Experience

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  Aim investments-invesco

  Jan 2004 - Jan 2005

  Retirement support services
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  Northwestern mutual

  Jan 2005 - Jan 2006

  Administrative assistant
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  Next financial group

  Oct 2006 - Sept 2010

  Customer service/compliance licensing supervisor

  • Performs supervisory and managerial functions: interviewing, hiring, promotions, merit increases, coaching and development, disciplinary actions and termination of staff• Responsible for registration and termination of all sales representatives• Disclosure reporting for Federal and State securities license renewals• Processed weekly commission orders for Licensing fees and insurance• Collected outstanding balances from termination representatives• Implemented and maintained knowledge base for existing Call Relationship Management system Show less

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  Quick weight loss centers

  Sept 2010 - Jun 2011

  Weightloss counselor

  • Established clinic appointments, processed product sales and specials over the phone • Prepared clinics for opening and closing/maintained inventory• Charted clients blood pressure, weight and body measurements daily

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  Best publications llp

  Jun 2011 - Oct 2011

  Marketing consultant

  • Provided excellent customer service/customer retention• Accepted payment from customers on their purchases and renewals• Conducted meetings with small business owners• Telephone marketing/up sales

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  Unitedhealth group

  Oct 2011 - Feb 2015

  Customer care professional

  • Answering incoming calls from multiple states regarding benefits and eligibility• Analyzed and distributed team daily adherence reports• Order customer materials and respond to email correspondence within 24 hours• Assist members with pharmacy benefits, billing and payment issues, physician assignments, patient education, prior authorization requests and navigation on company website

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  Affiliated dermatologist of houston

  Dec 2014 - Jan 2015

  Medical assistant

  • Check in and charting patients for Doctor examination• Collected and labeled specimen and completed requisition forms• Administrative duties included scheduled and confirmed patients appointments, answering phones, charting and filing.

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  Md anderson cancer center

  Feb 2015 - Feb 2018

  Patient services coordinator

  • Coordinates, schedule and communicates patients visits for procedures and treatments with all pertinent involved parties• Transcribe and coordinate physician orders• Reviews and reconciles patient charge documents and enters technical charges as needed• Identifies and initiates prepayment and financial counseling as appropriate

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  Travelers

  Feb 2018 - now

  • Personal Lines Underwriter

    Apr 2022 - now

  • Sr. Personal Insurance Representative

    Feb 2018 - Jun 2022