Liliana Zaragoza
Atwater,CA
Summary
A highly motivated and results-driven bilingual professional with over 18 years of experience in customer service, operations management, and relationship development across healthcare and financial sectors. Expertise in identifying customer needs, delivering tailored solutions, and leading operational improvements through strategic oversight and influence. Adept at training and mentoring teams, driving initiatives that enhance organizational performance, and balancing continuous learning with high-level managerial support. Proficient in Microsoft Office Suite and eager to leverage problem-solving skills to excel in a dynamic, fast-paced environment.
Overview
15
15
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
Fresno, CA
11.2021 - Current
- Spearhead the growth of client portfolios by providing strategic financial solutions, aligning insurance products with individual goals and needs to ensure long-term financial security.
- Foster and maintain deep client relationships through proactive outreach, addressing concerns, anticipating needs, and delivering personalized service in both English and Spanish.
- Drive new business growth through referrals, networking, and a consultative sales approach, consistently exceeding performance targets and building a strong reputation for reliability and trust.
- Leverage Microsoft Excel and Word to manage client data, generate reports, and track progress towards financial goals, enhancing both client satisfaction and operational effectiveness.
- Utilize SharePoint and Outlook to manage appointments, track communications, and ensure timely follow-up, providing seamless customer experiences and operational continuity.
Employee Wellness Manager
Livingston Community Health
Livingston, CA
01.2017 - 06.2021
- Developed and executed a comprehensive employee wellness strategy, driving high levels of engagement, satisfaction, and well-being, which directly contributed to increased employee retention and organizational performance.
- Built and nurtured strong relationships with employees, anticipating needs and proactively addressing concerns through innovative solutions and personalized support.
- Collaborated with senior leadership and cross-functional teams to align wellness initiatives with broader organizational goals, ensuring alignment and positive outcomes.
- Provided mentoring and guidance to staff, empowering them to implement wellness programs and resolve employee concerns independently, without direct managerial authority.
- Enhanced operational efficiency by utilizing Microsoft Office tools (Excel, PowerPoint) to track wellness metrics, generate analytical reports, and deliver key insights to management.
Operations Manager
Livingston Community Health
Livingston, CA
01.2010 - 12.2016
- Managed daily administrative and operational functions for clinical sites, including scheduling, payroll, and inventory control.
- Developed strong relationships with staff, ensuring efficient communication and quick resolution of issues.
- Streamlined office operations through improved workflow processes, leading to greater operational efficiency.
- Collaborated with staff and management to ensure that all clinical site operations ran smoothly and efficiently.
- Utilized Microsoft Excel to track attendance, payroll, and inventory, ensuring accurate reporting and up-to-date records.
Education
Certificate of Technical Studies - Medical Assistant/Front Office Admin
Institute of Technology
Modesto, CA11-2003
High School Diploma -
Atwater High School
Atwater06-2002
Skills
- Bilingual Communication (English/Spanish)
- Client Relationship Management & Retention
- Strategic Oversight & Operational Leadership
- Advanced Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint)
- Problem-Solving & Conflict Resolution
- Employee Training & Development
- Process Improvement & Operational Efficiency
- Cross-functional Collaboration & Influence
- Proactive Customer-Centric Approach
Timeline
Insurance Agent
New York Life Insurance Co
11.2021 - Current
Employee Wellness Manager
Livingston Community Health
01.2017 - 06.2021
Operations Manager
Livingston Community Health
01.2010 - 12.2016
Certificate of Technical Studies - Medical Assistant/Front Office Admin
Institute of Technology
High School Diploma -
Atwater High School
Similar Profiles
Sheena A. SmithSheena A. Smith
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
Rajeev SharmaRajeev Sharma
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.
GERRIAH PIGGEEGERRIAH PIGGEE
Absence Management Specialist at New York Life Insurance GroupAbsence Management Specialist at New York Life Insurance Group
TULSI PATELTULSI PATEL
Account Associate at New York Life Insurance CompanyAccount Associate at New York Life Insurance Company
JIMENA MANRIQUEZJIMENA MANRIQUEZ
Associate Manager at Sonic Drive-InAssociate Manager at Sonic Drive-In