Rashmi Singh
Elk Grove,CA
Summary
Licensed in Life, Health, and Accident in California, demonstrating strong work ethic and exceptional adaptability to evolving challenges in dynamic environments.
Overview
21
21
years of professional experience
Work History
Financial Services Professional
New York Life Insurance Company
Sacramento, USA
03.2022 - 01.2025
- Developed and implemented territory business plans to meet and exceed sales goals for life and health insurance products.
- Built and maintained long-term client relationships, providing education on benefits, coverage, and compliance requirements.
- Leveraged CRM systems to track leads, monitor sales performance, and identify opportunities for enrollment growth.
- Coordinated outreach events and community meetings to generate new business and strengthen market presence.
Principal Access Representative
UC Davis Health
Sacramento, USA
09.2010 - 10.2022
- Served as the first point of contact for patients, verifying insurance, explaining coverage, and ensuring regulatory compliance.
- Partnered with physicians, social workers, and administrators to connect patients with resources and coverage solutions.
- Assisted in process improvement initiatives, reducing bottlenecks in patient access and improving satisfaction scores.
- Managed high-volume caseload while ensuring accuracy, confidentiality, and compliance with HIPAA regulations.
Referral Coordinator
Mercy Medical Group
Folsom, California
08.2006 - 03.2008
- Communicated with insurance companies to confirm eligibility and benefits.
- Trained new team members on referral procedures and office protocols.
- Coordinated with health care providers regarding patient referrals and authorization processes.
- Managed daily operations of the referral front office, ensuring smooth workflow and customer satisfaction.
Senior Laboratory Assistant
Sutter Medical Center Sacramento
Sacramento, CA
10.2005 - 02.2006
- Maintained laboratory equipment through regular cleaning and calibration procedures.
- Performed laboratory tests and procedures, such as cell culture, PCR, ELISA, Western Blotting, immunohistochemistry and flow cytometry.
Laboratory Assistant
UC Davis Medical Center
Sacramento, USA
01.2004 - 01.2006
- Supported laboratory operations by preparing specimens, maintaining documentation, and assisting with quality control procedures.
- Collaborated with healthcare staff to ensure timely and accurate testing for patient care.
Education
Certificate in Hospital Administration -
University of Phoenix
Skills
- Agent Recruitment & Retention
- Sales & Outreach Strategy
- Community Engagement
- Training & Onboarding
- Performance Monitoring
- Regulatory Compliance (CMS, HIPAA)
- Territory Management
- Team collaboration
- Business Development
- Relationship building
- Team leadership
- Sales goals
- Financial planning
- Insurance verification(PPO/HMO/private/State/Federal)
Timeline
Financial Services Professional
New York Life Insurance Company
03.2022 - 01.2025
Principal Access Representative
UC Davis Health
09.2010 - 10.2022
Referral Coordinator
Mercy Medical Group
08.2006 - 03.2008
Senior Laboratory Assistant
Sutter Medical Center Sacramento
10.2005 - 02.2006
Laboratory Assistant
UC Davis Medical Center
01.2004 - 01.2006
Certificate in Hospital Administration -
University of Phoenix
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