
Timeline
About me
Client Success Manager at FinDox Inc.
Education

California state university-northridge
-Bachelor of arts (b.a.) sociology
Experience

Momentous insurance brokerage, inc.
Aug 2015 - Mar 2019Account manager- Managed 45+ accounts per month in development, implementation and servicing of renewal accounts before yearly expiration- Expanded advocation of clients through expansion of coverage ensuring all liabilities are covered which led to a 15% increase in revenue - Educated clients on coverages, exclusions and exposures, gaps in coverage, to promote product awareness and brand loyalty - Created >10 new business accounts monthly through negotiation with wholesaler to determine best coverage for all of clients liabilities Show less

Onelegacy
Mar 2019 - Jun 2021Donation development coordinator- Ensured the highest level of client service to hospitals and donor families by focusing on a superior and seamless experience through the donation process of organ, eye, and tissue donation to >20 hospitals - Increased number of donors by 30% through cross collaboration with key healthcare professionals to develop curated donation programs. - Analyzed data to enhance and develop SOP to align with federal and state guidelines, discovering new areas of opportunity for improvement - Cross collaboration with multi-disciplinary and executive teams to brainstorm on enhancements and resolve existing challenges, acting as a subject matter expert within the donation process- Enhanced organ and tissue donation referral pipeline by 40% through attendance of administrative meetings, presentations, and education of various units of clinical triggers Show less

Findox inc.
Jun 2021 - nowClient success manager
Licenses & Certifications
- View certificate

Business fundamentals for customer success managers
LinkedinAug 2020 
Property and casualty broker license
California department of insuranceFeb 2017- View certificate

Customer success management fundamentals
LinkedinAug 2020
Volunteer Experience
Volunteer
Issued by Neighborhood Legal Services of Los Angeles County on May 2012
Associated with Jesse Jimenez
Languages
- spSpanish
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