Experienced Customer Service and Logistics Professional with a diverse background in dispatching, freight brokerage, healthcare customer service, and benefits enrollment. Skilled in handling high-volume inbound and outbound calls, processing sensitive information, and providing excellent customer support. Proven ability to upsell and cross-sell products, manage order fulfillment, and assist customers with insurance enrollments and travel services. Adept at problem-solving, coordinating logistics, and ensuring compliance with industry regulations. Strong communicator with experience working in remote and overnight roles, delivering exceptional service while maintaining accuracy and efficiency.
Assisted clients in enrolling in Medicare and employer-sponsored health insurance plans during open enrollment periods.
Provided guidance on plan options, coverage details, and eligibility requirements to ensure customers made informed decisions.
enrollments efficiently while maintaining compliance with industry regulations and company policies.
Handled inbound calls, addressed customer inquiries, and resolved any issues related to insurance enrollment.
Maintained accurate records of enrollments and customer interactions in company systems.
Assisted employees with enrolling in their company-sponsored benefits, including health, dental, and vision insurance.
Provided detailed information on plan options, coverage, and eligibility requirements to ensure informed decision-making.
Educated members on key enrollment dates, coverage start times, and policy guidelines, including age-related coverage changes (e.g., loss of dependent status at age 26).
Handled inbound calls, answered benefit-related inquiries, and resolved enrollment issues promptly.
Maintained accurate records of enrollments and customer interactions while ensuring compliance with company policies and industry regulations
Handled inbound customer calls, assisting with product orders and inquiries while maintaining a high level of professionalism and confidentiality.
Processed applications requiring sensitive information, such as Social Security numbers, to determine eligibility for discounts and financing options.
Educated customers on available products and services, effectively upselling and cross-selling alternative solutions when necessary.
Assisted customers who did not qualify for credit-based discounts by offering alternative products or payment options to meet their needs.
Maintained compliance with company policies and industry regulations while providing excellent customer service and sales support.
Contacted customers who had purchased items on lease-to-own agreements to remind them of upcoming or past-due payments.
Provided flexible payment options and assisted customers in bringing their accounts up to date to avoid repossession.
Scheduled home visits for accounts with minimal payment history to arrange item retrieval if necessary.
Coordinated with field agents conducting home visits, ensuring proper procedures were followed for item recovery.
Facilitated last-minute payment arrangements during home visits, allowing customers to retain their products when payments were made.
Worked overnight shifts, handling inbound and outbound calls while maintaining professionalism and compliance with company policies.
Assisted senior citizens in placing over-the-counter (OTC) orders for healthcare and wellness products.
Provided guidance on product eligibility, order limits, and shipping details based on their benefit plans.
Helped members set up accounts and ensured orders were processed correctly and delivered to their designated addresses.
Handled inbound calls, addressed customer inquiries, and resolved issues related to orders and account setup.
Maintained accurate records of customer interactions and transactions while ensuring compliance with company policies.
Worked overnight shifts in a remote setting, ensuring timely and efficient service outside regular business hours.
Managed account setup for new customers and ensured accurate order processing and delivery to their registered addresses.
Provided guidance on available OTC benefits, product eligibility, and order limits based on plan coverage.
Handled inbound calls, resolved order-related issues, and maintained a high level of customer satisfaction.
Team Collaboration
Time Management
Customer Relationship Building
Problem-Solving
CRM Software
Multichannel Communication
Data Entry & Analysis: Efficient in managing large
volumes of data with precision and meeting tight
deadlines
Software Proficiency: Skilled in using NetSuite,
JIRA,
Microsoft Office Suite, and CRM platforms
Remote Work: Adaptable and productive in
overnight remote work settings, with excellent time
management skills
Remote Work Proficiency
Customer Service Excellence
Data Entry & Management
Broker Dispatching & Logistics Coordination
Healthcare Coordination & Client Support
Sales & Lead Generation
CRM Platforms (eg, Salesforce, Zendesk)
Proficient in Microsoft Office Suite & Google Workspace