Shawna Yoder Email & Phone Number

Kapolei, Hawaii, United States

Castle Rock, Co

• Answered calls from potential customers in a friendly and professional manner, and answered any questions they had about our products, appointment timing, competitors, etc., resulting in a large number of scheduled appointments.• Scheduled appointments for estimates and installations in an organized fashion in order to minimize drive time for the sales reps and installers and to maximize productivity, and added the appointments to the calendar.• Crafted sales packets for the sales reps so they had all the paperwork that they needed for the customers organized in one place which they could leave with the customer when needed.• Created file folders for each customer, and inserted the estimate, along with any diagrams/drawings, photos, or any necessary descriptions necessary to install the job correctly and gave the folders to the project manager.• Entered new customer information into MarketSharp and updated it once the jobs were complete or anytime there were changes, making sure it was correct and complete.• Handled customer complaints professionally and compassionately and made sure they were resolved in a timely manner and to the customers satisfaction, resulting in a 5-star rating on Google and Yelp.• Filed customer folders alphabetically and by year and kept their folders updated with current paperwork, keeping the information organized and easy to find when needed.• Sent weekly emails to the installers with that week’s install information as well as sending install completion emails to our marketing department so they could contact the customers for reviews

Denver, Co

• Processed electronic files including eligibility files, premium files, and open enrollment files virtually and in office. • Repaired or reported problems with health (medical) record numbers and batch errors in order to get all files processed correctly and efficiently.• Mapped Excel premium files.• Initiated/Submitted mapping requests for premium files (new and changes) in all other file formats using Remedy 7.6.• Premium and Hawaii Eligibility SME (subject matter expert) – Helped teammates and AAR’s with questions or problems with premium and Hawaii eligibility files.• Researched issues with electronic file processing, and communicated the issues and resolutions to the appropriate people. • Monarch Pro – Converted PDF files to Excel spreadsheets in order to create a file that was able to be processed through the Recon system. • Performed the daily upload of electronic eligibility files into the CM Database. • Submitted ideas and suggestions for process improvements that helped to streamline the electronic file process.• Created service forms and distributed them to my teammates.• Knowledge of several different file formats, most received via FTP, including Hewitt, NAS1120, 820, Excel, and Proprietary formats, just to name a few, which is helpful when troubleshooting file processing and mapping issues.

Greenwood Village, Co

• Updated/maintained expense reports, client databases, various spreadsheets, calendars, contact lists, etc. • Scheduled annual client appointments for the financial advisers. • Booked rooms, ordered catering, and prepared/set-up materials and equipment for meetings, training, webcasts, and video conferences.• Maintained current licensing, certifications, and other required paperwork.• Downloaded FTP files and personalized them to my department’s specs then uploaded them for future use.• Made complete travel arrangements for the VP and Managing Partner (including air, hotel, car rental, restaurant reservations, etc.).

Arvada, Co

• Answered phones and scheduled appointments in a friendly and professional manner, providing excellent customer service and follow-through, leading to additional sales, appointments and new customers from referrals.• Ran the front office including all aspects of clerical work. • Handled all accounts receivable (A/R), billing, and collections, assuring that we were paid on time, and adding on late fees if we were not.• Managed daily bank deposits and credit cards, making sure the company always had money in the bank to cover bills, accounts payable (A/P), payroll, etc.• Created mass mailings and advertising pieces which brought in more new and repeat business in the slower months.• Responsible for filing liens on properties if an invoice was several months past due, as well as removing the lien once the invoice and all late fees were paid, which resulted in payment of EVERY past due invoice during my employment.• Built a great rapport with business associates/vendors, allowing us to acquire continuous work throughout the year.

Arvada, Co

• Designed and created matching business cards, letterhead, and job orders, as well as marketing and advertising pieces which helped to portray a professional image and bring in much more business.• Dispatched electricians using click-to-talk radio, making sure they had the correct addresses and information for each job.• Managed license renewals, pulled permits for each job that required one, and called for underground locates if needed, assuring that everything was done legally and to code.• Responsible for accounts payable (A/P) and accounts receivable (A/R), assuring that our bills were paid on time, and that our invoices were sent out in a timely fashion.• Filed claims of lien on accounts that were several months past due, and filed releases of lien once the account was brought back to good standing.• Ordered and stocked all office supplies.• Answered phones and scheduled appointments, while building a great rapport with customers and vendors.

Associate Of Arts (A.A.), Media Arts - Music And Video Business

Included Media Arts (Music and Video Business), Contracts and Negotiations, Computers, Business, etc.

Course Certificate, Medical Transcription

Inluded individual classes in Business Communications I & II, Word Processing, Keyboarding, Computers, Internet, etc. in addition to all.

Medical Transcription / Business

Medical Transcription Certification and Business Communications course certificates