Rashmi Singh
Elk Grove,CA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Service Professional
New York Life Insurance Co
San Francisco, CA
03.2022 - Current
- Assisted clients with retirement planning decisions and portfolio reviews.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking and referrals.
- Developed financial plans and strategies tailored to clients' individual needs.
- Developed and maintained Salesforce security, including user roles, profiles, sharing rules, and assignment rules.
Principal Access Representative
University Of California, Davis
Sacramento, CA
09.2010 - 10.2022
- Registered patients by completing face-to-face interviews to obtain demographic, insurance, and medical information.
- Applied HIPAA privacy and security regulations while handling patient information.
- Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies and list of accepted insurance plans.
- Conducted financial counseling for patients, explaining payment options and assistance programs.
- Gathered feedback from providers regarding their experience using the EPIC system in order to identify areas needing improvement or optimization.
- Initiated application processes to add patients to assistance programs(Medi-Cal) at bedside and followed through until completion.
Education
Some College (No Degree) - Hospital Administration
University of Phoenix
Sacramento, CASkills
- Retirement planning
- Sales and Marketing
- Financial Planning
- Customer Relationship Building
- Networking and prospecting
- Cold calling skills
- Financial Counseling
- Insurance Verification
- Medicaid knowledge
- HIPAA Compliance
- Medical Billing
- Medical Terminology
Certification
- Life/Health/Accident California License# 410067
- Life Mississippi License# 10952095
References
References available upon request.
Timeline
Financial Service Professional
New York Life Insurance Co
03.2022 - Current
Principal Access Representative
University Of California, Davis
09.2010 - 10.2022
Some College (No Degree) - Hospital Administration
University of Phoenix
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