Engage & Enroll: Guided patients through value-based care programs by clearly explaining program benefits, eligibility requirements, and enrollment steps to facilitate informed participation decisions.

Data Management: Maintained, tracked, and updated critical patient records and interaction details within the CRM platform to support accurate documentation, care coordination, and timely follow-up.

Compliance: Maintain strict adherence to HIPAA regulations and data security standards while handling sensitive information.

Client Relationship Management: Built strong rapport with potential clients through active listening to identify specific pain points and deliver tailored solutions.

CRM Optimization: Utilized CRM software to track leads, manage accounts, analyze sales data for strategic decision-making, and supervise accurate interaction records.

Sales Presentations: Developed and achieved persuasive sales proposals communicated unique value propositions to prospective customers.

Performance & Collaboration: Participated in weekly sales meetings and regular training sessions to sharpen product knowledge, share best practices, and hit targets.

Performance & Collaboration: Participated in weekly sales meetings and regular training sessions to sharpen product knowledge, share best practices, and hit targets.

Product Expertise: sustained up-to-date knowledge of product features and promotions to assist customers in making informed purchasing decisions and troubleshoot product issues.

Financial Operations: led point-of-sale (POS) systems to process cash transactions, returns, and exchanges accurately while sustaining a balanced drawer.

Team Sales Goals: Collaborated with team members to meet daily and store-wide sales targets, fostering a positive and productive work environment.

Career Progression: Earned consecutive advancements from Customer Service Representative to Team Lead, Executive Administrative Assistant, and ultimately Business Development Liaison.

Technical Support & Billing: Handled high-volume inbound and outbound calls nationwide, readjusting internet, video streaming, and Dish products while organizing billing invoices and past-due balances.

Cross-Functional Operations: Supported engineering and construction departments with project management, procurement, PO creation, accounts payable, and general HR duties.

Sales & Lead Tracking: backed a pipeline of sales leads using CRM software to forecast projections and performed persuasive presentations to prospective clients.

Quality Assurance & Verification: Verified health insurance policy sales, recorded verbal agreements, and guided clients through compliant e-signing processes.

Compliance & Data Integrity: Handled sensitive patient information in strict accordance with HIPAA regulations, employing electronic data systems.

Dispute Resolution: Collaborated cross-functionally with the billing department, identified and resolved insurance coverage discrepancies and payment disputes.

Leadership & Training: Trained/onboarded new employees on internal insurance verification processes and data system procedures.