Diana Quesada Medina

· Assisted clients in selecting health insurance policies by analyzing their needs and explaining policy features and benefits.

· Conduct comprehensive needs assessments for clients to recommend appropriate health insurance policies and coverage options.

· Achieve and consistently exceed sales targets by effectively presenting and selling health insurance products to individuals and families.

· Develop and maintain strong relationships with clients through exceptional customer service, follow-ups, and personalized insurance solutions.

Provided ongoing support to clients by addressing inquiries, resolving issues, and facilitating policy changes or claims.

· Stay current with industry trends, changes in regulations, and new insurance products to provide informed advice and competitive quotes.

· Process insurance applications, handle policy renewals, and manage any claims or adjustments as needed.

· Utilize CRM software to track client interactions, manage leads, and maintain detailed records of sales activities and customer interactions.

· Conduct informational seminars and workshops to educate potential clients about health insurance options and benefits.

Spearheaded the implementation of a new ERP system, significantly reducing order processing time and operational costs.

· Optimized supply chain processes through the redesign of logistics strategies, achieving notable improvements in transportation cost and delivery accuracy.

· Managed cross-functional teams in executing a system upgrade project, enhancing data accuracy and system reliability.

· Negotiated contracts with key suppliers, resulting in reduced procurement costs and improved service levels.

· Analyzed logistics data to identify inefficiencies and implemented process improvements, leading to enhanced overall logistics performance.

· Ensured compliance with industry regulations and company protocols during audits and inspections.

· Integrated automation and IoT technologies into logistics operations, resulting in increased operational throughput.

· Developed and implemented risk management strategies, reducing incident response time and minimizing operational downtime.

· Managed logistics budgets effectively, identifying cost-saving measures that resulted in significant annual savings.

· Trained and mentored logistics staff, improving team performance and increasing employee satisfaction.

· Coordinate and track shipments from origin to destination, ensuring timely and accurate delivery of goods.

· Prepare and review shipping documents, including bills of lading, packing lists, and customs paperwork.

· Collaborate with carriers, suppliers, and internal teams to manage logistics operations and resolve any shipping-related issues.

· Update and maintain inventory records, including monitoring stock levels and processing inventory adjustments.

· Assist in the planning and execution of logistics strategies to improve shipping efficiency and reduce costs.

· Use logistics software to track shipments, manage orders, and generate reports for management review.

· Conduct regular inspections of shipping and receiving areas to ensure compliance with safety regulations and operational standards.

· Supervise and coordinate all billing operations, ensuring accurate and timely submission of claims to insurance companies and other payers.

· Implement and manage advanced billing software to streamline processes, reduce errors, and improve overall efficiency.

· Oversee the resolution of billing discrepancies, denials, and rejections by conducting thorough investigations and coordinating with healthcare providers and payers.

· Develop and maintain comprehensive billing procedures and policies to ensure compliance with federal, state, and payer regulations.

· Analyze financial data and billing reports to identify trends, track performance metrics, and implement improvements to enhance revenue cycle management.

· Provide training and support to billing staff, fostering a collaborative environment and ensuring high standards of accuracy and professionalism.

· Collaborate with clinical and administrative teams to address billing-related issues and improve overall operational workflows.

· Monitor and manage accounts receivable, including follow-up on unpaid claims and patient balances to optimize cash flow.