Summary
Overview
Work History
Education
Skills
Languages
About Me
Affiliations
Accomplishments
Timeline
Generic

Claudia Hart

Fort Worth,TX

Summary

Dynamic Scheduling Specialist with a strong record at PRECOA in appointment setting and objection resolution. Consistently exceeds sales goals, demonstrating exceptional performance. Skilled in customer relations and professional communication, enhancing client engagement through a strong work ethic and attention to detail.

Overview

11
11
years of professional experience

Work History

Scheduling Specialist

PRECOA
FORT WORTH, US
02.2018 - Current
  • Company Overview: We work with 97 of all funeral homes in the United States.
  • My job consists of making a high volume of calls outbound to potential clients of the Customer Funeral Home.
  • We work with 97 of all funeral homes in the United States.
  • My job allows me to contact folks who have had some past relationship with the funeral home or those who inquire from the internet or mail in leads on funeral planning surveys.
  • My job is to probe and set the appointment with the funeral planning guide.
  • Many folks just want info mailed and do not want to meet.
  • It is my job to overcome those objections and get them set.
  • My dials were in the top 4 for over a year meeting company expectations for sales and knocking that out of the water.
  • I have gained the confidence to make a difference for my team in outstanding sales by making sure to ask probing questions and find out what the customer wanted when they returned the request.
  • We have a matrix of rolling 90 days for meeting monthly goals for each type of call we make.
  • I have consistently hit that marker 6 out of 7 months running.
  • When we have a client or a prospective funeral home come into the office to see what we do.
  • I am always one of the agents they look to as an example of how their clients will be handled and how we can meet their needs.
  • That is a record I am proud of.
  • I have been awarded the Employee of the Month twice in the past year and was nominated for Employee of the Year 2023.
  • We work with 97 of all funeral homes in the United States.

Auto Collector

Ron Tonkin
Portland, Oregon
02.2014 - 07.2016
  • Analyzed customer payment histories to determine eligibility for special payment plans or discounts.
  • Researched delinquent accounts to identify sources of delinquency, such as late payments or insufficient funds.
  • Adhered strictly to all applicable federal laws governing consumer protection rights during collection activities.
  • Conducted skip tracing to locate missing customers with overdue accounts.
  • Verified customer account balances and processed payments accordingly.
  • Prepared monthly reports summarizing collections activity for management review.
  • Provided guidance and assistance to customers who were facing financial difficulties.
  • Drafted letters to debtors informing them of their delinquent status.
  • Investigated disputed claims and made appropriate adjustments when necessary.
  • Filed legal documents such as court summonses and liens against delinquent debtors.
  • Negotiated payment arrangements with customers who were past due on their accounts.
  • Followed fair debt practices and regulatory guidelines when managing collections process.
  • Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.

Education

Certificate of Technical Studies - Medical Billing Coding

Mount Hood Community College
Troutdale, OR
01-2009

Skills

  • Microsoft Outlook proficiency
  • Appointment scheduling and setting
  • Objection resolution
  • Customer service excellence
  • Conflict management and resolution
  • Documentation skills
  • Professional telephone etiquette
  • Relationship management
  • Work ethic and strong ethics
  • Attention to detail
  • Outbound calling
  • Team collaboration
  • Customer relations and engagement
  • Insurance verification
  • Computer skills and software proficiency
  • Communication skills and effective communication
  • Excel proficiency and reporting skills
  • Skip tracing expertise
  • Collections management and oversight
  • Regulatory compliance knowledge
  • Customer relationship management (CRM)
  • Problem-solving strategies
  • Past due balance management and debt recovery expertise
  • Employee retention strategies
  • Team leadership experience
  • Account reconciliation skills
  • Call escalation techniques

Languages

English, Advanced

About Me

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Affiliations

  • I keep busy in my spare time to own and ride my two horses. I also have a 5 month old Boxer Puppy and a Doxie that are my fir babies.

Accomplishments

  • When i first started my career in Collections i had the great opportunity to start with a National

Collection Agency and from from there to Manager to Regional Manager then opening up my own branch office in Seattle Washington. I have been blessed

  • I

Timeline

Scheduling Specialist

PRECOA
02.2018 - Current

Auto Collector

Ron Tonkin
02.2014 - 07.2016

Certificate of Technical Studies - Medical Billing Coding

Mount Hood Community College

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