Assist patients with questions and settle their balances, guide to the appropriate
Efficiency and time management; keep accurate records, work email/communications timely
Manage WQ’s, Escalated calls, Manage Calendar, Update multiple systems to keep information accurate
Set personal monthly goals; Review monthly collections, Daily Contacts, KPI’s
Collaborate with other departments and clients to maintain workflow
Train team, professional development, attend/run meetings
Gold Wellness Advocate
dōTERRA
Pleasant Grove, UT
12.2014 - Current
Acknowledged customer issues and resolved their problems quickly and efficiently.
Assisted clients in understanding their available options and helped them select the right kits for their wellness needs.
Collaborated with colleagues and team to discuss market information and strategies.
Graduated in the top 100 in a special traveling program to support my team.
Manage and actively engage on my customer Facebook page to keep my team and customers apprised of updates as well as educate and run monthly incentives.
Developed and implemented tailored service plans to the needs of particular clients.
Qualified to attend our leadership conference.
Mentor leaders on a weekly/monthly or as needed basis on team and cross line team members. Work on creating goals and working outside of comfort zone.
Create business plans with builders/leaders on my team