• Programmed and developed Daily reminders to avoid lapse terms and reinstatement fees for customers.
• Operated weekly charts on lapsed policies by month and length of lapse to prepare lottery letters for previous clients.
• Implemented a waiting system for Tax season to control and assist clients while understaffed.
• Maintained and promoted new business for 10+ insurance carriers as a broker.
• Sustained "No call ignored" policy answering phone calls and actively answering questions or providing documentation via email or PandaDoc.
• Successfully routed calls and upkeep documentation between the two offices and companies associated with filing claims and reports.
• Organized, led and promoted recreational activities for Post and Subacute Residents with group and one-on-one interactions.
• Reorganized supplies to increase efficiency and effectiveness between group activities and individual sessions.
• Engaged and Organized Sensory Stimulation activities for all residents. Promoting cognitive health by designing mentally stimulating activities such as trivia games, puzzles, and memory exercises.
• Tracked and charted 30+ residents’ daily interactions, improvements, and participation.
• Evaluated family and coworker suggestions to develop and improve adequate resident care plans.
• Maintained Individual resident care plans with multiple departments. Such as Social Services, Medical Records, administration, Respiratory department, etc.
REFERENCES
Emilio Bermejo – California Baptist University
Associate Professor – Past Professor/Mentor
(714) 478-6773
Roxanne Reyes – Parkview Community Hospital
MSW- Supervisor
(323) 919-3468
Luis Delgado – Delgado’s Insurance & Tax
Services
Manager – Manager/Mentor
(915) 361-0084
Mail@delgadosinsurance.com