Summary
Overview
Work History
Education
Skills
Timeline
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Diana Guizar

San Diego

Summary

Enthusiastic and personable entry level receptionist with a strong commitment to delivering outstanding customer service. Proficient in managing high call volumes, directing inquires and providing accurate information. Adept at multitasking in a fast paced environment, with a keen eye for detail and a friendly demeanor. Seeking to contribute my excellent communication skills and organization abilities to create a positive first impression for clients and visitors.

Overview

3
3
years of professional experience

Work History

Clerical Assistant/Front Desk Receptionist

Encinitas Nursing and Rehab
05.2024 - Current
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
  • Maintained confidentiality of sensitive company information while handling sensitive documents and communications.
  • Verified insurances to determine eligibility and benefits for all admissions.
  • Verified eligibility by payer to run common working files
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Set up transportation for all outpatient appointments
  • Responded to customer concerns and questions on daily basis.
  • Supported month-end closing activities by reconciling accounts and preparing financial reports as needed.
  • Collaborated with healthcare providers to obtain necessary documentation for accurate claim submissions.
  • Managed financial operations for the business, ensuring accurate budgeting and timely invoice processing.

Sales Associate

Tillys Retail Company , Las Americas Premium Out
10.2022 - 05.2024
  • Greeted customers and provided exceptional customer service.
  • Assisted customers with product selection, sizing and styling.
  • Provided accurate information about products, prices and services.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Built relationships with customers to encourage repeat business.
  • Organized stockroom shelves according to size, color or style.
  • Restocked shelves as needed to ensure sufficient inventory levels.
  • Handled customer complaints in a professional manner.
  • Maintained cleanliness of store environment including floors, windows, displays.
  • Answered incoming telephone calls to provide store, products and services information.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Developed trusting relationships with customers by making personal connections.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Assisted teammates with sales-processing tasks to meet daily sales goals.

Financial Consultant

Primerica
10.2023 - 01.2024
  • Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
  • Developed and implemented strategies to help clients reach their financial goals.
  • Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
  • Provided customized investment solutions tailored to the individual needs of each client.
  • Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
  • Educated clients on financial concepts related to investing in order to increase their knowledge base.
  • Responded promptly to inquiries from existing and prospective customers.
  • Met with clients to facilitate budget management and financial guidance.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Promoted business to increase customer base and grow revenue.
  • Reviewed clients' accounts and plans regularly to determine need for plan reassessment.

Education

High School Diploma -

Southwest High School, CA
06-2022

Skills

  • Business Development
  • Strong Work Ethic
  • Friendly, positive attitude
  • Phone reception
  • Communication
  • Knowledgeable in medical terminology
  • Exceptional customer service
  • Bilingual
  • Ability to manage multiple tasks and priorities
  • Microsoft office
  • Scanning documents
  • Copying documents

Timeline

Clerical Assistant/Front Desk Receptionist

Encinitas Nursing and Rehab
05.2024 - Current

Financial Consultant

Primerica
10.2023 - 01.2024

Sales Associate

Tillys Retail Company , Las Americas Premium Out
10.2022 - 05.2024

High School Diploma -

Southwest High School, CA

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Diana Guizar