Donna Phinney Email and Phone Number

OverviewI am a seasoned professional with extensive experience as a customer service and account representative.Proven success of skills and achievements include developing sales prospects through marketing, accruing, and retaining established customer accounts through diligence, interest, and trust. I prepared proposals and developed presentations as needed for direct communication with customers on specifications and pricing projections, increased profit for employer with detailed… Show more OverviewI am a seasoned professional with extensive experience as a customer service and account representative.Proven success of skills and achievements include developing sales prospects through marketing, accruing, and retaining established customer accounts through diligence, interest, and trust. I prepared proposals and developed presentations as needed for direct communication with customers on specifications and pricing projections, increased profit for employer with detailed order entry.I have strong verbal and written communication skills and can quickly learn new software. Skills inMicrosoft Office, TIMS and Cyrious software, ACT, and online research.I thrive in fast paced multi-tasked environments.***I resigned from Pumps It, Inc. in 2022, after the company was bought out, and was able to take thisopportunity to finalize my late husband’s affairs. I am currently looking for a new and challenging employment opportunity.Professional ExperienceCustomer Service Representative, Pumps It Inc. (now an Adapt Health company), Houston, Texas,2016 – 2022From a day-to-day perspective, I conversed directly with diabetic patients, medical personnel, andinsurance companies. My duties included: • Data input on referrals. • Contacting patients to review insurance benefits/cost/coverage and giving an overview on durablemedical equipment. • Facilitating the orders by confirming patient’s billing/shipping addresses and collecting credit cardpayments and past due balances. • Verifying diagnostic codes with medical clinics across the country. • Contacting insurance companies to check status of benefits, coordinating, and corresponding withmy team, patients and medical clinics via phone, text, and email. • I met and exceeded monthly sales goals.Donna Phinney713.725.2283Houston, TX 77065 USAdpphinney4@gmail.com Show less

Customer Service and Account Representative, Mercury Signs & Display Ltd., Houston, Texas, 1996 – 2016From a day-to-day perspective, I submitted project and specification notes to our estimating department, responded back to clients with pricing and delivery projections. Completed order entry and follow up on client’s custom commercial screen-printing jobs. My duties included: • Initiating business-to-business sales calls, for prospective and existing customers, on a… Show more Customer Service and Account Representative, Mercury Signs & Display Ltd., Houston, Texas, 1996 – 2016From a day-to-day perspective, I submitted project and specification notes to our estimating department, responded back to clients with pricing and delivery projections. Completed order entry and follow up on client’s custom commercial screen-printing jobs. My duties included: • Initiating business-to-business sales calls, for prospective and existing customers, on a regularbasis. • Preparing proposals and making presentations to prospective customers. • Communicating with customers via email or telephone regarding specifications and pricingprojections. • Strategic planning of reorders which increased profit and cut down delivery lead time on product. • Initiating and finalizing contracts for purchased services and goods. • Retaining and establishing accounts through trust and dedication which led to referrals. • Building strong relationships with key personnel and upper management in a wide range ofindustries. • Accessing customer portals to review, accept and confirm purchase orders. • Updating production and delivery schedules to customers, including shipment tracking. • Achieving customer loyalty through trouble shooting and handling concerns quickly. • I worked directly with ConocoPhillips, El Paso Energy, Blue Bell Creameries, Marathon Oil, Baker Hughes companies, and CAT distributors to name a few. • Learning new software and adapting to new industry products and sales trends. • Acquiring new customer accounts. • I increased profit by approximately 25% and met or exceededmonthly sales goals. Show less