Lydia Martinez
Jenks,OK
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Risk Advisor
State Farm
Jenks, OK
01.2020 - Current
- Developed and maintained relationships with customers and suppliers through account development.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Onboarded new employees, including training, mentoring and new hire documentation.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Increased customer satisfaction by resolving issues.
Office Coordinator
Human Performance And Rehab
Abilene, TX
12.2010 - 11.2011
- Interacted with customers by phone, email or in-person to provide information.
- Managed office activities by maintaining communication between clients, tracking records and filing all documents.
- Assist with scheduling patient medical rehabilitation
- Verified insurance eligibility and claims preparation
- Assisted Physical Therapist with patient treatments
Physical therapist technician
EnVida Rehabilitation, Harvard Rehab Group
Tulsa, OK
01.2009 - 10.2010
- Assist scheduling patient medical rehabilitation
- Verify validity and coverage of insurances eligibility
- Handled telephone, marketing, and claim preparation
- Assist with patients' transportation to and from the clinic
- Utilized "Office Hours" scheduling program, data entry
- Utilized Microsoft Word and Excel.
- Prepared patients to meet with physical therapists
Receptionist
Harvard Rehab Center
Tulsa, OK
12.2008 - 01.2010
- Answered central telephone system and directed calls accordingly
- Confirmed appointments, communicated with clients and updated client records
- Kept records in CRM to maintain customer data
- Managed multiple tasks and met time-sensitive deadlines
Education
High School Diploma -
Broken Arrow High School
Broken Arrow, OK05.2009
Skills
- Account management
- Account retention
- Contract review and analysis
- Insurance product expertise
- Client Service
- New agent training
- Insurance sales expertise
- Marketing initiatives
- Policy management
- Client relationship management
- Asset protection
- Risk management
- Loss analysis
- Product knowledge
Certification
- C-Parapro Assessment
- Licensed Insurance Producer - 2 years
Timeline
Risk Advisor
State Farm
01.2020 - Current
Office Coordinator
Human Performance And Rehab
12.2010 - 11.2011
Physical therapist technician
EnVida Rehabilitation, Harvard Rehab Group
01.2009 - 10.2010
Receptionist
Harvard Rehab Center
12.2008 - 01.2010
High School Diploma -
Broken Arrow High School