Victoria Rodriguez

• Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
• Streamlined underwriting processes by creating standardized templates for evaluating applicant qualifications.
• Enhanced underwriting efficiency with the implementation of an automated system for managing application data.
• Spearheaded initiatives aimed at streamlining workflows between departments, leading to increased collaboration and efficiency across the organization.
• Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
• Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
• Increased customer satisfaction through timely communication and efficient handling of DI applications.

• Set appointments within the same day for truck driving school leads.
• Contributed to increased sales revenue by successfully securing meetings between potential clients and account executives.
• Demonstrated exceptional multitasking abilities by managing multiple calendars simultaneously while handling incoming calls from potential clients.
• Used CRM software to accurately track progress on appointment setting goals and analyze trends for continuous improvement.
• Reduced appointment cancellations by consistently confirming dates and times with clients via phone calls and emails.
• Assisted in training new Appointment Setters on best practices for effective communication and time management strategies.
• Increased appointment setting success by developing targeted call lists based on potential client needs.
• Developed strong rapport-building skills through daily interaction with diverse clientele over the phone.
• Displayed excellent problem-solving skills in addressing scheduling conflicts or other logistical challenges that arose during the appointment setting process.
• Provided valuable feedback on marketing materials used during appointment setting efforts, leading to improved messaging clarity and resonance with target audience groups.
• Scheduled and confirmed appointments and meetings for senior management team.
• Addressed client inquiries and updated database information.
• Answered phone calls and answered questions from potential customers.
• Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
• Utilized CRM system to track and manage leads, keeping appointments organized.

Enrolled pros

• Maintained accurate documentation for all customer interactions, contributing to a comprehensive database for future reference.
• Strengthened relationships with healthcare providers through proactive outreach efforts aimed at improving communication channels.
• Facilitated the transition to a new electronic medical records system by assisting in data migration efforts and providing user training.
• Maintained up-to-date knowledge on industry trends and guidelines to provide accurate information to customers.
• Educated patients on available healthcare services and assisted them in making informed decisions about their care options.
• Developed strong rapport with customers through active listening and empathetic responses, promoting long-term loyalty and trust.
• Verified and updated demographic and other personal information for clients with respect to personal boundaries when asking for important details.
• Completed clerical duties and tasks for clinic administration.

• Aided in accurate diagnoses by performing laboratory tests and preparing specimens for analysis.
• Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
• Maintained strict adherence to infection control protocols by following proper sterilization techniques for medical equipment.
• Documented vital signs and health history for patients in clinic and hospital environments.
• Sanitized, restocked, and organized exam rooms and medical equipment.
• Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
• Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
• Obtained client medical history, medication information, symptoms, and allergies.
• Measured patient pulse oximetry.
• Completed EKGs and other tests based on patient presentation in office.
• Assisted with routine checks and diagnostic testing by collecting and processing specimens.

• Maintained strict adherence to infection control protocols by following proper sterilization techniques for medical equipment.
• Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
• Aided in accurate diagnoses by performing laboratory tests and preparing specimens for analysis.
• Provided support during emergencies by administering first aid treatments under physician supervision until further assistance arrived.
• Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
• Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
• Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
• Contributed to positive health outcomes by educating patients on preventative measures, treatment plans, and follow-up care instructions.
• Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
• Enhanced clinic efficiency by assisting physicians with routine procedures and diagnostic tests.
• Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
• Sanitized, restocked, and organized exam rooms and medical equipment.
• Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
• Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
• Documented vital signs and health history for patients in clinic and hospital environments.
• Obtained client medical history, medication information, symptoms, and allergies.
• Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.