Juanita Perez-Ramirez
Merrillville,IN
Summary
I am a hardworking employee with customer service, multitasking, and time management abilities. I am dedicated to giving every customer a positive and memorable experience. I maintain customer accounts and record account information. I oversee customer financial accounts and process customer adjustments. I make product recommendations or services to customers based on their needs and preferences. I am seeking employment with an opportunity for advancement.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
Sutherland Global Services/Biberk
Remote
02.2023 - 07.2023
- Assisting new and current customers with their commercial insurance needs.
Licensed Insurance Production Associate
Sutherland Global Services/Hub International
Remote
10.2022 - 02.2023
- Assisting Veterinarians with their malpractice insurance policies.
Licensed Insurance Agent
Shelter Insurance Companies
Chesterton, IN
09.2021 - 09.2022
- Selling life, auto, home, etc
- Insurance.
Veterinary Receptionist
Crossroads Animal Hospital
Crown Point, IN
06.2020 - 08.2021
- Check people in, answer telephones, make appointments, general office duties.
Final Expense Insurance Expert
Security National Life Insurance Company
Remote
02.2020 - 10.2020
- Selling final expense insurance remotely in the state of Indiana.
Veterinary Receptionist
Four Seasons Animal Hospital
Crown Point, IN
07.2018 - 12.2019
- Schedule appointments for clients, answering telephone, faxing, filing, cash handling
School Bus Driver
Merrillville Community School Corporation
Merrillville, IN
10.2008 - 10.2016
- Transporting students to and from school and field trips
Teacher Aide
Aquinas at St. Andrew's
Merrillville, IN
09.2008 - 05.2010
- Assisting various teachers in grading papers, supervising children, and any other duties requested of the teachers.
Medical Assistant
Dr. Madhumita Bhojraj
Merrillville, IN
12.2007 - 02.2008
- Assessing patients for Dr
- Bhojraj, keeping examine rooms clean, re-stocking supplies, labeling laboratory specimens and spinning blood in centrifuge, verifying insurance, making appointments, filing patient charts, copying forms, scanning, faxing, minor inventory duties, answering telephone calls, and any other duties requested of physician.
Recess/Cafeteria Aide
Jonas E. Salk Elementary School
Merrillville, IN
09.2002 - 06.2003
- Supervising children during their lunch and recess hours
Travel Agent
Merrillville Travel
Merrillville, IN
04.1996 - 08.1997
- Answering phone calls and booking travel for new and current clients, along with corporate accounts, generating reports and data entry.
Scale Operator
Cozzi Iron and Metal
Chicago, IL
08.1992 - 04.1994
- Weighing trucks in and out of the scale, generating daily and monthly reports, issuing checks, Filing, copying, scanning and answering telephones and many other office duties requested of manager.
Customer Service Representative
Guarantee Reserve Life Insurance Co
Calumet City, IL
04.1992 - 08.1992
- Taking customer phone calls, to resolve any issues the customer might have
- Reviewing incoming correspondence, and forwarding it to the proper departments.
Cashier and Sales Clerk
Wal-Mart
Schererville, IN
01.1990 - 04.1992
- Ringing out customer transactions on electronic cash register, counting down cash drawer, assisting customers on sales floor, worked in the lawn and garden sporting goods and pet department when needed.
- Any other duties requested of managers.
Receptionist and Veterinary Assistant
Munster Animal Hospital
Munster, IN
04.1989 - 08.1991
- Checking in patients, taking patient information from pet owners for the Veterinarians, putting patients in rooms, re-stocking, minor inventory, sterilizing surgical instruments, assisting Veterinarians with laboratory and surgical procedures, recording laboratory results, feeding animals and cleaning their cages, answering telephones, making office and surgical appointments, filing patient charts, faxing, copying forms, checking out patients and collecting payments
- Briefly trained in doing payroll.
Education
Licence - Life, Health, Property & Casualty Insurance
Pearson Vue Education Center
10.2019
Diploma - Medical Assistant
Everest College
06-2007
High school diploma - Business, Spanish, Psychology and General Studies
Merrillville High School
06.1987
Certificate - Electronic Medical Records Specialist
U.S. Career Institute
EnrolledCertificate - Medical Coding
US Career Institute
EnrolledCertificate - Voice Acting
Such A Voice
EnrolledSkills
- Veterinary Assistant
- Vital Signs
- Medical Records
- EMR Systems
- Clerical Experience
- Medical Terminology
- Phone Etiquette
- English
- Medical Office Experience
- Anatomy Knowledge
- Call Center
- NICE InContact Phone System
- Slack
- Microsoft Office
- Gmail
- Google Calendar
- Google Maps
- Medical Scheduling
- Patient Care
- Live chat
- Customer service (10 years)
- Salesforce (Less than 1 year)
- Typing (10 years)
- Medical Coding
- ICD-10
- CPT Coding
- School Bus Driving
- Laboratory Procedures
- Appointment scheduling (6 years)
- Inside sales
- Cash handling
- Windows
- Front desk
- Cash register
- Clerical experience
- HIPAA
- ICD-9
- Driving
- Laboratory experience
- Medical records
- EMR systems
- Fluent in Spanish
- Cashier, Receptionist duties, faxing, filing, copying, answering customer phone calls
- InContact Phone System
- Experience in customer service
- Knowledge with Microsoft Office and Medical Transcription
- Type 40 wpm
- GPA 40
- Knowledge in CPT and ICD-9 coding and Physician's Desk Reference
- Experience in patient charting and documentation, taking vital signs and laboratory procedures, and pharmacology, using centrifuge, patient assessing, inventory
- Proper demonstration of several procedures requiring physician assistance
- Proper disposal of infectious waste
- Muscle Strengthening therapy
- Customer Service
- Client Retention
- Customer follow-up
- CRM Software
- Policy Renewals
- Client Relations
- Lead Development
- Policy writing
- Operations Management
- New Client Acquisition
- Client Account Management
- Insurance sales strategy
- Life Insurance
Certification
- Driver's License
- Insurance Producer License
- Property & Casualty License
- Life & Health Insurance License
Assessments
- Customer focus & orientation, Proficient, 06/01/23, Responding to customer situations with sensitivity
- Attention to detail, Proficient, 07/01/22, Identifying differences in materials, following instructions, and detecting details among distracting information
- Work style: Reliability, Proficient, 07/01/22, Tendency to be reliable, dependable, and act with integrity at work
- Scheduling, Proficient, 10/01/23, Cross-referencing agendas and itineraries to avoid scheduling conflicts
- Typing, Completed, 02/01/23, Transcribing text
- Customer service, Proficient, 02/01/23, Identifying and resolving common customer issues
Languages
- English
- Spanish
Awards
Dean's List
Timeline
Licensed Insurance Advisor
Sutherland Global Services/Biberk
02.2023 - 07.2023
Licensed Insurance Production Associate
Sutherland Global Services/Hub International
10.2022 - 02.2023
Licensed Insurance Agent
Shelter Insurance Companies
09.2021 - 09.2022
Veterinary Receptionist
Crossroads Animal Hospital
06.2020 - 08.2021
Final Expense Insurance Expert
Security National Life Insurance Company
02.2020 - 10.2020
Veterinary Receptionist
Four Seasons Animal Hospital
07.2018 - 12.2019
School Bus Driver
Merrillville Community School Corporation
10.2008 - 10.2016
Teacher Aide
Aquinas at St. Andrew's
09.2008 - 05.2010
Medical Assistant
Dr. Madhumita Bhojraj
12.2007 - 02.2008
Recess/Cafeteria Aide
Jonas E. Salk Elementary School
09.2002 - 06.2003
Travel Agent
Merrillville Travel
04.1996 - 08.1997
Scale Operator
Cozzi Iron and Metal
08.1992 - 04.1994
Customer Service Representative
Guarantee Reserve Life Insurance Co
04.1992 - 08.1992
Cashier and Sales Clerk
Wal-Mart
01.1990 - 04.1992
Receptionist and Veterinary Assistant
Munster Animal Hospital
04.1989 - 08.1991
Licence - Life, Health, Property & Casualty Insurance
Pearson Vue Education Center
Diploma - Medical Assistant
Everest College
High school diploma - Business, Spanish, Psychology and General Studies
Merrillville High School
Certificate - Electronic Medical Records Specialist
U.S. Career Institute
Certificate - Medical Coding
US Career Institute
Certificate - Voice Acting
Such A Voice