Passionate and driven professional currently pursuing a bachelor’s degree. Over 10 years of customer service and managerial experience with an eagerness to help others. Aiming to use my can-do attitude, academic experience, and proven knowledge of customer service, communication, and bilingual skills to successfully fill the open position at your company.
Overview
12
12
years of professional experience
Work History
Real Estate Agent
KW Team Realty
10.2023 - Current
Life Insurance Agent/Benefits Advisor
American Income Life
05.2023 - 10.2023
Develop and maintain a client base; seek new prospects via referrals, third-party leads, and other methods
Consult with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
Provide rate quotes and coverage recommendations; assist with long-term planning
Assist with completion of application and other necessary paperwork; obtain underwriting approval
Deliver policy and plan documents
Follow up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.
Office Manager
Choice New York Companies
04.2022 - 11.2022
Meet and greet visitors
Manage scheduling/calendar for company executive(s)
Draft, review, and send communications on behalf of company executive(s)
Organize and prepare for meetings
Answer and forward phone calls as appropriate
Prioritize emails and respond as appropriate
Sort, scan, and distribute incoming mail and deliveries
Organize social activities such as Breakfast, Lunch & Learns
Setup new hires on several different platforms
Update various spreadsheets/reports across all departments
Work closely with IT on new hire and leaver process
Order and receive deliveries, stock kitchen and supply closet
Expenses: Manage and submit expenses for office supplies, credit card transactions, and invoices monthly
Assist and support all office administrative duties such as liaising with building management on service requests, repairs, and emergency plans
Process client lab requisition using Quest Labs site
SanoConnect phone rep- processed and provided and completed applications for clients to receive government-funded phone service
Microsoft Teams Ambassador- provided tech support, setup assistance, and troubleshooting to clients, providers, and staff
Provided training to onboarding clerical staff
Shadow and assist psychiatrists and nurse practitioners with scheduling/rescheduling of clients
Completed Prior Authorizations for client medication
Greet/checked clients in and out of an electronic health record system
File documents in patient charts
Provide support to the clinical team and chart maintenance
Process client referrals and screen clients’ insurance for eligibility
Dispatch clients using transportation reimbursement software
Generate and complete numerous reports.
Cashier/Assistant Manager/Bookkeeper
Compare Foods Supermarket
02.2012 - 08.2016
Promoted to “Manager’s Assistant/Supervisor”
Dealt with the inventory of the supermarket and used a system to generate labels that I would later place under every item
Changed retail prices to sale prices every week
Created cashier schedules
Managed all finance reports
Acted as quality control
Ensured customer satisfaction by properly training employees and adhering to company policies
Oversaw service, lead resolved issues, and provided coverage when store manager and bookkeeper were off duty.
Education
Bachelors in Applied Science - Business Administration- Management -
Berkeley College
New York, NY
12.2023
Associates in Applied Science - Business Administration- Management - Business Administration And Management
Berkeley College
New York, NY
12.2021
Skills
Soft Skills
Customer Service
Administrative Support
Caregiving
Data Entry
Adaptability
Can-Do Attitude
Strong Communication
Team Player
Problem Solving
Active Listening
Organizational Skills
Hard Skills
MS Office Suites
Adobe Pro
Google Suites
Mondaycom
Outlook
Yardi
EMedNY
GoToConnect
File Management
Tech-Savvy
Languages
Bilingual: English and Spanish
Activities
Intern, Creatively Inspired Coaching, New York, NY, 09/01/21, 12/01/21, Social media intern for a rising career-coaching firm, based in NYC.
Supported CEO with the design and execution of social media content by brainstorming and researching ideas for original content.
Developed new strategies for increasing engagement.
Created compelling graphics to share across social channels.
Ensured brand message was consistent.
Scheduled content execution.
Tracked social media engagement
Intern, CORO New York, New York, NY, 04/01/12, 06/01/12, Completed a total of 40 hours at an internship at “The Mayor’s Youth Leadership Council” during my senior year in high school, as a graduation requirement.
Completed tasks in Microsoft Excel organizing lists of different organizations, researching different leadership programs, collecting information, and comparing them.
Awards
President's List: Spring 2020, Berkeley College President’s List: Fall 2020, Berkeley College President’s List: Spring 2021, Berkeley College President’s List: Spring 2022, Berkeley College Alpha Sigma Lambda Honor Society, Berkeley College
Timeline
Real Estate Agent
KW Team Realty
10.2023 - Current
Life Insurance Agent/Benefits Advisor
American Income Life
05.2023 - 10.2023
Office Manager
Choice New York Companies
04.2022 - 11.2022
Receptionist/Clerical
New York Psychotherapy & Counseling Center
08.2016 - 09.2021
Cashier/Assistant Manager/Bookkeeper
Compare Foods Supermarket
02.2012 - 08.2016
Bachelors in Applied Science - Business Administration- Management -
Berkeley College
Associates in Applied Science - Business Administration- Management - Business Administration And Management