Diana Heredia

Director of Client Relations @Assist America

Bristol, PA, US
EMAILS
d•••••••@assistamerica.com
MOBILE NUMBERS
+16•••••••03

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WORK HISTORY

Nov 2022 — Present

Director of Client Relations @Assist America

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Princeton, NJ, US

Management of the relationships for US accounts.>Interpret and explain contract provisions to our clients and end users.>Identify changes that will impact risk rules and/or rates.>Handle service issues in partnership with appointed brokers and home office contacts for US and Latin America clients.>Schedule and facilitate pro-active service calls and meetings on a quarterly basis or as the need arises.>Respond and resolve customer inquiries and/or issues.>Liaise and assist various departments with communication and documentation issues for the Latin America clients.>Monitor service delivery and provide proactive support to Spanish Associates.>Participate in the internal implementation process of new cases by delivering client training to new Clients and Operations Associates.>Resolve and/or communicate service issues to appropriate leaders within the organization brought to my attention by brokers, clients, customers, or internal managers.>For international accounts, effectively establish and manage customer contact from time of initial administrative data collection through creation and delivery of contract, first bill, and follow ups.>Participate in client/broker meetings and benefit fairs.>Educate clients/brokers to ensure customer understanding of administrative procedures and deliverable and managed set expectations.

EDUCATION

1981 — 1984

Bucks County Community College

Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies/Nursing Emphasis

1989 — 1990

Holy Family University

Registered Nursing/Registered Nurse

SKILLS

Health Savings AccountsEmployee BenefitsEmployee ManagementManagementManage Client RelationshipsOperations ManagementHealth InsuranceBrokersCall CentersHealthcareCustomer RetentionUnderwritingCustomer ServiceInsuranceBusiness Relationship ManagementGroup InsuranceAccount ManagementReinsuranceStrategic PlanningInterviewing SkillsTrainingNew Business DevelopmentCrmSales

ABOUT DIANA HEREDIA

I\'ve had the pleasure of working in different capacities of the assistance industry for 30 + years and have enjoyed every challenging position throughout my career. I\'ve enjoyed traveling throughout the USA, Puerto Rico and Mexico to find sales opportunities, implement new clients and provide on-going support and manage relationships with the wonderful people I have the pleasure to work with. I\'ve also assisted with the installation and training of our Philippines facility and Indonesia affiliations. I\'ve travelled to Malaysia, Hong Kong and Singapore. I had the pleasure of managing a great team of bright assistance coordinators at two assistance companies. Now in the Client Relations Department I enjoy working with a dynamic and dedicated group, passionate about fostering long term relationships, committed to supporting and educating our partners on the uniqueness of Assist America\'s services and the significant value we provide.

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