Jessica Plant
New Braunfels,TX
Summary
Seeking a role to effectively utilize skills and knowledge to surpass expectations, drive company success, achieve target goals, and foster business excellence for advancement opportunities within the organization.
Overview
20
20
years of professional experience
Work History
Account Manager
Professional Enrollment Concepts
09.2022 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Effectively communicating with brokers and clients.
- Managed client accounts, updating information,ensuring timely communication and resolving account related issues.
- Ensuring accurate and up to date records within the respected system.
- Conducted regular account reviews to identify discrepancies and ensure accurate reporting.
- Conducted quarterly audits to ensure compliance and accuracy in reporting
Client Service Coordinator/ Shift Lead
Banfield Pet Hospital
01.2006 - 09.2022
- Efficiently handle customer issues to ensure positive returns and ensure all associates do the same
- Proficient telephone customer service
- Maintaining rapport with clients in verifying and scheduling of appointments
- Calculate sales on a weekly basis to ensure sales quotas met
- Cultivate employees through sales and customer service training to ensure maximum productivity
- Ensure accuracy of client’s medical paperwork and business documents
- Assist in the use of innovative methods to promote hospital and practice growth
- Assist Practice Manager with initiative roll outs and training
- Administrated various medicines and treatments
- Possess basic knowledge of veterinary practices, procedures and terminology
- Maintain patient records by accurately recording treatments and test results on patient charts and other medical records.
- Ensure medical records are received and input into client file
- Efficient in faxing or mailing of medical records to appropriate location.
Financial Foundations Specialist (insurance agent)
USAA
01.2011 - 01.2012
- Employed as Financial Foundations Specialist (insurance agent)
- Proficient telephone customer service
- Assisted members in establishing auto and renter’s policies
- Efficiently handle member issues to ensure member satisfaction
- Faxed documents and received incoming faxes accordingly
- Ensure accuracy of member paperwork and business documents
- Facilitated members financial security
- Licensed in 35 states
Education
High School Graduate -
Harlingen High School South
01.1998
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University of Texas at San Antonio
Bachelor of Science - Business Management
University of the Incarnate Word
Skills
- Experienced in Microsoft Office applications
- Proficient in English and Spanish
- Efficient, organizational, and interpersonal skills
- Goal oriented and self-motivated allowing myself to become a fast learner and multi-tasker
Timeline
Account Manager
Professional Enrollment Concepts
09.2022 - Current
Financial Foundations Specialist (insurance agent)
USAA
01.2011 - 01.2012
Client Service Coordinator/ Shift Lead
Banfield Pet Hospital
01.2006 - 09.2022
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University of Texas at San Antonio
Bachelor of Science - Business Management
University of the Incarnate Word
High School Graduate -
Harlingen High School South