Bruce Patrick Email & Phone Number

Columbus, Oh, Us

United States

Lewis Center, Ohio

• Successfully mulched residential and commercial properties.• Created and successfully maintained bed maintenance.• Responsible for the removal of storm damaged trees.• Monthly pruning of commercial and residential grounds care• Landscape Renovation.• Planted trees, created flower beds and placed new sod on Ryan model homes

Grove City, Ohio

• Successfully placed outbound calls to financial institutes to verify customers name, address and phone numbers to assure there was no fraudulent activity placed on customer(s) credit card.• Effectively retained orders in companies order management system and reviewed orders using Google search & White pages, to detect any fraudulent orders that may have been placed on stolen credit card(s). • Researched and tracked lost or delayed orders using FedEx website.• Efficiently located customers in company’s administrative system, using customers email address, name, order number, customer’s identification number and or credit card number.• Successfully replaced lost or cancelled orders by finding compromising items for any items that may have been out of stock along with using daily promotional codes to help customers receive the best discount suitable on their order.• Secured Financial Institutes using companies Bin Range list that included the Financial Institutes name(s) and phone numbers located within the United States and Foreign Countries.• Supported customer on reserving items online with a particular store closes to themselves or located a store for customer to visit.• Explained and spoke with customers using great tone, express empathy, and demonstrated confidence on calls along with active listening skills to know customers’ needs and managed the call.

Dublin, Ohio

• Successfully handled incoming calls for support functions from VZW (Verizon Wireless) sales channels. • Reviewed consumer credit reports, reviewed upgrade eligibility, assigned security deposits and customer account maintenance.• Interacted between Direct, Indirect, and Telesales channels, as well as interacted with Consumers.• Successfully help customers troubleshoot problems and provided needed technical support

• Successfully retrieved missing information from client(s) to secure the processing of their policy• Speak with internal customers reassure the information that is needed to issue the client(s) policy• Conduct web searches to retrieve physician information to pass onto internal Case Manager(s) and Underwriters• Accurately update company system to make sure clients are in correct status (Pending/Conversion/Closed/etc.)• Successfully retrieved clients(s) personal information to assure policy was issued correctly• Received client(s) payments in house and forward onto the correct department once copied and scanned

Columbus, Ohio Area

• Successfully answered multiple telephone lines and transferred to appropriate staff members• Greeted and interviewed potential client(s) & walk-ins interested in Life Insurance• Created and implemented documents to make the workflow of the office run more efficient.• Executed general clerical responsibilities to include but not limited to photocopying, faxing, mailing and filing.• Maintained and systematized hardcopy and electronic filing system.• Spearheaded and scheduled meeting and conferences between Sales Reps, Brokers and clients when needed.• Expedited Whole, Term and Universal insurance quotes for possible clients• Prepared sold life policies for delivery to client(s)• Collected client’s payments depending on payment arrangement and collections on non-sufficient funds.• Made company deposits• Order necessary office supplies• Setup medical exams and did follow up on needed medical information with the clients

Westerville, Ohio

• Answer inbound calls via the queue and obtain customer information.• Update, write and enter customer(s) orders, sell and make item substitutions suggestions.• Track customer(s) packages and notify customer(s) of returned packages.• Discuss with callers all their gifting need.• Machine operator.• Prepare setup before shift began for area to produce products.• Pallet & shrink wrap use

Worthington, Ohio

• Audit new group setup of accounts onto the company’s administrative system.• Successfully conducted new hire’s enrollment.• Accurately conducted maintenance on existing accounts and amendments.• Successfully performed annual product training to external Brokers and Health Sales Representatives.• Managed product training for new hires, responsible for handling escalated cases and states.• Successfully kept track of monthly audit scores for new groups, enrollment, maintenance and amendments to present to Director of organization• Team Lead:• Accurately kept track of associates Paid time off and disciplinary action (verbal & written).• Conducted monthly one on one meeting with associates.• Successfully setup internal meetings amongst other departments within the organization.• Held external meeting with Sales Representatives, Brokers and Clients,• Accurately tracked turnaround time on new groups to make sure they were issued in a timely manner and worked needed projects along with other duties.• New Case Enrollment Representative:• Interact with numerous external accounts• Setup of new cases on the company’s administrative system.• Successfully took care of billing the new groups once setup was complete.• Worked the maintenance of the account once the case was issued from WellPoint, Inc. Organization. (I.e. adding new employees to the account when new hires were added, termed employees, posted monthly premium, observed payment history, worked closely with the group contact, sales rep., and broker)

Education record

Diploma