Sally Martinez
San Antonio
Summary
Customer-focused associate with proven success in customer service and team leadership. Skilled in communication, problem-solving, and multitasking. Experienced in handling administrative tasks, supporting clients, and driving positive outcomes.
Overview
4
4
years of professional experience
Work History
Utilization Case Manager / Product Specialist
Tenderheart Health Outcomes
08.2024 - 02.2025
- Participated in a phone queue as a product specialist, assisting with inquiries and providing product guidance
- Handled utilization case management tasks involving patients' incontinence supply needs, ensuring appropriate care coordination and resource allocation
- Coached patients on product usage and care
- Maintained communication with service coordinators to ensure seamless care
- Led projects to improve communication with service coordinators when patients were unreachable, establishing clear processes and templates
- Developed guidelines for insurance service coordinators to initiate wellness checks when necessary, ensuring patient safety and follow-up care
DME Intake Coordinator
Tenderheart Health Outcomes
09.2023 - 08.2024
- Coordinated intake of referrals and insurance notifications
- Collected patient information, managed medical histories, and provided phone-based support
- Managed durable medical equipment (DME) referrals
- Processed orders and sent them to appropriate staff
- Assisted in training new colleagues, providing guidance on procedures and best practices
Insurance Agent
Remco Insurance Services
03.2021 - 12.2022
- Assisted clients in selecting appropriate insurance coverage based on their needs and eligibility
- Educated clients on policy options, coverage benefits, and claims procedures
- Processed applications, renewals, and policy modifications while ensuring compliance with underwriting guidelines
- Assisted with accounts receivable, banking, and cash management
- Followed up with clients to address questions, resolve issues, and maintain customer satisfaction
- Developed strategies to enhance client retention and increase referrals through exceptional service
Education
High School Diploma -
Hutto High School
Hutto, TX01.2009
Austin Community College
Austin, TXSkills
- Customer Service & Communication
- Multitasking & Problem-Solving
- Computer & Administrative Proficiency
- Team Collaboration & Training
- Process Improvement & Resource Coordination
- Case Management & Insurance Consultation
Languages
Spanish
Native or Bilingual
Timeline
Utilization Case Manager / Product Specialist
Tenderheart Health Outcomes
08.2024 - 02.2025
DME Intake Coordinator
Tenderheart Health Outcomes
09.2023 - 08.2024
Insurance Agent
Remco Insurance Services
03.2021 - 12.2022
Austin Community College
High School Diploma -
Hutto High School
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