Santeijha Washington
Longview,TX
Summary
Accomplished Regional Vice President with demonstrated track record of success in managing a financial service businesses. Bringing exceptional history of achievement and drive to continuously improve procedures and processes across the board.
Overview
15
15
years of professional experience
10
10
Broker For PRI
10
10
Life Insurance Licensed
1
1
Mortgage Loan Officer
1
1
Investment Licensed
Work History
Regional Vice President
Primerica Financial Services
01.2013 - Current
- Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Implemented marketing strategies which resulted in 62% growth of customer base.
- Developed new process for employee evaluation which resulted in marked performance improvements.
- Responded to customer requests via telephone and email.
- Led and provided direction for human resources team of 30+.
- Devised hiring and recruitment policies for 100 +-employee company.
- Developed succession plans and promotion paths for all staff.
- Resolved employment-related disputes through proactive communication.
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
- Calculated premiums and established payment methods for sales.
- Exceeded corporate quotas for monthly policy sales.
- Identified and solicited sales prospects in agency databases.
- Tracked progress of all outstanding insurance claims.
- Met with prospective customers and business owners in their homes, businesses and other
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Neonatal Intensive Care Unit/ Patient Service Coordinator
University of Colorado Hospital
12.2011 - 05.2017
- Analyzed departmental documents for appropriate distribution and filing.
- Encouraged creative thinking, problem solving, and empowerment as part of facility management group to improve morale and teamwork.
- Assisted patients in filling out check-in and payment paperwork.
- Developed system of staff communication that ensured proper implementation of treatment plans and comprehensive patient care.
- Managed various general office duties such as answering multiple telephone lines, completing insurance forms and mailing monthly invoice statements to patients.
- Facilitated on-going assessment of patient/family needs and implementation of interdisciplinary team care plan.
- Provided all daily living tasks to enhance quality of life for elderly patients.
- Responded to Code Red pages and followed through on disposition of patients.
- Evaluated patient care needs, prioritized treatment, and maintained patient flow.
- Assisted patients with bathing, dressing, hygiene and grooming.
- Took and recorded patients' temperature, pulse and blood pressure.
- Reviewed daily care slips for doctors.
- Took copayments and compiled daily financial records.
- Compiled and reviewed medical charts.
- Strategically planned methods to achieve operational goals and targets.
- Confirmed accurate completion of forms/reports for admission, transfer and/or discharge of each resident.
- Interpreted and communicated new or revised policies to staff.
Front Desk /New Patient Care Coordinator
Clinix Healing Center
05.2008 - 06.2012
- Collected, sorted, distributed mail and prepared mail, messages, or courier deliveries.
- Pleasantly answered calls for multi-line switchboard for large office and directed callers to appropriate employees.
- Greeted persons entering establishment and determined nature and purpose of visit.
- Maintained files and records with effective filing systems.
- Verified accuracy of financial data.
- Maintained account records.
- Collected deposits, fees and payments.
- Made contact with insurance carriers to discuss their policies and individual patient benefits.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Verified insurance coverage to prepare for upcoming patient appointments.
- Verified and created claim Numbers by communicating with various insurance companies.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Made travel arrangements for management and executive staff.
- Obtained signatures for financial documents and internal and external invoices.
- Directed guests and routed deliveries and courier services.
Education
Business Management - Business
Metropolitan State University of Denver
Denver, COHigh School Diploma - undefined
Montbello High School
Denver, CO2010
Skills
- Corporate Strategy and Development
- Board Oversight
- Budget Administration
- Customer Loyalty
- Policy management
- Asset protection
- Marketing initiatives
- New agent training
- Insurance product expertise
- Insurance sales expertise
- Client relationship management
- Business analysis
- Emerging coverage
- Life and health insurance products
- Computer-savvy
- Data analysis
- Underwriting knowledge
- Personnel recruitment
- Succession planning
- Problem resolution
- Strong communication skills
- Recruitment strategies
- Training programs
- Benefits and compensation management
- Stock management
- Strong client relations
- Quick learner
Certification
- Life insurance Licensed
- Investment licensed SIE, Series 6 , Series 63
- Mortgage Loan Officer Licensed
Timeline
Regional Vice President
Primerica Financial Services
01.2013 - Current
Neonatal Intensive Care Unit/ Patient Service Coordinator
University of Colorado Hospital
12.2011 - 05.2017
Front Desk /New Patient Care Coordinator
Clinix Healing Center
05.2008 - 06.2012
Business Management - Business
Metropolitan State University of Denver
High School Diploma - undefined
Montbello High School
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