Nathalie Cortez Licensed insurance and sales professional with extensive

S

Licensed Sales Agent

Salelytics

Sep 2025 - Current (1 year 1 month)

Conduct outbound calls to existing members to present, upsell, and close on multiple product offerings. Utilize CRM systems and Microsoft applications to maintain client records, ensure compliance with HIPAA/CMS regulations, and provide exceptional customer service. Executed targeted lead generation strategies to expand customer base. Acquired in-depth product knowledge to communicate value to clients effectively. Conducted needs-based consultations to identify optimal product solutions. Implemented sales strategies that increased conversion rates and revenue. Maintained detailed call documentation using Salesforce, HiPer, Compass, and MARx. Ensured data accuracy and adherence to federal and cybersecurity regulations.

Receptionist / Secretary

Stewart Title

Jan 2024 - Apr 2025 (1 year 4 months)

Provided administrative and front-office support to escrow officers and clients, ensuring efficient daily operations and exceptional client experiences. Answered multi-line phone system and directed calls appropriately. Greeted and assisted clients with inquiries and document requests. Managed mail, scanned and filed documentation, and maintained supply inventory. Processed incoming wires, checks, and cash transactions securely. Prepared outgoing mail and managed courier and package deliveries. Supported escrow staff by opening orders, assigning file numbers, and processing lender requests.

Health Plan Advocate

Bloom Insurance

Sep 2023 - Jan 2024 (5 months)

Assisted Medicare members with health risk assessments and plan education to improve healthcare outcomes and client satisfaction. Conducted outbound/inbound calls to Medicare members. Completed and submitted Health Risk Assessment surveys. Verified member identification and updated demographic information. Built client rapport through empathetic communication and problem-solving. Utilized Microsoft 365, ADP Workforce, and secure remote software systems. Attended ongoing training and meetings to ensure compliance and accuracy.

C

Deputy Clerk

Cameron County

Feb 2023 - Sep 2023 (8 months)

Supported county operations by maintaining legal records, managing documents, and providing exceptional public service. Processed and filed legal documents including deeds, probate records, and court files. Conducted record searches and prepared certified copies. Assisted the public and other departments with inquiries and document requests. Scanned and organized records into Kofile system software. Maintained confidentiality and accuracy in handling sensitive data.

D

Receptionist

Dr. Boyd's Veterinary Office

Dec 2021 - Mar 2022 (4 months)

Provided administrative and client service support in a busy veterinary practice. Scheduled appointments, confirmed surgeries, and processed medication refills. Managed client records and billing invoices. Answered multi-line phones and directed calls to appropriate departments. Ensured a clean, organized, and welcoming office environment.

N

Owner / Manager

Nathalie's Cleaning Services

Oct 2021 - Jul 2022 (10 months)

Founded and managed a residential and commercial cleaning business with focus on client satisfaction, safety, and efficiency. Oversaw day-to-day operations, client scheduling, and service delivery. Managed invoicing, bookkeeping, and payroll operations. Supervised cleaning staff and maintained supply inventory. Implemented marketing strategies to increase clientele and revenue. Ensured adherence to CDC cleaning and sanitation guidelines.

R

Crew Leader

Restoration 1 of Central

Apr 2019 - Jul 2021 (2 years 4 months)

Led restoration teams in water, fire, and mold remediation projects for residential and commercial properties. Supervised 2-10 team members on-site ensuring safety and quality standards. Performed mitigation services including water extraction, demolition, and sanitization. Maintained job files and documented all restoration activities. Provided detailed estimates and progress updates to clients.

F

Administrative Assistant / Technician

FIRE CLEAN

Jul 2012 - Apr 2017 (4 years 10 months)

Supported business operations through administrative, customer service, and restoration assistance roles. Answered phones, managed correspondence, and scheduled appointments. Prepared invoices, organized files, and maintained accurate data entry. Conducted water damage remediation and cleaning services. Managed inventory and coordinated insurance documentation.

Nathalie Cortez

About

Detail

Timeline

Résumé

Nathalie Cortez

About

Detail

Behavioral traits