JUAN M. MARTINEZ
Baton Rouge,LA
Summary
Experienced professional dedicated to providing superior support for clients in need of reliable information regarding insurance coverage, finance options and documentation requirements. Well-versed in scheduling and database management functions for streamlined communication and reduced correspondence backlogs. Excels at identifying client needs and concerns to improve engagement strategies and overall service.
Overview
5
5
years of professional experience
Work History
Patient Care Coordinator
KROGER SPECIALTY PHARMACY
08.2020 - Current
- Handle 300+ weekly calls from patients, prescribers, and medication manufacturers to process refills and schedule deliveries, ensuring continuous therapy management and building lasting customer relationships.
- Consistently achieved over 100% of metric goals and ranked in the top 5% for accuracy and customer service evaluations company-wide.
- Apply expertise in pharmacy processes to address patient needs, handling questions and concerns in both English and Spanish.
- Mastered new software early and became a key resource and trainer for colleagues across 5+ sites.
- Collaborate with leadership and team members to apply best practices, enhance personal growth, and ensure exceptional customer service.
- Manage sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy.
- Effectively manage high-stress situations, maintaining professionalism while resolving disputes and conflicts.
- Process 300+ insurance claims weekly and assist patients in navigating resources to reduce medication costs.
Financial Professional Agent
NEW YORK LIFE
09.2019 - 08.2020
- Advised clients on financial matters and provided tailored recommendations for investments, products, and services to meet their unique needs.
- Drafted and secured life insurance policies totaling over $5 million, ensuring comprehensive financial protection for clients' families.
- Set, monitored, and exceeded sales goals using Salesforce.
- Prospected and cold-called over 100 leads daily and visited 50+ businesses weekly to acquire new clients.
- Collaborated with agents in weekly meetings to brainstorm ideas, review new laws and regulations, and share best practices.
Education
B.S - Business Administration, Marketing and Management
Spring Hill College
Mobile, ALSkills
- Bilingual (Spanish/English)
- Proficient in Microsoft Word, Excel, and PowerPoint
- Creative when problem solving
- Critical thinking skills
- Multitasking ability
- Attention to detail
- Insurance verification
- Patient records management
- Adaptable
- Reporting and documentation
- Database coordination
- Organizational skills
Timeline
Patient Care Coordinator
KROGER SPECIALTY PHARMACY
08.2020 - Current
Financial Professional Agent
NEW YORK LIFE
09.2019 - 08.2020
B.S - Business Administration, Marketing and Management
Spring Hill College
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