Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nailea Perez Reyna

Tolleson,United States

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. I am also a very motivated person who is also looking to grow as an individual and very adaptable to any environment I am put in. I am also licensed in the state of Arizona and New Mexico to do life insurance and am currently taking my SIE exam to do investments.

Overview

4
4
years of professional experience

Work History

Financial Services Representative

Primerica
Goodyear, AZ
04.2022 - Current
  • Developed and implemented strategies for financial planning, investments, and retirement.
  • Monitored market trends to determine the best investment products for clients.
  • Prepared reports detailing client portfolio performance and asset allocation.
  • Assisted clients in understanding complex financial concepts and instruments.
  • Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
  • Maintained up-to-date knowledge of current economic conditions and their impact on the markets.
  • Fostered relationships with new and existing customers through excellent customer service skills.
  • Educated customers about different types of products available from the company's portfolio.
  • Provided accurate information regarding fees, commissions, regulations., related to financial services.
  • Created customized plans tailored to each individual client's needs.

Patient Service Representative

Nationwide Vision
Phoenix, AZ
03.2021 - 12.2022
  • Greeted patients upon arrival and directed them to the appropriate area.
  • Provided customer service by answering patient questions and addressing concerns.
  • Verified insurance information, collected payments, and scheduled appointments.
  • Assisted with the completion of medical forms and records.
  • Maintained a clean and organized reception area.
  • Answered incoming calls in a professional manner.
  • Processed referrals from primary care physicians to specialists for further treatment or evaluation.
  • Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
  • Assisted with scheduling follow-up appointments according to provider availability.
  • Adhered to HIPAA regulations when handling confidential patient information.

Server

IHOP
Goodyear, AZ
02.2020 - 02.2021
  • Provided excellent customer service to ensure satisfaction.
  • Assisted in training new servers.
  • Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
  • Responded efficiently to guest inquiries and complaints in a professional manner.
  • Accurately recorded orders on cash register and point-of-sale system.
  • Ensured that each guest was served courteously, quickly, and efficiently.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies..
  • Handled money transactions accurately while following company procedures for handling cash payments.

Education

High School Diploma -

Copper Canyon High School
Glendale, AZ
05-2021

Skills

  • Financial Planning
  • Relationship Management
  • Insurance Policy Sales
  • New Agent Training
  • Insurance sales strategy
  • Building Relationships
  • Referral management
  • Policy Reinstatement Approvals
  • Lead prospecting
  • Appointment Scheduling
  • Social media proficiency

Timeline

Financial Services Representative

Primerica
04.2022 - Current

Patient Service Representative

Nationwide Vision
03.2021 - 12.2022

Server

IHOP
02.2020 - 02.2021

High School Diploma -

Copper Canyon High School

Similar Profiles

CREATE PROFILE
Nailea Perez Reyna