Summary
Overview
Work History
Skills
Websites
Certification
Timeline
Generic

Lisa Salinas

Summary

Collaborative and professional individual with a proven track record of ensuring compliance with company contracts, policies, and legal requirements. Experienced in managing vendor relationships, facilitating contract execution, and project-specific database management. Skilled in clerical procedures, office management, customer advocacy, and vendor onboarding. Demonstrated success in managing multiple priorities with a positive attitude and willingness to take on added responsibilities to achieve team goals.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Home Health Independent Contractor

Veterans Home Care, LLC
2024 - Current
  • Provide direct personal care and administrative services to family members.
  • Contract management. Review current contracts and consult with client to determine contract renewal and expiration, or if work orders need to be placed.
  • Coordinate and schedule renewals or prospective provider interviews both in person or remote. Determine reliability and need.
  • Budget tracking, finance management.
  • Establish record keeping system to ensure a proper.
  • Create and maintain a records management system to easily access important information. Coordinate medical appointments.
  • Maintain cleanliness of living spaces, ensuring a hygienic environment for clients' well-being.
  • Advocate for patient needs within the healthcare system, ensuring they received appropriate services and resources.

Insurance Application Analyst

American Amicable Group
01.2022 - 01.2024
  • Maintain attention to detail by ensuring careful and accurate data entry of sensitive information to process applications.
  • Verify and validate supporting documentation submitted with applications to ensure compliance with company policies and regulatory requirements.
  • Thoroughly review applications for accuracy, completeness and compliance.
  • Approve and issue 8 policies per hour based on data accuracy and integrity of information provided.
  • Establish effective relationships with insurance agents or brokers to clarify application details, request additional information, or provide updates on application status to ensure legal and policy compliance. Able to achieve resolution of in 24 hours or less.
  • Proofread to identify and correct any errors or discrepancies in application data, collaborating with relevant stakeholders to resolve issues.
  • Collaborate/teamwork with underwriters by supplying accurate and complete information for their evaluation of risk and determination of policy terms.
  • Work towards achieving established processing timelines, meeting service level agreements for application turnaround by multitasking and time management.

Client Services

Seniors Complete Insurance and Financial Services
01.2020 - 01.2022
  • Help Medicare beneficiaries navigate insurance plans, coverage options, and benefits.
  • Guide clients through the Medicare enrollment process, including understanding eligibility criteria and assisting with plan selections.
  • Clearly explain various Medicare plans, coverage details, and associated costs to clients, ensuring they make informed decisions based on their healthcare. Decreased call backs by 2%.
  • Assist clients with the processing of claims, clarifying claim statuses, and helping resolve any issues or discrepancies.
  • Interpret and communicate policy details, terms, and conditions to clients, addressing any questions or concerns they may have.
  • Provide support during the Medicare Annual Enrollment Period, guiding clients through plan changes and helping them assess whether their current plan meets their evolving needs.
  • Address and resolve client issues, concerns, or complaints in a timely and effective manner, ensuring a positive customer experience.
  • Work with others to share expertise and conduct educational outreach once per month activities regarding changes in Medicare regulations, coverage options, and available resources.
  • Collaborate with licensed agents, healthcare professionals, and insurance providers to ensure seamless service delivery.
  • Maintain high level of confidentiality with sensitive client records and information.
  • Conduct at least 4 reviews of client needs and recommend adjustments to plans per day when not in open enrollment season.
  • Self-educate on changes in healthcare regulations to ensure compliance with standards.
  • Manage the renewal process for clients, facilitating the continuation of coverage and addressing any modifications or updates needed.

Office Manager

Committed Home Health Care
01.2019 - 01.2019
  • Manage daily office operations, ensuring efficient workflow and communication among staff.
  • Develop and maintained filing systems and databases, enhancing document retrieval processes and organization.
  • Ensure compliance with healthcare regulations and agency policies by conducting random file audits 2x per week.
  • Coordinate scheduling for healthcare staff, optimizing coverage and patient care services.
  • Manage vendor relationships, tracked contract renewal dates, negotiated costs and contacts for supplies and services while maintaining high quality products.
  • Coordinate client intake and discharge processes, ensuring accurate documentation and timely communication with clients and their families.
  • Oversee billing processes, ensuring accuracy and timely submission of claims to insurance providers or clients.
  • Provide exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintain accurate and up-to-date client records and documentation.
  • Assist in recruitment process, responsible for onboarding new employees, providing training on office procedures and compliance standards.
  • Support department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Conduct periodic audits of documentation and processes to identify areas for improvement.
  • Manage the inventory of medical supplies and equipment, ensuring that field staff have the necessary resources to provide care.
  • Communicate effectively with healthcare professionals, clients, and their families to address concerns and provide updates.
  • Spearhead ADR audit process. Created tracking reports, audit check lists and implemented quarterly audits to ensure all documentation is handled within time guidelines.
  • Successfully increased star rating by performing a deep dive into the DSS survey process and implementing simple reporting improvements.

Manager, Affinity Markets Consumer Experience & Oversight

Transamerica Life and Protection
01.2002 - 01.2017
  • Oversight of 7 third party vendor operations in over 16 locations to include marketing campaign performance, adherence to applicable regulatory guidelines, contractual call quality and monitoring metrics as well as training. Nearshore, offshore and in house.
  • Produced a decrease in missed response opportunities from 10% to 3% protecting $363,287 in annualized premiums.
  • Reduced “bad” or pending sales from 80% to 3% creating $598,791 in incremental annualized premiums. Collaborate with contract team to review client contracts for specific quality and monitoring requirement.
  • Audit third party sales locations to ensure company, industry, and legal compliance with contractual obligations.
  • Foster a culture of compliance and integrity by partnering with third party vendors and internal teams to develop implementation strategies to align marketing initiatives, with compliance for maximum impact and revenue growth.
  • Research and analyze performance metrics to identify areas of improvement, drive financial gains, and develop/implement tools to help overcome areas of deficiency.
  • Enhance customer satisfaction by managing production incident and customer complaint database and investigate to determine a process or system issue. Collaborate with corporate counsel and cross functional teams for corrective action and resolution correspondence. Successfully reduced the remediation turnaround time of production incidents/consumer complaints by average of 7 business days, reducing lost revenue and associated costs.
  • Improve call monitoring outcomes by establishing continuous improvement plans and efficient use of call monitoring systems, reports and tools.
  • Oversee a team of 12 sales development and compliance professionals, providing guidance, mentorship, and support.
  • Improve performance by delivering subject matter expertise and developing comprehensive product, compliance, and sales and marketing training programs/job aides.
  • Onboard new vendors and clients.

Executive Admin/Facility Manager

Abacus Communications
2001 - 2002
  • Assist in preparing reports and presentations using Microsoft Office Suite tools.
  • Collaborate on special projects as assigned by leadership, contributing research findings, support executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Facilitate onboarding of new employees, providing training and materials, coordinating orientation schedules to ensure a smooth integration into the team.
  • Improve staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
  • Interact with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Coordinate vendor contracts and service agreements to maintain compliance and cost-effectiveness in facility operations.

Skills

  • Written and verbal communication
  • Attention to detail
  • Process improvement
  • Report generation and analysis
  • Proof reading and editing
  • Managing business correspondence
  • Information dissemination
  • Clerical support
  • Contract terms implementation
  • Document review

Certification

  • Innovation Games facilitator
  • Customer advocacy
  • Volunteer Innovation Ambassador
  • Marketing professional
  • Training & development

Timeline

Insurance Application Analyst

American Amicable Group
01.2022 - 01.2024

Client Services

Seniors Complete Insurance and Financial Services
01.2020 - 01.2022

Office Manager

Committed Home Health Care
01.2019 - 01.2019

Manager, Affinity Markets Consumer Experience & Oversight

Transamerica Life and Protection
01.2002 - 01.2017

Home Health Independent Contractor

Veterans Home Care, LLC
2024 - Current

Executive Admin/Facility Manager

Abacus Communications
2001 - 2002

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Lisa Salinas