Experienced account and client services professional with a strong background in bilingual communication, scheduling, and sensitive data management. Skilled at resolving client concerns, maintaining accurate records, and supporting smooth day-to-day operations. Focused on improving service quality, organization, and client satisfaction.
Work History
Client Relationship & Policy Specialist
3 Years
World Financial Group | 08.2023 - 08.2026
Processed policy updates, beneficiary changes, and coverage adjustments in client systems
Reviewed policy applications for accuracy and completeness before submission
Appointment setting and scheduling
Managed EHR maintenance and ongoing accuracy of records.
Communicated copays and deductibles to clients
Gathered, organized and input information into digital database.
Account Manager & Bilingual Liaison
2 Years 3 Months
COLLECTIVE PWR, LLC | 04.2021 - 07.2023
Corporate Interpretation & Communication
Served as the primary spoken-word interpreter during crucial operational meetings
Provided accurate real-time communication between English and Khmer speakers
Utilized cross-cultural competency to bridge communication gaps
Client & Account Management
Maintained strict confidentiality while handling sensitive client data
Monitored account activity, identifying gaps and recommending process improvements for smoother execution.
Resolved client concerns promptly, preserving relationships and supporting retention efforts.
Inside Sales Coordinator
5 Months
Set Schedule | 10.2020 - 03.2021
Coordinated high-volume phone and email queues to ensure timely responses and customer satisfaction
Maintained accurate database records and critical client documentation
Handled sensitive client information with strict adherence to privacy protocols
Cultivated strong relationships with clients by serving as the primary point of contact and resolving inquiries in a timely manner
Education
Associate of Science - Diagnostic Medical Sonography
Orange Coast College | Costa Mesa, CA | 06.2029
High School Diploma
San Gabriel High School | San Gabriel, CA | 05.2019
Skills
Effective communication
Multitasking
Organization
Familiarity with medical terminology
Database management
Conflict resolution strategies
Teamwork and collaboration
Problem-solving
Certification
Life, Accident, & Health Insurance
Languages
Spanish
Elementary
Khmer
Native or Bilingual
Timeline
Client Relationship & Policy Specialist
World Financial Group
08.2023 - 08.2026Read More
Account Manager & Bilingual Liaison
COLLECTIVE PWR, LLC
04.2021 - 07.2023Read More
Inside Sales Coordinator
Set Schedule
10.2020 - 03.2021Read More
Orange Coast College
Associate of Science from Diagnostic Medical Sonography