Dependable professional with experience supporting clients across healthcare, insurance, and account services. Recognized for active listening, empathy, and attention to detail, with a proven ability to resolve concerns, maintain accurate records, and support smooth account operations.
Overview
2
2
Languages
23
23
years of professional experience
Work History
Customer Account Advisor
Aarons Sales Lease
2015.06 - Current
Advised customers on lease options, product availability, and account terms.
Managed customer accounts, resolving payment issues and maintaining accurate lease records.
Resolved delinquent accounts through consistent follow-up and professional customer communication.
Monitored account status to identify risks and support timely collections efforts.
Developed strong client relationships through excellent interpersonal skills and consistent follow-up on outstanding issues.
Enhanced customer retention through proactive communication and personalized account management.
Managed high-volume accounts, ensuring accurate billing and prompt payment collection.
Educated customers about billing, payment processing and support policies and procedures.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
Insurance Agent
Pronto Insurance Company
2014.04 - 2015.05
Advised clients on auto insurance coverage options, policy limits, and premium considerations.
Explained policy terms, exclusions, and renewal options to support informed customer decisions.
Generated accurate quotes and processed applications using agency CRM and underwriting guidelines.
Maintained compliant records for policies, endorsements, cancellations, and billing updates.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Medical Assistant
Live Oak Community Health Center
2013.02 - 2014.03
Managed patient intake, gathered vital signs, and prepared exam rooms for provider visits.
Documented histories and clinical updates in electronic health records with accuracy and consistency.
Supported preventive care workflows, including immunizations, screenings, and point-of-care testing.
Coordinated appointment scheduling, referrals, and follow-up communications to maintain continuity of care.
Assisted providers during examinations and minor procedures, anticipating supply and patient needs.
Sanitized, restocked, and organized exam rooms and medical equipment.
Obtained client medical history, medication information, symptoms, and allergies.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Certified Nursing Assistant
Live Oak Nursing and Rehabilitation Center
2003.09 - 2008.08
Monitored vital signs and reported condition changes promptly to nursing staff.
Assisted residents with bathing, dressing, grooming, and toileting while preserving dignity and comfort.
Repositioned residents and provided mobility support to help prevent pressure injuries.
Documented daily care activities accurately in resident records and shift reports.
Maintained clean, safe environments by following infection control and sanitation procedures.
Responded quickly to resident call lights and urgent care requests with calm professionalism.
Supported meal service, feeding assistance, and hydration monitoring for residents with special needs.
Provided high-quality personal care services such as bathing, grooming, dressing, and feeding to ensure patient dignity.
Assisted patients with daily living activities for enhanced comfort and wellbeing.
Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Improved patient care quality by monitoring and recording vital signs, fluid intake, and output.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Reduced fall incidents by implementing safety measures like bed alarms and proper positioning techniques.
Prevented pressure ulcers development through frequent turning, repositioning of patients, and diligent skin assessments.
Enhanced team efficiency by promptly responding to call lights and reporting changes in patient condition to nurses.
Conducted regular rounds to monitor patients'' physical and mental status throughout shifts.
Performed accurate documentation of patient information according to established protocols for record-keeping purposes.
Promoted independence in patients through walking exercises or assisting them with mobility devices like walkers or wheelchairs.
Assisted nurses with wound care procedures ensuring proper healing processes took place.
Education
GED -
Three Rivers High School
Three Rivers, TX
Certificate of Technical Studies - Medical Assistant
Kaplan College
Corpus Christi, TX
2013-01
Skills
Account management
Customer needs assessment
Financial transaction management
Client retention
Customer service
Negotiation skills
Attention to detail
Teamwork
Reliability
Active listening
Composed under pressure
Professionalism and etiquette
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Customer Account Advisor
Aarons Sales Lease
2015.06 - Current
Insurance Agent
Pronto Insurance Company
2014.04 - 2015.05
Medical Assistant
Live Oak Community Health Center
2013.02 - 2014.03
Certified Nursing Assistant
Live Oak Nursing and Rehabilitation Center
2003.09 - 2008.08
GED -
Three Rivers High School
Certificate of Technical Studies - Medical Assistant