Susan Montoya is seeking a position in sales and has over 15 years of experience in customer service, banking, and insurance sales. She has excellent customer service, sales, and organizational skills and is proficient in MS Office, Windows, and MACESS systems. Montoya holds a BS in Business Administration from SUNY Utica Rome and is fluent in English and Spanish. Her resume details her relevant skills and experience in customer service, sales, insurance, and her work history at WellCare, CDPHP, and Charter One Bank.

1. SUSAN MONTOYA
154 Simmons Ave
Cohoes, NY 12047
(518) 892-3963
susanm6702@gmail.com
OBJECTIVE: A position in Sales
SUMMARY OF QUALIFICATIONS
Over 15 years of experience in the customer service, banking and insurance sales
fields
Excellent customer service, sales and organizational skills
Dedicated professional with the ability to work independently and in fast paced
setting
Proficient in MS Office, MS Windows and MACESS computerized system
Possesses an BS in Business Administration from SUNY Utica Rome in Utica, NY
Fluent in English and Spanish
RELEVANT SKILLS & EXPERIENCE
Customer Service/General Office
Handled all general office tasks including answering telephone, customer service
and data entry
Conducted general filling and updating of medical HMO and UBI enrollment records
Processed medical enrollments and mailed out customer account information
Reviewed and analyzed group employer health insurance enrollments
Verified employer group health insurance information and eligibility
Knowledgeable in Child Health Plus, HMO, Medicaid, Medicare and HIPPA
regulations
Trained new employees on a variety of procedures
Handled all customer complaints and delegated remediation to correct department
Sales/Insurance
Licensed NYS Life, Health & Accident Insurance Sales Representative
Handled all insurance sales and marketing of Medicare Advantage policies
Obtained referrals from attending local community events and enrollments booths
Scheduled and met with clients to market and explain the various insurance
options
Reviewed with clients their individual insurance needs and customized policies
based upon needs
Received Numerous Quality Awards while employed at CDPHP
EXPERIENCE
Medicare Benefit Consultant WellCare - Albany, NY
08/13 – 02/14
Group Service Representative CDPHP - Albany, NY
09/05 – 08/13
Senior Sales Associate Charter One Bank - Capital District, NY
08/02 – 12/04