Bri Lopez

Maintain all necessary updates for project in CRM; any correspondence between designer and client must be maintained as well as the communication between corporate to client.

Respond to inquiries and call ins from project managers and installers.

Maintain and optimize up-to-the-minute scheduling and calendar.

Evaluate, distribute, and schedule service-related appointments.

Assist in the ongoing training and development of the Customer Service Team.

• Evaluated customers' potential needs to make appropriate recommendations.
• Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.

• Created, maintained and updated filing systems for paper and electronic documents.
• Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Handled billing, payment posting, set up travel arrangements for executive team, verify insurances, manage telephone calls, aid with patient translation, triage, phlebotomy, EKG's, testing.