KATE HERNANDEZ
Del Valle,TX
Summary
Highly motivated and committed Medical Assistant with proven history of superior performance at individual, team and organizational levels. Multitasks and prioritizes workloads with little or no supervision. Detail-oriented professional looking to bring medical background and team-building skills to deadline-driven environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Medical Assistant
GameDay Mens Health
09.2023 - 03.2024
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
- Documented vital signs and health history for patients in clinic and hospital environments.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Efficient in lab draws
Senior Supervising Agent
Globe Life Insurance
09.2022 - 09.2023
- Hired, trained and prepared over 50 agents to respond to customer complaints, inquiries and handle any troubleshooting duties.
- Informed clients of policies and procedures.
- Maintained businesses' database by entering and verifying information.
- Monitored and evaluated fellow agents' performance.
Licensed Insurance Agent
All Web Leads
09.2021 - 08.2022
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Supported sales, brokers, consultants and underwriters in marketing and sales activities.
- Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Upsold additional products and services after identifying customer needs and requirements.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Calculated quotes and educated potential clients on insurance options.
- Capitalized on upsell opportunities with offers of support and additional insurance policy options.
- Promoted products and services using upselling and other sales strategies.
- Obtained underwriting approval by completing application for coverage
Supervisor
Senior Life Insurance Company
12.2020 - 07.2021
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Developed training, task and process guidelines and communicated clear and concise directions to employees.
- Streamlined operations to improve process efficiency.
- Organized contests and established goals to optimize productivity and improve employee morale.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Conducted routine inspections to check quality and compliance with established specifications.
- Conducted employee evaluations to provide feedback and set expectations for future job performance.
- Revitalized operational structures and procedures to successfully control turnover and waste, enhance output and boost overall quality.
- Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently.
- Worked with management team to implement proper division of responsibilities.
- Evaluated employee performance and coached and trained to improve weak areas.
Agent Supervisor
American Income Life Insurance Company
06.2019 - 12.2020
- Assisted in supervision of Guest Service Agents as directed.
- Worked closely with fellow team members to support on-time vessel departures.
- Assisted guests in person and on phone with information about tours and services.
- Evaluated performance against goals and implemented appropriate development plans.
- Used vendor expertise to deliver educational content to sales team.
- Promoted continuing education opportunities for sales team to bolster skills and add value to department.
- Met with10-12 clients per day , delivering presentations and educating on product and service features and offerings.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Utilized metrics to modify low-performing sales and marketing programs and plans to increase effectiveness.
- Attended industry shows, conventions and other meetings with primary mission of expanding market opportunities.
- Maintained marketplace visibility marketplace by participating in industry-related and community activities.
- Reviewed customer service agreements for terms and conditions pricing and accuracy.
- Led account planning strategy sessions aimed at retaining and acquiring customers and increasing business opportunities.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Researched competitors' activities and products to uncover new trends
- Recruited and hired top-level talent to add value and expertise to sales department.
- Tracked pipeline data, won vs. lost opportunities and lead response times with Salesforce CRM.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Targeted and prospected for new business through telemarketing, individual creativity and innovation.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Interpreted sales and pricing policies to departmental personnel and customers.
CONTENT ACQUISITIONS
Trusource Labs
03.2018 - 05.2019
- Input information from customer calls and onsite service visits into company's system using CRM.
- Delivered exceptional level of service to each customer by listening to concerns and answering questions.
- Provided onsite training.
- Cold Calls Inbound and Outbound customer service calls. Manage Google Rep Sheet
- On site Training/ coaching for New Hires
- Research Leads when Needed
- Document phone calls in Client records
- Recommended new Strategies for process of job to make run more smoothly
- Verified data integrity and accuracy.
- Top Performer
TIER 1 AGENT
Stride Health Inc.
11.2017 - 03.2018
- Engaged customers and provided a high level of service by carefully explaining details about their documents.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Resolved issues quickly through meticulous research and quick decision making.
- Maintained a pleasant and cordial attitude at all times, even when issues arose.
- Kept current on market and product trends to effectively answer customer questions.
- Cross-trained and provided back-up for other customer service representatives when needed.
- Inbound calling
- Zendesk knowledge
- Bright Pattern expertise
- Create and complete customer tickets for accounts quick and efficiently
- Use of Macros
- Informed superiors if/when a simpler process could make the workflow easier.
- Created macros for use with client accounts.
Medical Assistant
South Austin Foot Associates
01.2015 - 06.2017
- Tracked and managed inventory for exam rooms and maintained vaccine and expiration logs.
- Provided personal nursing care in pre- and post-operative situations.
- Evaluated patients prior to discharge.
- Performed and reported lab tests to Physician.
- Vitals
- Promoted personal and co-worker safety.
- OSHA compliant/ HIPPA compliant
- Organized Doctor Patient load
- Assisted with surgery
- Prepped patients for surgery
- Obtained information about clients’ medical history, drug history, complaints and allergies.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
- Obtained accurate medical histories from patients, highlighting critical information.
- Scheduled and accompanied clients to medical appointments.
- Escorted patients to examination rooms.
- Followed all appropriate procedures to minimize patient's exposure to radiation.
- Ordered and prepared reagents and supplies.
- Tested and recorded blood glucose levels when necessary
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
Senior Certified Medical Assistant
South Austin Medical Clinic
07.2008 - 05.2013
- Helped physicians examine and treat patients by assisting with instruments, injections and suture removal.
- Delegated staff nurse duties.
- Coordinated with doctors and registered nurses to develop care plans for patients.
- Cleaned and sterilized instruments and disposed of contaminated supplies.
- Performed pregnancy tests and sent specimens for laboratory testing.
- Recorded patients' medical history, vital statistics and test results in medical records.
- Escorted patients to examination rooms and prepared for physician exams.
- Ensured HIPAA compliance.
- Tested patients' blood glucose levels.
- Measured urine specimens and delivered to lab.
- Worked as part of team to execute proper care of body mechanics and safety of patient.
- I also managed and maintained Drug Rep scheduled luncheons and sample drop offs for 9 Medical Doctors
- Cardio Perfect
Education
MEDICAL ASSISTANT -
Southern Careers Institute Inc
2000
High School Diploma -
Genesis High School
06.1999
Skills
- Self-motivated
- Staff development
- Powerful negotiator
- Data management
- Client assessment and analysis
- Front desk Reception
- Email Marketing
- Annual Reviews
- Claims Information Gathering
- Premium Calculations
- Policyholder Communication
- Insurance Industry Knowledge
- Life Insurance
- HIPAA Compliance
- Patient Scheduling
- Customer Service
- Medical terminology knowledge
Certification
- Licensed General Lines Agent - 2019
Timeline
Medical Assistant
GameDay Mens Health
09.2023 - 03.2024
Senior Supervising Agent
Globe Life Insurance
09.2022 - 09.2023
Licensed Insurance Agent
All Web Leads
09.2021 - 08.2022
Supervisor
Senior Life Insurance Company
12.2020 - 07.2021
Agent Supervisor
American Income Life Insurance Company
06.2019 - 12.2020
CONTENT ACQUISITIONS
Trusource Labs
03.2018 - 05.2019
TIER 1 AGENT
Stride Health Inc.
11.2017 - 03.2018
Medical Assistant
South Austin Foot Associates
01.2015 - 06.2017
Senior Certified Medical Assistant
South Austin Medical Clinic
07.2008 - 05.2013
MEDICAL ASSISTANT -
Southern Careers Institute Inc
High School Diploma -
Genesis High School
- Licensed General Lines Agent - 2019
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