To obtain a better opportunity to maximize the use of my interpersonal skills to achieve goals of a company that focuses on customer satisfaction as well as customer experience. I drive to succeed and do more than the bare minimum expected. I have excellent work ethics and a passion for working with people, both as a team and customers. I take pride in helping others achieve their goals or provide tools and information to them.
Overview
25
25
years of professional experience
Work History
Client Liaison/Administrator
Avid Health
11.2022 - Current
I am our client's primary point of contact, answering their questions, and addressing their concerns regarding their health insurance. I transfer clients to our agents for further assistance or schedule them for an appointment. Among taking care of our clients, I am also a part of our management team. I also supervise our 5 Virtual Assistants on a daily basis ensuring customer service is our top priority. I take care of any admin tasks or duties asked by upper management. I answer phones, reply to client's text messages via a CRM or via email. I do this all remotely.
Completed administrative tasks such as receiving and processing documents, submitting commissions for our agents, and distributing correspondence.
CUSTOMER SERVICE REPRESENTATIVE (FED)
F.H. Cann & Associates, Inc.
10.2023 - 09.2025
Answer high volume of inbound calls and make outbound calls, or chats for customers at expected talk time, handle time, and wrap up time.
Answer multiple inbound chat communication from customers simultaneously in a call center setting
Critical thinking – using logic and reasoning to identify strengths and weaknesses of alternative approaches, conclusions, and/or problem resolution ideas
Problem Solving- Finding solutions to issue within ability or access to information
Maintain detailed and accurate documentation with customer engagement while adhering to call completion requirements, such as case closures & case linking.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Operate multiple applications, databases, and computer programs efficiently and effectively
Teller
Wells Fargo
10.2014 - 10.2022
Provided exceptional customer service engaging customers in conversation by actively listening, asking questions, and building relationships all while accurately processing their transactions. I informed customers of self-service digital options or other services when appropriate to proactively meet their financial needs and save time. I introduced customers to other team members when appropriate to further assist with their financial needs. I followed policies and procedures to minimize risk and loss while actively ensuring the safety of customers funds and securities. I maintained a cash drawer and balanced daily. I spent majority of my time completing customer transactions involving withdrawals, deposits, payments, and simple service banker transactions. I maintained Branch records, daily reports, and any management tasks on the teller line. I also helped maintain cash flow with our branch vault and ordered money weekly and ordered branch supplies when needed. I would assist new team members and being a role model to help them succeed in their role.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Educated customers on use of banking website and mobile apps.
Identified sales opportunities and referred customers to branch partners in financial services.
Monitored and reported suspicious activity in line with bank security policies.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Director
Childtime Learning Center
06.2013 - 10.2014
I interacted and observed interactions with parents ensuring superior customer service was provided by building relationships. I was responsible for handling customer concerns, demonstrated empathy, and resolving problems or concerns on the spot. I provided tours for prospective parents and new enrollments. I ensured all paper work was completed. I was responsible for billing, payments, scheduling of staff, safety of our children, and ensuring that policies and procedures where always followed daily according to licensing and company standards. I also was responsible for allocating third party payments and data entry for center budgeting to promote profitability. I ensured all payments which included cash, credit card, and checks was allocated to the right account. I took pride in my center and ensured a safe, clean and respectable environment for my clients and their children as well as my staff.
Assisted in recruiting, hiring and training of team members.
Office Manager/Assistant Director
Childtime Learning Center
06.2003 - 06.2013
Interacted with parents ensuring superior customer service by building relationships, addressing customer concerns, demonstrating empathy, and resolving problems. I assisted in all areas of administration providing tours for prospective parents, new enrollments, and ensured school operated in accordance to company and state licensing standards. I helped with billing for center expenses to help achieve profitability and weekly tuition. I ensured all payments with cash, credit card, and checks was allocated to the right account. I assisted my Director with reports on center finances, center purchases, and client accounts. I partnered with the teachers ensuring curriculum was being provided weekly and implemented in the classroom. I filled in when needed for other positions in the center which included the cook, drivers, and teachers.
Assisted in organizing and overseeing assignments to drive operational excellence.
Teacher
Childtime Learning Center
02.2001 - 06.2003
Interacted with parents ensuring superior customer service by building relationships, addressing their concerns, demonstrating empathy. I worked directly with the parents to ensure a pleasant, learning environment for their children. I ensured procedures were being followed and was responsible for creating daily and weekly lesson plans with the teachers for the classroom. I would prepare daily summaries and progress reports for parent teacher conferences to keep them updated on their child’s progress. I maintained safe, clean and structured environment in my classroom by following all licensing guidelines and company standards.
Adapted teaching methods and materials to meet students' varying needs.
Developed and implemented classroom routines to address varying student needs.
Scheduled conferences with parents to discuss students' progress and classroom behavior.
Travel Registered Nurse, Emergency Department at LiquidAgents Healthcare LLCTravel Registered Nurse, Emergency Department at LiquidAgents Healthcare LLC