Over 25 years of experience in Customer Service and Administration roles with a proven record of accomplishment in customer relations and satisfaction.
Overview
20
20
years of professional experience
1
1
year of post-secondary education
Work History
Trust Coordinator
Planned Lifetime Assistance Network of New Jersey
Somerville
05.2019 - 06.2025
Administration of fiduciary responsibilities for Special Needs Trusts. Strong interaction via phone and e-mail with clients, families and beneficiaries with special needs and mental health. Interaction with families and attorneys of aforementioned clients and families. Strong use of Social Security, Medicaid and Medicare policies and regulations. Entering new clients in the system, processing checks for clients’ disbursements, quarterly fees, invoices, etc. Strong use of multi line phone systems and Microsoft Word and Excel. Proficient with EMS
Coordinated client support services for individuals with developmental disabilities.
Managed communication between clients, families, and service providers effectively.
Developed individualized service plans tailored to client needs and goals.
Assisted in the implementation of compliance policies and procedures consistently.
Facilitated communication between different departments in order to resolve issues quickly.
Resolved customer complaints in a timely manner while upholding company standards.
Ensured compliance with company policies and procedures related to project management activities.
Service Advisor
Bridgewater Kia
Bridgewater
11.2017 - 10.2018
Use of KDealer and Automate, create work ROs listing customer service needs and complaints.
Provide excellent customer and communication skills.
Use of multi line phone system, made appointments.
Assisted customers with service inquiries and appointment scheduling.
Explained service recommendations and provided product knowledge to clients.
Coordinated service department operations and ensured efficient workflow.
Managed customer records using dealership management software systems.
Collaborated with technicians to relay customer concerns and service needs.
Followed up with customers post-service to ensure satisfaction and address issues.
Developed strong relationships with repeat customers through excellent communication skills.
Promptly responded to customer inquiries via phone, email or in person.
Provided accurate estimates of repair costs, labor times and parts prices to customers.
Resolved customer complaints in an efficient and courteous manner.
Assisted with scheduling appointments for service work to be performed on vehicles.
Prepared invoices for services rendered and collected payments from customers.
Greeted customers and addressed their needs in a professional manner.
Managed incoming calls from potential customers looking for quotes or information about services provided at the dealership.
Reviewed completed service orders to ensure that all work was done correctly, according to dealership standards.
Used service skills and technical knowledge to ascertain issues and provide swift, successful resolutions.
Inspected vehicles for needed repairs or maintenance services and advised customers accordingly.
Ensured that all customer inquiries were handled promptly and accurately.
Explained the features and benefits of products or services offered by the dealership to customers.
Followed up with existing customers regarding past services performed on their vehicles.
Tracked customer requests, comments, problems, issues and resolutions within designated systems.
Upsold additional products or services when appropriate.
Participated in ongoing training activities related to automotive technology advancements.
Developed and maintained strong relationships with customers to ensure repeat business.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Conferred with customers by telephone or in person to provide information about products or services and take orders.
Collected deposits or payments and arranged for billing.
Administrative Assistant / Senior Receptionist
VIP Honda
North Plainfield
08.2005 - 10.2017
Training of part-time receptionists.
Answering busy multi-line phone system.
Duties such as cash handling, receipting and stocking in new car inventory and PDI.
Cross-trained in the service department and some Motor Vehicle duties.
Proficient with use of Reynolds and Reynolds, Interactive Network, Microsoft Word and Excel.
Coordinated communication between departments to enhance workflow.
Organized office supplies and inventory for operational efficiency.
Supported team members with administrative tasks and project coordination.
Prepared reports and documentation for management review regularly.
Answered phone calls and emails to provide information, resulting in effective business correspondence.
Handled confidential documents in an organized fashion according to established protocol.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Answered questions from customers regarding products and services offered by the company.
Processed invoices for payment using accounting software applications.
Directed customer inquiries to appropriate department personnel.
Updated contact lists regularly when changes occur in employee status or contact information.
Managed front desk operations to ensure smooth daily activities.
Operated multi-line phone system to handle incoming calls promptly.
Provided administrative support to management by preparing documents and reports.
Teacher/Trust EYFS Lead/Phonics & Reading Lead at iMat - Kilsby CE Primary SchoolTeacher/Trust EYFS Lead/Phonics & Reading Lead at iMat - Kilsby CE Primary School
ESCROW TRUST ACCOUNTING REPRESENTATIVE at Doma (Formally North American Title)ESCROW TRUST ACCOUNTING REPRESENTATIVE at Doma (Formally North American Title)
Interim Office Supervisor/Customer Service Representative III/ Scheduling Coordinator/Inventory Specialist/ Project Manager/ Safety Committee Lead Coordinator at Apl Logistics – Colgate Palmolive Distribution CenterInterim Office Supervisor/Customer Service Representative III/ Scheduling Coordinator/Inventory Specialist/ Project Manager/ Safety Committee Lead Coordinator at Apl Logistics – Colgate Palmolive Distribution Center