
Systematic Lead Customer Service Representative committed to simultaneously handling customer and associate needs. Thorough and skilled researcher possessing first-rate communication and analytical problem-solving abilities. Focused on increasing team performance by defining and clarifying goals, responsibilities and roles.
• Records activity in salesforce.
• Handled basic customer insurance claims and transferred calls that required more focused assistance.
• Scheduled meetings and assist in making travel arrangements.
• Supported front office staff by providing word processing of correspondence and reports.
• Filed and retrieved documents, introducing a more efficient filing system adopted by the company
.• Worked on special projects, taking the lead on important project initiatives.
• Greeted visitors and escorted them to their destinations.
• Troubleshoot problems with office equipment and software to help staff stay productive and on-task
.• Maintained an efficient office environment by skillfully routing incoming and outgoing mail.
• Organized conferences and special events, including setting up the catering and preparing all supporting materials.
• Audited files to identify missing or misfile items and restored files to proper locations and states.
• Supported Supervisor by handling day-to-day needs and special projects with good multitasking and research skills.
• Updated office calendar with new meetings, events, and appointments to avoid overbooking.
• Returned pulled files to proper locations to maintain easy staff access.
• Proofread business documents to check spelling, grammar, and compliance with office policies.
• Promoted best practices by identifying opportunities for process improvements and initiatives.
• Completed and processed paperwork and records with attention to detail to ensure accurate entry of important data in company CRM.
• Exceeded requirements in always providing products and services to customers.