Summary
Overview
Work History
Education
Skills
Languages
Activities
Timeline
Generic

Guevara Julien

Edmond,OK

Summary

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.

Overview

10
10
years of professional experience

Work History

Dispatch /Freight Broker Agent

Ida Transportation Services
Oklahoma City, OK
12.2024 - 03.2025
  • Determined shipping methods and prepared bills of lading, invoices and other shipping documents.
  • Handled invoicing, billing, and collections for all assigned accounts.
  • Used scanners to track parcel information, condition or receipt.
  • Investigated claims arising from damaged or lost goods during transit process.
  • Researched potential business opportunities by analyzing market trends and competitor information.
  • Developed relationships with new carriers for better coverage of transportation routes.
  • Retrieved stored items and traced lost shipments, when necessary.
  • Directed cargo loading to monitor even distribution of weight.
  • Monitored cargo shipments from pick up to delivery to ensure timely arrival at destination.
  • Ensured compliance with applicable laws and regulations in the freight industry.
  • Audited bills of lading for accuracy prior to releasing payment for services rendered.
  • Managed inventory levels in order to meet customer demand while minimizing costs.
  • Maintained communication with customers to ensure their satisfaction with the services provided.
  • Performed data entry into company's computer system for tracking of shipment information.
  • Installed protective bracing, padding, and strapping to prevent shifting and damage to items during transport.
  • Estimated freight and postal rates to track shipment costs and weights.
  • Served as a liaison between customers and carrier representatives for resolution of disputes.
  • Coordinated logistics activities such as scheduling of equipment, loading and unloading operations.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Provided customer service support by responding promptly to inquiries.
  • Identified needs of customers promptly and efficiently.

Healthcare Customer Service Representative

TEKsystems
11.2024 - 12.2024
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Worked effectively in team environments to make the workplace more productive
  • Worked effectively in team environments to make the workplace more productive.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.
  • Utilized various software and tools to streamline processes and optimize performance.

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.

Benefits Enrollment Specialist

Aptia.
06.2024 - 09.2024
  • Worked effectively in team environments to make the workplace more productive.
  • Identified needs of customers promptly and efficiently.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted in organizing and coordinating benefits enrollment meetings.
  • Researched employee benefit and health and safety practices, recommending changes or modifications to existing policies.
  • Conducted benefits orientation sessions for new hires, ensuring understanding of benefits offerings.
  • Coordinated benefits processing, including enrollments, terminations and claims.

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

Sales Agent

ISG
01.2019 - 09.2024
  • Generated leads through cold calling, online searches, and referrals from existing clients.
  • Offered coupons and special deals to increase customer spending.

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.

Customer Service Representative

Brandsmart leasing
02.2022 - 07.2024
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.

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.

Case Manager

Travelers advisor
03.2023 - 05.2024
  • Managed and reviewed a high volume of cases, ensuring that each case was accurately assessed to determine the appropriate course of action, whether administrative or clinical
  • Conducted thorough reviews of cases to identify whether clinical evaluations were necessary, preparing and forwarding cases for review by medical professionals when required
  • Made critical administrative determinations on cases that did not require clinical review, efficiently closing them out while maintaining accuracy and attention to detail
  • Logged and tracked all cases using internal systems, including MS Applications and SharePoint, ensuring accurate records and up-to-date documentation
  • Communicated effectively with team members and stakeholders to resolve any issues or discrepancies, utilizing strong oral and written problem-solving skills
  • Demonstrated strong decision-making abilities in handling complex cases, ensuring that each case was handled in accordance with company guidelines and standards

Customer Service Representative Coordinator

Sagility Healthcare
, USA
07.2018 - 02.2023
  • Utilized EHR systems for accurate documentation, record-keeping, and patient information retrieval
  • Adhered to healthcare regulations, policies, and procedures to ensure high standards of care, safety, and confidentiality
  • Delivered compassionate and efficient care to patients in various healthcare settings, including outpatient clinics and hospitals
  • Assisted in developing and executing individualized patient care plans in collaboration with physicians, nurses, and other healthcare professionals
  • Conducted patient assessments, monitored progress, and documented detailed information in patient records to track and evaluate treatment outcomes
  • Managed patient scheduling and appointments, communicated with insurance providers for coverage and claims processing
  • Educated patients and families on health conditions, treatment options, and preventive measures to enhance health outcomes
  • Provided administrative support including data entry, billing, managing patient inquiries, and maintaining organized office operations

Nation Benefits

RE/MAX
06.2019 - 12.2021

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.

  • Completed day-to-day duties accurately and efficiently.

Customer Service/Sales Agent

Travel Advisors
03.2015 - 03.2018
  • Conducted market research to identify potential customers and their needs
  • Generated leads through cold calling, online searches, and referrals from existing clients
  • Developed relationships with customers by providing excellent customer service
  • Followed up with prospects on a regular basis to ensure satisfaction with services provided
  • Attended meetings with current and prospective customers to discuss their business needs
  • Negotiated contracts with customers to secure sales deals
  • Coached new employees on best practices for closing deals quickly and efficiently
  • Identified opportunities for cross-selling additional products and services
  • Assisted senior management in developing strategies for increasing sales revenue
  • Improved customer service feedback scores through outstanding service
  • Drove sales through development of successful promotional strategies and product placement
  • Reviewed files, recordings and other documents to obtain information to respond to requests
  • Maintained attractive merchandise displays to maximize purchases
  • Processed orders through company system and coordinated product deliveries
  • Offered coupons and special deals to increase customer spending
  • Assisted average of 10 customers per day in finding or selecting items
  • Created successful strategies to develop and expand customer sales
  • Demonstrated product features to align with customer needs
  • Followed-up with clients after installations to assess quality service and customer satisfaction
  • Resolved customer complaints promptly and effectively
  • Answered customer questions and responded quickly to problems and complaints in person, on phone and by email
  • Performed daily analysis of sales figures to identify areas of improvement within the team's performance
  • Collaborated with marketing teams to develop promotional materials that highlighted the features of our products
  • Monitored industry news, developments, and trends related to our products and services
  • Participated in trade shows and other events to promote our products and services
  • Developed strategic relationships with key decision makers at target companies
  • Reported directly to regional Sales Manager regarding progress towards goals
  • Monitored competitors' activities in order to stay ahead of industry trends.
  • Processed payments, returns, exchanges, and refunds according to company policies.
  • Provided personalized customer service to meet customers' needs.
  • Analyzed customer feedback surveys to identify areas of improvement in customer service delivery.
  • Attended sales meetings to discuss strategies for increasing sales volume.
  • Assisted customers in selecting products that best fit their requirements.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Provided training sessions for new employees on proper customer service procedures.
  • Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales opportunities.
  • Identified customer needs by asking questions and advising on best solutions.
  • Listened to customer needs to identify and recommend best products and services.
  • Called potential customers to assess business needs and present value propositions.
  • Negotiated prices and set up contracts to finalize sales agreements.
  • Produced sales documents, finalized deals and filed records.

Education

BBA - Business

Broward College
Fort Lauderdale, FL
06-2023

HIGH SCHOOL DIPLOMA -

GOLIATH ACADEMY
Lake Worth, FL
12.2021

Skills

  • Live Chat
  • Databases
  • Contract Negotiation
  • Technical Support
  • Branding
  • Negotiation
  • Product Development
  • Business Development
  • Project Management
  • Process Improvement
  • Presentation Skills
  • Marketing
  • Account Management
  • Salesforce
  • Pricing
  • Market Analysis
  • Research
  • Event Planning
  • Purchasing
  • E-Commerce
  • Quality Assurance
  • Computer Networking
  • Analytics
  • Market Research
  • Recruiting
  • Upselling
  • CRM Software
  • Cold Calling
  • Microsoft PowerPoint
  • Bilingual
  • Freight operations
  • Data entry
  • Customer service
  • Risk assessment
  • Relationship building
  • Time management
  • Inventory management
  • Problem solving
  • Communication skills
  • Cold calling
  • Claim resolution
  • Carrier sourcing
  • Freight claims management
  • Supply chain coordination
  • Freight forwarding
  • Documentation management
  • Deadline management
  • Load planning
  • Shipment tracking
  • Shipping method determination
  • Carrier selection
  • Payment processing
  • Pickup arrangements
  • Shipping document verification
  • Agency collaboration
  • Shipping documentation
  • Ground handling operations
  • Dangerous goods handling
  • Flight coordination
  • Professional demeanor
  • Professionalism
  • Weight distribution
  • Report generation
  • Goods assembly
  • Inventory control
  • Customer relations
  • Google drive
  • Data management
  • Relationship management
  • Schedule management
  • Microsoft Excel
  • Data analytics
  • Problem-solving
  • Customer service orientation
  • Sales expertise
  • Customer engagement
  • EMR charting
  • Active listening
  • Remote work Proficienvy
  • Customer service excellence
  • Data entry management
  • Broker,logistic coordination
  • Healthcare coordination and client support
  • CRM platforms , proficient in Microsoft office suite and Google workforce
  • Work remote experience, 24/7 availability
  • Customer relationship management
  • Benefit coordination
  • Software utilization
  • Strong teamwork
  • Product sales
  • Product knowledge
  • Credit card payment processing
  • Sales closing
  • Dispute resolution
  • Customer relationship management (CRM)
  • Strategic sales
  • Inbound and outbound calling
  • Product education
  • Call center operations
  • Skype
  • Order processing
  • Sales support
  • Effective communication
  • Closing sales
  • Invoicing
  • order processing

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

  • Billing and invoicing
  • Freight pricing

Languages

  • English - Fluent
  • French - Fluent
  • Canadian French - Fluent
  • Haitian Creole - Fluent

Activities

  • I am deeply passionate about enhancing customer experiences and finding innovative solutions to complex problems. This drive is reflected in my career, where I have consistently focused on improving service delivery and supporting team members.
  • In my previous roles, I have taken on leadership responsibilities, such as leading team training sessions and mentoring new hires. I also actively participate in community outreach programs, volunteering with local non-profits to support educational initiatives and provide guidance to underserved communities.
  • Fluent in English, French and Haitian Creole, I have leveraged my bilingual skills to effectively communicate with diverse customer bases and support multilingual teams.

Timeline

Dispatch /Freight Broker Agent

Ida Transportation Services
12.2024 - 03.2025

Healthcare Customer Service Representative

TEKsystems
11.2024 - 12.2024

Benefits Enrollment Specialist

Aptia.
06.2024 - 09.2024

Case Manager

Travelers advisor
03.2023 - 05.2024

Customer Service Representative

Brandsmart leasing
02.2022 - 07.2024

Nation Benefits

RE/MAX
06.2019 - 12.2021

Sales Agent

ISG
01.2019 - 09.2024

Customer Service Representative Coordinator

Sagility Healthcare
07.2018 - 02.2023

Customer Service/Sales Agent

Travel Advisors
03.2015 - 03.2018

BBA - Business

Broward College

HIGH SCHOOL DIPLOMA -

GOLIATH ACADEMY
Guevara Julien