Lisbeth Moya
The Bronx,NY
Summary
Customer retention specialist with 7 years of customer service experience. Committed to providing excellent customer service in an efficient and courteous manner. Competent in processing new accounts and explaining new services and products to interested clients.
Overview
5
5
years of professional experience
Work History
Retention Specialist
Friends And Family Home Care
02.2022 - Current
- Communicate directly with clients to answer any question they have as CDPAP/PCA program
- Work with Health Plans/ Insurance to obtain authorizations for homecare services
- Gather information about clients complaints and meet with team to propose client retention solutions
- Schedules/assign caregivers to patient cases
- Interact with clients and caregivers regarding services issues
- Follow up on Hold/Hospitalization status
- Maintain open and current communication with the management team regarding changes in the status of clients
- Maintain confidentiality regarding all aspects of job responsibilities and compliance with HIPAA privacy and security rules
- Documents all notes and updates for patients and caregivers into HHA Exchange
- Knowledge of applications HHA exchange, ePaces and microsoft Office
Front Desk Receptionist
Friends And Family Home Care
01.2022 - 02.2022
- Greets visitors, prospective candidates, and other visitors
- answer the phone calls and directs the caller to the appropriate department
- provides callers with information such as company address, directions to the company location, company fax numbers, website, and other related information
- receives, sorts, and forwards incoming mail
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
Sales Representative
Friends And Family Home Care
05.2019 - 10.2019
- conducts sales and marketing
- obtains referrals
- performs account development and ensures customer satisfaction
- obtain referrals for the agency
Business Analyst Banking
Banco Caribe
05.2018 - 12.2018
- Business analyst with experience in banking
- Assist the front office with securities and cash settlement activities, statement transfers, etc
- Monitor reporting metrics for intercompany funding and liquidity flows
- track and report excess cash balances and cash deployments
Financial Sales Representative
Banco BHDLeon
04.2016 - 03.2018
- Scheduling meetings with clients to discuss their financial needs and goals
- Suggesting viable solutions to improve clients' financial statuses
- Advising clients on how to apply for mortgages and loans
- Acquire new customers through outbound phone checkups and in-store prospecting
- Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, savings, borrowing, and investing needs
- Contact customers to schedule a time to discuss their personal financial goals
Sales Specialist
Mango Store
05.2014 - 12.2015
- Maintain cleanliness and organization of workstation at all times
- Create a luxury shopping experience for our customers while determining their needs
- Meet daily sales objectives individually and as part of a team
Education
Associate of Science - Medical Assisting
Mildred Elley
New York, NY03.2024
Bachelor of Science - Finance
Universidad Apec
Dominican Republic05.2015
GED -
Colegio Instituto Olimpo
Dominican Republic06.2010
Skills
- Applicant Qualification
- Promotion Coordination
- Retention Program Development
- Policy Interpretation
- HIPAA and Confidentiality Compliance
- Employee Work Scheduling
- Customer Experience
- Case Coordination
- Obtaining Authorizations
Timeline
Retention Specialist
Friends And Family Home Care
02.2022 - Current
Front Desk Receptionist
Friends And Family Home Care
01.2022 - 02.2022
Sales Representative
Friends And Family Home Care
05.2019 - 10.2019
Business Analyst Banking
Banco Caribe
05.2018 - 12.2018
Financial Sales Representative
Banco BHDLeon
04.2016 - 03.2018
Sales Specialist
Mango Store
05.2014 - 12.2015
Associate of Science - Medical Assisting
Mildred Elley
Bachelor of Science - Finance
Universidad Apec
GED -
Colegio Instituto Olimpo
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