Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Samuel E Morales Rosado

Samuel E Morales Rosado

Carolina

Summary

Adept at managing high-stakes environments, I elevated customer service standards at Popular Insurance through meticulous policy handling and empathetic client education. My tenure at One Health Direct refined my training skills, enhancing employee performance significantly. With a blend of critical thinking and classroom management, I consistently achieve beyond expectations, demonstrating a unique blend of hard and soft skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Customer Service Representative

Popular Insurance
Guaynabo
02.2023 - Current
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Responded to customer requests for products, services, and company information.

Training Specialist

One Health Direct
Carolina, Puerto Rico
03.2022 - 02.2023
  • Evaluated training effectiveness using feedback surveys and assessments, making continuous improvements as needed.
  • Enhanced employee performance by developing and implementing comprehensive training programs.
  • Assessed additional needs based on training progress and collaborated with management to meet requirements.
  • Developed training handbooks, computer tutorials and reference materials.

Referral Coordinator

Clinical Medical Services
Carolina, Puerto Rico
03.2021 - 03.2022
  • Demonstrated strong attention to detail and organizational skills in managing a high volume of referrals while maintaining exceptional levels of patient care.
  • Scheduled appointments with specialists on behalf of clients.
  • Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
  • Processed referral requests from patients, doctors and other health care professionals.

Middle School English Teacher

Academia Presbiteriana
Carolina
08.2018 - 05.2019
  • Managed classroom behavior effectively by establishing clear expectations and consistently enforcing consequences when necessary.
  • Designed engaging lesson plans that addressed diverse learning styles and promoted active participation.
  • Implemented behavior modification strategies, resulting in improved self-regulation and classroom participation among students.
  • Developed strong relationships with students and parents, fostering a positive learning environment.

Education

Bachelor of Arts - Teaching English As A Second Language (ESL)

Universidad Ana G. Méndez, Carolina, Puerto Rico

Skills

  • Organization
  • Complaint Handling
  • Policy understanding
  • Client Education
  • Empathy and patience
  • Classroom Management
  • Critical Thinking

Certification

  • Certified barista, Escuela de café y baristas de PR

Languages

Spanish
Native language
English
Advanced
C1

Timeline

Insurance Customer Service Representative - Popular Insurance
02.2023 - Current
Training Specialist - One Health Direct
03.2022 - 02.2023
Referral Coordinator - Clinical Medical Services
03.2021 - 03.2022
Middle School English Teacher - Academia Presbiteriana
08.2018 - 05.2019
Universidad Ana G. Méndez - Bachelor of Arts, Teaching English As A Second Language (ESL)

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Samuel E Morales Rosado