Velen Castillo

• Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
• Greeted incoming visitors, parents, and staff professionally and provided friendly, knowledgeable assistance.
• Corresponded with parents and staff through email, telephone, or postal mail.
• Welcomed parents and students with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
• Handled cash transactions and maintained sales and payments records accurately.
• Handled sensitive information with discretion while maintaining strict confidentiality standards.
• Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
• Handled assignments independently with good judgement and critical thinking skills.
• Helped maintain office security by monitoring visitor access and issuing badges.
• Maintained visitor log for entering and leaving facility for security purposes.

• Built strong relationships with clients through consistent communication and excellent customer service.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Expanded client base by actively prospecting for new business opportunities and generating referrals.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Collected premiums on or before effective date of coverage.
• Mentored junior agents, sharing industry insights and best practices for success in the field.
• Streamlined administrative tasks, improving overall office efficiency and productivity.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Learned and adapted quickly to new technology and software applications.
• Demonstrated strong organizational and time management skills while managing multiple projects.

Maintained a well-organized reception area.

• Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
• Coordinated patient scheduling, check-in, check-out and payments for billing.
• Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
• Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
• Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
• Reduced no-shows by implementing appointment reminder system through phone calls or text messages.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Learned and adapted quickly to new technology and software applications.
• Excellent communication skills, both verbal and written.
• Skilled at working independently and collaboratively in a team environment.

• Maintained a clean and organized front-end area to ensure a pleasant shopping experience for customers.
• Implemented improved cash handling procedures, reducing discrepancies and ensuring accurate financial records.
• Mentored new sales associates to contribute to store's positive culture.
• Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
• Streamlined checkout processes for increased efficiency, resulting in shorter wait times for customers.
• Maintained clean, adequately stocked, and organized store by streamlining daily operations and introducing new procedures.
• Managed customer returns and exchanges efficiently, ensuring a smooth process for both customers and employees.
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Organized and detail-oriented with a strong work ethic.
• Worked flexible hours across night, weekend, and holiday shifts.