Liset Martinez Bazan
Newburgh,NY
Summary
Highly motivated and adaptable professional with experience in insurance sales, customer service, medical assistance, and security operations. Skilled in administrative support, client relations, and multitasking, with a strong ability to work independently and deliver exceptional service. Bilingual in English and Spanish, offering a well-rounded skill set in patient-focused care, insurance sales, and risk management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Surveillance Officer
Global Security, GSIS
Cornwall, NY
08.2022 - Current
- Protect people, organizations and property and make sure everyone is kept safe
- Observe security alarms and surveillance equipment to prevent crimes from happening and contact mobile security guards when problems occur
- Write daily reports of any incident that happened
- Notify supervisors, police or fire brigades if security is breached or fire is detected
Medical Assistant
Ezras Choilim Health Center
Monroe , NY
07.2022 - Current
- Directed patients to exam rooms, fielded questions and prepared for physician examinations
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment
- Attended patient appointments and wrote narrative account of events using proper abbreviations, grammar and spelling
- Charted patient encounters by recording information such as diagnosis, treatments and prescriptions
- Reviewed records, paperwork and orders for errors and resolved issues with minimal direction
- Taught patients about medications, procedures and care plan instructions
Insurance Agent
Robert Alan Agency
Cornwall, NY
08.2021 - 10.2024
- Achieved 50% above average customer retention rate on cancellation calls
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Calculated quotes and educated potential clients on insurance options.
- Offered advice and guidance bilingually in English and Spanish.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Educated clients on new products or services to increase customer engagement with brand.
- Provided coverage option information to assist clients in protecting assets.
Customer Service Representative
GEICO Local Office
Poughkeepsie, NY
08.2019 - 07.2021
- Answered product and service questions and offered information on related products and services
- Sold about 50-100 policies monthly
- Maintained customer account information database (including canceling and updating customer accounts.)
- Prepared monthly reports on customer satisfaction
- Maintained customer retention rate 40% above company average.
- Approached potential clients by using direct marketing mailings and phone contacts
Customer Service, Farm Agent
State
Newburgh, NY
01.2017 - 07.2019
- Provided primary customer support to internal and external customers
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Answered product and service questions, suggesting other offerings to attract potential customers
- Approached potential clients by using direct marketing mailings and phone contacts
- Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Met with customers to provide information about available products and policies
- Contacted clients to verify account information and maintain accuracy, resulting in 95% increase in client satisfaction
Education
Associate of Science - Business Administration
Orange County Community College
Middletown, NY07.2019
Skills
- Administrative support
- Customer and client relations
- Auto insurance
- Quotes and sales
- Patient-focused care
- Collaborative Team Member
- Documentation skills
- Proficient in Concurrent Tasks
Certification
- Property Casualty License
- Life Insurance License
Languages
5
Education
true
Timeline
Surveillance Officer
Global Security, GSIS
08.2022 - Current
Medical Assistant
Ezras Choilim Health Center
07.2022 - Current
Insurance Agent
Robert Alan Agency
08.2021 - 10.2024
Customer Service Representative
GEICO Local Office
08.2019 - 07.2021
Customer Service, Farm Agent
State
01.2017 - 07.2019
Associate of Science - Business Administration
Orange County Community College
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