Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erin Harrell

Jacksonville,FL

Summary

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

10
10
years of professional experience

Work History

Wealth Management Client Services

Merrill Lynch
03.2022 - Current
  • Duties include general banking information; balances, activity, check orders, updating client information, researching, locating and providing inquired information
  • Exploring answers and solutions, as well as resolve escalating problems
  • Also assisting clients with online and mobile tech issues.

Office Manager

Welltality
05.2017 - 11.2022
  • Office manager duties, HR duties, and client relations
  • I was in charge of setting up new accounts, uploading patient rosters into the system, general customer service and office duties
  • In addition to this, I also handled scheduling duties, which included scheduling and rescheduling patient appointments.

Admin Assistant

Bowden Eye & Associates
07.2016 - 05.2017
  • Duties include assistant to HR, phone call duties, scheduling & rescheduling appointments, customer service, process faxes, and general office duties.

Customer Service Representative

MBB Radiology
03.2016 - 06.2016
  • Duties were processing payments over the phone and discussing patients’ charges with them
  • Attorney requests for itemized billing and reductions
  • All aspects of customer service duties were performed.

Customer Service Representative

Fletchers Medical Supplies
04.2015 - 03.2016
  • Duties include customer service both on the phone and in working together with my teammates
  • Receiving orders through faxing and on the phone as well as obtaining appropriate information and data
  • Sending equipment to hospitals and doctors' offices as well as individual homes
  • Wherever and whenever needed.

Bank Teller

First Coast Federal Credit Union
03.2014 - 07.2014
  • Duties included teller duties such as cashier, money orders, cashiers' checks, issuing statements and general office duties

Front Desk Receptionist

Dave and Busters
11.2013 - 03.2014
  • Front desk operations of issuing tickets, passes, and general customer service

Education

No Degree - AA

Florida State College At Jacksonville
Jacksonville, FL

Skills

  • Phone etiquette
  • Microsoft Word and Excel
  • Medical scheduling
  • Insurance verification
  • EMR systems
  • Medical office experience
  • Office administration
  • HR
  • Data Entry
  • Product Knowledge
  • Appointment Scheduling
  • Call Management

Timeline

Wealth Management Client Services

Merrill Lynch
03.2022 - Current

Office Manager

Welltality
05.2017 - 11.2022

Admin Assistant

Bowden Eye & Associates
07.2016 - 05.2017

Customer Service Representative

MBB Radiology
03.2016 - 06.2016

Customer Service Representative

Fletchers Medical Supplies
04.2015 - 03.2016

Bank Teller

First Coast Federal Credit Union
03.2014 - 07.2014

Front Desk Receptionist

Dave and Busters
11.2013 - 03.2014

No Degree - AA

Florida State College At Jacksonville
Erin Harrell