Monica Pinon
Mission,TX
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Licensed Insurance Agent
Everise
Plantation, FL
08.2024 - 06.2026
- Guided clients through insurance products, ensuring comprehensive understanding of coverage options.
- Developed personalized insurance solutions, addressing unique client needs and circumstances.
- Conducted policy reviews, identifying potential gaps in coverage for improved client protection.
Licensed Insurance Agent
Sitel
Miami, FL
05.2022 - 02.2023
- Trained new agents on company protocols and best practices to enhance service delivery.
- Analyzed market trends to recommend innovative strategies for increasing client acquisition.
- Implemented customer feedback mechanisms to refine service offerings and improve satisfaction rates.
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Medical Receptionist
Valley Ear Nose and Throat Associates
McAllen, TX
10.2018 - 05.2022
- Managed front-desk operations for a busy medical practice
- Maintained a high level of accuracy in insurance verification and patient record documentation.
- Provided excellent customer service while handling confidential patient information.
- Managed patient scheduling and appointment confirmations to optimize clinic workflow.
- Coordinated insurance verification processes, ensuring accurate coverage for patients.
Medical Billing and Coding Specialist
Dr. Jacobo Hohenstein, Ob-Gyn
McAllen, TX
01.2012 - 10.2018
- Developed comprehensive coding guidelines tailored to obstetric and gynecological services, improving team performance.
- Implemented coding best practices, enhancing efficiency and reducing claim denials within the department.
- Analyzed and coded patient records to ensure accurate billing and compliance with healthcare regulations.
- Collaborated with medical staff to verify coding accuracy and resolve discrepancies in documentation.
- Conducted regular audits of coding practices, identifying areas for improvement and ensuring consistent quality standards.
- Trained new team members on coding protocols and software systems to improve overall team productivity.
Education
High school diploma -
Mission High School
Mission, TXSkills
- CRM Software
- Insurance sales expertise
- Medical Billing & Coding
- Accounts Payable
- Administrative Experience
- Payroll
- Client relationship management
- Insurance product expertise
- Client account management
- Client retention
- Goal oriented approach
- Professional networking
- Policy management
Certification
- Licensed Property & Casualty Insurance Agent - 2022 to present
Languages
Spanish - Fluent
Timeline
Licensed Insurance Agent
Everise
08.2024 - 06.2026
Licensed Insurance Agent
Sitel
05.2022 - 02.2023
Medical Receptionist
Valley Ear Nose and Throat Associates
10.2018 - 05.2022
Medical Billing and Coding Specialist
Dr. Jacobo Hohenstein, Ob-Gyn
01.2012 - 10.2018
High school diploma -
Mission High School