Care Giver Sales Associate
Resume:
Phil Estwick
** ******** ******, ****** **.
*************@*****.***
PROFESSIONAL EXPERIENCE
Property Maintenance Technician/ Dispatch June 2018 – Current
Global Services, Providence, RI
Management of 2-man crew, providing property maintenance including snow and ice management in a professional and prompt manner including customer management offering mapping of real time property management using Geofence technology and real time site photos.
Coordinates and plans snow removal using equipment such as shovels, plows, snow blowers, skid loaders, vehicles with plow blades, and other power and manually operated tools and equipment.
Demonstrates exceptional customer service skills and abilities while on and off site. Able to problem-solve complex queries and complaints in the field in a professional and effective manner.
Monitoring of impending weather and trucking movements using State of the art systems and databases. Generates reports that effectively captures and/or summarizes Site maintenance visits activity at end of shift.
Works closely with Maintenance for equipment replacement or repair.
Supervised crew who performed property maintenance not excluded to cutting lawns, trimming, edging, prunes shrubs /trees, removal of leaves, branches, and twigs.
Provides site walk through to initiate Repairs to fences, gates, walls, walks and water fountains, outbuildings.
Reconciles equipment orders and manages invoices from outside vendors, accurately maintains files, and reconciles outside contracting and billing and/or invoicing.
Division Leader/ Project Manager Financial Services November 2014 – 2018
Primerica, Boston, MA
Assisting Business and families, earn more income and become properly protected, debt free and financially independent offering various types of insurance policies on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies such as marine, farm/crop, and medical malpractice.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage to qualify and interview prospects to determine their needs and goals.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Management of the Primerica database for all applicants, calling on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Maintains contact with underwriters and submit forms to obtain binder coverage.
Develop and implement an aggressive plan to follow up on all applicants, ensuring that they will start on their scheduled start date.
•Managed & maintained Financial Service standards, laws and regulations governing the creation, operation, and insolvency of financial institutions.
•Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
•Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
•Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
•Working directly with clients to assist help calculate premiums and establish payment methods.
•Perform administrative tasks, such as maintaining records and handling policy renewals.
•Confer with clients to obtain and provide information when claims are made on a policy.
•Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
•Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Manager August 2010 - March 2014
Walgreens, Arlington Ma
•Trained, supervised, and evaluated the performance of employees.
•Supervising employees and monitoring operational flow to create a culture of safety and family while providing to the customer experience.
•Inspected material handling equipment for defects and notifies internal maintenance department personnel or contacts outside service facility for repair.
•Worked closely with Purchasing for replenishment of supplies.
•Ensured Work safe & OSHA standards requirements were enforced.
Care Giver Homes, Brighton, MA July 2010- Present
Primary Care Assistant
Assisted patients with personal care and daily living activities.
Tended to personal hygiene, ambulation, eating, dressing, shaving, and meal preparation.
Performed patient specific activities including the change of ostomy appliances, reinforcement of dressings, assisting with prescribed range of motion exercises, measuring and preparing special diets, taking vital signs, and applying external catheters.
Completed homemaking activities such as meal preparation, grocery shopping, medication pick-up, laundry, and light housekeeping.
Administered medication and observed/reported changes in patient condition to their Primary Care Doctor.
Demonstrated awareness of patient safety and emergency procedures using infection control procedures defined by MA Health Guidelines.
Vector Marketing/ Cutco, Boston, MA July 2010-November 2011
Marketing/ Sales Associate
Managed the delivery of sales orders to ensure quality assurance.
Increased sales by 30 percent while adapting to Federal Regulation changes in the industry.
Attended trade shows and converted 20 percent of all leads.
Developed and retained client relationships.
Massachusetts General Hospital, Boston, MA June 2008- February 2009
Medical Records/ Claims Support
Compiled, processed, and maintained hospital and clinic patient medical records in a manner consistent with the Health Care System’s medical, legal, and regulatory requirements.
Processed and maintained patient information.
Prepared and reviewed medical records for insurance claims.
Created patient charts and filed correspondences, cards, invoices, receipts, and other records.
Located and removed material from files when requested.
Massachusetts General Hospital, Boston, MA July 2003- October 2007
Records/ File Clerk
Maintained and retrieved patient files for appointments. Filed all patient data upon receipt of information and initiated records for new patients.
Prepared file labels and maintained filing statistics and retrieved patient schedules from computer system.
Distributed lab reports to physicians and materials to other departments.
Responded to requests for medical records and processed letters/reports.
• Management of departmental non-clinical monitoring systems and databases. Generates reports that effectively captures and/or summarizes daily departmental activity.
•Managed & maintained hospital services standards, with considerable attention to personal/behavioral, staff teamwork, and patient-staff interaction guidelines.
EDUCATION/TRAINING
Southern New Hampshire University, Hooksett, NH 03106
Associate Business Administration program, Anticipated 2024
Series 6 Securities License
financial advisors, retirement plan specialists, investment advisors license, June 2016
Series 63 Securities License
Broker/ Insurance marketing Licenses, June 2016
SKILLS
•Proficient with the Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint
QuickBooks, CIN7, ServiceNow (SNOW) Ramco, MOVE, and NetSuite, Oracle/PeopleSoft
•Advanced knowledge in Microsoft Office
References Provided Upon Request
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