Clancy Roberts
Gilbert,AZ
Summary
Client Relations Professional with strong background in managing client relationships and fostering customer satisfaction. 3+ years experience managing high-volume client portfolios in fast-paced environments. Skilled in cross-functional collaboration, issue resolution, and strategic client engagement. Adept at driving retention, satisfaction, and operational improvements. Demonstrated ability to communicate effectively and resolve conflicts efficiently.
Overview
9
9
years of professional experience
Work History
Senior Client Relations Specialist
Vensure Employer Solutions
06.2023 - Current
- Facilitating communications between high priority clients and internal departments, managing 100+ clients and providing proactive communication, timely resolution of issues, and customized service solutions.
- Collaborating with senior leadership to oversee the successful delivery of PEO services.
- Coordinating with cross-functional teams, including Benefits, Compliance and Human Resources, to ensure seamless implementation, compliance adherence, and client retention.
- Act as the primary liaison for all client communications, leveraging in-depth knowledge of PEO services, and applying specialized expertise to provide tailored solutions to prevent service disruptions.
- Managed complex client accounts, ensuring timely responses to inquiries and issues.
- Maintained 95%+ client retention rate through personalized support, proactive outreach, and consultative relationship-building
- Cultivated strong relationships with clients to enhance satisfaction and retention.
Barista
Starbucks
10.2022 - 06.2023
- Manages drive through window attending to 60+ customers an hours
- Maintained an organized and tidy cafe environment by regularly cleaning equipment, espresso machines, counter tops, and condiment bar
- Memorized drink orders and preferences for regular customers to build rapport and increase brand loyalty
- Ran cash drawer for over 100+ orders daily, including gift card, credit, and cash transactions
Workers' Compensation Claims Analyst
St. Mary's Networking Dispensing Solutions
01.2021 - 10.2022
- Maintains professional relationships with out of state clinics
- Communicates claim processing with clinic and attorneys
- Manages/processed claims with knowledge of state and insurance carrier rules/regulations
- Monitor profit of clinics, maintaining 80% profit rate
- Analyzed claims data to identify trends and discrepancies, ensuring accurate processing.
- Developed comprehensive reports outlining claim statuses, contributing to strategic decision-making meetings.
- Maintained strict confidentiality with all personal data as per company guidelines.
Education
Aesthetics License -
Empire Beauty School
Tucson, AZ03.2023
High School Diploma -
Canyon Del Oro High School
Oro Valley, AZ05.2019
Skills
- Technical: Proficient in Excel, Prism, & ClientSpace
- Strong oral and written communication skills
- Capacity to work in a fast paced environment while completing multiple tasks in a timely manner
- Efficient computer and organizational skills
- Client Relationship Management
- Cross-Functional Team Collaboration
- Arizona Department of Safety Level One Fingerprint Clearance Card
- Strategic Account Planning
Timeline
Senior Client Relations Specialist
Vensure Employer Solutions
06.2023 - Current
Barista
Starbucks
10.2022 - 06.2023
Workers' Compensation Claims Analyst
St. Mary's Networking Dispensing Solutions
01.2021 - 10.2022
Aesthetics License -
Empire Beauty School
High School Diploma -
Canyon Del Oro High School
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