Data Interchange)
EHR/EMR
Timeline
Senior Policy Service Rep/Senior Account Manager
Dental Select-Ameritas Life Insurance Corp.
05.2021 - 05.2024
Customer Service Rep
Blue Vine
11.2020 - 05.2021
Patient Service Rep
Sutter Health-Sutter Physician Services
11.2018 - 07.2020
Intern-Transitioned into FT Medical Assistant
The Chiropractic Health Office of Hidaya MD
09.2015 - 05.2018
Biology
Grand Canyon University
ASSOCIATES DEGREE - Medical Assisting
San Joaquin Valley College
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