Experience

Incline Insurance

• United States
• Insurance
• 1 - 100 Employee

• Producer

  • Aug 2020 - Present

  * Implemented a change from in-person meetings to phone calls / zoom during the post-covid shutdowns * Converted leads to clients at over a 50% close rate * Gained valuable experience in understanding personal lines and small business insurance (GL, Property and Workers Compensation)

• Marketing Manager

  • Mar 2017 - Aug 2020

  * Generated over $1M in premium via cold calls per year * Averaged over 200 cold calls per day * Major contributor to the implementation of CRM (zoho) that streamlined prospecting and organized valid leads



SolarCity

• Renewable Energy Semiconductor Manufacturing

• Field Energy Specialist

  • Oct 2015 - Mar 2017

  Sales - Generate leads for potential solar clients Sales - Generate leads for potential solar clients



Crossover Health

• United States
• Hospitals and Health Care
• 500 - 600 Employee

• Host

  • Jun 2014 - May 2015

  Worked as part of a 12 member team that oversaw the day to day operations at the Apple Wellness Center in Cupertino California. Worked as part of a 12 member team that oversaw the day to day operations at the Apple Wellness Center in Cupertino California.



San Mateo County Behavioral Health and Recovery Services

• United States
• Medical Practices
• 1 - 100 Employee

• Medical Office Assistant II

  • May 2013 - Jun 2014

  •Process invoices for various health care providers •Create contracts between the County of San Mateo and potential County health care providers •Track and maintain database for current County contracted health care providers •Communicate with San Mateo County Payroll Services, Controller’s Office and San Mateo County Healthcare providers to ensure received payment(s) •Responsible for customer satisfaction by creating a system which monitored incoming… Show more •Process invoices for various health care providers •Create contracts between the County of San Mateo and potential County health care providers •Track and maintain database for current County contracted health care providers •Communicate with San Mateo County Payroll Services, Controller’s Office and San Mateo County Healthcare providers to ensure received payment(s) •Responsible for customer satisfaction by creating a system which monitored incoming invoices and outgoing payments Show less •Process invoices for various health care providers •Create contracts between the County of San Mateo and potential County health care providers •Track and maintain database for current County contracted health care providers •Communicate with San Mateo County Payroll Services, Controller’s Office and San Mateo County Healthcare providers to ensure received payment(s) •Responsible for customer satisfaction by creating a system which monitored incoming… Show more •Process invoices for various health care providers •Create contracts between the County of San Mateo and potential County health care providers •Track and maintain database for current County contracted health care providers •Communicate with San Mateo County Payroll Services, Controller’s Office and San Mateo County Healthcare providers to ensure received payment(s) •Responsible for customer satisfaction by creating a system which monitored incoming invoices and outgoing payments Show less



Emergency Medical Scribe Services

• Scribe

  • Jan 2010 - Jan 2013

  ● Work with various Emergency Department staff to ensure patient satisfaction ● Trained by Epic software certified professionals to generate patient charts ● Responsible for interaction with patient to ascertain history of present illness, physical examination findings, laboratory results and discharge instructions ● Assisted non-Spanish speaking physicians with Spanish speaking patients ● Work with various Emergency Department staff to ensure patient satisfaction ● Trained by Epic software certified professionals to generate patient charts ● Responsible for interaction with patient to ascertain history of present illness, physical examination findings, laboratory results and discharge instructions ● Assisted non-Spanish speaking physicians with Spanish speaking patients



Stanford Hospital & Clinics

• Hospitals and Health Care
• 1 - 100 Employee

• Research Assistant

  • 2008 - 2010

  Collected Data by communication with patients in both English and Spanish to ensure accuracy which was integral in regards to its analysis Collected Data by communication with patients in both English and Spanish to ensure accuracy which was integral in regards to its analysis