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C

Carlos

Customer Service & Sales Specialist with 5+ years in Healthcare & Finance

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Santo Domingo, Nacional, Dominican Republic
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Competencies

Customer Service & SupportAdvanced

Handled inbound sales, chat support, and retention, maintaining customer satisfaction and loyalty.

Sales Team SupervisionAdvanced

Supervised and motivated inbound sales team, conducted evaluations, coaching, and KPI monitoring to ensure compliance.

Program ManagementIntermediate

Managed programs like Microsoft Office, Payroll, and Kronos to support operational tasks and employee management.

Business EvaluationIntermediate

Evaluated potential business clients for funding, assessing risk and alignment with company criteria.

Healthcare Insurance ProcessesIntermediate

Handled pre-approval processes for Medicare insurance benefits in a healthcare setting.

Education

High School Diploma GED
Atlantic Community High
Completed 1997
Microsoft Office Knowledge Basic Certification
Online Microsoft Courses
2008
Mecanography
Online Course
2010

Languages

EnglishAdvance
EnglishNative
SpanishNative

Summary

Dynamic professional with over 5 years of experience in customer support, team supervision, healthcare insurance processing, and business evaluation in healthcare and financial services.

Key Achievements

  • Supervised inbound sales team at ADVENSUS, ensuring KPI achievement and team development.
  • Managed pre-approval process for Medicare benefits, improving efficiency in insurance approval workflows.
  • Evaluated new business funding opportunities, contributing to company growth at ONE PARK.

Experience

Qualify Medicare Agent

Quote Velocity, Health Care Affiliates
Oct 2022 - Dec 2025

Pre approval process for insurance benefits

New Business Funding Manager

ONE PARK
Oct 2019 - Mar 2020

Evaluate new potential customers for business financing.

Supervisor Inbound Sales and Chat Support

ADVENSUS
Mar 2016 - Oct 2019

Supervise the inbound team, monitoring and motivating team to achieve compliance KPIs, ensure payment of the hours and commissions of the team, Carrying out evaluation tasks calls and coaching to ensure development and improvement.

Retention Agent for SiriusXm

CONVERGYS
May 2011 - Mar 2016

Ensuring the stay of customers in the company

Skills

Customer Service & SupportSales Team SupervisionProgram ManagementBusiness EvaluationHealthcare Insurance Processes
Published on CazVid - May 17, 2026
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