Josue Aguilera

SureCo/UHSM

Customer Success Specialist Il/Quality Analyst

February 2021- Present

Santa Ana, CA

• Process roughly 15 client’s application per day to ensure clients have have health coverage.
• Examine each application to make sure personal information is correct / accurate
• Determine whether each applicant meets the standard protocols to apply.
• Examine medical records thoroughly during the underwrite stage of applications.
• Follow protocols and HIPAA.
• Meeting deadlines for open enrollment and submitting everything in a timely manner.
• Call about 50 members per week to retrieve about 40 percent payment declines/redrafts
• Quality control over employee to maintain proper service to member/clients

• Managed incoming and outgoing calls for busy medical office
• Inform customer on the coverage their insurance offers
• Schedule patients appointment
• Help customers find solution to any complaints
• Assist customer with refunds
• Inform customers about there Dental contract

• Greeted store customers promptly and responded to questions with knowledgeable service
• Managed daily cash drawer 
• Efficiently addressed issues with customer accounts to ensure quick resolution
• Submit credit card applications 
• Monthly Inventory
• Consult with customers to determine there needs 
• Trained new employees on operation policies and procedures
• Communicate with current customers on a frequent basis to check on satisfaction and propose new offerings 

• Compiled and produced documents and reports and filed, copied or faxed required papers to appropriate parties
• Responded to telephone inquiries from clients, vendors and the public
• Welcomed guests and clients in an upbeat and friendly manner