Martha S. Mariscal
San Jose,USA
Summary
Skilled bilingual professional in heal
thcare and insurance industries, exhibiting substantial knowledge and related expertise in customer service, successful communication, attention to detail, and multi-tasking to ensure exceptional patient and client care.
Overview
11
11
years of professional experience
Work History
Agent
American Income Life
Los Angeles, California
01.2025 - Current
- Lead Contact - outbound calls
- Developed customer relationships and ensured satisfaction with services.
- Utilized CRM systems to track client interactions and progress.
- Appointment setting.
- Virtual Presentations.
- Participated in ongoing training programs related to job duties or responsibilities.
- Utilized computer systems for tracking, information gathering and and or troubleshooting.
- Kept abreast of regulatory changes and industry standards to ensure compliance.
Agent
New York Life Santa Clara #19
San Jose, CA
04.2022 - 07.2024
- Implemented insurance portal to optimize business process management.
- Initiated outreach campaigns to attract new clientele.
- Facilitated appointments through in-person meetings and Zoom calls.
- Supported clients during assessments to align services with specific needs.
- Processed life and annuity insurance applications with efficiency.
- Maintained high standards of customer service in all interactions.
- Fostered strong client relationships to enhance retention rates.
Care Coordinator/Special Programs
Bay Area Community Health
San Jose, CA
08.2014 - 01.2022
- Executed outreach initiatives to engage patients in various Anthem health programs.
- Maintained and updated target engagement lists to optimize outreach strategies.
- Scheduled initial patient visits while verifying eligibility criteria.
- Educated patients on available treatment options and healthcare resources.
- Created comprehensive program documents aligning with operational objectives.
- Coordinated campaigns with Anthem while overseeing administrative functions in Availity system.
- Managed resource coordination for food, housing, and transportation services.
- Generated compliance reports for quality assurance purposes.
Clinic Supervisor
Bay Area Community Health
San Jose, CA
08.2014 - 01.2022
- Planned and administered community health center programs, overseeing personnel management and training.
- Supervised daily clinic operations, optimizing staff scheduling and resource allocation.
- Trained and mentored new team members on clinic procedures for enhanced performance.
- Established computerized record management systems to streamline data processing and reporting.
- Inspected facilities as Safety Ambassador, recommending modifications for improved emergency preparedness.
- Addressed patient complaints to enhance service quality and satisfaction.
- Reviewed provider schedules to maximize workflow efficiency across the clinic.
- Led staff meetings to communicate updates, gather feedback, and strategize improvements.
Education
Insurance License
State of California
California07-2022
Certificate of Participation -
Care Management Learning Community
San Jose01-2020
Certificate of Completion - BLS Provider
American Heart Association
San Jose01.2020
Healthcare Management Associate’s Degree - Health Care Administration
Ultimate Medical Academy
Tampa, FL06-2014
Medical Administrative Assistant Diploma -
Ultimate Medical Academy
Tampa, FL01.2013
Certificate of Completion - CPR, First Aid, Pre-Paramedical, Nutrition, Personal Care
Council On Aging
San Jose03-2012
Skills
- Office administration and records management
- Patient registration and scheduling
- Virtual communication
- CRM systems utilization
- Proficient in Medisoft, eCW, Availity, Epic, and Office Suite software
- Medicare, Medicaid, and managed care expertise (HMO, PPO, POS)
- Insurance processing
- HIPAA compliance
- Medical billing and accounting
- HEDIS measures understanding
- Basic Life Support (BLS) certification
- Medical terminology proficiency
- Inbound customer service
- Report preparation
- Problem-solving skills
- Bilingual - Fluent in English/Spanish
- Verbal and written communication
- Research
- Adaptability to change
Timeline
Agent
American Income Life
01.2025 - Current
Agent
New York Life Santa Clara #19
04.2022 - 07.2024
Care Coordinator/Special Programs
Bay Area Community Health
08.2014 - 01.2022
Clinic Supervisor
Bay Area Community Health
08.2014 - 01.2022
Insurance License
State of California
Certificate of Participation -
Care Management Learning Community
Certificate of Completion - BLS Provider
American Heart Association
Healthcare Management Associate’s Degree - Health Care Administration
Ultimate Medical Academy
Medical Administrative Assistant Diploma -
Ultimate Medical Academy
Certificate of Completion - CPR, First Aid, Pre-Paramedical, Nutrition, Personal Care
Council On Aging
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