LILLIAM DIAZ
Westlake,Ohio
Overview
25
25
years of professional experience
Work History
Relationship Manager
Heartland
Cleveland, OH
10.2024 - Current
- Company Overview: Global Payments
- Promote and sell credit card processing, as well as point of sale and payroll services for local businesses
- This includes door pulling/cold calling local restaurants, retailers, and contractors
- In my first four months I was able to install new business totaling over $300,000 in monthly sales
- Global Payments
Executive Grow Consultant
ChenMed
Cleveland, OH
04.2022 - 09.2024
- Company Overview: Dedicated Senior Medical Center
- President’s Club Award Winner, 2024 – Awarded to the top salesperson in each region
- Plans, coordinates, and executes local events within the community (information tables, health fairs, doc talks, etc.) to help reach new patients
- Plans and takes initiative to obtain vendor tables at local events and negotiates contracts with the respective venues (i.e
- Annual Puerto Rican Parade, Fairview Park Summer Festival, and more)
- Invites insurance agents/brokers to community events to capture new patients and shorten turnaround time for scheduling first appointments at the medical center
- Develops distribution channels to support new patient enrollment growth
- Meets with individual seniors and families in their homes, living communities, workplaces, houses of worship, and/or senior centers
- Communicates the services we provide and our healthcare model
- Provides specific medical provider recommendations to new patients in order to create the best fit and increase the likelihood of patient satisfaction and retention
- Consistently establishes strong and trusting relationships with health plan agents, individual insurance agents/brokers, social workers, case workers, senior housing managers, senior centers, churches, and other community providers
- Seeks and obtains access to new community contacts, including churches, senior centers, apartment buildings, and others
- Develops and executes individualized broker and partner strategies/plans
- Schedules sales meetings and events with independent brokers and senior communities in order to recruit new patients, as well as deliver solutions to existing patients’ needs
- Leverages available sales tools provided to ensure efficiency and collection of pertinent data
- Dedicated Senior Medical Center
Care Facilitator
ChenMed
Cleveland, OH
01.2022 - 04.2022
- Company Overview: Dedicated Senior Medical Center
- Served in an administrative role, advocating for patients, and acting as a liaison between office staff and medical providers
- Managed the updating of patient information, including demographics, insurance, and health details
- Handled and processed medication requests, including refill requests and other health screenings
- Functioned as HEDIS champion for the PCP by providing visibility of HEDIS needs for scheduled patients
- Participated in team huddles to provide current and past patient health history to medical staff
- Dedicated Senior Medical Center
Independent Sales Agent
Electronic Merchant Systems
Cleveland, OH
01.2013 - 12.2021
- Presented, promoted, and sold products/services to existing and prospective customers, which included large and small businesses
- Conducted cost-benefit and needs analysis for customers
- Consistently achieved sales targets and outcomes within scheduled periods
Programmer
Electronic Merchant Systems
Cleveland, OH
01.2009 - 12.2013
- Identified major trends and issues
- Took responsibility for resolving or escalating terminal problems
- Facilitated customer communication with appropriate personnel
- Developed programs for Charge Anywhere Mobile Payment Software
Accounting
Electronic Merchant Systems
Cleveland, OH
01.2005 - 12.2009
- Reconciled KeyBank, Merrick Bank and Reserve accounts based on vital reports and bank deposits
- Managed monthly city taxes and other pertinent accounting tasks
Payroll
Electronic Merchant Systems
Cleveland, OH
01.2005 - 12.2009
- Reviewed and submitted individual hourly times for payment
- Onboarded new hires and completed background checks
- Collected and verified background and demographic data, ensuring all steps were properly completed
- Organized and tracked vacation and sick time
Data Entry
Electronic Merchant Systems
Cleveland, OH
01.2000 - 12.2005
- Compared data with source documents and entered data in verification format to ensure quality standards, detect errors, and bring them to quick resolution
- Obtained credit scores and determined eligibility by contacting different banking institutions
- Entered discount rates and fees from contracts, as well as determined and adjusted rates from approved rate reviews by the executive staff, including the company CEO
Timeline
Relationship Manager
Heartland
10.2024 - Current
Executive Grow Consultant
ChenMed
04.2022 - 09.2024
Care Facilitator
ChenMed
01.2022 - 04.2022
Independent Sales Agent
Electronic Merchant Systems
01.2013 - 12.2021
Programmer
Electronic Merchant Systems
01.2009 - 12.2013
Accounting
Electronic Merchant Systems
01.2005 - 12.2009
Payroll
Electronic Merchant Systems
01.2005 - 12.2009
Data Entry
Electronic Merchant Systems
01.2000 - 12.2005