The Customer Service Representative is responsible for effectively responding to customer inquiries while maintaining a high level of customer satisfaction, by providing a professional, positive, and empathetic experience to each consumer engagement
Meets required criteria for work schedules and adheres to attendance policies as outlined in the employee handbook
Follow scripted guidelines
Document accounts and company forms correctly
Meets or exceeds productivity goals established by our clients and Radius Global Solutions
Completes all training and learning assignments within the required time frame
Work independently with minimal supervision.
Insurance Risk Interviewer
Quest Diagnostics
Lee's Summit, MO
04.2020 - 04.2021
Contacts life insurance applicants via telephone by placing outbound calls
Leaves messages for return calls or completes interviews with life insurance applicants
These interviews will include gathering medical, financial, occupational, and avocation histories
Uses the C4 Call Management System, Dialer and Avaya Phone System by making telephone calls, logging call attempts, documenting information within orders as necessary and recording call results
Reviews and edits information collected during the interview for quality assurance purposes
Learns the specific requirements stipulated by each client company
Other duties as assigned.
Contact Representative
Social Security Administration
Kansas City, MO
06.2018 - 03.2020
Answering unscreened calls for continuous periods of time on SSA's national 800 number;
Providing quality customer service in a fast-paced, high call volume environment;
Conducting interviews to determine the nature of the call;
Providing information on SSA's policies and procedures and resolving customer questions by identifying the issue and selecting the best option(s) for resolution;
Answered inbound calls from claimants regarding any topic they have, such as retirement, disability, death reports, change address, change banking info, percentage of allocation of benefits
Utilized Microsoft Word, Excel and Outlook throughout each stage of the process when working with customers
Utilized dual monitors effectively
Customer Service Rep
H & R Block
Kansas City, MO
11.2016 - 04.2018
Answered inbound calls from clients inquiring about the status of their income tax, installing & uninstalling HRB's software
Phone calls to the correct department when necessary to ensure questions were answered on the first phone call
Set up appointments for customers to go to their nearest H&R Block office to get taxes prepared, and receive short-term loans if necessary
Reviewed customers’ account pertaining to loan balance and prior taxes
Revised and updated customers' accounts as requested
Co-browse client income tax before submitting to IRS
Answered questions and help clients complete their income taxes
Contact Rep
Internal Revenue Service
Kansas City, MO
01.2013 - 10.2016
Received inbound phone calls from taxpayers requesting their refund and answering questions from letters their have received from IRS
Referred taxpayers to the proper department to ensure their questions are answered
Amended tax returns to verify the correctness and complete and closing out that request
Examined taxpayer's 1040x form for years 2010, 2011, 2012
1040x is a supplement to taxpayer 1040, attached paperwork that could reduce their taxable income, or increase their taxes
Researched 1040x attached forms to ensure that the taxpayer followed certain tax law
Mailed incorrect 1040X forms back to customers
Researched, prepared forms, and filed customer documents
Sales/Customer Service Manager
A.D.A. Telecom Services, Inc
Kansas City, MO
12.2001 - 12.2012
Sold and serviced AT&T and CenturyLink products to business customers in the states where they are the local carrier
Handled customer services issues, answered incoming calls from business customers concerning their account
Accounted for revenue growth and new customer acquisition
Responsible for hire and training of Sales and Customer Service Representatives who work for ADA, selling & providing customer service for AT&T and CenturyLink products and services
Customer Service, Customer Service Representative (Customer Service Rep) at Smiley Dental & OrthodonticsCustomer Service, Customer Service Representative (Customer Service Rep) at Smiley Dental & Orthodontics