Jeana Hartman
Waterloo,IN
Summary
Experienced office support professional with over 20 years of diverse industry experience. Proficient in Microsoft Office, Windows, macOS, and various office equipment. Quick learner with a high level of proficiency in new tasks. Seeking to contribute to your team.
Overview
15
15
years of professional experience
Work History
Customer Success Specialist
HouseCall Pro
Denver, CO
03.2023 - Current
- Provided customer support and troubleshooting to ensure successful product implementation.
- Resolved customer inquiries in a timely manner while maintaining an exceptional level of service.
- Assisted customers with onboarding processes to ensure understanding of the product features and capabilities.
- Conducted customer training sessions on how to use products effectively.
- Responded promptly to all incoming inquiries from clients regarding product information or support requests.
- Continuously sought out ways to improve the overall customer experience.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Offered technical and non-technical support and services to clients and staff regarding product use, operation and maintenance.
Virtual Assistant
Housecall Pro
Auburn, US
12.2021 - Current
- Answer calls for a busy call center scheduling jobs and estimates while adhering to scripting and AHT
- Assist with training, live agent shadowing and training new hires
Customer Service Administrator
Rhinehart Finishing, LLC
Spencerville, US
02.2021 - 08.2021
- Daily walk-through of plant to address paperwork deficiencies (PO, TPI, racking diagram, etc.)
- Request order acknowledgments and track for each outsource PO
- Complete all inventories as requested with 100% accuracy
- Maintain ISO Customer Satisfaction chart, On-Time Delivery chart
- Assist in quote prep and other duties as requested by the Business Development Manager
Registration Administrator
Dealertrack Technologies, Inc.
Fort Wayne, US
05.2017 - 01.2021
- Receive, sort and log packages and mail (FedEx, UPS, USPS, Courier)
- Quality check title work and correspond with dealerships to resolve any discrepancies
- Answer email inquiries, update customer addresses via the BMV system
- Send out daily invoices and title apps along with the daily spreadsheet
- Maintain spreadsheets including any necessary changes
- Process vehicle titles and registrations, assist with annual renewals
- Scan title work to the Bureau of Motor Vehicles Central Processing center
- Sorting, filing of title work and assist with Shred-It every 60 days
Client Service Representative ROI
CIOX Health
Fort Wayne, US
08.2016 - 02.2017
- Receive incoming requests for medical records via USPS mail, interoffice mail
- Log requests for medical record information into computer system
- Verify validity of requests (authorization, supporting documentation)
- Obtain authorization for medical record requests from walk-in guests
- Process and release medical records by date and priority order and within timeframe guidelines and according to state and federal regulations
Sales Assistant
Petroleum Traders Corporation
01.2010 - 03.2013
- Price and audit invoices
- Data/Order Entry
- Fuel Tank Monitoring
- Monitor the Globex and Nymex markets
- Assist Account and Marketing Managers with managing customer accounts
Education
High school or equivalent -
Homestead Senior High
06-1994
Some College (No Degree) - Liberal Arts and Sciences
University of Saint Francis - Fort Wayne
Fort Wayne, INSkills
- WINDOWS
- MICROSOFT OFFICE
- 55 WPM
- 10-KEY SKILLS
- COMMUNICATION
- ORGANIZATION
- SELF-MOTIVATION
- TIME MANAGEMENT
- MULTI-TASK
- Microsoft Outlook
- Order Entry
- Title Processing
- EMR Systems
- Medical Records
- Medical office experience
- Insurance Verification
- Customer service
- Phone Etiquette
- HIPAA
- Office Administration
- Data Entry
- Clerical Experience
- Medical Terminology
- CRM Software
- Product Knowledge
- Researching
- Professional telephone demeanor
- Product Education
- Problem-solving abilities
- Customer Service
- Customer Education
Assessments
- Administrator, 04/01/20, Familiar
- Customer Focus & Orientation, 04/01/20, Proficient
- Scheduling, 04/01/20, Proficient
- Verbal Communication, 04/01/20, Highly Proficient
- Written Communication, 04/01/20, Proficient
- Social Media, 04/01/20, Highly Proficient
- Creating Presentations with Microsoft PowerPoint, 04/01/20, Highly Proficient
- Microsoft Word, 04/01/20, Expert
- Administrative Support, 04/01/20, Highly Proficient
- Electronic Medical Records: Best Practices, 04/01/20, Highly Proficient
- Attention to Detail, 04/01/20, Highly Proficient
References
References available upon request.
Timeline
Customer Success Specialist
HouseCall Pro
03.2023 - Current
Virtual Assistant
Housecall Pro
12.2021 - Current
Customer Service Administrator
Rhinehart Finishing, LLC
02.2021 - 08.2021
Registration Administrator
Dealertrack Technologies, Inc.
05.2017 - 01.2021
Client Service Representative ROI
CIOX Health
08.2016 - 02.2017
Sales Assistant
Petroleum Traders Corporation
01.2010 - 03.2013
High school or equivalent -
Homestead Senior High
Some College (No Degree) - Liberal Arts and Sciences
University of Saint Francis - Fort Wayne
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