Dynamic and results-oriented professional with a proven track record, enhancing sales revenue through exceptional customer service and sales expertise. Skilled in bilingual communication and multitasking, adept at solving problems and increasing customer satisfaction. Demonstrates strong verbal and written communication abilities, ensuring client needs are met with precision and efficiency.
Overview
11
11
years of professional experience
Work History
Remote Sales Associate
Big J Enterprise Inc.
10.2022 - Current
Developed a comprehensive understanding of product offerings and effectively communicated this knowledge to potential buyers, helping them make informed decisions.
Stayed up-to-date on industry trends and competitor activities, adjusting sales tactics accordingly for continued success.
Set up over 10 new customer accounts each month, establish customer credit and set up payment methods.
Answer product questions and close sales.
Skillfully navigated challenging situations with customers, resolving issues swiftly and professionally to maintain brand reputation.
Offered exceptional after-sales support to customers, handling inquiries promptly while going above-and-beyond to ensure complete satisfaction.
Increased sales revenue by building strong customer relationships and providing tailored product recommendations.
Financial Representative
PIH Health Hospital Downey
06.2018 - 08.2022
Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
Responsible for ensuring reimbursement from patients or other responsible parties along with assisting patients/customers in empathetic health care insurance coverage by determining eligibility, benefits and utilization requirements.
POS collections, financially securing patients accounts by setting up financial arrangements with patients to avoid bad debt.
Assisting patients accessing Insurance health plans.
Received customer applications and followed up with clients to assist with health insurance plans.
Created and implemented business and marketing plans to drive growth.
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Contributed to the success of corporate events by coordinating logistics, preparing presentations, and engaging attendees in meaningful conversations about their financial needs.
Customer Service Representative
Montes Medical Group
06.2016 - 06.2018
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Performed clerical duties, such as word processing, data entry, and filing.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Reduced scheduling conflicts and ensured timely execution of tasks through proactive rescheduling and resource allocation adjustments.
Maintained high levels of customer satisfaction through diligent scheduling coordination, ensuring all deliverables were met within agreed timeframes.
Understanding OSHA guidelines for infection control.
Providing basic patient care and meeting HIPPA guidelines.
Medical Assistant/Receptionist
Jocelyn Sumcad MD
09.2013 - 06.2016
Checked patient insurance, demographic, and health history to keep information current.
Maintained current and accurate medical records for patients.
Helped patients complete necessary medical forms and documentation.
Adhered to strict HIPAA guidelines to protect patient privacy.
Managed multi-line phone system and pleasantly greeted patients.
Coordinated patient scheduling, check-in, check-out and payments for billing.
Responded to correspondence from insurance companies to verify patient's coverage.
Transcribed phone messages and relayed to appropriate personnel.
Enhanced office productivity by handling high volume of callers per day.
Prepared and processed patient referrals and transfer requests.
Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
Conducted patient intake interviews, recording and documenting relevant information.
Placed new supply orders, managed inventory and restocked clerical spaces.
Performed various administrative tasks by filing, copying and faxing documents.
Obtained payments from patients and scanned identification and insurance cards.
Organized and maintained patient chart filing system to promote quick data finding for staff.
Greeted visitors and initiated triage processes for clients to streamline patient flow.
Education
Medical Assistant Certification - Medical Assistant Program
Downey Adult School
Downey, CA
05-2013
High School Diploma -
Downey High School
Downey, CA
06-2002
Skills
Problem-solving skills
Multi-tasking strength
Excellent people skills
Reliable and punctual
Exceptional customer service
Verbal/written communication
Upselling
Sales expertise
Bilingual- Spanish
Typing proficiency
Languages
Spanish
Native or Bilingual
Timeline
Remote Sales Associate
Big J Enterprise Inc.
10.2022 - Current
Financial Representative
PIH Health Hospital Downey
06.2018 - 08.2022
Customer Service Representative
Montes Medical Group
06.2016 - 06.2018
Medical Assistant/Receptionist
Jocelyn Sumcad MD
09.2013 - 06.2016
Medical Assistant Certification - Medical Assistant Program