Develop new prospects and interact with existing customers in a fast-paced environment to increase sales of BofA’s financial products and services. Analyze client requirements and create solutions, ensuring a smooth sales process. Provide needs-based financial solutions for clients and identify and promote cross-sell opportunities. Serve as resident experts for products, services, and financial strategies. Train and mentor incoming BofA associates on products, services, selling techniques, customer service, and procedures.● Aggressively pursued sales expertise by learning best demonstrated practices, achieving Pinnacle Club Award first year as sales associate and recognition as a top performer in company (top 1%).● Upon winning Pinnacle Awards for two years, designated as Master Coach to train new hires in sales processes, earning praise as approachable and consistently ready to answer questions.

Performed initial level processing and review of prior authorization requests for pharmacy reviews and medical specialty drug reviews, utilizing pharmacy management drug policies and procedures. Accurately prepared and interpreted cases for UM (Utilization Management) reviews and determination and served as content expert for applications used to process requests. Acted as resource for staff regarding member-specific contract benefits consistent with products, policies, procedures, and related health plan features. Prepared orders, including CPAP supplies and other prescribed medical supplies and prescriptions for rapid delivery.

Managed all aspects of office including overseeing work of ten office employees to ensure productive performance and payroll, HR, and accounts payable and receivable. Counseled any employees struggling in roles. Created and monitored adherence to office budget. Reviewed status of office supplies and order new stationery, furniture, appliances, and equipment as needed. Interviewed and trained new office employees and organized employment paperwork. Scheduled and managed projects including resolving any issues arising throughout the day. Reported office progress to senior management. Reviewed office procedures to identify areas for improvement for office operations and procedures.● Revitalized struggling company operations by organizing files, revamping paperwork submitting permits, negotiating with creditors, and organizing arrangements for payment to ensure all bills paid on daily basis, payroll and taxes completed each week, and all notifications set up.● Filed fuel reports and initiated management of payroll, taxes, and insurance using QuickBooks and obtained updated certification.● Organized office by implementing file and tracking systems for 35 vehicles, keeping track of inspections, fuel and DOT reports, inventory management, and organization of contracts.

Certified in Home Health ICD-9 coding, verified insurance, acquired authorizations for home health visits, intake.

Traveling and living in an RV throughout Mexico, US and Canada.