Karla Pena
Huntington Station,NY
Summary
To obtain a position within a growth oriented company that will utilize my computer skills, Communication and organizational abilities.
Overview
11
11
years of professional experience
Work History
Clinical Support Services Assistant, ICU
Northwell Health
Huntington Station , New York
04.2019 - Current
- Assured confidentiality of patient information and medical records.
- Prepare lab requisitions for lab samples according to laboratory destination
- Assist clinicians in all clinical observations/information by using relevant software
- Serve as a liaison, to coordinate information between clinicians and facilities, patients, and other key personnel
- Carried out front office duties utilizing data entry skills in framework of medical database.
- Organized and maintained patient chart filing system to promote quick data finding for staff.
- Organized patient files and streamlined operations to improve efficiency.
- Registered and verified patient records before triage with most up-to-date information.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Received and routed laboratory results to correct clinical staff members.
- collaborates with team leaders to ensure all quality control measures have been addressed
- Collaborated with assistants and ICU doctors to prepare and set up rooms with adequate supplies and equipment.
- Noted physician orders in chart and completed directed actions.
- Assessed patients, collecting data and prioritizing cases in accordance with standards, policies, procedures and guidelines.
- Performed routine office tasks necessary for office operation and presentation.
Licensed Insurance Broker
Acrisure
Woodbury, NY
02.2016 - 04.2019
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Licensed Insurance Producer/ Customer Service Manager
Allstate Insurance Company
Huntington, NY
10.2011 - 01.2016
- Supervise the sale of personal line policies within the office
- As a customer service manager I am responsible for providing help and useful advice to customers about the products and services of the company
- Conduct training sessions for staff and new employees on new policies, products and procedures
- Answering and dealing with incoming and outgoing telephone calls
- Complete required audits on new polices
- Communicate with agents and other company personnel with regards to insureds, policies, coverages, etc
- Assist with overflow work as needed in addition to locating, pulling and distributing file materials and information as well as maintain office files
- Make informed and appropriate underwriting decisions based on information provided by clients and other sources
- Track all departmental sales and compile monthly reports
- Performs other related duties as required to achieve the goals and objectives of the company, as well as department
- Maintained office scheduling and event calendars
Education
New York State Personal Lines Insurance License
New York, NY06.2011
High School Diploma -
Walt Whitman High School
Huntington Station, NYAssociate of Science - Liberal Arts And Sciences
Nassau Community College
Garden City, NYSkills
- Ability to maintain confidentiality of company-sensitive data
- Ability to effectively and independently manage workload
- Strong knowledge of personal lines coverage
- Strong attention to detail and follow-through
- Computer skills in
- Word, Excel, power point etc
- Dedicated, hard worker and willing to learn
- Ability to accurately maintain computerized and manual filing/documentation systems
- Word Processing- Ability to type 40 WPM
- Quick learner of new software applications
- Hospital Staff Support
- Medical Terminology
- Patient Information
- Clerical Support
- Administrative Support
Timeline
Clinical Support Services Assistant, ICU
Northwell Health
04.2019 - Current
Licensed Insurance Broker
Acrisure
02.2016 - 04.2019
Licensed Insurance Producer/ Customer Service Manager
Allstate Insurance Company
10.2011 - 01.2016
New York State Personal Lines Insurance License
High School Diploma -
Walt Whitman High School
Associate of Science - Liberal Arts And Sciences
Nassau Community College