Doris Sanchez-Sujo
Pembroke Pines,FL
Summary
Results-driven financial and administrative professional with 20+ years of combined experience in healthcare operations and insurance services. Proven expertise in client relationship management, life & health insurance sales, financial planning, and high-volume office administration. Strong ability to develop client trust, manage complex operations, and drive revenue through consultative sales and strategic outreach.
Overview
2
2
Language
1
1
Certification
24
24
years of professional experience
Work History
Licensed Insurance Agent
Exact Medicare
05.2025 - Current
- Advised beneficiaries on Medicare Advantage, Part D, and supplement options.
- Conducted needs assessments to match clients with suitable coverage plans.
- Explained policy benefits, premiums, deductibles, and enrollment requirements clearly.
- Managed CRM records, applications, and follow-up tasks with strong accuracy.
Licensed Insurance Agent
Bankers Life Insurance
10.2024 - 04.2025
- Deliver customized insurance and financial solutions aligned with client goals
- Drive new business through prospecting, cold calling, and relationship building
- Manage client pipeline and sales activity using Salesforce CRM
- Present life and health insurance products using consultative sales techniques
- Educate clients on financial protection, retirement, and investment options
Office Manager
Sunlife Network Pediatrics
06.2002 - 01.2024
- Directed daily operations of a busy pediatric medical practice for over 20 years
- Managed patient scheduling, intake, insurance verification, and billing support
- Supervised administrative staff and improved office efficiency and workflow
- Maintained medical records and ensured compliance with healthcare regulations
- Resolved patient concerns while maintaining high-quality customer service
- Oversaw billing, insurance verification, and claim resolution to support timely reimbursement.
- Controlled supply ordering, vendor coordination, and inventory tracking to sustain office readiness.
- Trained new staff on office procedures, patient intake, and software use.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Education
Certificate -
Institute For Integrative Nutrition
New York, NY07-2020
Licensed Aesthetician -
Beauty Schools of America
Hialeah, FL01.2003
High School Diploma -
North Miami Senior High School
North Miami, FLSkills
- Financial Services: Life & Health Insurance Financial Planning Retirement Solutions Sales Strategy
- Sales & Development: Prospecting Cold Calling Lead Generation Consultative Selling
- Operations: Office Management Medical Administration Workflow Optimization Scheduling
- Technology: Salesforce CRM EMR Systems Microsoft Office Data Management
- Client Relations: Customer Service Client Retention Problem Solving Needs Analysis
- Salesforce CRM Microsoft Office Suite EMR/EHR Systems Scheduling & Data Systems
Accomplishments
English and spanish
Certification
- Florida 2-15 Health & Life Insurance License
- Certified Health Coach (Institute for Integrative Nutrition)
- Licensed Aesthetician – Florida
LANGUAGES
English | Spanish
Timeline
Licensed Insurance Agent
Exact Medicare
05.2025 - Current
Licensed Insurance Agent
Bankers Life Insurance
10.2024 - 04.2025
Office Manager
Sunlife Network Pediatrics
06.2002 - 01.2024
Certificate -
Institute For Integrative Nutrition
Licensed Aesthetician -
Beauty Schools of America
High School Diploma -
North Miami Senior High School