Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Elisa Ulloa

Houston,TX

Summary

Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.

Overview

6
6
years of professional experience

Work History

Office Manager

Diamond Experience Co.
Houston, TX
11.2023 - Current
  • Proficiently manage multiple Excel sheets containing confidential information with precision.
  • Develop and maintain DocuSign templates for streamlining the intake process and facilitating new hire onboarding procedures.
  • Actively coordinate with other behavioral health providers to request discharges from the CMBHS national website.
  • Provide timely updates to guardians regarding the progress of their prospective child by sending progress notes.
  • Facilitate payroll management by distributing timesheets via email and accurately calculating payroll based on QMHP’s schedules.
  • Efficiently organize and maintain new hires' onboarding documents and certifications.
  • Establish profiles on the EHR system TherapyNotes for both new clients and employees.
  • Thoroughly verify insurance eligibility through Texas Children’s Health Plan, Amerigroup, Superior Health Plan, and Molina Healthcare.
  • Supervise task assignments to clinicians and QMHPs, including updating treatment plans, conducting CANS assessments, and managing intake processes.
  • Coordinate daily appointment scheduling for clinicians based on their caseloads.
  • Conduct inbound and outbound calls to schools within HISD, insurance companies, group homes, and client guardians on a daily basis.
  • Oversee the creation of profiles on the Relias training program for new hires, ensuring proper course assignment for certification.
  • Maintained filing system for records, correspondence and other documents.

Customer Service Representative

FirstSource Solutions USA
04.2023 - 11.2023
  • Worked on 3 separate Firstsource projects: MRED, Parkland, and BSW Rightcare.
  • Provided excellent service and attentiveness to patients’ needs by giving out website URLs, phone numbers, and addresses when requested.
  • Knowledgeable with call center programs such as LiveVox for outbound and inbound dialing.
  • Wrote extensive notes in LiveVox and Excel during every call to document as much information as possible while using time efficiently to multi-task.
  • Memorized and verbally translated over 6 different call scripts to ensure patients successfully re-apply for Medicaid.
  • Would update Excel worksheets filled with thousands of patients' account IDs weekly for Parkland and Rightcare.
  • Made 100-130 outbound calls and 50 inbound daily as a top caller for Parkland and Rightcare.
  • Answered constant flow of customer calls with minimal wait times.
  • Texas state certified community partner for Parkland and BSW Rightcare who has authority to guide patients with their Medicaid applications on YourTexasBenefits.com.
  • Scheduled co-browsing sessions daily from Monday to Friday 8am-4pm to assist with the Texas Medicaid reapplication process.
  • Participated in screen sharing to provide patients with on-hand guidance on YourTexasBenefits.com.

Bid Coordinator

Texas Art Supply Company
04.2021 - 03.2023
  • Participated in monthly bids for over 100+ school district RFPs (Request for Proposals) across Texas to become their designated art supply provider.
  • Worked with several Excel sheets to document awards received by districts, contract start and end dates, and bid discounts on over 60,000 products.
  • In charge of completing legal paperwork (W9s and Certificates of Insurance) and ensuring every document was filed electronically and physically.
  • Frequently faxed and emailed completed proposals and company documents to buyers, procurement coordinators, and purchasing directors.
  • Collaborated with the Credit department to price bid items efficiently.
  • Shared ticketing system with the customer service representatives and oversaw purchases between teachers, order confirmations, and shipping updates.
  • Ensured compliance with applicable laws, regulations pertaining to bid processes at both federal, state levels.
  • Maintained accurate records of all submitted bids including copies of proposal documents sent out and feedback received from customers regarding their responses.
  • Provided ongoing support throughout the duration of a given project or contract term; addressed any issues that arose promptly while working towards achieving satisfactory resolutions.
  • Developed detailed bid submission plans and timetables; monitored progress and reported on progress to project team.
  • Conducted research into market trends, customer needs, competitive offerings. as needed to support the development of winning bids.

Product Information Manager

Texas Art Supply Company
04.2021 - 03.2023
  • Learned the Oracle Retail Management System (RMS) that is used in all 3 store locations and online at www.texasart.com.
  • Priced over thousands of products weekly and met strict deadlines due to supplier price changes happening year-round.
  • Updated UPC codes, color swatches, product descriptions, shipping rules, minimum quantities, and dimensions for the website and store daily.
  • Was an active member of the Compliance team that dealt with Proposition 65 Warning assignments and Safety Data Sheet collection.

Social Media Specialist

Texas Art Supply Company
04.2021 - 03.2023
  • Maintained company's social media presence by posting messages, answering posts, and monitoring responses.
  • Increased customer engagement through social media.
  • Managed social media accounts for clients, generating interest for existing and upcoming product or service releases.
  • Conducted daily updates to social media profiles to boost company online presence.
  • Created graphics for the website, monthly newsletter, social media posts, and store flyers.

Sales Floor Associate

Texas Art Supply Company
08.2018 - 04.2021
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.
  • Assisted customers with product returns, exchanges and refunds to increase satisfaction and trust.
  • Developed and maintained thorough understanding of products and services offered for expertise in selling to customers.

Education

Associate of Science -

Houston Community College
Houston, TX
08.2019

Associate of Arts - Multidisciplinary Studies

Houston Community College
Houston, TX
07.2018

Skills

  • Account Updating
  • Report Generation
  • Information Security
  • Paperwork Processing
  • Complaint Resolution
  • Product Knowledge
  • Data Entry
  • Scheduling
  • Coordination
  • Computer Proficiency
  • Bilingual (Spanish)
  • Customer Service
  • Office Management
  • Administrative Support
  • Staff Hiring
  • Scheduling Coordination
  • Information Protection
  • Relationship Building

Languages

English
Professional
Spanish
Professional

Timeline

Office Manager

Diamond Experience Co.
11.2023 - Current

Customer Service Representative

FirstSource Solutions USA
04.2023 - 11.2023

Bid Coordinator

Texas Art Supply Company
04.2021 - 03.2023

Product Information Manager

Texas Art Supply Company
04.2021 - 03.2023

Social Media Specialist

Texas Art Supply Company
04.2021 - 03.2023

Sales Floor Associate

Texas Art Supply Company
08.2018 - 04.2021

Associate of Science -

Houston Community College

Associate of Arts - Multidisciplinary Studies

Houston Community College

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Elisa Ulloa