SM
Open to opportunities

Samantha Martinez

@samanthamartinez1

Dedicated customer service professional with extensive healthcare experience.

United States

What I'm looking for

I am looking for a role that challenges me and allows for growth in a supportive environment.

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

HB
Current

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.

SE
Current

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.

TI

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.

CS

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.

AI

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

HB

H&R Block

Certificate, Tax Preparation

Completed a program at H&R Block. This likely involved training related to tax preparation or financial services.

BS

Brandon Senior High School

High School Diploma, General Studies

Completed high school education.

Tech stack

Software and tools used professionally

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