Sandra Diaz
Insurance Sales Broker
Mesquite,TX
Summary
Collaborative individual with expertise in providing exemplary service regarding benefits support. Multitasking Benefits Specialist knowledgeable in state and federal regulations and maintaining employee confidentiality.
Dedicated sales professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
25
25
years of professional experience
3
3
years of post-secondary education
1
1
Language
Work History
Senior Benefits Consultant
Go Health LLC
Dallas, TX
03.2021 - Current
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Checked employees' benefits enrollment for accuracy and inputted all data into Broker Office.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email and in-person interactions.
Consumer Advocate
Kaiser Permanente
Dallas, TX
10.2020 - 03.2021
- Found creative solutions in best interests of consumers, customers and company when negotiating and implementing concessions.
- Diffused difficult situations and calmed irate customers, resulting in satisfactory resolutions.
- Stayed current on company offerings and industry trends.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Kept detailed records of daily activities through online customer database.
- Exceptional computer skills
- Worked independently with minimal supervision.
- Built relationships with customers and community to promote long term business growth.
- Set and achieved company defined sales goals.
- Built diverse and consistent sales portfolio.
- Maintained current knowledge of evolving changes in marketplace.
- Selected correct products based on customer needs, product specifications and applicable regulations.
Office Manager
PDS HOME APPLIANCE REPAIRS
Austin, TX
01.2014 - 07.2020
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Sourced vendors for special project needs and negotiated contracts.
- Managed office operations while scheduling appointments for technicians and crews.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Oversaw work processes and performed quality control tasks to increase revenue and reduce production times.
- Coordinated special projects and managed schedules.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Analyzed data related to administrative costs and spending trends to prepare budgets for personnel.
- Compared vendor prices and negotiated for optimal savings.
- Updated reports, managed accounts and generated reports for company database.
- Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns.
Sales Associate
PDS HOME APPLIANCES
Mesquite, TX
02.2013 - 01.2014
- Engaged with customers to build rapport and loyalty.
- Prepared merchandise for sales floor by pricing or tagging.
- Enhanced product presentation and promotional material displays, working alongside retail representatives.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Solved customer challenges by offering relevant products and services.
- Fulfilled orders and sourced products to meet rigorous customer delivery schedules.
- Increased sales by offering advice on purchases and promoting additional products.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Answered customer questions about sizing, accessories and merchandise care.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Company Owner
DS MODERN CONSTRUCTION
Dallas, TX
02.2011 - 01.2013
- Aligned branding initiatives and sales strategies with client goals.
- Supported company goals through careful reinvestment of profits.
- Motivated employees to consistently improve performance through company-wide incentive plans.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Interacted well with customers to build connections and nurture relationships.
- Mitigated business risks by working closely with staff members and assessing performance.
- Drafted invoices for completed work.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Personal Sales Assistant
Liberty Mutual
Dallas, TX
07.2008 - 02.2011
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Consistently met deadlines and quality goals for accuracy and timeliness.
- Worked productively with customers to meet order requirements and service expectations.
Quality Assurance Specialist
Concentra Occupational Health
Dallas, TX
06.2006 - 06.2008
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
- Analyzed quality and performance data to support operational decision-making.
- Liaised with vendors and end-users to uncover system optimization opportunities.
- Recorded and organized test data for report generation and analysis.
- Liaised between quality control and other departments and contractors, providing project updates and consultation.
- Determined root cause of deviations and non-conforming results and implemented appropriate corrective and preventive actions throughout product development process.
- Conducted data review and followed standard practices to find solutions.
Patient Advocate
Medical Capital Recovery
Dallas, Texas
08.2001 - 05.2006
- Utilized knowledge of available resources to help patients select appropriate courses and obtain relevant support.
- Assisted patients in understanding individual rights and responsibilities in regards to care, coverage and payment.
- Maintained documentation on patient activities, coverage issues and hospital actions.
- Worked effectively with staff from all departments to coordinate resolutions.
- Reviewed patient claims, bills and medicolegal documents for accuracy.
- Responded to patient concerns and questions with compassionate and knowledgeable service.
- Collected and reviewed patient information to assess eligibility for special programs.
- Helped patients file appeals to insurance denials and worked with insurance companies to resolve disputes.
- Helped address client complaints through timely corrective actions and appropriate referrals.
- Followed document protocols to safeguard confidentiality of patient records.
- Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
- Facilitated communication between patients and various departments and staff.
- Organized patient records and database to facilitate information storage and retrieval.
Public Relations Coordinator
Q The Sports Club
Mesquite, Texas
05.1997 - 07.2001
- Conducted market analysis and monitored competitive activity.
- Designed and implemented strategic business plan objectives.
- Consulted with advertising agencies to arrange promotional campaigns in various types of media.
- Aligned projects and daily activities with company vision, strategies and tactics.
- Researched, negotiated, implemented and tracked advertising and public relations activities.
- Built professional relationships with distributors, customers and media staff by attending trade shows.
- Created messages, position statements and other corporate communications based on company's objectives.
- Collaborated with external PR firms, as well as internal sales and marketing managers, to determine branding, product positioning and media messages.
- Attended six trade shows each year to preserve company relations with distributors, customers and media personnel.
Education
Associates Of Applied Science - Business Administration And Management
Remington College
Garland, TX 06.2007 - 06.2009
Insurance Broker - Health & Life Insurance Agent
Kaplan University
Dallas, TX 01.2020 - 08.2020
Skills
Proficient in Pro Platform,Five9,&Slack
Benefits explanation
Documentation and reporting
Written and oral communication
Relationship building
Planning and Coordination
MS Office
Flexible and Adaptable
Decision-Making
Problem-Solving
Timeline
Senior Benefits Consultant
Go Health LLC
03.2021 - Current
Consumer Advocate
Kaiser Permanente
10.2020 - 03.2021
Insurance Broker - Health & Life Insurance Agent
Kaplan University
01.2020 - 08.2020
Office Manager
PDS HOME APPLIANCE REPAIRS
01.2014 - 07.2020
Sales Associate
PDS HOME APPLIANCES
02.2013 - 01.2014
Company Owner
DS MODERN CONSTRUCTION
02.2011 - 01.2013
Personal Sales Assistant
Liberty Mutual
07.2008 - 02.2011
Associates Of Applied Science - Business Administration And Management
Remington College
06.2007 - 06.2009
Quality Assurance Specialist
Concentra Occupational Health
06.2006 - 06.2008
Patient Advocate
Medical Capital Recovery
08.2001 - 05.2006
Public Relations Coordinator
Q The Sports Club
05.1997 - 07.2001