Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Elizabeth Colon

Miami gardens,FL

Summary

Dynamic customer service professional with extensive experience at Ygrene Energy Fund, excelling in scheduling and organization. Proven ability to enhance client satisfaction through effective communication and confidentiality. Recognized for achieving a 99% client retention rate as a Sales Producer, leveraging strong rapport-building skills and proficiency in Microsoft Office.

Overview

15
15
years of professional experience

Work History

Customer service rep

Ygrene Energy Fund
Miami, Florida
08.2024 - Current
  • Manage large amounts of inbound and outbound calls in a timely manner
  • Collect and verify the necessary and required financial documents and evaluate the information they have obtained to determine both the applicant's need for a loan and their ability to repay it.
  • Key digital image customer orders and/or samples with quality and within a timely manner
  • Review samples of data entry by comparing digital copies of orders.
  • Makes data entry corrections when necessary
  • Assist with other research duties such as: Hold Report, Exceeds and Clarifications, Duplicate Property owner Reports
  • Make direct customer contact via phone or email as needed for order clarification
  • Cross train into other areas and departments. Sustain in all cross trained areas as well as meet quality and production metrics
  • (Trainer) evaluating new employees needs and current practices and creating and delivering a training development plan complete with materials, tutorials, instructions, and learning resources such as online modules and guide

Scheduler, Customer service

DMS Contractor LLC
Miami, Florida
11.2022 - 12.2024
  • Answers phones and emails, schedules and confirms appointments, and inputs customer data into company systems.
  • Organizes workflow and appointment by reading and routing correspondence, collecting customer information, and managing assignments.
  • Manages department schedule by maintaining calendars for department personnel and arranging meetings, conferences, teleconferences, and travel.
  • Completes requests by greeting customers, in person or on the telephone, and answering or referring inquiries.
  • Maintains customer confidence and protects operations by keeping information confidential.
  • Keeps equipment operational by following manufacturer instructions and established procedures.
  • Secures information by completing database backups.
  • Provides historical reference by utilizing filing and retrieval systems.
  • Contributes to team effort by accomplishing related results as needed.

Processor

Ygrene Energy Fund
Miami, Florida
11.2020 - 07.2022
  • Manage large amounts of inbound and outbound calls in a timely manner
  • Collect and verify the necessary and required financial documents and evaluate the information they have obtained to determine both the applicant's need for a loan and their ability to repay it.
  • Key digital image customer orders and/or samples with quality and within a timely manner
  • Review samples of data entry by comparing digital copies of orders.
  • Makes data entry corrections when necessary
  • Assist with other research duties such as: Hold Report, Exceeds and Clarifications, Duplicate Property owner Reports
  • Make direct customer contact via phone or email as needed for order clarification
  • Cross train into other areas and departments. Sustain in all cross trained areas as well as meet quality and production metrics
  • (Trainer) evaluating new employees needs and current practices and creating and delivering a training development plan complete with materials, tutorials, instructions, and learning resources such as online modules and guides

Sales department

Comcast universal
Miramar, Florida
02.2020 - 11.2020
  • Manage large amounts of inbound and outbound calls in a timely manner
  • Follow communication “scripts” when handling different topics
  • Identify customers’ needs, clarify information, research every issue, provide solutions and/or alternatives
  • Seize opportunities to upsell products when they arise
  • Build sustainable relationships and engage customers by taking the extra mile
  • Keep records of all conversations in our call center database in a comprehensible way
  • Frequently attend educational seminars to improve knowledge and performance level
  • Meet personal/team qualitative and quantitative targets

Sales Producer

Allstate Insurance Company
Yonkers, New York
04.2018 - 01.2020
  • 99% retention rate with client I prospected and wrote.
  • Referrals are large part of my leads. 70% close rate.
  • Outstanding ability to build rapport and relationships with new prospects.
  • Self-generated 90
  • My leads through heavy cross-selling. 10% thought call- ins.
  • Called 80 plus warms leads each week to expand client base.
  • Researched coverage and premium options and supplied clients with the best coverage available.
  • Processed application, payments correction, endorsement and cancelation.
  • Promoted client retention though high-quality service and follow through.
  • Submitted up –to –date activity and production logs to agency management for review.

Receptionist and Medical Assistant

Leonardo Vando M.D Board Certified Adults & Addiction Psychiatrist
Bronx, NY
03.2011 - 03.2018
  • Schedule patient’s appointments, notify medical staff of patient’s arrival, reviewing services and delivered, and schedule all follow-up appointment and services.
  • Answer all incoming calls and handle callers’ inquiries in an empathetic and supportive manner.
  • Authorize drug refills and provide prescription information to pharmacists.
  • Consult with physicians and patients to fill prescriptions, review side effects, discuss drug interactions and resolve medication delivery problems.
  • Maintain a welcoming and clean reception area for patients.
  • Assist medical providers in handling all patient mental health crisis in a supportive and effective manner. Responses included contacting 911, mobile crisis and local hospitals.
  • Protect patients’ rights by maintaining confidentiality of medical, personal and financial information.
  • Schedule hospital admissions test, scans and outside appointments for patients.
  • Manage medical insurance prior authorizations and collect co-pays and payments.
  • Collect urine and other laboratory specimens, log the specimens and prepare them for test.

Education

Medical Biller Course -

01.2017

GED -

Worker family education program
01.2007

Skills

  • Scheduling
  • Administrative writing skills
  • Professionalism
  • Confidentiality
  • Organization
  • Reporting skills
  • Travel logistics
  • Typing
  • Verbal Communication
  • Microsoft Office skills

Languages

Fluent in Spanish

Timeline

Customer service rep

Ygrene Energy Fund
08.2024 - Current

Scheduler, Customer service

DMS Contractor LLC
11.2022 - 12.2024

Processor

Ygrene Energy Fund
11.2020 - 07.2022

Sales department

Comcast universal
02.2020 - 11.2020

Sales Producer

Allstate Insurance Company
04.2018 - 01.2020

Receptionist and Medical Assistant

Leonardo Vando M.D Board Certified Adults & Addiction Psychiatrist
03.2011 - 03.2018

Medical Biller Course -

GED -

Worker family education program

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Elizabeth Colon