Martha S. Mariscal
San Jose,USA
Summary
Skilled bilingual professional in healthcare 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
07-2022
Certificate of Participation -
Care Management Learning Community
01-2020
Certificate of Completion - BLS Provider
American Heart Association
01.2020
Healthcare Management Associate’s Degree - Health Care Administration
Ultimate Medical Academy
06-2014
Medical Administrative Assistant Diploma -
Ultimate Medical Academy
01.2013
Certificate of Completion - CPR, First Aid, Pre-Paramedical, Nutrition, Personal Care
Council On Aging
03-2012
Skills
- Office administration and records management
- Patient registration and scheduling
- Virtual communication
- CRM systems utilization
- Proficient in Medisoft, eCW, Availity, Epic, Salesforce, 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
Personal Information
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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