Highly organized and detailed-oriented Customer Service Representative with several years of medical field and work from home experience. Seeking to utilize excellent communication, interpersonal, and organizational skills to complete tasks. Reliable with a good work ethic and the ability to quickly adopt to new tasks and environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Representative
Primerica Financial Services
Farmingdale, NY
07.2018 - Current
Work from home contacting prospective customers to present information and explain available services over phone and on zoom conference calls.
Conduct meetings presentation as Division Leader.
Recruit and train new representatives.
Make average of 40-50 new outreach daily.
Perform interviews and fill out applications for clients.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and completion of appropriate forms.
Network to identify potential new clients and expand geographic territories.
Patient Representative
NYC Health + Hospitals/North
The Bronx, NY
01.2013 - 08.2019
Provided centralized compliant/grievance mechanism for patients, families and visitors for satisfactory resolution to issues presented.
Worked collaboratively with Medical, Nursing, and Social Work staff to resolve patient issues.
Explained Advance Directives to patients and family members.
Documented all information on electronic medical system.
Liaison to all hospital departments interact with hospital staff as it pertains to patient satisfaction and contacting external agencies to facilitate resolutions.
Arranged for all interpreter services for all languages including hearing impaired.
Patient Care Specialist
Federation Employment Guidance Services WECARE Program
The Bronx, NY
01.2008 - 01.2013
Organized program orientation for new clients to ensure full understanding of client's rights and consent forms.
Provided guidance to interdisciplinary team consisting of Social Workers, Physicians, Psychiatrist and Medical Technicians.
Scheduled referral appointments for clients referred for domestic violence and CASAC assessments.
Responsible for completion of daily Excel spread sheets.
Exit interview spread sheets, and specialty appointments spread sheets.
Terminated exit interviews on all clients which include reviewing of cases for proper completion, providing appointments for results of evaluation, and scheduling of any specialty referrals.
Monitored high risk psychiatric and medical emergency room referrals as needed.
Increased patient satisfaction scores by 50%
Assessment Case Manager
Federation Employment Guidance Services WECARE Program
The Bronx, NY
01.2007 - 01.2008
Managed case load of 160 clients with medical and mental health disabilities.
Established access and linkages to community-based specialty support services.
Comprehensives Service Plan, including Primary Care Physicians, Psychiatrists and Social Workers.
Organized all necessary and appropriate follow-up activities related to identifying, accessing, and monitoring services described in on biopsychosocial.
Constructed comprehensive service plans for populations who have been identified with physical and mental health impairments.
Provided clients with resources such as: shelters, food pantries, free clothing and bathing facilities, and assistance with paying rent information.
Education
Bachelor - Sociology
CUNY Lehman College Bachelor
06.2006
Skills
Customer service-oriented
Professional phone etiquette
Database management
Appointment Scheduling
Flexible
Excellent communication skills
Certification
Life Insurance License
Languages
Spanish
Full Professional
Timeline
Financial Representative
Primerica Financial Services
07.2018 - Current
Patient Representative
NYC Health + Hospitals/North
01.2013 - 08.2019
Patient Care Specialist
Federation Employment Guidance Services WECARE Program
01.2008 - 01.2013
Assessment Case Manager
Federation Employment Guidance Services WECARE Program