CRM
Alexis Copas
Lewisville,TX
Summary
Motivated fast learning Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible, and computer-savvy.
Overview
12
12
years of professional experience
1
1
Certification
1
1
Language
Work History
Client Service Representative
Concentrix (Ellie Mental Health LOB)
Work From Home, TX
07.2021 - Current
- Provided support to callers by helping them schedule new client appointments for a mental health clinic
- Ensured adherence to company standards and delivered exceptional client service
- Record accurate information and relay new client appointments to clinic and clinician through email
- Attended weekly team meetings to discuss performance metrics and strategies for achieving goals.
- Service dates for this project are 5/2024-Current
- Experience using Zendesk and Valant systems
Customer Service Representative
Concentrix (Humana Rx LOB)
Work From Home, TX
07.2021 - Current
- Provided support to inbound callers regarding prescription medication coverage
- Used soft sales techniques to acquire clients for Humana plans prescription mail delivery service
- Attended weekly team meetings to discuss performance metrics and strategies for achieving goals.
- This project with Concentrix lasted from 2/2024-5/2024. Transferred to another project due to staffing availability
- Experience using CRM
Telesales Representative
Concentrix (UHC and HelloMedicare LOB)
Work From Home, TX
07.2021 - Current
- Provided assistance and guidance to inbound callers in finding their ideal Medicare Advantage plan.
- Assisted in gathering needs and demographics, creating profiles, and completing applications for insurance plans.
- Strict adherence to HIPAA rules and preservation of client confidentiality.
- Obtained licenses for life and health insurance in all 50 states
- Operated as a telesales agent at United Healthcare during two Annual Enrollment Periods, assisting Medicare recipients, from 07/2021 to 01/2022 and 10/2022 to 01/2023.
- Sold insurance for various companies during the HelloMedicare project's Annual Enrollment Period for Medicare recipients from 10/2023-1/2024.
- Experience with Salesforce
Customer Service Representative
Concentrix (Cigna LOB)
Work From Home, TX
07.2021 - Current
- Provided excellent customer service to resolve customer complaints in a timely manner
- Developed strong relationships with customers by providing personalized assistance and support
- Resolved complex problems by working with other departments to provide solutions that meet customer needs
- Assisted in the filing of grievances and appeals for Medicare plan beneficiaries
- Collaborated with Cigna during the AEP off season in 01/2022-10/2022 and 01/2023-10/2023
- Experience with CRM
Server, Trainer and Hostess
PF Changs Restaurant
Allen, TX
04.2012 - 10.2015
- Greeted customers coming into the restaurant and seat based off server rotation
- Upheld excellent service while adhering to all restaurant rules and expectations
- Held server trainings and helped to train new incoming servers on the menu
Education
High School Diploma -
Plano Senior High School
Plano06-2010
Some College (No Degree) - Nursing
Midwestern State University
Wichita Falls, TXSome College (No Degree) - Nursing
Collin County Community College District
Plano, TXSkills
- Service Recommendations
- Account Management
- Client Relations
- Sales Strategies
- CRM Software
- Follow-up skills
- Sales Documentation
- Client Support
- Payment Processing
- Customer Support
- Customer Education
- Outbound Calling
- Complaint Handling
- Salesforce CRM experience
- Data Entry
- Multitasking
- Team building
- Microsoft Word
- Computer Skills
- Active Listening
- Conflict Resolution
- Verbal Communication
- Problem Resolution
- Customer Service
- Organizational Skills
Certification
- Life and Health Insurance in 50 states
Timeline
Client Service Representative
Concentrix (Ellie Mental Health LOB)
07.2021 - Current
Customer Service Representative
Concentrix (Humana Rx LOB)
07.2021 - Current
Telesales Representative
Concentrix (UHC and HelloMedicare LOB)
07.2021 - Current
Customer Service Representative
Concentrix (Cigna LOB)
07.2021 - Current
Server, Trainer and Hostess
PF Changs Restaurant
04.2012 - 10.2015
High School Diploma -
Plano Senior High School
Some College (No Degree) - Nursing
Midwestern State University
Some College (No Degree) - Nursing
Collin County Community College District
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Company CultureWork-life balanceCareer advancementHealthcare benefitsPaid time offWork from home optionPersonal development programsFlexible work hoursQuote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Software
Salesforce
ZenDesk
Valant
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