Anthony Herrera Email & Phone Number

San Jose, California, United States

Research and identify potential clients who may be interested in life insurance and retirement planning.Initiate contact with prospects through phone calls, emails, or in-person meetings.Conduct thorough needs analysis to understand the financial goals, risk tolerance, and insurance requirements of clients.Provide detailed information on policy features, benefits, and premiums to help clients make informed decisions.Address client inquiries and concerns regarding coverage, policy terms, and claims procedures.Prepare and deliver compelling sales presentations, demonstrating the value and advantages of Premier Financial Alliance's products.Assist clients in completing necessary paperwork and applications for insurance policies and retirement plans.Collaborate with underwriters and support staff to ensure smooth processing of policy issuance.Follow up with clients to provide updates, address additional questions, and secure their commitment to the proposed plans.Meet sales targets and quotas set by Premier Financial Alliance through effective sales strategies and persistent follow-up.Stay updated with industry trends, regulatory changes, and product knowledge to deliver accurate and up-to-date information to clients.Continuously prospect for new clients and network within the community to expand the client base.Attend training sessions, seminars, and conferences to enhance sales skills and stay abreast of industry developments.

Los Altos Hills, California, United States

Coached and mentored student-athletes, providing instruction, guidance, and motivation.Designed and implemented training programs to improve players' skills and performance.Fostered a positive team culture, emphasizing teamwork, discipline, and sportsmanship.

San Jose, California, United States

Exceptional customer service skills, building rapport and establishing a comfortable and welcoming atmosphere for clients.Ability to listen attentively to client's preferences and offer professional advice to achieve desired results.Strong attention to detail, ensuring precise and meticulous results based on the clients needs.Efficient time management skills, maintaining a steady workflow and minimizing wait times for clients.Strong communication skills, engaging with clients and co-workers to create a positive and enjoyable experience.Proactive in staying updated with the latest industry trends, techniques, and products through continuous learning and professional development.

Santa Clara, California, United States

Skilled and compassionate Behavior Technician with experience working in elementary school settings.Implemented individualized behavior intervention plans for students, based on assessments and recommendations from the school's behavior support team.Collaborated with teachers, administrators, and other support staff to develop and maintain a positive and inclusive learning environment for students.Provided one-on-one support to students with behavioral challenges, implementing behavior management strategies and techniques to promote positive behaviors and social skills development.Assisted in the collection and analysis of behavioral data, tracking progress and making data-driven adjustments to intervention plans as needed.Supported students in their academic and social-emotional growth by implementing behavior modification techniques, teaching coping skills, and fostering self-regulation.Worked closely with the school's special education team to ensure consistency in behavior support strategies across different settings and with different staff members.Conducted observations and assessments to identify triggers and antecedents for challenging behaviors, and used this information to develop proactive intervention strategies.Collaborated with parents and caregivers to provide consistent support and strategies for behavior management both at home and in school.Actively participated in team meetings and professional development activities to stay updated on the latest research and best practices in behavior management.Maintained accurate and organized documentation, including progress reports, incident reports, and communication logs.Demonstrated strong communication and interpersonal skills, building positive relationships with students, parents, and colleagues.Adhered to ethical guidelines and maintained confidentiality of student information at all times.

Santa Clara, California, United States

Efficiently registered patients in the emergency room, collecting accurate demographic and insurance information to ensure smooth admission process.Demonstrated excellent interpersonal skills by effectively communicating with patients, families, and healthcare professionals, creating a calm and reassuring environment.Expertly utilized electronic medical record systems like healthconnect to enter patient data, update records, and verify insurance coverage, resulting in streamlined administrative processes.Responded promptly to patients' inquiries, providing clear and concise information about hospital policies, procedures, and services.Collaborated with the medical team to prioritize and triage patients based on the severity of their conditions, ensuring that urgent cases received immediate attention.Maintained patient confidentiality and privacy by adhering to HIPAA regulations and safeguarding sensitive medical information.Managed a high-volume workload in a fast-paced environment, effectively multitasking and prioritizing tasks to meet tight deadlines.Assisted in coordinating patient transfers between departments or facilities, ensuring smooth transitions and continuity of care.Actively participated in quality improvement initiatives, suggesting process enhancements and implementing changes to enhance patient satisfaction and operational efficiency.Collaborated with billing and coding teams to ensure accurate and timely submission of insurance claims, minimizing claim denials and maximizing revenue for the hospital.