Customer Relations Liaison with a strong focus on client retention and satisfaction. Expertise in managing multiple accounts, anticipating and resolving issues, and effectively communicating with clients to ensure their needs are met.
Overview
5
5
years of post-secondary education
33
33
years of professional experience
Work History
Customer Relations Liaison
Apria Healthcare
Corpus Christi, TX
09.2023 - Current
Acts as the single point of contact for multiple accounts, managing all communications and follow-ups.
Responds promptly to customer needs, concerns, and complaints.
Proactively resolve issues by anticipating problems and coordinating solutions.
Consults with clients and referral sources on products and necessary equipment.
Obtains and processes all required documentation for orders, service scheduling, and billing.
Contacts patients to confirm orders and communicate any financial obligations before delivery/service scheduling.
Assesses patient needs and promotes company products / services during office visits.
Assists medical and provider groups in understanding available products / services.
Use Apria reports and data to identify referral targets.
Educate referral sources on the use and application of Apria products and services.
Collaborate with Sales Rep, to drive sales growth.
Conduct daily sales calls to establish new and maintain existing business.
Safety Green Hatter/Helper/Fire Watch
HMT Tank
Tulsa, OK
02.2016 - 05.2018
Initiated daily JSA and Tailgate meetings of field crew workers to improve communications, identify potential risks, and convey project expectations and requirements
Ensured a safe and productive workplace by promptly resolving and responding to all issues
Resolved and responded to safety issues to maintain a safe and productive workplace
Inspected job site regularly for compliance with fire, hazard, and safety guidelines
Safely operated heavy equipment to unload and load trucks on job site
Planned work and determined appropriate tools and equipment needed to complete task
Supported job site setup by organizing tools and materials for efficient workflow
Rigged up large sheets of Steel, pipe, hand baskets, shell buggies, and 3 o' clock, etc
Maintained a clean job site, focusing on high traffic and hot work areas to enhance safety
Assisted with operation of automatic welder (goat) and flex backup on 3 o'clock
Assisted Foreman with laying out marks, and materials to optimize job performance
Finalized daily paperwork for all completed jobs to maintain accurate records
Fire Watch
InServ Tank
Tulsa, OK
05.2015 - 12.2015
Monitored all workers during hot work to ensure safety compliance
Lifted and carried materials weighing over 50 lbs for 10 hours to support operations
Checked inventory for required supplies, including PPE, grinding wheels, wire wheels, rod, color tape, and created lists for Foreman to ensure readiness for hot work
Kept job site clean and organized to promote safety and efficiency
Conducted monthly inspections of fire extinguishers to ensure compliance with safety regulations
Filled out daily paperwork to accurately track project progress
Payroll Administrator
ATEC Steel
Baxter Springs, KS
10.2010 - 02.2015
Administered payroll for over 250 employees per weekly using Paychex, ADP and Encompix, Penta
Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information
Organized and maintained payroll information by entering accurate data, correcting errors, and ensuring timely collection of information
Updated employee tax status and withholding information.
Tracked and applied tax liens, child support, and other wage garnishments to ensure compliance with regulations and accurate paycheck deductions
Responded to employee inquiries with efficiency and accuracy to enhance understanding of payroll processes
Updated employee tax status in payroll system to reflect current regulations. and withholding information as necessary
Analyzed accounts to discover discrepancies and resolve all issues promptly
Prepared monthly and annual expense forecasts, including any necessary to manage costs to achieve budget
Executed termination procedures for departing employees, ensuring compliance with company policies.
Multi-State License Agent
Rod Burns State Farm Agency
Baxter Springs, KS
06.1993 - 10.2010
Exceeded company sales goals for new policies
Conducted client interviews to assess financial needs and evaluate existing coverage
Promoted client retention through high-quality service and follow through
Interviewed prospective clients to gather information on financial needs and discuss any existing coverage
Presented and clearly explained insurance policy options based on clients' needs and goals
Promoted client retention through high-quality service and follow-through
Contacted 50 warm leads weekly to promote services
FIELD ACCOUNT MANAGER/PHYSICAN LIAISON at Reproductive Medicine Associates (RMA) of New JerseyFIELD ACCOUNT MANAGER/PHYSICAN LIAISON at Reproductive Medicine Associates (RMA) of New Jersey