Job Search Status
Open to workDesired start date: Flexible
Work Type
Full TimePart TimeLocation Preference
RemoteHybridLocation: Santa Ana, CA
Open to relocation: Yes
Open To Work
VANESSA URRUTIA
Work Preference
Summary
Detail-oriented Administrative Professional with expertise in patient eligibility verification, customer service, scheduling, and operations coordination. Experienced in communicating effectively with patients, insurance providers, and internal teams while managing records and fast-paced workflows. Experienced in multitasking and documentation, with a proven ability to adapt in dynamic environments. Bilingual in English and Spanish.
Overview
11
11
years of professional experience
Work History
Eligibility Coordinator
Mercy Eye Center
07.2021 - 01.2022
- Verified patient insurance benefits and eligibility for medical services
- Coordinated with insurance providers regarding authorizations and coverage verification
- Maintained accurate patient documentation and confidential records in compliance with HIPAA guidelines
- Coordinated patient eligibility verification for various insurance plans.
- Collaborated with healthcare providers to gather necessary documentation.
HVAC & Plumbing Install Coordinator Supervisor
PDS Plumbing & Air
Bellflower
07.2025 - 04.2026
- Supervised daily HVAC and plumbing install coordination operations in a fast-paced environment.
- Coordinated installation schedules, customer confirmations, and crew communication to ensure timely project completion and customer satisfaction.
- Managed communication between customers, install managers, technicians, and vendors to maintain efficient workflow and resolve scheduling issues promptly.
- Assisted with production turnover processes, project tracking, and documentation to support organized operations and accurate record keeping.
- Developed and improved coordination procedures to enhance onboarding, scheduling efficiency, and overall team productivity.
- Maintained detailed installation records, customer updates, and operational documentation while handling multiple projects simultaneously.
- Provided administrative and operational support while maintaining professionalism and strong customer service standards.
Install Coordinator / HVAC & Plumbing Install Crews
NexGen Heating and Air
01.2022 - 07.2025
- Lead and coordinate over 50 HVAC and plumbing install crews during peak season, ensuring all jobs are completed to the highest standards.
- Oversaw job completion from start to finish, ensuring all installation aspects aligned with company protocols.
- Coordinated scheduling, inspections, and postinstallation processes to enhance customer satisfaction.
- Conducted follow-up calls and satisfaction surveys to confirm installations met client expectations.
Customer Service Representative Lead
NexGen Heating and Air
08.2022 - 01.2023
- Monitored and facilitated team achievement of call metrics, key performance indicators (KPIs), and call center goals to drive performance.
- Coached and supported CSRs consistently to optimize individual and team service quality.
- Trained and onboarded new Customer Service Representatives (CSRs) in fast-paced call center with over 20 agents to enhance team readiness.
Customer Service Representative
NexGen Heating and Air
04.2022 - 07.2022
- Handled customer inquiries and concerns, ensuring prompt and effective resolution of issues.
- Achieved 90% booking rate by booking new clients and enhancing customer experience in each interaction.
- Assisted customers with inquiries about heating and air services.
- Resolved customer complaints through effective communication and problem-solving.
- Processed service orders using customer management software efficiently.
Supervisor
Party City
09.2015 - 07.2021
- Managed day-to-day retail store operations, overseeing a team of sales associates and ensuring optimal store performance.
- Coordinated inventory management, scheduling, and customer service to support sales targets and enhance operational efficiency.
- Maintained store standards in visual merchandising, cleanliness, and employee performance to ensure a positive shopping experience.
Education
High School Diploma -
Paramount High School
Paramount, CA01-2011
General Education -
Stevens Henager College
Salt Lake, UTSkills
- Patient Eligibility Verification
- Insurance Verification
- HIPAA Compliance
- Medical Scheduling
- Insurance Authorization
- Patient Communication
- Administrative Support
- Record Keeping
- Microsoft Office
- Data Entry
- Multitasking
- Time Management
- Attention to Detail
- Customer Service
- Bilingual: English & Spanish
Timeline
HVAC & Plumbing Install Coordinator Supervisor
PDS Plumbing & Air
07.2025 - 04.2026
Customer Service Representative Lead
NexGen Heating and Air
08.2022 - 01.2023
Customer Service Representative
NexGen Heating and Air
04.2022 - 07.2022
Install Coordinator / HVAC & Plumbing Install Crews
NexGen Heating and Air
01.2022 - 07.2025
Eligibility Coordinator
Mercy Eye Center
07.2021 - 01.2022
Supervisor
Party City
09.2015 - 07.2021
High School Diploma -
Paramount High School
General Education -
Stevens Henager College