Ana SUMIBCAY
San Jose
Summary
As customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Customer Service Representative
Stephen Chelbay Insurance
09.2024 - 03.2025
- Selling insurance that protects individuals and businesses against financial losses
- Meeting with potential and existing clients to understand their insurance needs and provide the best coverage for their situations
- Assisting clients with claims
- Maintaining accurate client information
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Patient Care Secretary
Vitas Healthcare
04.2016 - 04.2024
- Screens telephone calls for TEAM Manager. Facilitate communication between patients/families and other team members
- Takes and keeps daily schedule for all team members
- Attends weekly team meetings. Prepare agenda for team meetings
- Follow through on assignment given by the team manager
- Establishes, maintains, and closes patients' charts in an orderly fashion. This may include but is not limited to the mailing of Plan-of-Care, Attending Physician Authorization forms, and Medical Information Request forms
- Provide backup documentation to the Billing Department routinely and as requested
- Orders D.M.E. and maintains record dates ordered and picked up
- Enters patient care and volunteer data into VX and event tracking
- Communication with staff and outside agencies as directed by the team manager
- When the program utilizes part-time staff, the PCS will maintain a list of all part-time staff jointly with other patient care secretaries. Contact and schedule part-time staff at the direction of the team manager
- Jointly with other patient care secretaries, order supplies and documentation forms the team uses
- Routine correspondence for the team manager and other members of the team
- Sorts and processes all patient care mail jointly with other patient care secretaries
- Maintain A.D.T. and check census daily for accuracy
Insurance Agent
Allnet Insurance Agency
08.2015 - 01.2016
- Analyze client insurance needs, such as vehicle, life, and home
- Advice clients on the best coverage they need
- Responding to phone calls and emails from clients
- Research and stay abreast of current insurance regulations and proactively inform clients of policy and fee updates
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Event Manager
Point 180
02.2011 - 10.2015
- Search for incoming events and prepare for all the team members' needs
- Manage all promotions such as payments, brochures, dates, and times
- Maintain inventory
- Create schedules and follow-up on all team members' daily timecards, and vacation requests
Education
AAS - Medical Administrative Assistant
Heald Business College
04.1996
Skills
- Software: Microsoft Office, Matrix, VX
- Languages: Tagalog (Fluent), English (Fluent)
- Customer service
- Active listening
- Critical thinking
- Data entry
- Customer relations
- Problem resolution
- Relationship building
Timeline
Customer Service Representative
Stephen Chelbay Insurance
09.2024 - 03.2025
Patient Care Secretary
Vitas Healthcare
04.2016 - 04.2024
Insurance Agent
Allnet Insurance Agency
08.2015 - 01.2016
Event Manager
Point 180
02.2011 - 10.2015
AAS - Medical Administrative Assistant
Heald Business College
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