Results-driven professional with expertise in sales, management, and patient care coordination, specializing in remote work environments. Adept at building relationships, resolving inquiries with empathy, and streamlining processes to enhance client satisfaction. Skilled in leveraging technology to manage communications, drive revenue, and deliver seamless service.
Overview
17
17
years of professional experience
Work History
Client Care Care Coordinator
LaserAway
Valencia, CA
05.2021 - 09.2024
Consulted with an average of 30+ patients weekly to determine aesthetic goals, achieving a 95% satisfaction rate through personalized treatment recommendations.
Coordinated financing solutions for care packages, facilitating approval for over $500,000 in patient care plans annually.
Successfully managed 50+ inbound and outbound communications daily, maintaining a 98% response rate within 24 hours, and resolving inquiries with professionalism.
Documented patient interactions with 100% accuracy in CRM systems, ensuring HIPAA compliance, and efficient record management.
Partnered with cross-functional teams to enhance workflows, resulting in a 20% reduction in approval times, and a measurable increase in patient satisfaction scores.
Life Insurance Agent
American Income Life Insurance Company
Simi Valley, CA
10.2020 - 04.2021
Educated clients on coverage options, driving a 33% improvement in client communication and satisfaction scores.
Managed 40+ inbound inquiries daily, and proactively followed up on potential leads, resulting in a 28% increase in policy bundle sales.
Built strong relationships with prospective unions, enhancing client service delivery, and ensuring changing needs were met with 95% accuracy.
Documented all client interactions and policy endorsements, maintaining 100% compliance with regulatory standards and company protocols.
Conducted targeted cross-selling initiatives, increasing ancillary product sales by 20%, and contributing to overall team sales goals.
Business Consultant
Bassett Salon Solutions
Anaheim, CA
03.2019 - 02.2020
Cultivated long-term customer relationships, leading to a 12% increase in the client base, and a 27% improvement in customer retention.
Successfully managed client accounts, providing timely follow-ups and resolving inquiries, contributing to a 20% customer sign-up rate from cold calls.
Documented sales and customer interactions, facilitating data-driven decisions that improved sales forecasting and client satisfaction.
Designed and implemented personalized customer engagement strategies, resulting in a 15% increase in repeat business and referrals.
Store Manager of Operations
SalonCentric
Newhall, CA
01.2008 - 02.2019
Led a team in managing customer service operations, achieving a 6% reduction in inventory loss, while enhancing overall operational efficiency.
Increased client retention rate by 34% through effective upselling of products tailored to client needs, resulting in an additional $2K in yearly revenue.
Developed and documented comprehensive opening and closing procedures, ensuring smooth and compliant daily operations.
Implemented targeted performance improvement plans, resulting in a 15% increase in team productivity, and a measurable boost in employee engagement scores.
Education
Certificate of Completion - Property & Casualty With Business Ethics Course
A.D. Banker
Canyon Country, CA
08-2024
High School Diploma -
Royal High School
Simi Valley, CA
Certificate - Leadership Development
Smart Leader University
Certificate - 52 Hour Life And Health Course
Upward Bound
Timeline
Client Care Care Coordinator
LaserAway
05.2021 - 09.2024
Life Insurance Agent
American Income Life Insurance Company
10.2020 - 04.2021
Business Consultant
Bassett Salon Solutions
03.2019 - 02.2020
Store Manager of Operations
SalonCentric
01.2008 - 02.2019
Certificate of Completion - Property & Casualty With Business Ethics Course