Answer inbound calls from hundreds of different clients Assist customers with specific requests/inquiriesCapture information and enter data into CRM’sOperate customer service database and follow specific call-handling proceduresRelay messages and route calls to the appropriate resourcesFollow-up and liaise with other departmentsWorked with Doctor’s offices, Law Offices, E-commerce, Retail, Utility Districts, etc.

Post insurance payments to patient accounts; research why payments deniedFix rejected claims; work the AR

I help women over 30 who feel stuck to find clarity, confidence and direction.

General transcription services. Speeches, podcasts, interviews, workshop, trainings and more. All services confidential.

Laid off due to CoronavirusAnswered the phone for three locationsOutgoing calls on prior year clientsOutgoing follow-up calls on serviced clients

Seasonal PositionAnswered the phone for three locationsOutgoing calls on prior year clientsOutgoing follow-up calls on serviced clients

Start up, laid off.Accounts Receivable and General Ledger workPosting payments in Access-based softwareFamiliar with/utilized Quickbooks Premier, Kajabi, Schedule Once, Calendly, Woodpecker, LinkedIn Sales Navigator, Active Campaign, Google Streak and GoToWebinarPrepared complex engagement lettersAnswered phones, ordered office suppliesProcessed out tax returns, payroll and financial statementsPrepared multiple PowerPoint Presentations

Answered the phone, providing superior customer serviceCreated estimates and quotesPrepared office for software conversion

Handle inbound calls from customers; perform outbound calls for follow-up.● Educate customers on health care benefit options available to them, including Medicare.● Enroll retirees into applicable health care plans; process coverage changes.● Access customer accounts and product information, by toggling between multiple screens and systems, to provide accurate answers and support within the parameters of company and client policies and procedures.● Advocate for and appropriately refer customer to relevant health care providers.

Supervise daily operations of a new Service Department.Manage two CSR’s, three technicians and a warehouse employee.Implement known customer service and technician procedures and processes to create a productive Service Department.Appropriately schedule jobs, taking into account multiple competing priorities.Handle complicated and/or escalated calls.Create custom quotes by working closely with supply houses.Purchase van and warehouse stock.Create reports for technician’s Key Performance Indicators.Produce/generate reports for collections, referrals and reviews.Invoice customers and handle all billing/pricing issues.Create/update customer accounts.

Schedule jobs from Willis to Sugar Land among 16 technicians who differ in qualifications, knowledge and available tools.Effectively manage large amounts of incoming calls; act as gatekeeper.Provide customers with accurate, valid and complete information by maintaining and regularly updating product and service knowledge.Handle complaints, provide appropriate solutions and follow up to ensure resolution.Determine charges for services, collect deposits, process payments and arrange for billing.Build sustainable relationships of trust through open and interactive communication.Regularly adapt to frequent changes in policies, technician qualifications, promotions and employee processes.Keep records of customer interactions; create/update customer accounts.Check to ensure that appropriate changes were made to resolve customers' problems; perform QA calls daily.Recommend improvements in service and procedures to prevent future problems.

Assisted with initial start-up of business via set up of Website, Google Calendar, Google Voice and Facebook. Provided clerical support during Open House. Assist as needed in any general area.

Educate members and guests on membership advantages, programs and classes. Answer phones, provide tours. Utilize complex proprietary software to enroll new members, register members for programs, update billing information and change membership plans.

CONTRACT* Performed highly complex data entry using multiple proprietary software programs.

CONTRACT* Provided clerical support to 25 employees in the office via data entry & special projects. * Performed many aspects of documentation control such as scanning, emailing, filing, copying and distributing. * Answered the phone and directed calls appropriately; distributed mail appropriately. * Inventoried supplies for orders.

Assisted the Water Planning Office in all areas of administration such as:* Provided clerical support to the 15 employees of the Water Planning Office. * Edited and typed correspondence to be signed by the Secretary of the DEP and other high- ranking officials. * Reserved rooms and equipment for meetings; prepared rooms for meetings. * Answered all incoming calls and routed them appropriately. * Sorted and distributed mail and faxes; prepared items for shipping. * Organized the office after a move; ordered supplies regularly. * Provided data-entry, filing and research support regularly. * Operated standard office equipment such as copier, fax, telephone and computer, using software such as Microsoft Outlook, Word, PowerPoint and specialized DEP software.

* Provided exceptional customer service via inbound and outbound calls by taking orders, discussing billing, checking on shipping status and resolving errors or customer service issues. * Multi-tasked regularly for efficiency and productivity.* Relied upon for critical data entry functions.* Regularly called upon for and participated in special projects.

* Managed a caseload of approximately 90 clients, 95% of which were over 65.* Performed intake assessments, financial eligibility assessments, annual reviews.* Provided general counseling, advocacy, chore services, transportation and escort services and information and referral services.* Co-facilitated a weekly support/activity group.

* Provided intensive case management to approximately 10 clients.* Performed intake interviews, assessments and reviews.* Provided counseling in job readiness, interviewing and job retention.* Closely followed clients to verify their participation and adherence to program regulations.

* Provided superior customer service in a production-based environment via telephone, mail and e-mail, with excellent quality and production reviews.* Utilized problem-solving skills and multi-tasking abilities to maintain, and often exceed, production standards.* Assisted in training new employees.* Managed special projects including error resolution and website quality assurance.