Lourd Leo Colina Baclaan

About the Candidate

Lourd Leo Baclaan

[email protected]

 

Professional Summary

Goal-oriented sales professional with proven success in lead generation, client relationship management, and closing deals. Skilled at identifying customer needs, upselling services, and driving revenue growth through effective communication and strategic follow-up. Ready to contribute enthusiasm and results-driven skills to a high-performing sales team.

 

Professional Experience

Appointment Setter

Air Docs Heating & Cooling — 2023–2025

·        Scheduled and confirmed 200+ customer appointments monthly, optimizing technician routes and increasing on-time service delivery by 20%.

·        Qualified and nurtured leads through clear communication and follow-ups, contributing to a 15% increase in booked appointments and supporting sales growth.

·        Maintained accurate records and coordinated dispatch using CRM tools, streamlining scheduling processes and enhancing overall customer satisfaction.

 

Billing Associate

Optum Global Solutions Inc. — 2019–2023

·       Managed billing communications for 2,000+ patients and providers monthly, ensuring 98% accuracy and timely resolution of inquiries.

·       Reduced billing discrepancies by 25%, boosting patient satisfaction scores by 18% through efficient issue resolution.

·       Maintained 100% HIPAA compliance in billing documentation, supporting audit readiness and data security.

 

 

Billing Associate

Omega Healthcare — 2018–2019

·       Processed over 1,000 patient claims monthly with a 99% accuracy rate, significantly reducing claim denials and accelerating revenue collection.

·       Resolved billing inquiries within an average of 24 hours, improving patient satisfaction scores by 15% during tenure.

·       Streamlined insurance verification and invoicing processes, decreasing billing cycle time by 20% and supporting faster reimbursements.

 

Sales Associate

Support Zebra — 2017–2018

·       Assisted over 100 clients monthly in selecting tailored product solutions, contributing to a 20% increase in monthly sales revenue.

·       Managed CRM database with 100% accuracy, ensuring timely follow-up on leads and customer inquiries that boosted repeat customer rates by 12%.

·       Consistently exceeded team sales targets by 15%, while maintaining high client satisfaction through personalized service and support.

 

Skills

·       Customer Service Excellence.

·       Insurance Billing & Claims Processing

·       Appointment Scheduling & Coordination

·       Sales & Lead Generation

·       Attention to Detail

·       Communication & Interpersonal Skills

·       Technical Proficiency

·       Problem Solving & Conflict Resolution

 

Tools

 

·       Salesforce                                                  GoHighLevel

·       HubSpot CRM                                          Slack

·       Zoho CRM                                                 Microsoft Teams

·       LinkedIn Sales Navigator                       Zoom

·       ZoomInfo

·       Service Titan

·       WorkFuel

·       UpFrog