Traveling Nurse
Private Agency
01.2025 - Current
Saori Sanz
Registered Nurse | Healthcare Advisor | Insurance Broker
Timeline
Insurance Broker
Self-employeed
01.2021 - Current
Work History
Traveling Nurse
Private Agency
01.2025 - Current
- Administered medications and monitored patient responses to optimize health outcomes.
- Educated patients and families on disease management and post-treatment care best practices.
- Delivered high-quality patient care in diverse clinical settings across multiple facilities.
- Maintained accurate medical records using electronic health record (EHR) systems for compliance and continuity of care.
- Assessed patient conditions, identifying critical changes to initiate timely interventions.
- Expanded the scope of nursing practice by obtaining certifications in specialized areas such as critical care or emergency nursing.
- Supported effective patient care transitions by thoroughly reviewing and updating handoff reports during shift changes.
- Administered medications and treatments, ensuring adherence to protocols and patient safety standards.
- Collaborated with interdisciplinary teams to develop and implement individualized care plans.
- Monitored vital signs and reported changes in patient conditions promptly to healthcare providers.
- Educated patients and families on health management, improving understanding of treatment regimens.
- Implemented infection control measures, enhancing compliance with safety regulations among staff and patients.
- Enhanced patient satisfaction by providing compassionate, holistic nursing care that addressed physical, emotional, and spiritual needs.
- Advised patients and caregivers of proper wound management, discharge plan objectives, safe medication use, and disease management.
- Educated family members and caregivers on patient care instructions.
Insurance Broker
Self-employeed
01.2021 - Current
- Analyzed client needs to recommend tailored insurance solutions.
- Developed and maintained strong relationships with clients for personalized service.
- Conducted market research to stay updated on industry trends and competitors.
- Collaborated with underwriters to negotiate policy terms and ensure coverage accuracy.
- Administered medications and monitored patient responses to ensure effective treatment outcomes.
- Collaborated with multidisciplinary teams to develop and implement individualized care plans.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Mentored new brokers in best practices for client engagement and sales strategies.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Implemented marketing strategies that enhanced visibility and attracted new clientele.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Utilized CRM software to manage client relationships.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Overview
5
5
years of professional experience
Skills
Life and health insurance
Underwriting principles
Commission-based sales
Policy analysis
Active property and casualty insurance license with the [42 STATES) department of insurance
Underwriting expertise
Customer service
Quotes and sales
Leads prospecting
Policy writing
Vision and dental insurance
CRM software
Private insurance
Negotiation abilities
Client assessment
Patient care
Clinical documentation
Medication administration
Clinical judgment
Compassionate care
Healthcare ethics
Summary
Dedicated and compassionate Registered Nurse (RN) with progressive career history in direct patient care, triage and care coordination in fast-paced environment. Proven to remain calm under pressure and skillfully handle difficult patients and high-stress situations. Consistently developing strong relationships with patients and families through empathetic communication, respectful attitude, and excellent customer service.
Highly motivated Insurance Agent with strong skills in financial accounting, cost estimation, and risk management. Experienced in assessing client needs, conducting detailed policy reviews, and delivering tailored insurance solutions. Known for effective negotiation, market analysis, and adherence to regulatory compliance. Builds long-term client trust while consistently increasing sales and expanding the client base through strategic marketing and informed market insight.
Work Preference
Important To Me
Career advancementLanguages
English
Native or Bilingual
Spanish
Native or Bilingual