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Customer Service & Sales Professional with 5+ years of experience in healthcare and legal domains
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Competencies
Experience assisting members and clients with inquiries, navigation, and support in healthcare and legal sectors.
Maintained and organized records in Salesforce, CRM systems, and digital files to support sales and case management.
Organized and managed appointments in fast-paced environments across healthcare, legal, and sales contexts.
Facilitated client and team communication, ensuring efficient workflow and case or project updates.
Proficient in Oracle, Salesforce, Microsoft 365, and Slack for various administrative and operational tasks.
Education
Languages
Summary
Experienced customer service and sales professional with a proven ability to manage client relationships, coordinate communications, and handle administrative responsibilities across healthcare, legal, and sales domains.
Key Achievements
- Provided healthcare navigation and policy clarification support at United Healthcare, managing high-volume communications
- Supported case progression and client communication at Alexandra Lozano Immigration Law through efficient coordination and document management
- Handled outbound prospecting and maintained CRM data accuracy in sales roles at Primo Brands
Experience
Customer Care Service
Assisted members with benefit inquiries, policy clarification, and healthcare navigation through multiple communication platforms., Managed appointment scheduling, ensuring accuracy and efficiency in a high-volume environment., Organized and maintained digital records while adhering to compliance...
Cold Calling Sales
Supported daily administrative tasks including appointment setting, document management, and client correspondence., Coordinated communications between clients and attorneys to ensure timely updates and efficient case progress., Maintained CRM records and organized follow-ups to track case statuses...
Cold Calling Sales
Handled outbound communications to identify leads, qualify prospects, and schedule appointments., Updated databases and tracked interactions in CRM systems for reporting accuracy., Maintained an organized workflow and supported project documentation for team efficiency.