Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Candice Newton

Coatesville,Pennsylvania

Summary

Motivated individual with over 20 years experience in customer service, sales and management. Skilled in building team and customer relationships through understanding the needs of others. Possessing strong communication , prioritization, organization and interpersonal skills invaluable for providing superior customer service.

Overview

21
21
years of professional experience

Work History

Customer Service/Sales Representative

CubeSmart Self Storage
06.2017 - 02.2024
  • Answer a high volume of calls in a fast-paced environment.
  • Communicate with customers via the telephone to furnish information requested by our customers.
  • Make recommendations based on customer’s storage needs, determine location and availability of units, and complete rental reservation information.
  • Answer questions and complaints concerning billing or services rendered, refer complaints to designated departments or stores for investigation.
  • Provide outstanding customer service to customers and internal teammates.
  • Consistently meet operational performance standards, goals, and metrics.
  • Complete regular courses on Phishing and other security risks
  • Active participant during team and town hall meetings
  • Maintained Outstanding rating call monitoring quality score
  • Gathered data over time to report possible technical issues

Client Service Professional

H&R Block
12.2016 - 04.2017
  • Front line of customer service
  • Phone answering, appointment scheduling, client check in
  • Completed minimum of 20 outbound calls/day to former clients
  • Message delivery
  • Payment processing
  • Door to door marketing

Client Success Specialist Team Lead

PrimePay, LLC.
08.2013 - 01.2016

Client Success Specialist Team 1 Lead

  • Direct client contact for book of business containing 384 employers with 5 to 500 participants each from New York through New England and U.K
  • Leader of 4 person team specializing in Section 125 and COBRA
  • Hosted and scheduled on-boarding calls
  • Remained top team for ticket solves and client issue resolutions
  • Proactively identified and solved complex problems
  • Created and distributed open enrollment information HRA, FSA, HSA, COBRA within deadline
  • Scheduled and completed reminder communications to clients and brokers
  • Set billing for all clients in book
  • Worked with Compliance team on NDT testing
  • Cultivated and maintained good rapport with various departmental teams

Implementation Specialist

  • Built section 125 plans and COBRA Client portals via sales teams new client application submissions
  • Major role in successful and positive renewal seasons
  • Worked directly with sales team and clients to ensure accuracy and understanding of Section 125 and COBRA plans
  • Enrolled participants both manually and through EDI files
  • Performed participant and client account audits
  • Supported Team Leaders with operational improvements
  • Investigated and corrected plan and portal errors
  • Consulted with Healthcare providers and brokers to find resolutions
  • Adjusted accounts due to changing laws
  • MS Office, SalesForce, Alegeus and COBRApoint proficient
  • Assisted with transfer of information from Zendesk to SalesForce

Customer Service Representative

  • Answered up to 60 inbound participant calls
  • Health Reimbursement Account and Flex Spending Account claim reimbursement processing and denial review
  • Resolved participant and client queries via phone and email
  • Trained 6 new hires
  • HIPAA certified
  • Expert in Section 125 plans

Department Coordinator

Wegmans Food Markets
12.2005 - 07.2013

Deli

  • New hire trainer
  • Provided excellent Customer service in high volume department
  • Employee of the month

Seafood

  • Ordered fresh product 6 days per week
  • Minimized shrink and outages using forecasting reports and current demands
  • Updated price signage daily and Country of Origin labeling daily
  • Fillet trainer
  • Led exciting in-store filleting and cooking demonstrations for customers

Card Shop Coordinator

  • Sole employee in department
  • Worked with vendors to organize overstock drawers
  • Merchandised balloons at registers and card shop for impulse buys
  • Ordered items(net, helium dolly) to reduce shrink, time spent and increase visibility for impulse purchases

General Merchandise

  • Reduced shrink by suggesting flash sales before holidays
  • Ordered non-perishable grocery items 3 days per week
  • Designed merchandise displays
  • Organized department to reduce back stock and drive sales
  • Obtained and utilized Walkie-Reach certification
  • Sole employee scheduled for department per shift

Shift Supervisor

Wawa, Inc.
10.2002 - 06.2009
  • Guaranteed positive customer experiences and resolution of customer complaints
  • Compiled weekly reports and records for store managers
  • Opened store including security check and bank deposit
  • Led team of 6 as sole manager on duty for 8 hours
  • Ordered fresh product, dairy, cigarettes and gum/mints
  • Performed quarterly inventory audits
  • Created The All-Star Board for positive cashier goal tracking

Education

High School Diploma -

Great Valley High School
Malvern, PA
2004

Skills

  • Customer Needs Assessment
  • Employee Training
  • Long Term Acting Supervisor
  • Customer Complaint Resolution
  • Claims Processing
  • Benefits Administration / Management Customer
  • MS Office proficient: Daily EDI files
  • Complex problem-solver
  • Training and development background
  • Strong organizational skills
  • Human Resource Information System (HRIS)
  • HIPAA, ACA, ERISA
  • Inventory management background
  • Business growth and retention
  • Interpersonal Communication
  • Cash Handling
  • Decision-Making

Accomplishments

  • Co-developed 72 page system navigation handbook
  • Led a 4 person team that consistently ranked number one in ticket resolutions
  • Discovered and utilized reports to retain largest brokerage firm
  • Held weekly conference calls with claims processing team in India resulting in 38% decrease in claims processing errors
  • Promoted to Client Success Specialist Team Lead within 2 years of joining the industry.

Timeline

Customer Service/Sales Representative

CubeSmart Self Storage
06.2017 - 02.2024

Client Service Professional

H&R Block
12.2016 - 04.2017

Client Success Specialist Team Lead

PrimePay, LLC.
08.2013 - 01.2016

Department Coordinator

Wegmans Food Markets
12.2005 - 07.2013

Shift Supervisor

Wawa, Inc.
10.2002 - 06.2009

High School Diploma -

Great Valley High School
Candice Newton