Rashmi Singh
Financial Professional
Elk Grove,CA
Summary
Proven Financial Professional with a track record of establishing and nurturing long-term client relationships at New York Life Insurance Co. Expert in investment planning and client relations, adept at identifying growth opportunities and enhancing customer loyalty through personalized financial solutions. Skilled in navigating insurance sales and retirement planning, contributing to significant business development. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
14
14
years of professional experience
1
1
Certificate
Work History
Financial Professional
New York Life Insurance Co
03.2022 - Current
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Principal Access Representative
University of California, Davis Medical Center
09.2010 - 10.2022
- Expedited admission process for critical cases by promptly obtaining necessary authorizations from insurance providers.
- Promoted patient safety by verifying demographic information, allergies, and medication history during initial registration process.
- Cultivated a welcoming environment for patients through empathetic listening, clear communication, and professional demeanor during stressful situations.
- Assisted in reducing wait times by swiftly processing insurance information and verifying coverage.
- Increased accuracy of billing statements by diligently collecting and inputting copayments, deductibles, and other relevant fees.
- Supported effective care coordination by updating electronic health records(EPIC) with essential documentation.
- Maintained confidentiality of sensitive patient information, adhering to HIPAA regulations and hospital policies.
- Assisted in the training of new ER Registration Clerks by sharing best practices, offering guidance on hospital procedures, and serving as a role model for exceptional customer service.
- Strengthened the efficiency of ER operations by maintaining updated knowledge on changes in healthcare regulations, insurance policies, and hospital procedures.
Education
Associate of Applied Science - Hospital Administration
University of Phoenix
Sacramento, CA 05.2001 -
Skills
Client Relations
Certification
Life/Health/Accident CA License # 4200467| Mississippi Lic# 10952095
Timeline
Financial Professional
New York Life Insurance Co
03.2022 - Current
Life/Health/Accident CA License # 4200467| Mississippi Lic# 10952095
03-2022
Principal Access Representative
University of California, Davis Medical Center
09.2010 - 10.2022
Associate of Applied Science - Hospital Administration
University of Phoenix
05.2001 -
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