Martha Gomez

Operations and Client Service Manager at Sentinel Financial Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
Skills

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Bio

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Credentials

  • NYS Proctor
    NYS
    Nov, 2010
    - Nov, 2024
  • Associates, Customer Service
    LOMA
  • NEW YORK STATE NOTARY
    New York State Department of Labor
  • NYS Certified Defensive Driving Instructor
    New York State Department of Labor

Experience

  • Sentinel Financial Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations and Client Service Manager
      • Jan 2022 - Present

      •Manage office operations for productivity gains, including data collection for updating operations metrics to achieve productivity targets, and eliminate errors, delivering excellent customer service. • Partnering with cross-functional teams to improve systems, including monitoring and reporting quality performance. • Communicating regularly with clients and scheduling conference calls to resolve concerns promptly. • Provide customers with guidance and detailed information about policies and products. • Develop, implement and monitor service level agreements with staff and clients, ensuring compliance and quick resolution of specific issues.

  • Dezer Properties
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Office Manager/Executive Assistant
      • Nov 2014 - Present

      Create and maintain updated reports for 20 buildings in NY, others in FL, and Las Vegas - total approximately 3.3 million square feet Managed calendar, coordinated conference calls, board and management meetings, and special events Organized travel arrangements, airline reservations, ground transportation, hotel arrangements and expenses Communicated regularly with clients scheduling meetings and addressing concerns Draft all lease documentation, coordinate execution of documents Review monthly aging reports and handle collection Update current listings and provide ownership with monthly space availability reports Coordinate approval of work in tenant spaces as well as move-ins and move-outs Manage conflict and recommend solutions Managed and supported hardware and software operations on-site and two remote facilities Researched new technologies and calculated future needs Developed, implemented and monitored service level agreements with staff and clients, ensuring compliance and quick resolution of issues Managed, maintained and supported the compliance officer with all aspects of communications Assessed compliance risks and enforced internal controls Maintained both licensing and continuing education profiles for principals and associates

  • Rosenzweig Financial Services
    • United States
    • Insurance
    • 1 - 100 Employee
    • Director of Client Service
      • Aug 2002 - Dec 2013

      Responsible for sourcing new projects, prioritizing the pipeline and determining staffing needs for service management team Oversaw several highly visible, complex internal and external client engagements Serve as a primary contact for all clients Ensure provision of excellent client services at all times Manage conflict and recommend solutions Managed and supported hardware and software operations on-site and two remote facilities Researched new technologies and calculated future needs Developed, implemented and monitored service level agreements with staff and clients, ensuring compliance and quick resolution of issues Managed, maintained and supported the compliance officer with all aspects of communications Assessed compliance risks and enforced internal controls Maintained both licensing and continuing education profiles for principals and associates Responsible for providing adequate support to producers, executives and affiliates Administered and maintained all employee benefits programs such as retirement plans; basic hospital, medical, surgical, and major medical plans; term life insurance plans; temporary disability programs; and accidental death policies Supervised the maintenance of enrollments, applications, and claims records for all benefit plans Handled benefit inquiries and complaints to ensure quick, equitable, courteous resolution. Maintained contact by phone or mail, with hospitals, physicians, insurance companies, employees, and beneficiaries to facilitate proper and complete utilization of benefits for all clients Supervised calendar of all clients renewals and changes to benefits packages

  • Coleman & Company.
    • Executive Administrator
      • Jan 1997 - Feb 2002

      Managed, maintained and supported the compliance officer with all aspects of communications Assessed compliance risks and enforced internal controls Maintained both licensing and continuing education profiles for principals and associates Responsible for providing adequate support to producers, executives and affiliates Managed, maintained and supported the compliance officer with all aspects of communications Assessed compliance risks and enforced internal controls Maintained both licensing and continuing education profiles for principals and associates Responsible for providing adequate support to producers, executives and affiliates

Education

  • State University of New York Empire State College
    Associates of Business Management (A.B.M), Business Management Studies
    2015 - 2020
  • Murry Bergtraum High School

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