Ambitious and organized professional seeking to contribute as a key team member within a growth-focused organization. Possesses extensive experience in navigating health insurance policies and regulations, along with strong communication and advisory skills to effectively guide clients through the plan selection process. A licensed health insurance expert with a proven track record in policy compliance, client relationship management, and negotiation, ensuring optimal client satisfaction and seamless policy administration. Recognized for leadership abilities in managing complex projects, developing efficient processes, and fostering collaboration to achieve strategic objectives while maintaining high standards of excellence.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
PhoenixRise Insurance, Inc.
Spring Hill, FL
03.2025 - Current
Led informational seminars about health insurance products for prospective clients and community organizations to increase brand visibility and generate leads.
Streamlined application processes, increasing efficiency in policy issuance and client onboarding.
Analyzed client feedback to refine service strategies, improving overall satisfaction ratings significantly.
Collaborated with cross-functional teams to optimize customer experience and service delivery models.
Evaluated competitors' products and services to gain competitive advantage.
Developed and implemented promotional strategies to increase customer base.
Met with customers to provide information about available products and policies.
Developed personalized insurance plans that met client needs and regulatory requirements.
Conducted in-depth market analysis to identify trends and improve service offerings.
Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
Guided clients through health insurance options, ensuring comprehensive understanding of benefits and coverage.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
Utilized advanced analytical skills to evaluate risk factors and assess appropriate coverage levels for individual client situations.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
Conducted research and identified market trends to develop better strategies for sales.
Monitored customer feedback and identified areas of improvement.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Analyzed customer needs to provide customized insurance solutions.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Educated clients on insurance policies and procedures.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Calculated premiums and established payment methods for sales.
Generated leads through cold-calling, networking and other outreach methods.
Licensed Health Insurance Agent
Bloom Insurance (Wellcare)
Spring Hill, FL
09.2024 - 03.2025
Guided clients through health insurance options, ensuring comprehensive understanding of benefits and coverage.
Developed personalized insurance plans that met client needs and regulatory requirements.
Conducted in-depth market analysis to identify trends and improve service offerings.
Mentored junior agents, enhancing their performance and knowledge of industry standards.
Streamlined application processes, increasing efficiency in policy issuance and client onboarding.
Analyzed client feedback to refine service strategies, improving overall satisfaction ratings significantly.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
Utilized advanced analytical skills to evaluate risk factors and assess appropriate coverage levels for individual client situations.
Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Analyzed customer needs to provide customized insurance solutions.
Analyzed risk factors to recommend appropriate coverage levels.
Educated clients on insurance policies and procedures.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Licensed Health Insurance Agent
Salelytics (Elevance)
Spring Hill, Florida
01.2024 - 09.2024
Work in the Loyalty Department, which is the Retention Department for Anthem Blue Cross and Blue Shield.
Help customer with involuntary disenrollment from a plan, as well as claims inquiry and setting up claims.
Reinstate (reenroll) customers in the plan when they lose Medicaid.
Help customers with any inquiries they have in relation to their plans and benefits.
Help customers order from Nations Benefits when it’s impossible for them to order online or via phone. Which are the benefits like over the counter as well as assistive devices, and or food.
Change their PCP doctors or look up doctors.
Deescalating calls and resolving any type of issues a customer may have. Provide customers with exceptional, excellent customer service as well as the resolution of their problems or inquiries.
Implemented training programs on compliance regulations for new team members, fostering a culture of accuracy.
Collaborated with cross-functional teams to optimize customer experience and service delivery models.
Developed strong relationships with medical providers within the local community to better serve client healthcare needs.
Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
Reported policy changes and company conditions affecting customer satisfaction.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Monitored customer feedback and identified areas of improvement.
Guided clients through health insurance options, ensuring comprehensive understanding of benefits and coverage.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
Utilized advanced analytical skills to evaluate risk factors and assess appropriate coverage levels for individual client situations.
Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Analyzed customer needs to provide customized insurance solutions.
Analyzed risk factors to recommend appropriate coverage levels.
Educated clients on insurance policies and procedures.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Licensed Health Insurance Agent (Seasonal Job)
TTEC
Spring Hill, Florida
08.2023 - 11.2023
Contracted with Kaiser Permanente
Worked with Medicare Advantage to provide customers with a plans that work strictly and directly with Kaiser Permanente.
Help customers with inquiries and questions about their current plans. Do needs based analysis questions, to find the customers needs.
Work in the bilingual department, Spanish department speaking to Spanish speaking customers as well as translating the summary of benefits in Spanish.
Licensed Health Insurance Agent
Ensurem, LLC.
New Port Richey, Florida
06.2022 - 06.2023
Provide Medicare health plans as well as supplemental plans
Deal with different health insurance companies like Aetna, Humana, United Healthcare, etc throughout the U.S.
Explain the customer the plans as well the benefits
Listen to customer needs and find the plan that satisfies the customers needs and necessities.
Work in the Bilingual department helping customers with the language barrier and help them by translating the plan and the summary of benefits in Spanish.
Negotiated favorable terms with insurance carriers on behalf of clients, securing optimal coverage at competitive rates.
Researched and identified potential new markets.
Evaluated competitors' products and services to gain competitive advantage.
Developed and implemented promotional strategies to increase customer base.
Finalized sales and collected necessary deposits.
Identified and solicited sales prospects in agency databases.
Met with customers to provide information about available products and policies.
Conducted research and identified market trends to develop better strategies for sales.
Developed personalized insurance plans that met client needs and regulatory requirements.
Conducted in-depth market analysis to identify trends and improve service offerings.
Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Monitored customer feedback and identified areas of improvement.
Guided clients through health insurance options, ensuring comprehensive understanding of benefits and coverage.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
Utilized advanced analytical skills to evaluate risk factors and assess appropriate coverage levels for individual client situations.
Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Analyzed customer needs to provide customized insurance solutions.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Analyzed risk factors to recommend appropriate coverage levels.
Educated clients on insurance policies and procedures.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
License Health Insurance Agent
TZ Insurance / Tranzact
Tampa, Florida
08.2019 - 06.2022
Provide Medicare health plans for clients who turn 65 or older.
Deal with different health insurance for Cigna, Aetna, United Healthcare, Simply, Anthems, Blue Cross Blue Shield, Humana, etc.
Explain the plan to the customer in full details, if they have any doubts or concerns, ask questions and try to fulfill the customer necessities and clear any confusion or doubts they might have.
Ask questions to see if the customer has an open enrollment, in order to make any changes in their health plan.
Bilingual Departments speak Spanish and English to customers.
Educated clients on various health insurance options, ensuring informed decision-making.
Assisted in navigating complex enrollment processes, improving client satisfaction.
Analyzed client needs to recommend tailored insurance solutions effectively.
Trained junior agents on product knowledge and compliance regulations.
Collaborated with cross-functional teams to enhance overall service delivery and performance standards.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Negotiated contracts and terms of sale with potential customers.
Developed strong relationships with medical providers within the local community to better serve client healthcare needs.
Conducted research and identified market trends to develop better strategies for sales.
Monitored customer feedback and identified areas of improvement.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Analyzed customer needs to provide customized insurance solutions.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Educated clients on insurance policies and procedures.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Customer Service Coordinator
Courtesy Nissan Of Tampa
Tampa, Florida
11.2018 - 05.2019
Follow up with customers to verify if they were happy with the service they were provided.
Follow up with the customers' surveys, if it was a low score. Contact the customer and verify Why was the low score and resolved the customers problems.
Do daily deposits, verify that the money matches the daily transactions that the service advisors made, correct the errors that the service advisors made with the sales. Take the deposits into accounting.
Upload the RO's, warranty papers as well as the inspections reports into the systems.
Data entry, negotiation, Quality Assurance, Customer Service.
Maintain the store number above 95%, resolve any issues that may result in lowering the store numbers. Such as Surveys, Follow up with the customers, resolve all situations between the service advisors and the customers.
Coordinated customer service activities to enhance client satisfaction and loyalty.
Managed communication between departments to streamline workflow and resolve customer issues.
Implemented quality assurance processes to maintain high standards in service delivery.
Analyzed customer feedback to identify trends and recommend service improvements.
Collaborated with management to develop strategies that align customer service goals with business objectives.
Responded to customer needs through competent customer service and prompt problem-solving.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Managed high call volumes with exceptional professionalism, ensuring minimal wait times for customers.
Handled escalated customer issues with empathy and patience, working closely with management to reach satisfactory resolutions.
Developed relationships with key clients, fostering loyalty and repeat business through personalized attention and support.
Leveraged strong product knowledge to educate customers about available options and assist them in making informed purchasing decisions.
Conducted regular quality assurance checks on customer service interactions, providing constructive feedback to team members as needed.
Maintained accurate and current customer account data with manual forms processing and digital information updates.
Developed and implemented new customer service protocols, resulting in improved resolution rates and customer feedback.
Enhanced customer satisfaction by addressing and resolving complaints in a timely manner.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Kept accurate records to document customer service actions and discussions.
Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Took ownership of customer issues and followed problems through to resolution.
Investigated and resolved customer inquiries and complaints quickly.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Exhibited high energy and professionalism when dealing with clients and staff.
Met customer call guidelines for service levels, handle time and productivity.
Followed up with customers about resolved issues to maintain high standards of customer service.
International Customer Service Representative
EGS - UPS Call Center
Tampa, Florida
10.2014 - 01.2016
Deal with UPS Executives with international investigations. Opening and closing investigations as well managing the investigations.
Sending emails as well as getting in contact with the countries to find out the situation on the package that has the investigations.
Find out the reason why the package is being held and what documents are needed (if any) and try to get the package released asap.
Maintain the UPS executive updated with any issues or documents that the client has to provide in order to have the package released from customs.
Get in contact with the UPS facilities to update any new information on the packages. As well to get updates on the packages.
Also provide the customers that called in to provide the documents that are needed in order to ship the package internationally. As well provide them the information what can be shipped and what cannot be shipped.
Resolved international customer inquiries through various communication channels, enhancing overall satisfaction.
Collaborated with cross-functional teams to streamline service processes and improve response times.
Trained new team members on company policies, procedures, and best practices for customer interactions.
Implemented feedback mechanisms to identify service gaps and recommend improvements in operations.
Analyzed customer feedback data to develop targeted strategies for service enhancement and issue resolution.
Led initiatives to optimize workflow efficiency, resulting in improved team productivity and service delivery.
Conducted regular performance reviews of customer interactions, ensuring adherence to quality standards and protocols.
Developed training materials and resources to support ongoing professional development within the team.
Spearheaded initiatives aimed at improving the overall quality of service provided by international customer support teams, leading to higher levels of client satisfaction and loyalty.
Increased customer retention rates by effectively addressing and resolving escalated concerns from international clients.
Tracked emerging market trends within industry verticals relevant to company offerings, maintaining a competitive edge through proactive adjustments in approach when needed.
Enhanced customer satisfaction by providing timely and accurate responses to inquiries from international clients.
Consistently met or exceeded all performance targets related to response times, case closure rates, and overall client satisfaction metrics within an international context.
Implemented cultural sensitivity training programs, promoting a more inclusive and understanding work environment.
Coordinated with sales teams in developing targeted marketing campaigns aimed at expanding the company''s presence within key international markets.
Maintained detailed records of client interactions, tracking trends and identifying opportunities for process enhancements.
Implemented ongoing feedback loops for continuous improvement, gathering input from both clients and team members to inform process enhancements.
Facilitated cross-departmental collaboration, ensuring seamless coordination in addressing client needs across multiple time zones.
Collaborated with global teams to develop customized solutions for complex customer issues.
Established strong relationships with partner organizations, collaborating on joint initiatives aimed at enhancing the overall global customer experience.
Streamlined communication channels for efficient handling of customer complaints, leading to improved resolution rates.
Boosted overall efficiency by implementing innovative technologies and tools designed to improve workflow automation and management within the department.
Provided personalized support to high-value clients in various regions, leveraging language skills and cultural knowledge to facilitate successful outcomes in challenging situations.
Developed comprehensive training materials tailored specifically to address challenges faced by international clientele.
Acted as liaison between internal departments and external vendors, ensuring timely delivery of products and services to customers around the world.
Conducted regular performance reviews, identifying areas for improvement and implementing necessary changes for better service delivery.
Managed diverse team of customer service representatives, fostering a collaborative environment focused on continuous improvement and growth.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Delivered prompt service to prioritize customer needs.
Maintained up-to-date knowledge of product and service changes.
Educated customers about billing, payment processing and support policies and procedures.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Responded proactively and positively to rapid change.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Promptly responded to inquiries and requests from prospective customers.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Managed timely and effective replacement of damaged or missing products.
Sought ways to improve processes and services provided.
Identified and resolved discrepancies and errors in customer accounts.
Enhanced productivity levels by anticipating needs and delivering outstanding support.
Cross-trained and provided backup support for organizational leadership.
Increased efficiency and team productivity by promoting operational best practices.
Investigated and resolved accounting, service and delivery concerns.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Met customer call guidelines for service levels, handle time and productivity.
Exhibited high energy and professionalism when dealing with clients and staff.
Followed up with customers about resolved issues to maintain high standards of customer service.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Investigated and resolved customer inquiries and complaints quickly.
Appointment Coordinator and Receptionist.
Toyota San Sebastian
San Sebastian, Puerto Rico
12.2012 - 08.2014
Manage appointments on a daily basis.
Orientate clients of the vehicle warranty.
Satisfy customer’s needs.
Greet customers as they walk in.
Manage the calls as well as the walk-in of the dealer on a daily basis.
Divide equally the amount of walk-ins per sales representative.
Resolve any issues the client may have.
Coordinated appointment scheduling for service and sales departments to optimize customer flow.
Managed customer inquiries and resolved issues to enhance satisfaction and retention.
Developed training materials for new staff to streamline onboarding processes.
Maintained accurate records in CRM system to support data integrity and reporting.
Collaborated with cross-functional teams to implement process improvements for operational efficiency.
Led initiatives to reduce appointment wait times, improving overall customer experience.
Mentored junior team members on best practices in appointment management and customer service.
Analyzed scheduling trends to forecast demand and adjust staffing accordingly.
Directed telephone calls to appropriate parties.
Demonstrated flexibility by adjusting schedules quickly in response to last-minute changes or requests from both clients and service providers.
Regularly reviewed current processes for potential improvements, sharing insights with management for continuous optimization of the work environment.
Coordinated appointments for multiple departments, ensuring optimal use of resources and time management.
Collaborated with team members to improve overall productivity and communication within the office.
Streamlined appointment cancellations and rescheduling, minimizing disruptions to daily operations.
Provided exceptional customer service, fostering positive relationships with both new and existing clients.
Optimized resource allocation by coordinating appointments across various services and providers simultaneously.
Greeted customers upon arrival and provided appropriate forms to fill out.
Developed strong relationships with service providers, ensuring seamless collaboration when coordinating appointments or resolving conflicts.
Assisted with training new staff members on proper appointment coordination procedures and best practices.
Supported office-wide initiatives by taking on additional responsibilities as needed, including reception duties or assisting with event planning.
Maintained up-to-date records of client information, ensuring accurate scheduling and contact details.
Managed high call volume while maintaining professionalism and accuracy in appointment bookings.
Maintained strict confidentiality when handling sensitive client information during the scheduling process.
Contributed to an increase in repeat business through proactive communication efforts surrounding upcoming appointments or special promotions.
Enhanced customer satisfaction by promptly addressing concerns and providing clear information on appointment details.
Monitored appointment availability closely, identifying opportunities for increased capacity or schedule adjustments as needed.
Improved appointment scheduling efficiency by streamlining the booking process and implementing a user-friendly system.
Scheduled appointments for customers in person or over telephone.
Assessed customer needs and responded to customer emails and calls.
Reduced no-show rates with consistent follow-up calls and email reminders to clients.
Called and rescheduled appointments for clients.
Participated in ongoing professional development opportunities to stay informed on industry trends and best practices for appointment coordination.
Implemented a new online booking system that increased accessibility for clients seeking to schedule appointments remotely.
Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
Performed research to collect and record industry data.
Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Assisted coworkers and staff members with special tasks on daily basis.
Liaised between clients and vendors and maintained effective lines of communication.
Managed filing system, entered data and completed other clerical tasks.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Volunteered to help with special projects of varying degrees of complexity.
Established administrative work procedures to track staff's daily tasks.
Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Managed front desk operations, ensuring efficient guest check-in and appointment scheduling.
Coordinated communication between departments to enhance customer service experience.
Maintained accurate records of visitor logs and employee schedules for improved efficiency.
Implemented office procedures that streamlined administrative tasks and reduced wait times.
Provided training and mentorship to junior reception staff, fostering a collaborative environment.
Resolved customer inquiries and concerns promptly, enhancing satisfaction levels.
Assisted in the organization of company events, contributing to team engagement initiatives.
Utilized software systems for maintaining inventory of office supplies, optimizing resource allocation.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Resolved customer problems and complaints.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Responded to inquiries from callers seeking information.
Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Answered central telephone system and directed calls accordingly.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Corresponded with clients through email, telephone, or postal mail.
Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Managed multiple tasks and met time-sensitive deadlines.
Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
Maintained confidentiality of information regarding clients and company.
Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
Assisted with onboarding new clients and securing paperwork completion.
Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
Assisted with planning office events and meetings for smooth execution.
Enhanced accuracy of record-keeping with diligent maintenance of logs and records.
Improved office organization with meticulous management of appointment scheduling and client databases.
Night Audit and Front Desk Agent
Hotel Parador El Faro
Aguadilla, Puerto Rico
12.2006 - 02.2012
Manage reservations on a daily basis, audits making sure that journal payments match the daily income of the hotel.
Solve any inconvenience that may occur at the hotel.
Satisfy customer’s needs.
Welcomed guests and provided exceptional customer service to enhance guest experience.
Managed reservations and coordinated room assignments using property management system.
Assisted guests with inquiries, ensuring accurate information and prompt solutions.
Collaborated with housekeeping to maintain high cleanliness standards in guest areas.
Trained new front desk agents on procedures, enhancing team efficiency and performance.
Implemented check-in/check-out processes, increasing operational efficiency during peak hours.
Resolved guest complaints effectively, fostering positive relationships and loyalty to hotel brand.
Conducted nightly audits to ensure accuracy in financial transactions and reporting processes.
Collected room deposits, fees, and payments.
Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
Provided exceptional service during high-volume periods or challenging situations, ensuring a seamless experience for all guests.
Resolved guest issues promptly, resulting in positive feedback and return visits.
Took reservations over phone, in person, and via computer for guests and provided confirmation information.
Welcomed each new arrival pleasantly and confirmed reservations and identification.
Utilized strong organizational skills to manage daily tasks efficiently while maintaining focus on delivering outstanding guest service experiences.
Developed strong relationships with frequent guests for repeat business through personalized attention to their preferences.
Handled incoming calls professionally, directing inquiries to appropriate personnel as needed.
Increased customer loyalty with exceptional communication skills and personalized service.
Answered customer telephone calls promptly and appropriately handled needs.
Answered multi-line phone system and enthusiastically greeted callers.
Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
Assisted guests in making informed decisions on local attractions, dining options, and transportation services.
Enhanced guest satisfaction by efficiently managing check-in and check-out processes.
Oversaw fast-paced front desk operations and guests' needs at busy facility.
Maintained clean and organized front desk areas to uphold polished company image.
Facilitated smooth guest experiences by coordinating with multiple departments across the property.
Mentored new hires on best practices at the front desk ensuring they were properly trained and equipped to excel in their roles.
Supported sales efforts through upselling rooms, amenities, or special packages when appropriate.
Collaborated with housekeeping staff to maintain cleanliness standards in the lobby and common areas.
Contributed to team success by consistently meeting or exceeding performance targets for guest satisfaction ratings and occupancy rates.
Demonstrated adaptability during unexpected challenges such as system outages or emergency situations while maintaining composure under pressure.
Streamlined front desk operations for improved efficiency and faster service delivery.
Ensured compliance with hotel policies and procedures while addressing any discrepancies in a timely manner.
Coordinated group bookings successfully, handling all logistics from reservation confirmation to departure arrangements.
Handled emergency situations with calmness and efficiency, ensuring guest safety.
Resolved guest complaints with effective problem-solving, improving overall guest experience.
Developed quick reference guide for local attractions and dining, enriching guest experience.
Streamlined communication with events team on guest logistics for large groups.
Facilitated welcoming environment, greeting guests upon arrival.
Coordinated with housekeeping and maintenance to ensure rooms met hotel standards.
Enhanced guest satisfaction by providing timely and courteous front desk service.
Improved team communication with daily briefing on occupancy, events, and guest requests.
Ensured accurate billing and payment processing, reducing errors and guest disputes.
Maintained high levels of guest privacy by securely managing personal information.
Managed inventory of front desk supplies, keeping essential items well-stocked.
Promoted hotel amenities and services to guests, enhancing their stay.
Boosted online ratings by soliciting guest feedback and addressing online reviews.
Increased repeat business by developing personal connections with guests and addressing their needs.
Contributed to higher occupancy rates through outstanding customer service.
Implemented new booking system feature that reduced check-in time for guests.
Monitored lobby area for cleanliness and comfort, ensuring positive first impression.
Updated guest profiles with preferences and requests for personalized service in future stays.
Streamlined check-in and check-out processes for increased efficiency.
Assisted in training new front desk agents, sharing best practices and procedures.
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
Trained new staff members in customer service techniques and hotel operations.
Developed and maintained positive relationships with guests for satisfaction.
Kept accounts in balance and ran daily reports to verify totals.
Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
Used quick response and dynamic service skills to build relationships with patrons and improve customer retention rate.
Enforced policies and procedures to increase efficiency.
Liaised with housekeeping staff to verify service and maintenance of hotel standards.
Prepared reports on guest satisfaction levels and other metrics.
Coordinated with vendors for repair and maintenance of hotel.
Implemented marketing and promotional initiatives to increase occupancy.
Promoted hotel brand's loyalty program via social media, email and direct mail.
Monitored staff performance and provided feedback and guidance.
Monitored hotel's budget and financial records.
Customer Service And Gate Agent
Delta Airlines
Queens, New York
11.2005 - 12.2006
Help customers with the check-in and board the flight.
Help customers with disability problems and language barriers.
Take customers through the immigration procedure.
Manage the daily income of the company.
Facilitated passenger check-in and boarding processes, enhancing operational efficiency.
Provided exceptional customer service by addressing passenger inquiries and resolving issues promptly.
Coordinated luggage handling and ensured compliance with safety regulations to maintain security standards.
Collaborated with team members to streamline boarding procedures, reducing wait times for passengers.
Assisted in training new gate agents on operational protocols and customer service best practices.
Managed flight information displays and communicated updates to passengers effectively during delays or cancellations.
Implemented process improvements that enhanced overall gate operations and passenger satisfaction levels.
Served as primary point of contact between airline operations and ground services, ensuring seamless communication flow.
Processed upgrades and standby requests, maximizing revenue opportunities for the airline while accommodating passenger needs.
Demonstrated strong knowledge of airline policies and procedures to ensure seamless gate operations.
Assisted customers with seat availability, gate announcements and flight status to increase boarding efficiency.
Coordinated closely with ramp agents to ensure proper loading of baggage onto aircrafts according to weight limits.
Assisted passengers with special needs, ensuring a comfortable and hassle-free travel experience.
Checked in passengers efficiently, verifying identification and travel documents for accuracy and compliance with airline policies.
Streamlined gate operations for timely departures and minimized delays.
Managed irregular operations such as delays or cancellations calmly, taking necessary action to minimize impact on passengers'' travel plans.
Contributed positively to team morale by maintaining an upbeat attitude even during periods of high stress or challenging situations.
Utilized company software efficiently for ticketing transactions, processing payments securely while maintaining accurate records.
Tagged and transferred baggage from scales to designated conveyor belt.
Assisted families traveling together by arranging preferred seating options that catered to their needs whenever possible.
Handled baggage discrepancies effectively, reuniting lost luggage with owners quickly and accurately.
Enhanced customer satisfaction by providing efficient and courteous service during the boarding process.
Managed passenger boarding, ensuring accurate ticket verification and seat assignments.
Participated in ongoing training opportunities to stay updated on industry best practices and enhance overall job performance.
Managed passenger check-in by verifying customers' travel documentation.
Sold, printed and reissued available tickets to customers at check-in.
Assisted customers with ticketing and baggage check-in requirements.
Maintained clear communication between ground staff, flight crew, and other airport personnel to ensure smooth gate operations.
Collaborated proactively with security personnel to address potential safety concerns at the gate area promptly.
Resolved passenger issues promptly and professionally, maintaining a high level of customer satisfaction.
Provided updated flight information to passengers, keeping them informed of any changes or delays in their travel plans.
Conducted pre-boarding announcements professionally, informing passengers of important safety guidelines and boarding procedures.
Collaborated with team members to maintain a clean and organized gate area for passenger comfort.
Operated electronic security control systems and emergency response systems during patrols.
Monitored gate areas and addressed security situations with management.
Disbursed and recorded appropriate gate passes.
Communicated with site personnel by relaying information via radio calls.
Frequently reviewed security cameras and reported security breaches to management.
Provided high level of customer service to each person by engaging customer and using active listening and effective interpersonal skills.
Managed online booking inquiries and assisted guests and travel partners with questions throughout entire booking cycle.
Suggested various packages and amenities to guests, helping each find perfect accommodations to fit personal needs.
Produced and shared customer service reports to support management decision-making.
Engaged customers to find amiable and appropriate solutions to transportation issues and conflicts.
Established and cultivated relationships with travel partners, providing clients with smooth ticketing processes.
Managed and closed reservation calls to increase bookings by maintaining strong knowledge of resort products, services, and facilities.
Relationship Banker
Dime Savings Bank
Brooklyn, New York
03.2005 - 01.2006
Teller, helping customers by depositing money into their accounts.
Got promoted to a Relationship Banker, opening and closing accounts.
Satisfy customer’s needs.
Open loans for clients.
Help clients when they have a language barrier.
Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
Conducted comprehensive financial assessments to recommend suitable banking products and services.
Managed daily operational tasks, ensuring compliance with bank policies and regulations.
Developed strategies for cross-selling bank products, enhancing overall revenue generation.
Trained junior staff on customer engagement techniques and product knowledge to improve service delivery.
Streamlined account opening processes, reducing turnaround time for customers significantly.
Led initiatives to improve branch performance metrics through targeted customer outreach programs.
Analyzed client feedback to implement service improvements, driving higher customer retention rates.
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Assisted customers with completing required forms for opening and closing bank accounts.
Cultivated strong customer relationships by providing tailored advice and services.
Facilitated customer transactions, including deposits, withdrawals and transfers.
Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Analyzed customers' financial information to deliver personalized account guidance.
Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
Maintained in-depth product and service knowledge for well-informed customer advice.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
Conducted comprehensive needs assessments to tailor banking products effectively to individual client requirements.
Collaborated with team to meet and exceed quarterly sales targets for financial products.
Improved customer satisfaction by offering expedited service for loan and credit applications.
Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
Implemented new CRM software to better track client interactions and needs.
Facilitated financial planning workshops, empowering clients with knowledge to make informed decisions.
Actively participated in community events to promote bank services, expanding market reach.
Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
Played key role in developing mentorship program for new Relationship Bankers, improving team performance.
Education
Bachelor of Science -
St. John's University
Queens, New York
06-2005
Associate of Science -
Kingsborough Community College
Brooklyn, New York
06.2003
Skills
Familiar with Microsoft office 2000 and 2010, Internet, Excel, PowerPoint, Microsoft Works Word processor, Windows
Speak fluently in English and Spanish
Medicare experience since Aug 2019, Upselling, Inside and Outside Sales, Customer Service, Insurance Sales, Quality Assurance, Negotiation, Investigations, Auditing, Warranties, Banking, Flights Departures, Check-ins (hotels and airlines)
Policy analysis
Medicare expertise
Enrollment processing
Goal oriented
Claims processing
HIPAA
Objection handling
Inbound call management
Medicaid expertise
Cold calling
Compliance
Needs assessment
Insurance terminology
Prospect relationship development
Sales lead coordination
Follow-up skills
Healthcare regulations
HIPAA compliance
Insurance eligibility
Customer complaint resolution
Teamwork
Customer service
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking
Multitasking Abilities
Quotes and sales
Call center customer service
Excellent communication
Critical thinking
Organizational skills
Team collaboration
Team leadership
Customer follow-up
Active listening
Effective communication
Adaptability and flexibility
Verbal and written communication
Decision-making
Customer engagement
Client needs analysis
Relationship building
Insurance policy sales
Data entry
Self motivation
Product knowledge
Conflict resolution
Goal setting
Client relations
Analytical thinking
Professionalism
Policy changes
Risk assessment
Client consultations
Policy Knowledge
Billing inquiries
Time management abilities
Insurance coverage verification
Customer retention
Customer referrals
Billing procedures
Insurance practices
Written communication
Networking skills
Adaptability
Policy renewals
Public speaking
Insurance sales
Certification
Associates in Business, Licensed Health Insurance, Ahip Certification
Disclaimer
Dear Sir or Madam: As you will see from my resume. I consider myself a high- energy person. I want to challenge myself with a more demanding position. I also have considered experience and a high comfort level in dealing with people. I have a record of outstanding success for a fast paced department and associated environment operations. I feel I could contribute something to your organization. Thank you for considering my application. Sincerely yours, Heidi Seín Soto