Yvette Palomares
Denver,CO
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
21
21
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
10.2017 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Educated clients on insurance policies and procedures.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Obtained underwriting approval by completing application for coverage.
- Utilized CRM software to manage client relationships.
Health Resource Representative Team/Patient Advocate
United Here Health
11.2006 - 03.2017
- Applied medical management skills and collaborated with Nurse case manager to appropriately determine level of care and inpatient/out patient criteria for high risk patients
- Performed patient assessments within 24-48 hours of emergency admissions for prompt contact
- Recruited ans monitored members with chronic conditions for care management programs
- Identified potential and actual high cost claims and documented each case for follow up
- Communicate with internal and external parties on patient care plans related to case management
- Facilitated benefits presentations and conducted on-site outreach for health management purposes
- Served as a liaison between members, health care providers, and vendors in resolving medical, prescriptions drugs, dental, and vision
- provided excellent customer service to over 100.000 coverage individuals via phone and walk-in
Senior Administrative Assistant
Federal Employment Guidance Services (FEGS)
09.2002 - 11.2006
- Supervised front desk administrative assistants and assisted with training new staff
- Monitored staff work schedules and ensure timesheets were accurately completed for payroll
- Oversaw daily office operations, such as office inventories cleaning and front desk management
- Scheduled and followed up client appointments with clinical staff
- Coordinated client attendance and Medicaid documents for accurate medical billings
- Promptly reviewed referrals for eligibility, entitlements and insurance coverage prior to visit
- Responsible for petty cash and processing of check request to main office
Education
Bachelor of Science - Human Development / Public Health
Empire State College
New York, NY05.2020
Certificate - Medical Records / Office Procedures
LaGuardia Community College of The City University of New York
Long Island City, NY05.1998
Associate of Science - Computer And Office Technology
Monroe College
The Bronx, NY06.1992
Skills
- Customer Follow-Up
- Account Management
- Leads Prospecting
- Customer Service
- Client Relations
- Licensed Insurance Agent
- Bi-lingual English / Spanish
- Knowledge of Microsoft Word and Excel
- Trained in HIPPA compliance
- Excellent Communication, Interpersonal and Organizational skills
Timeline
Insurance Agent
New York Life Insurance Co
10.2017 - Current
Health Resource Representative Team/Patient Advocate
United Here Health
11.2006 - 03.2017
Senior Administrative Assistant
Federal Employment Guidance Services (FEGS)
09.2002 - 11.2006
Bachelor of Science - Human Development / Public Health
Empire State College
Certificate - Medical Records / Office Procedures
LaGuardia Community College of The City University of New York
Associate of Science - Computer And Office Technology
Monroe College
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