Heidi Harper
Oakland City,US
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
23
23
years of professional experience
Work History
Finance Specialist
Meeting And Events International
03.2022 - 05.2024
- Prepared and determined content for financial documents and business metric reporting for pharmaceutical guidelines
- Recorded costs prior to close and drove reimbursement to meet on time dead lines
- Prepared and submitted responses to requests and requirements of auditors, regulators and investors.
- Monitored and evaluated financial performance and authored and delivered communications
- Prepared and submitted responses to requests and requirements of auditors and compliance
- Extracted data from SAP and SQL tables to prepare and reconcile information
- Performed financial analysis and determined best practices to mitigate risk with customers
Airline Customer Service Agent
Envoy Airlines
04.2001 - 04.2023
- Provided exceptional customer service to each person by engaging customers using active listening, effective interpersonal skills such as, empathetic when listening and effective problem-solving skills
- Handled escalated customer complaints professionally, implementing solutions that addressed concerns adequately
- Utilized strong attention-to-detail skills when reviewing passenger documents for accuracy before issuing boarding passes
- Maintained calm under pressure while managing stressful situations involving delayed or canceled flights
- Coordinated closely with other departments to address operational challenges affecting customer experiences smoothly and efficiently. Along with adhering to TSA, FAA and OSHA guidelines
- Adapted communication style based on each individual's needs, providing clear instructions for non-native English speakers or those requiring additional support
- Prepared customer invoices, accepted payments, and processed refund and cancellation requests
- Skilled at working independently, collaboratively in a team environment and willingness to help wherever needed
- Developed strong relationships with trainees, fostering a supportive learning environment that promoted personal growth and professional development
Registered Representative
Western And Southern Financial Group
09.2020 - 01.2022
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business
- Interviewed clients to better understand financial positions and assets ready for investment
- Identified potential new sources for business through cold calling
- Shared details regarding financial products and services with clients
- Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims
- Held Heath and life insurance licenses, along with passing investment exam 6 and 63
Travel Agent
Meeting And Events International
07.2011 - 03.2020
- Provided excellent customers service with the best and well-researched travel options
- Provided exemplary correspondence to doctors, nurses and many medical professionals via phone calls, emails, and texts
- Maintained operational proficiency in coordinating domestic travel accommodations for customers, arranging for airfare as well as hotel, train, and car reservations
- Promoted dedicated customer service and support by promptly resolving customer complaints
- Reached out to airlines, hotels, rental car companies and other services to proactively resolve issues
- Coordinated crisis management efforts during unexpected events or emergencies, minimizing disruption to client travel plans
- Managed complex itineraries for high-profile executives, ensuring seamless travel experiences
- Maintained detailed records of all bookings and expenses, supporting accurate billing and reporting processes
- Educated clients on travel policies and procedures, pharmaceutical guidelines, and requesting approval from compliance when needed
- Assisted in training new hires, sharing best practices and ensuring new team members were equipped to provide excellent service to clients
- Implemented automated office systems, optimizing client, and data communications as well as records management
Education
High School Diploma -
Jasper High School
JasperSkills
- Customer service and support
- Data entry
- Analytical skills
- Company Guidelines, Procedures, and OSHA guidelines
- Transportation Logistics
- Payment coordination
- Invoice Management
- CPR/AED
Timeline
Finance Specialist
Meeting And Events International
03.2022 - 05.2024
Registered Representative
Western And Southern Financial Group
09.2020 - 01.2022
Travel Agent
Meeting And Events International
07.2011 - 03.2020
Airline Customer Service Agent
Envoy Airlines
04.2001 - 04.2023
High School Diploma -
Jasper High School
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