Hillary Quick Email & Phone Number

Dublin, Ohio, United States

Dublin, Ohio, United States

- Manage our client process and experience.-Support our Retirement Planners and provide meeting support, including closing meeting preparation and execution. -Assist in the assembly, creation, and analysis of our clients' financial planning.-Facilitate onboarding of new clients to Golden Reserve.

Bellefontaine, Ohio

• Provide exceptional service by working collaboratively with other staff member and communicating effectively with patients
• Effectively communicate with patients on the phone and in person to solve any needs and issues
• Effectively utilize Diary Management and POS software to input data and schedule patient appointments accurately
• Create weekly sales reports to provide to clinician and corporate staff in order to ensure effective communication
• Train new Patient Care Coordinators

Urbana, Ohio

• Initiated personal accounts and upsold additional products & services to deliver a superb customer experience
• Developed relationships with internal business partners by making referrals and cross-selling customers to appropriate departments for specific information and services
• Achieved monthly, quarterly and yearly customer satisfaction metrics both individually and as a team
• Trained several new tellers on various duties including cash deposits, referrals, and offering world-class customer service

Master'S Degree, Health/Health Care Administration/Management

• Demonstrate interpersonal skills, effective collaborative practices, and cultural competence through meaningful verbal and written.

Bachelor Of Arts - Ba, Psychology