Reliable with experience in customer service and Compliance. Highly organized professional establishes relationships with customers. Stays calm under pressure.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Sales Agent
Colonial Life Insurance
05.2022 - Current
Develop strong relationships with clients through excellent customer service and regular follow-ups.
Grow customer base continuously with networking, cold calling, and frequent customer referrals.
Conduct product demonstration for clients, highlighting features, and benefits.
Offer each customer top-notch, personal service to boost sales and customer satisfaction.
Layoff
12.2020 - 05.2022
Was laid off. Took a break and was trying to figure out what I wanted to do next as far as work was concern.
Compliance and Privacy Consultant II
Kaiser Permanente
07.2012 - 12.2020
Minimized risk of reoccurring violations by educating employees on correct procedures.
Investigated complaints and concerns from employees/patients/members/witnesses regarding fraud, waste, abuse, impermissible disclosure, and impermissible access. This included interviewing those associated with the complaint.
Ran clarity reports to identify if some findings were substantiated.
Entered and monitored open and closed cases in the Compliance dbase.
Reported and summarized findings to the Compliance Officer after the investigation.
Created and forwarded a summary to Human Resources when the findings were substantiated.
Reported findings to California Department of Public Health when certain members information was breached.
Monitored and ensured employees and physicians completed compliance trainings required by company deadlines.
Participated in quarterly Compliance meetings.
Add Break the Glass feature on medical records if criteria is met.
Delivered customized training for employees and physicians, raising awareness about the importance of data privacy and best practices.
Enhanced client privacy by conducting thorough risk assessments and implementing tailored solutions.
SOX/Compliance, Project Manager
Kaiser Permanente
07.2012 - 06.2013
Completed quarterly dashboards that monitored purchases documented on purchase orders. Signatures, dates, quantities, received dates, and item descriptions must match all paperwork.
Once completed the dashboard was submitted to the Area Chief Financial Officer for approval and then uploaded to the Share Drive for Regional Auditors to review and evaluate.
Enforced compliance trainings for employees, managers and physicians by Regional deadlines.
Scheduled meetings for the Compliance Officer.
Ran clarity reports which identified persons who accessed medical records. I also, review those reports for investigation purposes.
Assisted in interviewing employees regarding compliance concerns and compliance investigations.
Administrative Specialist II - IV
Kaiser Permanente
04.2006 - 07.2012
Provided administrative/secretarial support for Compliance, Bioethics, and Public Affairs Departments.
Scheduled and coordinated meetings, composed and edited meeting minutes, coordinated travel and lodging arrangements, composed and edited email correspondences, maintained travel receipts to expense, distributed incoming and outgoing mail, established, maintained, and updated files, databases, and other documents.
Created check request, prepared paperwork for grant recipients, collected Letter of Agreements, and verified 501c3 status for the Public Affairs department.
Monitored and verified Compliance Trainings were completed by employees, managers, and physicians, by Regional deadline.
Expedited project completion times by effectively prioritizing tasks based on deadlines and resource availability.
Cashier Receptionist
Kaiser Permanente
06.1997 - 04.2006
Pulled money from the safe and prepared the bags for Brinks daily pick ups and drop offs.
Documented money overages and shortages and reported it to the supervisor.
Provided change to the cashiers.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Greeted members entering the hospital and responded promptly to member needs.
Worked flexible schedule and extra shifts to meet business needs.
Checked in members for their doctors appointments. Also, booked doctors appointments.
Verified Medi-Cal eligibility. Called the financial counselor if there were eligibility problems.
Education
University of Phoenix
Gardena, CA
11.2013
Skills
Client Relations
Customer Assistance
Sales Training
Cash Handling
Cold-calling
Typing 50wpm
10-key
Certification
5/2022
State of California Department of Insurance
Timeline
Sales Agent
Colonial Life Insurance
05.2022 - Current
Layoff
12.2020 - 05.2022
Compliance and Privacy Consultant II
Kaiser Permanente
07.2012 - 12.2020
SOX/Compliance, Project Manager
Kaiser Permanente
07.2012 - 06.2013
Administrative Specialist II - IV
Kaiser Permanente
04.2006 - 07.2012
Cashier Receptionist
Kaiser Permanente
06.1997 - 04.2006
University of Phoenix
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