Sherry Cervantes
Nashville,TN
Summary
As a part time Freelance hairstylist I have honed my hair styling skills by transforming client visions into stunning realities.
By enhancing my project management and customer service expertise as a New business coordinator for 17 years at Massmutual Capital Financial Group. I have excelled in driving projects to completion, evidenced by streamlining insurance processes, significantly boosting efficiency and client satisfaction.
Overview
18
18
years of professional experience
Work History
Freelancer
Self-employeed
Nashville, TN
10.2010 - Current
- Style hair for weddings and special events. Apply chemical services such as highlighting, coloring, and perms. Perform cuts using scissors, razors, clippers, and styling tools.
New Business Coordinator
Massmutual Capital Financial Group
Brentwood, TN
08.2007 - 08.2024
- Provided status updates to financial advisors regarding pending new business and all open business. Review and process all Disability,Life, and Long term care applications,order any required medical exams, or medical records necessary for the Blue Chip, Top of council producers and brokers.
- Act as liaison between the advisor and home office underwriters to ensure business is processed in a timely manner. Update maintain and assign house accounts to advisors.
- Processed payments for insurance premiums and maintained accurate records of all transactions.
- Performed customer service duties such as answering inquiries, providing information and resolving customer complaints.
- Participated in meetings with senior management to discuss current projects and develop action plans for implementation.
- Reviewed documentation submitted by advisors and clients prior to issuing policies, ensuring accuracy and completeness.
- Analyzed current processes for identifying areas where improvements could be made in order to increase efficiency.
- Reviewed Life/DI/LTC insurance eligibility prior to the application submission through fact finding.
- Trained new advisors on insurance procedures , products, and best practices for efficient workflow.
- Maintained comprehensive records of all interactions with clients in a CRM system.
- Documented business requirements, functional specifications and training procedures.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Maintained positive working relationship with fellow staff and management.
- Prepared and reviewed insurance-claim forms and related documents for completeness.
- Collaborated with fellow team members to manage large volumes.
- Handled sensitive information with discretion, maintaining confidentiality and compliance with relevant laws and policies.
- Maintained comprehensive databases and filing systems, both electronic and paper, to ensure information is organized and easily accessible.
Education
Cosmetology
Madison School of Beauty
Madison TN10-2010
Insurance
MassUniversity
TNSkills
- Communication: excellent customer service skills, professional email formatting, listening, answering questions, problem solving, keeping an open mind, and being respectful
- Technology:proficient in Microsoft Office, record keeping, database management knowledge, email, Zoom, and CRM systems
- Organization: time management, keeping records, managing inventory, creating filing systems, multi-tasking, following daily agendas and tasks, setting appointments and meetings, and keeping a calendar
- Positive, motivated, motivating, patient, flexible team player with an open mind to learn new techniques
- Hair styling, chemical treatments, cuts, and other hair services
Languages
English
Professional
Websites
Custom
- Mission 615 volunteer, for the unhoused.
- Servant, Tres Dias Christian retreats in both Spring and Fall for two communities.
- Servant on the alter, VIP, and children's ministry at Compassion church.
References
References available upon request.
Timeline
Freelancer
Self-employeed
10.2010 - Current
New Business Coordinator
Massmutual Capital Financial Group
08.2007 - 08.2024
Cosmetology
Madison School of Beauty
Insurance
MassUniversity
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