Martha Alicia Sanchez
Goodyear,AZ
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
16
16
years of professional experience
1
1
Certification
Work History
Wealth Management Assistant
Johanson & Yau, A/c
12.2017 - Current
- Enhanced client satisfaction by providing comprehensive wealth management support and tailored financial solutions.
- Streamlined account management processes for improved efficiency and reduced operational costs.
- Developed strong relationships with high-net-worth clients, ensuring trust and long-term retention.
- Assisted in the creation of customized investment portfolios to meet clients'' specific financial goals.
- Ensured compliance with industry regulations by completing thorough due diligence on all client transactions and documentation.
- Enhanced team collaboration through effective communication among colleagues, resulting in a better overall experience for clients.
- Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines and maintain accuracy.
- Supported clients during major life events, such as retirement or inheritance planning, ensuring smooth transitions and minimized tax implications.
Client Service Specialist
PK Financial Strategies
06.2015 - 12.2017
- Responsible for Audits: life insurance, long term care, business policies, health policies, auto, home and umbrella, critical illness, LTC and income
- Cross-trained and provided backup support for organizational leadership.
- All risk management applications/delivery - obtaining quotes for meetings, preparing applications, following up with underwriting office to facilitate getting the client insured
- New Account set up for clients
- Trained new team members on best practices in client services, elevating overall team performance.
- Maintained and managed customer files and databases.
- Communicated with clients regarding account services, statements, and balances.
Billing Specialist/Scheduler/Front Desk/Receptionist
PGA Hedley Orthopedic Clinic
08.2011 - 06.2015
- Daily charge entry in a timely manner
- Daily report for missing charges and missing claims
- Pre-registration/registration processes; verify insurance coverage and obtain authorizations and notifications
- Authorization obtained for MRI, CT-Scans and injections
- Calculate patient liability according to verification of the insurance benefits, collect deductibles and co-payments
- Act as a liaison between the patient, the billing department and the payer to enhance account receivables performance, resolve outstanding issues and/or patient concerns, and to maximize service excellence
- Work to meet the patients' needs in financial services
- Knowledge of working with Medicare, State Medicaid, Tricare, HMO's, PPOs, and Workers Compensation
- Knowledge of CPT and ICD-9 codes.
Scheduler/Clinic Coordinator
Phoenix Children's Hospital
11.2007 - 08.2011
- Responsible for coordinating care for Swallow Clinic, NICU Clinic, Ndep (Neuro Development Evaluation Program) Clinic, and IP to OP therapy services
- Managed therapist schedules and templates
- Obtained prior authorization for services being rendered (physical occupational, feeding and speech therapy)
- Made sure we had patient referrals if needed
- Initiated referral requests
- Bilingual Interpreter
- Responsible for daily charge entry and resolve any billing issues
Education
Completed 7 Semesters
San Diego Mesa College
San Diego, CAHigh School Diploma -
Mission Bay High School
San Diego, CAPhoenix Children’s Hospital Medical Interpreter
Skills
- Insurance Planning
- Portfolio Management
- Excellent customer service and communication
- CRM Software
- AMPFM-Reflections and Mysis super user, Practice Plus, NetPractice
- Attention to Detail
- Microsoft Office Proficiency
- Regulatory Compliance
Certification
Insurance Producer License 18195196
Timeline
Wealth Management Assistant
Johanson & Yau, A/c
12.2017 - Current
Client Service Specialist
PK Financial Strategies
06.2015 - 12.2017
Billing Specialist/Scheduler/Front Desk/Receptionist
PGA Hedley Orthopedic Clinic
08.2011 - 06.2015
Scheduler/Clinic Coordinator
Phoenix Children's Hospital
11.2007 - 08.2011
Completed 7 Semesters
San Diego Mesa College
High School Diploma -
Mission Bay High School
Phoenix Children’s Hospital Medical Interpreter
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