Bryan Lugo
Aguanga
Summary
Organized and detail-oriented professional with experience in customer service, administrative roles, and technical operations seeking a Medical Billing Specialist position in Temecula. Eager to contribute strong time management skills, communication abilities, and a commitment to accuracy in a team-oriented and dynamic healthcare environment. Currently a full-time student studying to become a cardiac sonographer, demonstrating a strong dedication to advancing in the healthcare field.
Personable and goal-driven, with knack for building strong client relationships. Possesses foundational knowledge in insurance policies and regulations, along with effective communication and negotiation skills. Committed to leveraging these abilities to drive client satisfaction and achieve sales goals.
Results-driven sales accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Sales Representative
Primerica
02.2023 - Current
- - Licensed to sell life insurance, assisting clients in identifying appropriate coverage for their needs
- - Educated clients on policy details and answered questions to build trust and understanding
- - Managed client accounts and ensured timely follow-up for renewals and changes
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Connected with 50 prospective clients a day to set appointments.
Loan Officer Assistant
Modern Lending
01.2022 - 02.2023
- - Supported the loan application process by gathering and verifying client information
- - Managed and organized financial documentation with attention to detail
- - Communicated with clients to address inquiries and provide updates, enhancing customer satisfaction
- - Collaborated with team members to meet deadlines and ensure compliance with regulatory standards
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Communicated with customers daily to request information and complete paperwork.
- Provided comprehensive administrative support to 6 Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
Aviation Boatswain's Mate (ABH)
United States Navy
02.2018 - 01.2022
- - Operated and maintained equipment used in aircraft launch and recovery operations
- - Coordinated teamwork in high-pressure environments to ensure safety and mission success
- - Developed strong problem-solving and organizational skills through hands-on training and execution
- Evaluated crew performance regularly by setting clear objectives, providing constructive feedback, and identifying areas for professional growth.
- Managed 15 personnel assignments and rotations effectively to optimize team performance while preventing fatigue-related issues.
Education
High School Diploma -
Santiago High School
Corona, CA01.2017
Skills
- - Proficient in handling customer interactions with professionalism and empathy
- - Strong organizational and time management skills
- - Detail-oriented with the ability to work independently and collaboratively
- - Basic knowledge of medical terminology
- - Familiarity with computer software and willingness to learn medical billing/coding procedures
- - Effective interpersonal and oral communication skills
- Goal oriented
- Strategic planning
- Relationship management
- Schedule coordination
Certification
- Licensed Life Insurance Agent
Academic Pursuits
- Full-Time Student
- Studying Cardiac Sonography
- Ongoing
- - Developing expertise in cardiac imaging and healthcare practices.
- - Committed to contributing to patient care and advancing healthcare solutions.
Timeline
Insurance Sales Representative
Primerica
02.2023 - Current
Loan Officer Assistant
Modern Lending
01.2022 - 02.2023
Aviation Boatswain's Mate (ABH)
United States Navy
02.2018 - 01.2022
High School Diploma -
Santiago High School
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