Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Navil Vanessa Garcia

Los Gatos,CA

Summary

Insurance Agent With over 5 Years of experience. Especialized in Risk assessment, and client relationship management. Seeking to secure a rewarding career within an organization where the skills and work experience can grow, be applied for mutual Success.


Overview

14
14
years of professional experience
1
1
Certification

Work History

Multi-Line Insurance Agent

Catherine Lie Agency/Antonio Pineda Insurance Agen
06.2019 - 07.2025
  • Focus on policy management processes for greater efficiency and improved retention rates.
  • Developed strong relationships with clients, gaining trust and loyalty through great service.
  • Educated clients on insurance policies and procedures.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Prepare insurance proposals
  • Organize office and maintain clean area
  • Assist clients with their claims as best as possible
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Negotiated contracts and terms of sale with potential customers.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Met with customers to provide information about available products and policies.

Patient Coordinator/Biller

Smile Brands Co.
01.2017 - 06.2017
  • In charge of resolving Billing Inquiries
  • Informed about status of claims to Patients and Insurance co
  • Prepared and Submitted Pre-authorizations for Insurance
  • Effectively managed Receptionist duties
  • Arranged Financial agreements and Scheduled restorative Treatment for Patients
  • Generated, Updated, Maintain Patients Charts
  • Coordinated appointments for both General Dentist and Specialist
  • Ability to present a treatment plan by calculating a set financial plan.
  • Verified accuracy of accounts payable payments, resulting in 80% reduction in payment errors and check reissues.

Patient Care Coordinator

Western Dental & Orthodontics
12.2014 - 01.2017
  • Educating Patients and family about treatment required for gum and teeth health
  • Initiating care plans and contracts
  • Maintaining quality service by establishing and enforcing standards
  • Receptionist duties, answering and checking in Patients, registering and ensuring smooth patient flow
  • Welcome calls and after treatment follow up calls
  • Determine Insurance calculations
  • Acquiring full breakdown of Dental insurance, HMO's PPO's, medical and cash
  • Discussing financial options with Patients and prepare payment plans to best fit each financial situation.
  • Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
  • Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
  • Developed patient education materials, empowering individuals with knowledge about their conditions and care options.
  • Improved patient care outcomes with meticulous follow-up on treatment plans and medications.
  • Responded to inquiries by directing calls to appropriate personnel.

Insurance Agent

Farmers Insurance
01.2014 - 12.2014
  • Manage new and existing policies and claims
  • Organize events regarding awards for employees
  • Receive payments
  • Canceling policies or upgrading to better coverage
  • Explain different options of coverage for client vehicles.
  • Responded to customer calls swiftly to resolve issues and answer questions.

Sales Consultant

Metro PCS
03.2013 - 01.2014
  • Assist customers with wireless service
  • Organize Inventory
  • Responsible for meeting certain quotas daily
  • Initiate and suspend accounts
  • Assist in repair of cell phones.
  • Responded to telephone and in-person requests for information.

Deli Supervisor

Mi Pueblo Food Center
03.2012 - 03.2013
  • Cashier Duties
  • Properly handled hot and cold food
  • Supervised deli area
  • Opening and closing deli department
  • Welcoming customers and offering different kinds of dishes
  • Cooking and cleaning duties.
  • Set schedules for 3 staff by planning and designating shifts and hours.
  • Maintained a clean and sanitary work environment, adhering to health department guidelines and best practices.

Shift Supervisor

Taqueria Jalos
02.2011 - 08.2012
  • Waitress Duties
  • Cashier Duties
  • Create pleasant dining experiences for customers
  • Inventory
  • Payroll for employees
  • Scheduling employee hours
  • Scheduling party and event reservations.
  • Completed store opening and closing procedures and balanced tills.
  • Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
  • Responded to and resolved customer questions and concerns.

Cashier

Juanita's Market
08.2011 - 03.2012
  • Cashier duties including Balancing sales and receipts
  • Prepare cash tills before starting shifts
  • Capable of respecting and following store procedures and policies
  • Labeling and stocking Inventory
  • Maintain a clean store
  • Responsible of memorizing more than 100 codes.
  • Restocked and organized merchandise in front lanes.
  • Welcomed customers and helped determine their needs.

Education

Some College (No Degree) - Medical Receptionist

West Valley College
San Jose, CA

Medical Receptionist Certificate - Health Care

West Valley College
Saratoga, CA
08.2019

Skills

    Bilingual

  • Responsible
  • Ability to work under pressure
  • Determined
  • Customer Service Experience 11yrs
  • Proficient in dental terminology
  • Organizational Skills
  • Policy Analysis and Interpretation
  • Self-Motivation
  • Claims assistance
  • Teamwork and collaboration
  • Adaptability and flexibility
  • Relationship building

Certification

  • Licensed Property and Casualty

Timeline

Multi-Line Insurance Agent

Catherine Lie Agency/Antonio Pineda Insurance Agen
06.2019 - 07.2025

Patient Coordinator/Biller

Smile Brands Co.
01.2017 - 06.2017

Patient Care Coordinator

Western Dental & Orthodontics
12.2014 - 01.2017

Insurance Agent

Farmers Insurance
01.2014 - 12.2014

Sales Consultant

Metro PCS
03.2013 - 01.2014

Deli Supervisor

Mi Pueblo Food Center
03.2012 - 03.2013

Cashier

Juanita's Market
08.2011 - 03.2012

Shift Supervisor

Taqueria Jalos
02.2011 - 08.2012

Some College (No Degree) - Medical Receptionist

West Valley College

Medical Receptionist Certificate - Health Care

West Valley College

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