Nancy Brogato
Woodridge,Illinois
Summary
Dynamic Financial Sales Associate with a proven track record at Benjamin F. Edwards & Co., excelling in client relationship building and sales strategy development. Recognized for enhancing customer satisfaction through exceptional communication and problem-solving skills, while maintaining compliance with industry standards and adapting to new technologies. Committed to delivering tailored financial solutions.
Overview
15
15
years of professional experience
Work History
Financial Sales Associate
Benjamin F. Edwards & Co.
01.2024 - Current
- Assisted clients in understanding financial products and services.
- Provided support in processing customer transactions and inquiries.
- Collaborated with team members to enhance customer experience and satisfaction.
- Maintained accurate records of client interactions and transactions.
- Gained knowledge of regulatory compliance and financial industry standards.
- Adapted quickly to new software systems for account management and reporting.
- Participated in training sessions to improve product knowledge and sales techniques.
- Engaged in continuous learning to stay current with market trends and offerings.
- Provided exceptional customer service by promptly addressing inquiries or concerns, ensuring client satisfaction at all times.
- Built long-lasting relationships with clients through excellent communication and trust-building activities.
Patient Access Representative
University of Chicago Medicine/ Hinsdale & Lagrange Hospitals
01.2011 - 01.2024
- Managed patient check-in and registration processes to ensure accurate data collection.
- Facilitated insurance verification procedures, improving workflow efficiency for billing departments.
- Enhanced patient experience by addressing inquiries and resolving issues promptly.
- Employed electronic health record systems to maintain up-to-date patient information.
- Collaborated with clinical staff to coordinate appointments and streamline scheduling tasks.
- Maintained compliance with HIPAA regulations while handling sensitive patient information.
- Assisted in training new team members on operational protocols and customer service standards.
- Contributed to process improvements that reduced wait times for patients during peak hours.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
- Contributed to a positive work environment by fostering strong relationships among colleagues, promoting teamwork, and sharing best practices.
- Enhanced overall patient experience with empathetic communication and thorough explanations of insurance benefits and coverage.
- Assisted with administrative tasks such as filing, data entry, and report generation to support streamlined office operations.
- Supported medical staff by coordinating diagnostic testing appointments, lab results retrieval, and necessary referrals in a timely manner.
- Collaborated with healthcare providers to ensure timely appointment scheduling and coordinated follow-up care for patients'' needs.
Education
Bachelor of Science -
University of Chicago
Chicago, IL05-1982
Skills
- Client relationship building
- Sales strategy development
- Cash flow analysis
- Retirement planning
- Portfolio management
- Asset allocation
- Goal oriented
- Client relationship management
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Computer skills
- Organizational skills
- Active listening
- Effective communication
- Microsoft office
- Professionalism
Timeline
Financial Sales Associate
Benjamin F. Edwards & Co.
01.2024 - Current
Patient Access Representative
University of Chicago Medicine/ Hinsdale & Lagrange Hospitals
01.2011 - 01.2024
Bachelor of Science -
University of Chicago
Similar Profiles
William ThompsonWilliam Thompson
Web Strategy & Video Production Manager at Benjamin F. EdwardsWeb Strategy & Video Production Manager at Benjamin F. Edwards
Abel GreenAbel Green
Trading Specialist at Benjamin F EdwardsTrading Specialist at Benjamin F Edwards
Allisa WycheAllisa Wyche
Middle School English Language Arts Teacher (Grades 6–8) & Faculty Advisor, School Newspaper at Benjamin Syms Middle SchoolMiddle School English Language Arts Teacher (Grades 6–8) & Faculty Advisor, School Newspaper at Benjamin Syms Middle School
Tyler llanetaTyler llaneta
Sales Porter at Bill Jacobs BMWSales Porter at Bill Jacobs BMW
Kristine SchulteKristine Schulte
Fitness Coach at Ultimate NinjasFitness Coach at Ultimate Ninjas