Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Andres Lucero

Poway

Summary

Service-focused professional and friendly team player with a knack for building productive

working relationships. Extensive cash handling experience, adept at handling multiple customer

requests and concerns with the utmost professionalism and courtesy, skilled in conflict

resolution and logical problem solving as well.

Overview

6
6
years of professional experience

Work History

Patient Service Representative

Family Health Centers
San Diego, California
05.2024 - Current

Effectively manage the patient check-in and check-out process from start to finish to include identification verification, update or confirm demographic and insurance information, and ensure appropriate forms are provided and completed accurately. Collect specified co-pays and payments from patients per coverage specifications, and from self-pay patients. Screen for eligibility and financial assistance. Follow policies and procedures in collecting and handling cash. Ensure patient information is placed into the Electronic Health Record accurately and in a timely manner. Confirm, request, and process referrals and authorizations for specialty services. Contact patients to schedule appointments and make reminder/recall notifications. Respond to customer billing and payment inquiries on an as needed basis. May escalate billing issues as needed. Regularly display a proactive approach to customer service by listening to the patient, taking ownership of solutions, and is able to accurately identify customer needs through involvement of leadership in resolving concerns. Perform general clerical duties, i.e., scanning information, tracking data, receiving and sorting correspondence and packages in an accurate and efficient manner. Perform other duties as assigned.

Stock Supervisor

Michael Kors
San Diego, California
10.2022 - 01.2024

Achieve results and a passion for an elevated customer experience. Achieve personal and store sales goals while prioritizing the customer experience through supervision and guidance of the stock and cashier teams. Assist upper management to drive results through a strategic and multifaceted approach Supervise and execute all merchandise shipments and immediately reports any discrepancies Ensure that the selling floor is organized, stocked and follows visual directives Assist in leading inventory counts and communicate needs to support business goals.

Senior Teller

Pacific Western Bank
San Diego, California
04.2021 - 10.2022

responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions. The role of a Senior Teller is to provide exceptional customer service and maintains knowledge of products, fees and stay current on Bank offerings that will deepen a customer relationship. Accurately and efficiently process transactions (deposits, withdrawals, check cashing, ATM, night drop). Identify opportunities to refer new products and services to customers based on their financial goals. Answer questions and resolve customer concerns regarding services provided by the Bank. Reconciles GL debits and credits for a given location over a specified period of time.. Vault and ATM balancing. Wire processing. Holds/Stop payments. Monthly certifications. Account research. Review and verify daily reports assigned by Branch Management. New Accounts back-up. Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assetsAssist with processing and scanning of daily teller work. Audit peer transactions. Participate and contribute to the branch’s overall goals. Help with the training and onboarding of new team members. Perform other duties as assigned.

Stock Manager

Kipling
San Diego, California
10.2020 - 04.2021

Provide leadership and direction to the store staff and successfully execute company visions and values under the direction of the Store Manager. Supervise to-day operations of the stockroom, including the process of and led the day- shipment within a deadline. Maintain an organized stockroom and the flow of merchandise to the floor. Measure and monitor sales progress and results against key targets. Provide coaching to the store team in the core areas of customer service and engagement, brand identity, product knowledge, and operations.

Inspector

Baja Freight Forwarders
San Diego, California
05.2019 - 08.2020

Work with customs brokers and freight forwarders to meet shipping documentation requirements and prepare required shipping documents. Coordinate inbound and outbound shipments by driving prompt and accurate delivery of goods while providing great customer service. Communicate by email, and phone to provide information. Enter shipping information with scanners and manual records updates. Also unload, unwrap, and repackage products to effectively manage cargo processing.

Education

Bachelors Degree - Marketing

Universidad Autónoma De Baja California (UABC)
Tijuana, Baja California. Mexico
2016

Skills

  • Customer Service
  • HIPAA Compliance
  • Insurance Verification
  • Medical terminology knowledge
  • Insurance verifying
  • Appointment Scheduling
  • Patient confidentiality
  • Payment Collection
  • Eligibility Determination
  • FLUENT IN LANGUAGE
  • Cross-cultural sensitivity
  • Strong computer skills (Word, Word Processing, Excel, Power Point)
  • Multi-tasker
  • Communication skills – Analytical ability
  • Quick learner
  • Visual merchandising
  • Enthusiasm, flexibility and ability to work in fast-paced environment
  • Team player
  • Eager to learn

Languages

Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Timeline

Patient Service Representative

Family Health Centers
05.2024 - Current

Stock Supervisor

Michael Kors
10.2022 - 01.2024

Senior Teller

Pacific Western Bank
04.2021 - 10.2022

Stock Manager

Kipling
10.2020 - 04.2021

Inspector

Baja Freight Forwarders
05.2019 - 08.2020

Bachelors Degree - Marketing

Universidad Autónoma De Baja California (UABC)
Andres Lucero