Lidia Martinez
Sacramento,CA
Summary
Bilingual Customer Service Professional with over 25 years of experience and a proven track record of creatively solving complex customer issues and providing superior service. Collaborative and team-oriented, with demonstrated ability to prioritize in a fast paced environment with excellent efficiency and quality. Extensive experience interpreting and assisting Spanish speaking customers.
Overview
21
21
years of professional experience
Work History
claims services ANALYST
INTERCARE HOLDINGS INSURACE SERVICES
03.2021 - Current
- Responsible for sending monthly, weekly or bi-weekly reports to customers using IVOS system
- Handle all incoming requests for specific reports either from adjuster or from the insurer
- I am in charge of ordering all our forms for client services as well as all our office supplies.
ADMINISTRATIVE ASSISTANT/LEAD INTAKE
AMERICAN TECHNOLOGIES, LLC
08.2019 - 03.2021
- Responsible for creating jobs in Salesforce as they came in
- Create folders for Project Directors for each new job lead
- Update all program jobs in Xactanalysis and upload all needed documents to close job and get payment from insurance companies once job is completed
- Prepare a weekly PowerPoint to inform staff of any changes in programs and insurance carriers
- Invoice the vendors to get them paid for job done at sites
- Log each check to each job and send to headquarters weekly.
administration support, claims services
Canon recruiting group
01.2019 - 05.2019
- Responsible for sending in reports to customers using IVOS system
- Handle all incoming requests for specific reports either from adjuster or from the insurer
- Assist with stop payments, void requests, refund and recovery request, payment cancelations, and payment transfers
- Also responsible for logging all checks coming in the daily mail.
Customer Service Clerk II, Environmental Health
City of Wichita
03.2011 - 02.2018
- Responsible for clerical and public contact work providing a variety of customer services, such as invoicing customers, processing payments, and answering incoming calls
- Handled escalated calls the front-line service team could not resolve, and provided training to new hires routinely
- Assisted supervisor with monitoring employee performance, scheduling phone coverage, and working on additional projects.
Customer Service Clerk I, Water Department
City of Wichita
09.2008 - 03.2011
- Accountable for customer inquiries regarding water service, such as starting or stopping service, learning about service options, and processing inbound credit card payments via phone
- Provided training to new hires and assisted supervisor as needed.
Docket Clerk, Municipal Court
City of Wichita
05.2008 - 09.2008
- Specialized in courtroom clerical work, a completely independent role with no direct on the job supervision
- Prepared daily court dockets, recorded instructions and rulings, and retrieved and prepared all relevant documents for each case
- Managed the courtroom schedule, assigned court appointed attorneys to cases, and swore in witnesses to testify.
Customer Service Clerk I, Municipal Court
City of Wichita
03.2004 - 05.2008
- Accountable for customer inquiries regarding traffic tickets or other court cases
- Processed tickets for all requests, including credit card or cash payments, and record requests
- Provided training to new hires.
Skills
- Critical thinking
- Verbal communication
- Multitasking
- Claims processing
Computer Skills Technical Training
- Microsoft Office Suite
- Typing 45 WPM
- Banner
- E JUSTICE
- Microfilm
- 10 Key
- Multi-line phone system
- Copier
- Fax machine
- Postal machine
- IVOS
- SIMS
- Sharefile
- Salesforce
- XACTIMATE
- XACTANALYSIS
References
References available upon request
Timeline
claims services ANALYST
INTERCARE HOLDINGS INSURACE SERVICES
03.2021 - Current
ADMINISTRATIVE ASSISTANT/LEAD INTAKE
AMERICAN TECHNOLOGIES, LLC
08.2019 - 03.2021
administration support, claims services
Canon recruiting group
01.2019 - 05.2019
Customer Service Clerk II, Environmental Health
City of Wichita
03.2011 - 02.2018
Customer Service Clerk I, Water Department
City of Wichita
09.2008 - 03.2011
Docket Clerk, Municipal Court
City of Wichita
05.2008 - 09.2008
Customer Service Clerk I, Municipal Court
City of Wichita
03.2004 - 05.2008
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