Seasoned management executive with a proven track record in strategic planning, team leadership and operational oversight. Strengths include driving organizational performance through process improvements and innovative growth strategies. Previous work has demonstrated ability to build strong relationships with stakeholders, effectively manage resources, and streamline operations for optimal business results.
Overview
15
15
years of professional experience
Work History
Insurance Producer
USAA
Tampa
05.2022 - Current
Cultivated strong client relationships through consistent communication and follow-ups.
Conducted comprehensive risk assessments to identify insurance needs and coverage gaps.
Educated clients on policy options, coverage details, and claims processes.
Collaborated with underwriters to create customized insurance solutions.
Managed policy renewals to ensure timely updates and regulatory compliance.
Trained new team members on policies, procedures, and customer service standards.
Utilized CRM software to track client interactions and manage sales pipelines efficiently.
Prepared accurate quotes tailored to individual client needs.
Patient Engagement Manager
HealthMap Solutions Inc.
Tampa
07.2021 - 05.2022
Drove client engagement strategies through leadership of cross-functional teams to boost satisfaction.
Developed comprehensive project plans aligning with organizational goals and client needs.
Facilitated workshops to collect client feedback and pinpoint areas for improvement.
Analyzed market trends to guide strategic planning and enhance service offerings.
Implemented process improvements to optimize workflows and foster team collaboration.
Consulted with customers to define and gather detailed requirements.
Contributed insights into team practices and identified opportunities for enhancement.
Assisted in managing new products from concept through successful implementation.
Recommended policy changes to improve marketing tactics and strategies.
Customer Service Representative Manager
Titan Technologies
Tampa
07.2020 - 10.2020
Managed customer service team to enhance support and improve client satisfaction.
Developed training programs for new representatives to ensure effective service delivery.
Oversaw daily operations and ensured adherence to company policies and procedures.
Resolved complex customer inquiries and escalated issues when necessary.
Conducted performance evaluations and provided constructive feedback to staff members.
Coordinated with sales teams to address customer needs and align service offerings.
Utilized CRM systems to track interactions and maintain accurate customer records.
Resolved escalated customer complaints promptly and professionally.
Analyzed customer feedback to identify areas for improvement in service quality.
Generated reports to track customer satisfaction ratings and other KPIs.
Monitored team performance metrics to ensure adherence to SLAs.
Collaborated with other departments within the organization to ensure optimal customer experience.
Maintained up-to-date knowledge of all products, services, pricing plans, promotions, and product updates.
Coached Customer Service Representatives on improving communication skills with customers.
Learner Services Student Advisor
Ultimate Medical Academy
Tampa
02.2019 - 03.2020
Managed student relations as academic advisor, addressing inquiries and facilitating communication with instructors.
Guided students on financial aid and scholarship opportunities to enhance accessibility.
Developed team-building exercises to foster departmental collaboration and growth.
Assisted students with academic policies, course navigation, and technical support inquiries.
Implemented ongoing student retention strategies while streamlining office processes for increased efficiency.
Monitored student progress through discussions on educational goals, grades, and performance.
Ensured compliance with federal, state, and internal regulations, including Department of Education standards.
Maintained accurate student records while fielding inquiries via phone, email, and in-person meetings.
Regional Assistant Clinic Sales Manager
Jencare Senior Medical Center
Richmond
02.2017 - 12.2018
Managed personnel and developed sales and support staff to enhance team performance.
Actively participated in regional marketing campaigns by developing promotional materials, conducting market research surveys, organizing trade shows.
Formulated targeted plans for revenue growth in patient registration services.
Reviewed and assessed progress of sales roles across the organization.
Collaborated with Director of Sales to craft strategies that improved market share.
Facilitated connections between sales personnel and key local communities serving Medicare-eligible seniors.
Conducted recruitment, training, and onboarding processes for new employees to meet sales targets.
Provided administrative support to the Regional Director, including scheduling meetings, managing phone calls and emails, preparing documents and reports.
Handled inbound calls while organizing meetings and conferences efficiently.
Regional Center Sales Team Lead
Jencare Senior Medical Center
Richmond
03.2015 - 01.2017
Prepared office each morning for patient arrivals and completed peer mentoring sessions.
Checked and followed up on all phone messages from previous day.
Authorized adjustments to patient charts regarding insurance matters.
Developed sales training materials for ongoing staff development.
Analyzed market trends to adjust sales tactics and improve outcomes.
Collaborated with healthcare professionals to enhance patient outreach efforts.
Monitored team performance metrics to identify areas for improvement.
Maintained relationships with key clients to foster loyalty and retention.
Implemented feedback systems for continuous enhancement of service delivery.
Led sales team meetings to align on goals and strategies.
Trained new team members on products and customer service standards.
Assisted customers with product selection based on their needs, budget, and preferences.
Prioritized account management and sales processes by adapting to schedules, evolving product availability and maintaining deadline requirements.
Developed attainable team sales goals and fostered relationships with clients and staff members.
Created training programs for new employees that focused on developing selling skills.
Manager
Jencare Senior Medical Center
Richmond
01.2014 - 03.2015
Streamlined vendor relations, ensuring compliance with HR policies.
Oversaw daily operations to enhance efficiency of patient care services.
Managed staff scheduling and workflows to improve team performance.
Delivered medical billing support while maintaining organized office supplies.
Provided executive support through calendar management and travel arrangements.
Coordinated inbound and outbound communications, overseeing new hire training.
Scheduled meetings with potential customers, facilitating insurance pre-qualification.
Developed training programs enhancing staff skills and knowledge.
Durable Medical Equipment Consultant
First Street for Boomers and Beyond
Richmond
09.2013 - 01.2014
Assisted users, caregivers, and case managers in selecting and purchasing suitable Durable Medical Equipment.
Advised clients on retirement planning and financial strategies.
Developed comprehensive programs for senior health and wellness.
Conducted market research to identify trends affecting older adults.
Facilitated workshops on aging-related topics and resources available.
Collaborated with community organizations to enhance service offerings.
Created promotional materials to raise awareness of services provided.
Evaluated client needs to tailor personalized consulting approaches.
Provided training and support for staff on client engagement techniques.
Managed inbound and outbound phone communications with customers to address inquiries.
Collaborated with manufacturers to guarantee timely ordering and delivery of equipment.
Processed payments while coordinating with team members to deliver exceptional service.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Reviewed existing policies and procedures to suggest necessary improvements.
Monitored operations and reviewed records and metrics to understand company performance.
Set specific goals for projects to measure progress and evaluate end results.
Collector Team Lead
OSI Collections
Richmond
08.2010 - 01.2013
Achieved individual monthly budget goals through effective team management.
Ensured timely payments and resolved disputes for customer accounts.
Communicated with clients via phone and email to negotiate payment arrangements.
Documented collection activities while maintaining accurate records in system.
Collaborated with team members to formulate effective collection strategies.
Analyzed account information to identify patterns and address potential issues.
Provided training on best practices to new collectors, enhancing team performance.
Maintained professionalism during calls, delivering exceptional service even under pressure.
Education
Associate of Applied Science - Healthcare Management
Ultimate Medical Academy
Clearwater, FL
01.2020
Skills
Client relationship management
Risk assessment and compliance
Insurance analysis
CRM software proficiency
Project planning and execution
Process optimization
Market analysis
Sales strategy development
Team leadership and coaching
Strategic decision-making
Training program design
Performance evaluation and feedback
Cross-functional leadership
Human resources strategy
Personnel management and development
Budget planning
High Academic Honors
High Academic Honors Recognition / Dean’s List
Key Qualifications
Human Resource Management
Organizational Improvements
Interpersonal Professional Communications
Business Operations
Practice Structure, Leadership & Management
Medical Administrative Procedures
Healthcare Ethics
HIPAA Compliance
Accounting
Payroll
Appointment Scheduling
Medical Terminology
Insurance Verification
CMS 1500
Processing Co-Payments
UB-04
Medical Records Management
Insurance Billing Procedures
Insurance Claim Cycle
Health Records Management
Electronic Health Records (EHR)
Electronic Medical Records (EMR)
References
References available upon request.
Timeline
Insurance Producer
USAA
05.2022 - Current
Patient Engagement Manager
HealthMap Solutions Inc.
07.2021 - 05.2022
Customer Service Representative Manager
Titan Technologies
07.2020 - 10.2020
Learner Services Student Advisor
Ultimate Medical Academy
02.2019 - 03.2020
Regional Assistant Clinic Sales Manager
Jencare Senior Medical Center
02.2017 - 12.2018
Regional Center Sales Team Lead
Jencare Senior Medical Center
03.2015 - 01.2017
Manager
Jencare Senior Medical Center
01.2014 - 03.2015
Durable Medical Equipment Consultant
First Street for Boomers and Beyond
09.2013 - 01.2014
Collector Team Lead
OSI Collections
08.2010 - 01.2013
Associate of Applied Science - Healthcare Management