Maritza Ponce
San Antonio,Tx
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
15
15
years of professional experience
Work History
Licensed Personal Lines Insurance Agent
USAA
08.2014 - 06.2024
- Primary function is sales and servicing of personal lines Property and Casualty insurance within inbound professional office setting under limited supervision
- Cross-sell/Up-sell financial products and services tailored to members’ specific life events Provide coaching and guidance to less experienced employees Subject to performance metrics and compliance with state insurance regulations
- High multitasking demand with use of multiple software applications and telephone systems in high call volume setting
- Cross-trained in variety of other surplus lines of business such as Flood, Windstorm, Separation/Divorce, and Florid property.
- While working in Florida Property I developed trusting client relationships by creating home insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
- Researched several providers simultaneously and compared coverage and premiums to deliver best possible packages to clients.
- Reviewed client coverage annually to identify new risk exposures such as wind/hail/hurricane and flood and recommended additional products.
Referral Specialist
Gonzaba Medical Group
11.2009 - 08.2014
- Process outgoing referrals to medical specialists in the San Antonio area for patients with managed care insurance plans by obtaining formal authorization from specific insurance carriers Frequent contact with patients, specialist offices, and insurance companies with referral authorization status updates as well as clinical inquiries
- Work specifically with Utilization Management project, which involves thorough medical review of individual referrals
- Process includes presentation of each referral, along with carefully researched supporting clinical information custom to each referral, to a Board of Medical Directors for review Subject to strict processing timelines which requires both composure in stressful situations and frequent multitasking
- High volume of time sensitive referral requests requires both efficient uses of time as well as careful attention to detail
- Assist and educate staff in obtaining relevant clinical information specific to each request.
Education
Associate of Arts - Education
Northwest Vista College
San Antonio, TX12.2007
Skills
- Strategic Initiatives
- Market Trend Expertise
- Policy Adjustment Knowledge
- Insurance Terminology
- Contract Review and Analysis
- Policy Management Expertise
- Product Knowledge
Languages
Spanish
Native or Bilingual
Education
San Antonio, TX,San Antonio, TX
Timeline
Licensed Personal Lines Insurance Agent
USAA
08.2014 - 06.2024
Referral Specialist
Gonzaba Medical Group
11.2009 - 08.2014
Associate of Arts - Education
Northwest Vista College
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