Luisamaria Cruz
Lawrence,MA
Summary
Dedicated and organized financial and medical professional with relationship-building and problem-solving skills. I am driven to exceed expectations and operate effectively in fast-paced and high-pressure environments. I am a Self-motivated team and love cultivating partnerships and building lasting relationships across all management levels. Reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
Work History
Licensed Financial Advisor
PRIMERICA FINANCIAL SERVICES
Lawrence, MA
10.2021 - Current
- Created customized investment plans that meet clients' individual goals and objectives.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Analyzed clients' financial situations to propose solutions that align with their long-term goals.
- Completed detailed applications and ensured accuracy of client information.
- Calculated premiums and established payment methods.
- Collaborated with underwriters to facilitate the approval of applications.
- Participated in professional development opportunities to enhance insurance knowledge and sales skills.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Implemented marketing strategies to attract new clients and retain existing ones.
Medical Receptionist
Methuen Primary Care
Methuen, MA
02.2020 - 09.2021
- Managed incoming and outgoing calls, providing accurate information and support to patients.
- Handled faxing and filing of medical documents efficiently.
- Facilitated patient check-ins and check-outs, contributing to an organized and welcoming environment.
- Communicated with doctors to relay patient information and coordinate appointments.
- Performed administrative tasks including scheduling appointments and managing patient records.
- Managed client health insurance details before their scheduled appointments.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
Medical Receptionist
Woburn Pediatrics
Woburn, MA
10.2020 - 01.2021
- Managed incoming and outgoing calls, providing accurate information and support to patients.
- Handled faxing and filing of medical documents efficiently.
- Facilitated patient check-ins and check-outs, contributing to an organized and welcoming environment.
- Communicated with doctors to relay patient information and coordinate appointments.
- Performed administrative tasks including scheduling appointments and managing patient records.
- Verified insurance coverage for appointments and collected co-payments as required.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
Medical Receptionist
Integrated Gastroenterology Consultants
Chelmsford, MA
04.2020 - 09.2020
- Called patients to confirm scheduled appointments and obtain additional details.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Verified insurance coverage for appointments and collected co-payments as required.
- Took messages from patients and promptly relayed to appropriate staff.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
- Checked patients in and out for appointments and collected co-payments.
Education
Some College (No Degree) - Business
Northern Essex Community College
Haverhill, MASkills
- Proficient in software
- Proficient in developing financial plans
- Typing and filing
- Community outreach
- Strategic partnership development
- Front desk operations
- Appointment scheduling
- Proficient in multitasking
- Problem solver
- Client education
- Prospecting clients
- Team training and development
- Financial planning
References
References available upon request.
Timeline
Licensed Financial Advisor
PRIMERICA FINANCIAL SERVICES
10.2021 - Current
Medical Receptionist
Woburn Pediatrics
10.2020 - 01.2021
Medical Receptionist
Integrated Gastroenterology Consultants
04.2020 - 09.2020
Medical Receptionist
Methuen Primary Care
02.2020 - 09.2021
Some College (No Degree) - Business
Northern Essex Community College
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