KENYA PEREZ-ROSAS
Charlotte,NC
Summary
Organized professional with a proven track record in delivering exceptional customer service within fast-paced environments. Demonstrates strong decision-making skills and attention to detail while managing multiple concurrent tasks. Self-motivated and effective in both independent and team settings.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Sales Professional
Bobby Lipscomb Allstate Agency
06.2023 - 06.2024
- Utilized targeted email campaigns and cold calling to increase revenue.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Exceeded corporate quotas for monthly policy sales.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Account Receivable Associate
Ensemble Health Partners
05.2019 - 12.2022
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Monitored accounts to verify compliance with payment terms and schedules.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Enrollment Coordinator
AEROTEK TEMPORARY STAFFING AGENCY
03.2018 - 02.2019
- Met or exceeded enrollment and retention goals consistently.
- Evaluated different providers offering range of services, coverages and plan options to pick optimal choice.
- Kept programs in line with plan structure, company policy and legal requirements.
- Audited benefit programs and agreements to optimize service delivery.
- Assessed client requirements and developed targeted benefits solutions.
Benefit Verification Specialist
Lash Group
11.2017 - 02.2018
- Observed strict procedures to maintain data and plan participant confidentiality.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Implemented open enrollment system to streamline benefits processes for employees.
- Resolved problems, improved operations and provided exceptional service.
Membership Auditor
BlueCross and BlueShield
12.2015 - 09.2017
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Executed audit phases and entered data into accounting software for analysis.
- Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
- Followed established auditing processes to meet internal and regulatory requirements.
Patient Services Tech II
Prisma Health Richland Hospital
06.2011 - 07.2015
- Support care providers by ensuring patient needs while obtaining vital signs and documenting all data.
- Gather and distribute supplies and documents.
- Maintain the sanitation of medical instruments surrounding the patients.
- Greet visitors, ascertain purpose of visit, and direct to appropriate staff.
- Perform various administrative duties including data entry and document preparation.
Education
CCMA, CPT, CET Cert - undefined
Windsor Institute of Technology
Princeton, NJ08.2009
Associate in Arts - undefined
Midlands Technical College
Columbia, SC06.2004
High school diploma - undefined
Dreher High School
Columbia, SC05.2001
Skills
- Computer proficiency
- Customer service
- Communication skills
- Microsoft Office Suite
- Time management
- Data analysis
- Leadership
- Organizational skills
- Problem solving
- Discrepancy resolution
- Collaboration
- PeopleSoft
Certification
- NC Notary Public License
- NC Property and Casualty License
- SC Property and Casualty
Timeline
Licensed Sales Professional
Bobby Lipscomb Allstate Agency
06.2023 - 06.2024
Account Receivable Associate
Ensemble Health Partners
05.2019 - 12.2022
Enrollment Coordinator
AEROTEK TEMPORARY STAFFING AGENCY
03.2018 - 02.2019
Benefit Verification Specialist
Lash Group
11.2017 - 02.2018
Membership Auditor
BlueCross and BlueShield
12.2015 - 09.2017
Patient Services Tech II
Prisma Health Richland Hospital
06.2011 - 07.2015
CCMA, CPT, CET Cert - undefined
Windsor Institute of Technology
Associate in Arts - undefined
Midlands Technical College
High school diploma - undefined
Dreher High School
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