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Carlos
Customer Service & Sales Specialist with 5+ years in Healthcare & Finance
Contacto
Competencias
Handled inbound sales, chat support, and retention, maintaining customer satisfaction and loyalty.
Supervised and motivated inbound sales team, conducted evaluations, coaching, and KPI monitoring to ensure compliance.
Managed programs like Microsoft Office, Payroll, and Kronos to support operational tasks and employee management.
Evaluated potential business clients for funding, assessing risk and alignment with company criteria.
Handled pre-approval processes for Medicare insurance benefits in a healthcare setting.
Educacion
Idiomas
Resumen
Dynamic professional with over 5 years of experience in customer support, team supervision, healthcare insurance processing, and business evaluation in healthcare and financial services.
Logros Clave
- 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.
Experiencia
Qualify Medicare Agent
Pre approval process for insurance benefits
New Business Funding Manager
Evaluate new potential customers for business financing.
Supervisor Inbound Sales and Chat Support
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
Ensuring the stay of customers in the company