RICARDO MEDINA
Houston,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Annuities Case Manager
American National Insurance
06.2023 - Current
- Receives and enters life and policy change applications into admin system reviewing for proper signature, forms, and missing information
- Organize and prioritize workload while maintaining frequent communication with agents and internal departments
- Appropriately document work activity and communication within each policy
- Handle policy change transactions which also include financial transactions
- Provide problem resolution, status, and inquiry support to agents in a professional and positive manner, with a customer focused approach
- Make changes to policy records in the appropriate admin system
- Assist with complex policy change transactions and service issues as needed
- Provide training and support to co-worker
- Assist with special projects & testing.
Graphic Designer/Administrative
Dixel Print
05.2014 - Current
- Accountable for marketing and selling services
- Managing all client relationships and controlling budgets.
Licensed Insurance Agent
America National Insurance
08.2019 - 06.2023
- Accepting payments, confirming policy information, and managing account and/or policy coverage changes
- Review, create, and modify payment plans-including the set-up of auto-draft from clients' bank accounts, billing premiums to the insured or mortgagee
- Provide excellent customer service to our agents and clients.
Customer Service Representative
Thomas Printworks
04.2017 - 05.2019
- Engaged with customers and provided excellent customer service
- Time managed to meet deadlines for both customer and production.
Unit Clerk/Admin Assistant
Post-Acute Medical Rehabilitation Hospital
05.2015 - 12.2016
- Processed and executed orders from doctors
- Scheduled appointments and procedures for patients
- Maintained updated Medical Records and monitored daily lab testing for patients.
Education
Bachelors in Graphic Design -
University of Houston
Skills
- Bi-Lingual
- Medical Support
- Customer Service
- Administrative Support
- Able to learn quickly
- Insurance/Annuities
- Patient support
- Regulatory Compliance
- Case Management
- MS Office
- Adaptability
- Teamwork and Collaboration
Languages
Spanish
Native or Bilingual
Timeline
Annuities Case Manager
American National Insurance
06.2023 - Current
Licensed Insurance Agent
America National Insurance
08.2019 - 06.2023
Customer Service Representative
Thomas Printworks
04.2017 - 05.2019
Unit Clerk/Admin Assistant
Post-Acute Medical Rehabilitation Hospital
05.2015 - 12.2016
Graphic Designer/Administrative
Dixel Print
05.2014 - Current
Bachelors in Graphic Design -
University of Houston
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