Summary
Overview
Work History
Skills
Timeline
Generic

Elena Rios

customer service
Sacramento,CA

Summary

Proven track record in enhancing operational efficiency and customer satisfaction at TM Cobb, leveraging exceptional organizational skills and a customer-centric approach. Excelled in office management and data entry, significantly improving data accuracy and client loyalty. Demonstrated ability to multitask and communicate effectively, ensuring streamlined office operations and positive client interactions.

Overview

20
20
years of professional experience

Work History

Client Service Associate

Ameriprise Financial
08.2024 - Current
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.

Office Manager

TM Cobb
07.2019 - 12.2023
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Quote Specialist

Tm Cobb
06.2015 - 07.2019
  • Increased quote turnaround time by optimizing workflow processes within the quoting department.
  • Developed customized solutions for clients based on their specific needs, resulting in increased customer loyalty and repeat business.
  • Managed a large volume of incoming quote requests, prioritizing tasks effectively to meet tight deadlines consistently.
  • Played an integral role in securing new contracts by providing detailed cost breakdowns that demonstrated value to customers.

Inside Sales Representative

Tm Cobb
09.2013 - 06.2015
  • Answered customers' questions regarding products, prices, and availability.
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Developed strategic relationships with existing customers by learning preferences and managing regular communications.

Data Analyst

TM Cobb
05.2011 - 09.2013
  • Completed data entry tasks with accuracy and efficiency.
  • Followed established procedures to enter and process data correctly.
  • Organized, sorted, and checked input data against original documents.
  • Scanned documents and saved in database to keep records of essential organizational information.
  • Entered data into various computer systems accurately using Microsoft Office Suite.
  • Verified accuracy of data entered into system to produce error-free reports.
  • Sorted documents and maintained organized filing process.
  • Verified entered data against source documents to maintain consistency across multiple platforms within the organization.

Insurance Clerk

Western Dental
02.2009 - 07.2010
  • Collaborated with healthcare professionals to obtain necessary documentation for claim submission and payment.
  • Increased revenue by accurately coding medical procedures according to industry guidelines.
  • Negotiated payment arrangements for clients experiencing financial hardship, ensuring continued access to care.
  • Provided training and mentorship to new team members on best practices in insurance billing processes and software applications.
  • Resolved complex billing issues by collaborating with internal departments and external agencies as needed.
  • Reduced claim denials by diligently reviewing and verifying patient insurance coverage prior to submission.

Head Receptionist

Western Dental
04.2008 - 02.2009
  • Enhanced customer satisfaction by efficiently managing front desk operations and addressing guest concerns promptly.
  • Exceeded company goals for revenue growth through outstanding customer service efforts that led to increased bookings and referrals from satisfied clientele.
  • Assisted in training new receptionists on company policies, software applications, and best practices for optimal performance.
  • Collaborated with staff members to ensure seamless communication and coordination among departments.
  • Ensured accurate record-keeping by diligently updating client information within the database system.
  • Maintained a well-organized reception area, contributing to a professional atmosphere and positive first impressions.

Auditor

Franchise Tax Board
12.2006 - 03.2007
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
  • Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
  • Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement.

Executive Assistant

Delgatto
04.2005 - 10.2006
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Organized and coordinated conferences and monthly meetings.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
  • Answered high volume of phone calls and email inquiries.

Skills

  • Customer Service
  • Office Management
  • Organizational Skills
  • Office Administration
  • Excellent multi-tasking ability
  • Data Entry
  • Clear oral/written communication
  • Billing
  • Scheduling and calendar management
  • Administrative Support
  • Document Management
  • Inventory Control
  • Staff hiring

Timeline

Client Service Associate

Ameriprise Financial
08.2024 - Current

Office Manager

TM Cobb
07.2019 - 12.2023

Quote Specialist

Tm Cobb
06.2015 - 07.2019

Inside Sales Representative

Tm Cobb
09.2013 - 06.2015

Data Analyst

TM Cobb
05.2011 - 09.2013

Insurance Clerk

Western Dental
02.2009 - 07.2010

Head Receptionist

Western Dental
04.2008 - 02.2009

Auditor

Franchise Tax Board
12.2006 - 03.2007

Executive Assistant

Delgatto
04.2005 - 10.2006

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Elena Rioscustomer service