ROBERT ORTEGA

• Responsible for collection and distribution of patient documents,
• Provide outcome-based solutions for physician referral sources and existing patient population
• Submit new orders and monitor their completion, from initiation to setup, working closely with clinical, sales, and service departments
• Prepare and analyze billing and setup paperwork for patient services
• Work closely with existing patients to troubleshoot issues, identify solutions, and dispatch corrective action via appropriate departments within the organization

• Increase revenue by responding to/initiating incoming/outgoing potential customer inquiries, and using company resources, policies, and procedures to provide complete, accurate data
• Use appropriate technologies and follows processes in accordance with company standards to ensure patient and physician contact is handled with accuracy and operational effectiveness
• Establish customer contact by initiating follow up outbound calls and receiving inbound return calls
• Promotes products and facilitates customer needs to utilize company's products or services by adequately assessing customer qualification, thoroughly explaining product/services benefits, and assisting with facilitating physician communication as necessary
• Resolve customer concerns by providing appropriate information regarding products and services
  Record customer information and maintains database by obtaining, entering, and verifying required data
• Ensures quality service by following departmental and company policies, procedures, and standards, as well as adhering to compliance policies, procedures, and standards
• Facilitates sales process by communicating/sharing information with appropriate internal and external contacts
• Completes and ensures accurate validation of insurance benefits
• Provides customer follow-ups as required
• Contributes to departmental objectives by accomplishing required contact and sales results, and ability to track and report progress of sales results

Responsible for providing support to existing customer base to promote customer loyalty.

• Effectively reduced churn, increased revenue, and supported continued company initiatives that maximized network utilization.
• Gained and maintained complete knowledge of Verizon’s wireless and data products, standard policies/procedures, area market specifics, equipment/accessory information, standard pricing plan options, enhanced feature options, and varying promotional offers.
• Achieved and exceeded monthly, quarterly, and annual sales objectives, while ensuring optimum customer experience and satisfaction.

• Responsible for handling inbound calls from mass media advertising and lead generation.
• Effectively sold to customer’s needs through use of rapport building, probing for needs, and recommending complete packages of multiple lines of service, rate plans, features, and accessories.
• Achieved and exceeded monthly, quarterly, and annual sales objectives, while ensuring optimum customer experience and satisfaction.
• Worked within set key performance measurements defined by the call center and management team and processed sales transactions using internal provisioning systems and follow set processes and procedures.

• Responsible for processing and approving personal business loans, growing branch revenue,
• Controlling cash flow, and supervising other employees.
• Managed portfolio of clients.
• Acquired and converted business walk-in clients and prospects.
• Deepened relationships of assigned portfolios and grew revenue by cross-selling additional business and non-business solutions.
• Achieved and exceeded monthly revenue goals while upholding company standards.