Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Accomplishments
Certification
Timeline
Generic

Julio Enciso

San Marcos

Summary

Highly motivated individual with a strong desire to take on new challenges. Demonstrates a solid work ethic and exceptional interpersonal skills. Possesses versatile abilities in project management, problem-solving, and collaboration. Excels at working independently and rapidly acquiring new skills. Known for being adaptable and proactive in delivering effective solutions.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Patient Service Representative

Imaging Healthcare Specialists
01.2023 - Current
  • Reviewed and updated standard process instructions that were adapted by every site.
  • Verified insurance eligibility and coverage for patients.
  • Filed and maintained patient records in accordance with HIPAA regulations.
  • Provided exceptional customer service to patients, answering questions and addressing concerns.
  • Received numerous positive surveys relating to patient experience.

Licensed Life Insurance Agent

Primerica
11.2022 - 04.2024
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Negotiated terms of the policy with clients to ensure maximum benefit for both parties.
  • Utilized CRM software to manage client data and sales activities efficiently.

Team Manager

Panera Bread
01.2021 - 01.2023
  • Boosted employee satisfaction through regular performance reviews, constructive feedback, and personal development plans.
  • Achieved project deadlines consistently by closely monitoring progress and proactively addressing any potential roadblocks.
  • Achieved target goals of $20,000 of revenue every month as acting Catering Coordinator.
  • Consistently met target variances within profit and loss statements in regards to food/waste, dry products and labor hours.
  • Coordinated third party services and maintained communication with each vendor.

Education

Bachelor of Science - Business Administration- Finance

California State University, San Marcos
San Marcos, CA
12-2024

Associate of Science - Business Administration And Management

Palomar College
San Marcos, CA
05-2023

Skills

  • Strategic planning
  • Performance management
  • Financial Management
  • Time management
  • Customer Relationship Management (CRM)
  • Client Service
  • Client education
  • Research and analysis
  • Market trend analysis
  • Strong interpersonal skills
  • Problem-solving abilities
  • Multitasking Abilities

Affiliations

  • Business Consultant: CSU Shiley Haynes Institute for Pallitative Care
  • Finance Society
  • Cougar Fund: Asset Management
  • Fraternity: Phi Delta Theta - Executive Board

Languages

English
Native/ Bilingual
Spanish
Professional

Accomplishments

    Phi Delta Theta: Recruitment Chair, Secretary, Warden

    - Largest recruitment class from the chapters history with 21 members.

Certification

  • Certified Community Business Consultant- CSUSM
  • SIE

Timeline

Patient Service Representative

Imaging Healthcare Specialists
01.2023 - Current

Licensed Life Insurance Agent

Primerica
11.2022 - 04.2024

Team Manager

Panera Bread
01.2021 - 01.2023

Associate of Science - Business Administration And Management

Palomar College
  • Certified Community Business Consultant- CSUSM
  • SIE

Bachelor of Science - Business Administration- Finance

California State University, San Marcos
Julio Enciso