Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dolores Carswell

Livonia,MI

Summary

Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities. Reputable customer service professional brings strong phone speaking skills paired with in-depth knowledge of CRM systems. Offers vast experience connecting customers with products and services. Punctual and responsible individual polished in navigating multiple computer systems and applications. Friendly and efficient ! Devoted to maximizing customer satisfaction with exceptional service and support. Knowledgeable standards with strong skill in retaining product and service information to provide effective issue resolution. Skilled in promoting sales to increase revenue while addressing diverse issues.

Overview

13
13
years of professional experience

Work History

Retirement Plan Specialist

Trinity Health
05.2024 - Current
    • Analyzed complex retirement plans for accuracy and regulatory adherence.
    • Developed strategic solutions to optimize retirement plan operations.
    • Collaborated with cross-functional teams to streamline processes and improve efficiency.
    • Managed client communications, ensuring clarity on plan details and updates.
    • Implemented process improvements, reducing errors in plan management.
    • Developed strong relationships with clients, fostering trust through consistent communication and expert advice.
    • Help participates fill out forms to process their benefit
    • Process and data enter participates information in order to process payment
    • Review participated file for previous information
    • Order office supplies for the department

Claims Processor

Aflac
03.2022 - 04.2024
  • Processed claims with accuracy, ensuring timely resolution and adherence to company policies.
  • Reviewed documentation for compliance, identifying discrepancies and facilitating corrections.
  • Collaborated with cross-functional teams to streamline claims processing workflows and enhance efficiency.
  • Managed high volume of claims, prioritizing tasks to meet deadlines without sacrificing quality.
  • Reviewed applications and supporting documents to verify claims eligibility and accuracy.
  • Managed workload and priorities to meet claims processing meet deadlines.
  • Utilized specialized software to process incoming claims, enter data and generate reports.
  • Maintained strict confidentiality when dealing with sensitive information about patients'' medical histories or personal details.
  • Tracked and reported on claims processing metrics to aid senior management in making informed decisions.
  • Identified fraudulent claims through thorough investigation and documentation of findings.
  • Provided support during internal and external audits, ensuring accurate representation of the company''s claim history.
  • Developed strong relationships with healthcare providers and insurance agents to facilitate seamless communication during the claims process.
  • Prepared clear and concise reports for management review, showcasing insights into trends within the industry or department performance metrics.
  • Streamlined communication with policyholders to ensure swift claims resolution, promoting customer satisfaction.

Onboarding Specialist -Remote

Evolve Vacation Rental
02.2021 - 03.2023

•Onboard a pipeline of new homeowner partners to achieve five-star review success using best practices

• Respond to homeowner inquiries, requests, and needs via phone and email in a timely manner

• Collect and document relevant property information such as amenities, policies, check-in procedures, etc.

• Enter data into the company's CRM (Salesforce) and communicate with other teams to ensure accurate information is translated to the traveler market

• Collaborate directly with multiple teams to find mutually beneficial solutions for both the homeowner and overall success for the company

  • Evaluated existing onboarding processes regularly in order to identify areas for improvement.
  • Established positive relationships with external vendors providing services related to onboarding activities.
  • Greeted customers and provided excellent customer service.
  • Provided detailed explanation of rental policies and procedures to customers.
  • Calculated total cost for rental including taxes, fees, and other charges.

Account Executive

Infinity, Inc.
02.2020 - 03.2022
  • Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
  • Attended enrollment meetings to communicate client vision and program design to target audience.
  • Cultivated and developed customer relationships to enable sustained revenue growth.
  • Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
  • Acquired new business and drove revenue streams by providing quality service to clients.
  • Followed up with key account business partners to maximize account potential and generate project leads.
  • Informed customers of estimated delivery schedules, service contracts, warranties or other information pertaining to purchased products.
  • Identified lucrative leads, built relationships with new clients and upsold services, increasing business development.
  • Prepared sales presentations or proposals to explain product specifications or applications.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
  • Input data into CRM system to manage existing portfolios and potential leads.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Generated weekly reports on sales performance against targets for upper management review.
  • Performed product demos at conferences, meetings, seminars, or other venues as necessary.
  • Developed pricing strategies tailored to individual clients based on their unique needs.
  • Participated in training sessions on topics related to sales techniques or industry regulations.

Customer Service Associate

Target
07.2018 - 07.2021
  • Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Educated customers on special pricing opportunities and company offerings.
  • Met and exceeded productivity targets by handling every interaction with top-notch customer service.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Handled large amounts of cash and balanced cash drawer daily within prescribed balancing guidelines.
  • Consulted with customers regarding needs and addressed concerns.
  • Trained new hires on products and services, best practices and protocols to reduce process gaps.
  • Rolled out operational improvements and solutions to deliver top-notch customer service.

Server Shift Leader

All Seasons Of Rochester Hills Michigan
02.2016 - 07.2020
  • Supervised serving staff to drive high level of hospitality and food excellence.
  • Created positive guest experience by listening to guest needs and recommending options to meet requests.
  • Trained and acclimated new servers to restaurant's culture and operations.
  • Managed tables throughout dining room to execute service at highest level.
  • Maintained thorough knowledge of menu to describe dining options.
  • Directed and assisted in general dining room cleaning and sanitation.
  • Cleared dishes from tables during and after meal service to maintain clean dining area.
  • Held performance reviews to identify and correct areas needing improvement.
  • Leveraged proper serving etiquette to promote inviting dining atmosphere.
  • Welcomed guests with personable attitude and brought beverage orders while reviewing menu options.
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
  • Managed 8-10 servers and staff members to effectively foster team-oriented environment.
  • Maintained knowledge of menu items, garnishes, ingredients and preparation methods to assist guests with menu selection.
  • Calculated charges, issued table checks and collected payments from customers.
  • Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
  • Provided exceptional service to high volume of daily customers.

Manager of Operations

Sweet Repeatz Boutique
02.2012 - 08.2017
  • Reviewed production costs and product quality and modified inventory control programs to maintain and enhance annual business plan.
  • Hired and onboarded team members to meet immediate and expected demand.
  • Organized and facilitated budgets, product estimates, sales forecasts and product allocations to maximize resource utilization and customer sales opportunities.
  • Evaluated and enhanced workflow to implement best practices, reduce costs and increase staff motivation and satisfaction.
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Managed company operations with responsibility for profit and loss, scheduling, training and inventory control.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics.
  • Delivered positive customer experiences by implementing effective quality assurance practices.
  • Planned daily operational strategies, including delivery routing, team workflows and promotional initiatives.
  • Disseminated safety information and monitored employee compliance with regulatory and organizational policies.
  • Improved morale and management communication by creating employee recognition and rewards practices.
  • Oversaw financial management, budget management, accounting and payroll activities.
  • Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
  • Defined business requirements, data models and report structures to enhance organizational efficiencies.
  • Devised business and technology strategies to create performance metrics, reporting and analysis systems in support of investigative operations.
  • Secured revenue and accurately monitored cash intake.
  • Facilitated timely and comprehensive audit preparations or inspections, conducted root cause analysis and adhered to Corrective and Preventive Actions (CAPA) system procedures.
  • Resolved challenges associated with company websites, vendors and telecoms.
  • Developed incident management strategies to promote troubleshooting, root cause analysis and timely resolution.

Education

High School Diploma -

Northville High School
Northville, MI
01.2012

Associate of Science - Digital Business Management

Western Michigan University
Kalamazoo, MI
04-2027

Skills

  • Account Management
  • Client relationship management
  • Business Growth Opportunities
  • Service Coordination
  • Cold Sales Calling
  • Lead Development
  • Marketing Management
  • Effective negotiation techniques
  • Strong Presentation Skills
  • Customer Service
  • Experience with the following computer software: Sales Force , Sales Loft and Playbooks
  • Social media (Twitter, Facebook, Instagram, etc)
  • Accurate data entry
  • Inbound and Outbound Calling
  • Paperwork Processing
  • Call Management
  • Data Collection
  • Consultative Sales
  • Appointment Scheduling
  • Credit Card Payment Processing
  • Retail Sales Customer Service
  • Order Processing
  • Client Relations
  • CRM Software
  • Call Center Operations
  • Computer Proficiency

Timeline

Retirement Plan Specialist

Trinity Health
05.2024 - Current

Claims Processor

Aflac
03.2022 - 04.2024

Onboarding Specialist -Remote

Evolve Vacation Rental
02.2021 - 03.2023

Account Executive

Infinity, Inc.
02.2020 - 03.2022

Customer Service Associate

Target
07.2018 - 07.2021

Server Shift Leader

All Seasons Of Rochester Hills Michigan
02.2016 - 07.2020

Manager of Operations

Sweet Repeatz Boutique
02.2012 - 08.2017

High School Diploma -

Northville High School

Associate of Science - Digital Business Management

Western Michigan University