Sherrie Gomez

Downey,CA

Summary

Detail-oriented bilingual insurance and client services professional with over 10 years of experience in insurance sales and account management. Expertise in documentation review, record maintenance, and client support. Proficient in CRM systems and data entry, with a solid grasp of insurance processes. Eager to transition into medical billing by leveraging strong administrative skills and insurance knowledge.

Overview

years of professional experience

Work History

Alumni Service specialist /Program Support Specialist

HTA

Los Angeles, California

04.2024 - Current

Conduct client intake support and assist individuals by identifying needs and connecting them with appropriate resources.
Manage multiple participant records while meeting documentation and reporting requirements.
Entered and maintained participant information in Salesforce Launchpad CRM, ensuring accuracy and confidentiality of client records.
Maintain electronic case files, update documentation, and track participant progress through consistent follow-up.
Provided administrative support through data tracking, communication, and scheduling, ensuring organized record maintenance.

Career Services Specialist / Case Manager

America’s Job Center of California (AJCC)

Los Angeles, California

05.2023 - 04.2024

Managed caseload of 80+ participants, ensuring accurate documentation and confidentiality of client information to support effective case management.
Provided one-on-one career counseling to individuals at various education levels.
Assisted clients in identifying resources and overcoming barriers through targeted communication, referrals, and follow-up to enhance client access to services.
Completed client intake and reviewed participant records, maintaining detailed case notes to facilitate informed decision-making and support participant needs.
Coordinated with community partners and agencies to support client outcomes.
Updated records in Cal JOBS to support compliance with program requirements and reporting standards.

Insurance Agent

State Farm

Downey, California

09.2013 - 04.2023

Assisted clients with insurance products by reviewing personal information, explaining coverage options, and recommending tailored solutions to meet individual needs.
Maintained accurate customer records and managed account updates while handling confidential client information.
Developed strong knowledge of insurance policies, customer documentation requirements, and account processes.
Supported clients with questions, concerns, and policy-related issues while providing excellent customer service.
Generated and managed client relationships through CRM tracking, proactive follow-ups, and consistent communication to enhance client satisfaction and retention.
Collaborated with customers and business partners to collect required information and complete account processes.

Education

GED -

Downey Adult School

Downey, CA

Associate of Arts - Psychology

East Los Angeles College

Monterey Park, CA

Skills

Client intake management
Participant Documentation
Documentation review
Data Entry & Records Management
Confidential Information Handling
CRM Systems (Salesforce Launchpad, CalJOBS)

Administrative Support
Customer Account Support
Microsoft Office Suite
Customer service
Bilingual: English & Spanish
Program Resource Knowledge

Timeline