Samantha Martinez
@samanthamartinez1
Dedicated customer service professional with extensive healthcare experience.
What I'm looking for
I am a dedicated customer service professional with over nine years of experience in various roles, including member services and administrative support. My journey has equipped me with a strong foundation in client relations, problem-solving, and effective communication. I thrive in fast-paced environments where I can utilize my skills to enhance customer satisfaction and operational efficiency.
Currently, I serve as a Multi-Unit Team Lead at H&R Block, where I manage staffing and operations across three offices. My role involves developing growth plans and fostering a collaborative team environment. I am passionate about building relationships with clients and ensuring their needs are met with the utmost care and professionalism. My previous experience as a Member Services Executive at LetsGetChecked has further honed my ability to assist clients with sensitive health information while adhering to HIPAA regulations.
Throughout my career, I have demonstrated a commitment to excellence in customer service, whether it’s through managing client appointments, resolving escalated issues, or training and coaching team members. I am eager to bring my expertise to a growing company that values creativity and customer care.
Experience
Work history, roles, and key accomplishments
Multi-Unit Team Lead
H&R Block
Jan 2024 - Present (1 year 5 months)
Managed office staffing, operations, and logistics for three offices, partnering with the District General Manager to implement growth plans. Built an engaging team environment by training and coaching associates, ensuring adherence to Standard Operating Procedures.
Licensed Health Insurance Agent
Self Employed
Sep 2024 - Present (9 months)
Built relationships with clients and sold or upgraded Medicare coverage, licensed with multiple high-profile insurance companies. Managed client needs and ensured the safety of their medical information.
Member Services Executive
LetsGetChecked
Sep 2020 - Sep 2024 (4 years)
Handled inbound and outbound calls and emails, verifying member information using HIPAA knowledge. Assisted members with account details and educated them about test kits and clinical results.
Front Desk/Patient Coordinator
Dr. K Pediatrics
May 2016 - Jun 2017 (1 year 1 month)
Managed patient check-in/out, verified account details and insurance status, and processed co-payments. Handled and transferred patient documents, confirmed, and scheduled appointments.
Customer Service - Admin Assistant
Dietzgen Corporation
Jun 2017 - Sep 2020 (3 years 3 months)
Verified customer needs and expectations, addressing escalated issues according to established procedures. Placed orders for vendors and managed account updates, verifications, invoices, and order entries.
National Customer Representative
The Flyer Inc
Aug 2013 - May 2016 (2 years 9 months)
Handled approximately 100 inbound/outbound calls daily, processing transactions and providing quality customer service and sales. Evaluated customer concerns, input requests for website orders and advertisements, and addressed escalated issues.
Childcare Assistant Teacher/Kitchen Cook
Children's Nest Day School
Aug 2013 - Jan 2015 (1 year 5 months)
Assisted with teaching children aged 1-5 years, managed cleaning duties after hours, and handled kitchen operations including cooking and food inventory. Supported office work for families and communicated daily updates to parents.
Medical Office Assistant Manager
A New U Inc
Aug 2011 - Aug 2013 (2 years)
Maintained and tracked new and existing patient records, conducted face-to-face sales for prescription machines, and booked appointments. Processed insurance claims, completed patient visit transactions, and educated patients on healthcare policies.
Education
Degrees, certifications, and relevant coursework
H&R Block
Certificate, Tax Preparation
Completed a program at H&R Block. This likely involved training related to tax preparation or financial services.
Brandon Senior High School
High School Diploma, General Studies
Completed high school education.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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