Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic

Francisca Guest

Garland,TX

Summary

Experienced Sales Agent with over 11 years of experience and policy management expertise to growing organization. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated to developing meaningful client relationships and offering best solutions for results.

Overview

14
14
years of professional experience

Work History

Insurance Agent/AML

Family First Life, Texas
Dallas, Texas
03.2022 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Approached potential clients by using CRM Lead Management Platform and phone contacts.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Managed over 75 calls daily on weekends /weekly follow ups.

NRCMA

Texas Health Adult Care Plano
Plano, Texas
09.2021 - Current
  • Callbacks, Follow-ups, Vitals, Orders, documentation, Referrals, RX orders, assisting NP and Physicians.
  • Facilitated learning with aids, technology, and equipment to stimulate higher-level thinking.
  • Attended department initiatives for professional growth to meet career benchmarks.
  • Performed clerical duties, such as word processing, data entry, answering phones and filing.
  • Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
  • Called and faxed pharmacies to submit prescriptions and refills.
  • Working with over 25-40 patients daily via Virtual Visit and Office Visits

NRCMA

Advanced Endoscopy Consultants
Irving, Texas
09.2017 - 02.2021
  • Performed billing and coding for DX, Orders, Managing 3 schedules, verify insurance, documentation, patient callbacks/follow-ups, manage & order RX's.
  • Adapted teaching strategies to remain inclusive to diverse learning styles.
  • Facilitated learning with aids, technology, and equipment to stimulate higher-level thinking.
  • Attended department initiatives for professional growth to meet career benchmarks.
  • Established rapport with each and every patient.

REALTOR

Active Real Estate
Benton Harbor, MI
07.2007 - 01.2014
  • Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
  • Advised and informed prospective clients on current market activities and conditions.
  • Wrote contracts to outline sales and purchases of properties.
  • Compared recently sold area properties to determine competitive market prices.
  • Educated clients by delivering explanations of short sales processes, mortgage loan processing and foreclosures
  • Increased revenue opportunities by marketing real estate to various commercial and private clients.
  • Managed over 25-30 calls daily regarding information needed to obtain in home buyers process for buyers.

REALTOR

Siriano Real Estate
Benton Harbor, MI
10.2003 - 06.2007
  • Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
  • Advised and informed prospective clients on current market activities and conditions.
  • Wrote contracts to outline sales and purchases of properties.
  • Compared recently sold area properties to determine competitive market prices.
  • Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Negotiated contracts with buyers and sellers to maximize customer savings.
  • Built and established new business opportunities and managed more than 25 existing clients

Education

Life Insurance

Xcel-Texas Life Insurance Course
Online
02.2022

National Registered Certified Medical Asst #137140 - Medical Assisting

Concorde Career College
Dallas, TX
06.2016

Former Licensed REALTOR-Michigan -

Lake Michigan College
Benton Harbor, MI
10.2003

Skills

  • Client Prospecting
  • Operational Efficiency
  • Underwriter Collaboration
  • Quote Information
  • Life Insurance
  • Persuasive Negotiations
  • Insurance Coverage Verification

Personal Information

I am an Extrovert; I really enjoy helping people in any capacity that I can. I am a Goal Go-Getter! I am team oriented and individually driven.

Timeline

Insurance Agent/AML

Family First Life, Texas
03.2022 - Current

NRCMA

Texas Health Adult Care Plano
09.2021 - Current

NRCMA

Advanced Endoscopy Consultants
09.2017 - 02.2021

REALTOR

Active Real Estate
07.2007 - 01.2014

REALTOR

Siriano Real Estate
10.2003 - 06.2007

Life Insurance

Xcel-Texas Life Insurance Course

National Registered Certified Medical Asst #137140 - Medical Assisting

Concorde Career College

Former Licensed REALTOR-Michigan -

Lake Michigan College

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Francisca Guest