Lina Valdez
**********@******.**
Fast learner; team player; enjoy collaboration with colleagues; and always looking to learn new skills.
•Microsoft Office experience
•Healthcare/HIPPA compliance
•Telephone etiquette
•Medicare training & certification
•Customer Service/Sales
•Work at Home experience
05/2024 – 10/2024
Bilingual Customer Care /Sagility Health-Remote
Greet members with designated greeting, verify PHI if not verified by IVR; provide them with the information requested; provide information from Summary of Benefits or Evidence of Coverage if asking about benefits; follow protocol for HIPPA compliance and privacy policies; submit appeal or grievance if applicable to situation; assist member with prior authorization status or checking if medication or procedure requires one; connect member to other departments as needed.
11/2023 – 03/2024
Bilingual Customer Care / TTEC/Work From Home
Greet members with designated greeting, verify PHI if not verified by IVR; provide them with the information requested; provide information from Summary of Benefits or Evidence of Coverage if asking about benefits; follow protocol for HIPPA compliance and privacy policies; read all verbatim information to caller and answer questions or concerns; ensure caller understood the information provided; process payments to policies; follow procedures for reinstatements or termination of policies; submit appeal or grievance if applicable to situation; assist member with prior authorization status or checking if medication or procedure requires one; connect member to other departments as needed.
05/2023 – 10/2023
Bilingual Licensed Health Agent / Tranzact/Work From Home
Enroll callers in Medicare Advantage plan that was tailored to them via questions asked; provide them with the information about the plans available when calling to compare plans; find the plan suited to their needs and present the plan by providing information from Summary of Benefits; follow protocol for HIPPA compliance and privacy policies; read all verbatim information to caller and answer questions or concerns; ensure caller understood everything stated and provide timeline of enrollment and processing with Medicare.
03/2023 – 05/2023
Customer Service Agent/One Touch Direct/Remote
Maintain professionalism throughout all calls; greet callers with designated greeting; data entry; answer caller questions; direct and connect if available to other department if needed; process fax requests of EOBs (explanation of benefits); provide bill status if EOB is not yet available; process account update when requested by callers. Adhere to HIPPA and privacy policies and compliance.
10/2022 – 12/2022
Licensed Health Agent / TTEC/Texas at Home
Enroll callers in Medicare Advantage plan that was tailored to them via questions asked; provide them with the information about the plans available when calling to compare plans; present plan suited to needs of customer; follow protocol for HIPPA compliance and privacy policies; read all verbatim information to caller and answer questions or concerns; ensure caller understood everything stated and provide timeline of enrollment and processing with Medicare. Position was held during the Annual Enrollment Period.
10/2016 – 01/2018
Customer Service/Sales Agent / Alorica/Texas at Home
Maintain professionalism throughout all calls; greet callers with designated greeting; data entry; answer caller questions; direct and connect if available to other department if needed; process new orders; provide order status as requested; process credits per protocol or submit request for credit. Specifics about position cannot be released, only basic duties. Sales/Customer service position.
SEPTEMBER 2022
Texas Life and Health License
State examination for Life and Health licensure taken 09/20/2022.
JUNE 2017
Right Skills Job-Readiness Verification
Right Skills CSR Program. Successfully completed job-readiness program and demonstrated the skills necessary to perform the role of CSR
A program from CareerBuilder and Capella Learning Solutions
JUNE 2009
Associate of Arts / Houston Community College/Houston, Tx
Obtained Associate of Arts with core in Biology.
Hobbies:
Crochet blankets, cardigans, and other items to give as gifts or for myself; read various genres of novels and medical journals; spend time with loved ones and my significant other; also play with my cat.