Yairy Matos Medina
Boston,MA
Summary
Resourceful customer service representative who consistently meets and exceeds productivity goals. Proven capacity to troubleshoot issues quickly. Maintains a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty.
Overview
3
3
years of professional experience
Work History
Receptionist
H&R Block
01.2024 - 03.2024
- Provided exceptional customer service by warmly answering calls and greeting clients, addressing inquiries, and connecting them with the appropriate tax professionals to meet their specific needs.
- Conducted approximately 90 outbound calls daily to previous clients, soliciting appointments for the current tax year.
- Efficiently scheduled client appointments, accommodating preferences for in-person, phone, or virtual meetings to ensure smooth daily operations.
- Collaborated with team members to maintain a clean and organized office environment, ensuring resources were readily accessible to provide seamless customer service.
- Excelled in a fast-paced setting, managing multiple tasks simultaneously while maintaining strong organizational skills.
- Demonstrated proficiency with Microsoft Office and other necessary software tools.
Claim Processor
Savilinx
01.2023 - 10.2023
- Managed approximately 80 inbound and outbound calls daily, delivering prompt, accurate responses to customer inquiries and maintaining high customer satisfaction.
- Achieve a customer satisfaction rating of 95% within six months, exceeding the corporate target.
- Efficiently reviewed, entered, and processed claims in accordance with company guidelines, ensuring accuracy and compliance with PHI and HIPAA standards.
- Documented claimant information, communications, and claim statuses in the CRM system, ensuring data integrity and supporting future claim processing or audits.
- Excelled in a fast-paced, remote work environment, managing multiple tasks, meeting deadlines, and maintaining consistent attendance while navigating multiple computer screens and programs.
Accounting Co-op
Related Beal
01.2022 - 07.2022
- Reduced outstanding vendor issues by 15% through timely reconciliation of vendor statements.
- Achieved a 99.5% accuracy rate in data entry tasks, supporting financial operations and reporting efficiency.
- Applied proper codes to invoices and files, maintaining organized and easily searchable records.
- Leveraged Microsoft Excel, Word, and Outlook for efficient data management.
Customer service Supervisor
PLS Financial Services
10.2020 - 01.2022
- Oversaw daily operations, ensuring compliance with company policies and federal, state, and local regulations.
- Managed cash handling, transaction processing, and store audits in the absence of Store Manager.
- Maintained high customer service standards, resolved customer complaints effectively, and established strong customer relationships to increase retention and satisfaction.
- Assisted in recruiting, training, and motivating store employees, fostering a collaborative and customer-focused environment.
- Encouraged a strong customer service culture to drive sales and achieve store objectives.
- Assisted the Assistant Store Manager in implementing strategies to meet sales and financial targets.
Education
Bachelor of Arts - Business Administration
Northeastern University, D'Amore-McKim School of Business
Boston, MASkills
- Excellent communication skills (verbal And written)
- Outstanding customer service and client Relationship-building skills
- Strong organizational and multitasking abilities
- Proficient with Microsoft Office Suite (Outlook, Excel, Word), Slack
- High attention to detail and accuracy
- Ability to work independently and within a Team
Timeline
Receptionist
H&R Block
01.2024 - 03.2024
Claim Processor
Savilinx
01.2023 - 10.2023
Accounting Co-op
Related Beal
01.2022 - 07.2022
Customer service Supervisor
PLS Financial Services
10.2020 - 01.2022
Bachelor of Arts - Business Administration
Northeastern University, D'Amore-McKim School of Business
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