Joseph Rodriguez
Newport Coast,CA
Summary
I present time management and organization in various environments, while seeking opportunities to expand skills facilitating company growth. Performance-driven in connecting with customers and driving remarkable sales. Proactive at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator and problem-solver. Committed job seeker with a history of meeting company needs with consistent and organized practices. A history of experience in computers and software, customer service, marketing and sales, and analyst.
Overview
4
4
years of professional experience
Work History
Intake Specialist
Americor
Irvine
02.2024 - 06.2024
- Manage a high volume of inbound and outbound calls, ranging from 300 to 500 daily.
- Evaluate and screen prospective customers seeking enrollment in our financial programs.
- Check to see if a client meets the requirements using our computer software running credit pulls and receiving supporting documents.
- Utilize prescribed scripts and training materials to effectively handle objections and furnish detailed information.
- Set and attain targets while meeting defined benchmarks for success.
- Excel in a fast-paced setting, showcasing strong organizational skills.
- Foster teamwork by actively participating in team activities, competitions, and incentive programs.
Paient Services Representative
Wave Imaging Technology
Laguna Hills, CA
08.2023 - 12.2023
- Obtains proper insurance and patient information, collects signatures and ensures accuracy and completion of necessary documentation.
- Verifies the updates for changes in patient physician insurance to ensure proper billing.
- Collects and logs all co-pays and fees.
- Answers and transfers incoming phone calls.
- Schedules, reschedules or cancels new or current patients, confirms appointments and notifies staff of changes when necessary.
- Pre-registers, submits reports and documents, inputs clinical data as needed for appointment, and requests films as needed.
- Gives patients appropriate orientation for preparatory and safety protocols, and provides directions to facilities if needed.
- Responds to patient’s minor questions and concerns, and refer to supervisor when necessary, in an expedient manner.
- Maintains awareness of temperament mood of patients in lobby in order to ensure optimal service experience and curtail any frustrations or communication that could affect the experience of other patients.
- Communicates delays in appointments in a timely fashion and offers rescheduling in circumstances where delays could be significant.
- Coordinates with the back office staff for timely and effective care of patients.
- Obtains proper authorization and identification prior to release of confidential medical records.
- Uses clerical skills (e.g. filing, organizing, process incoming mail etc).
- Provides management with reports and logs when required.
Office/Computer Help Desk Support
Strategy 7
Newport Beach, CA
02.2022 - 05.2023
- Worked with customer service supervisors to resolve customer concerns on daily basis.
- Maintained records, logs and lifecycle documentation of work requests.
- Kept customers informed about issue resolution progress and provided updated estimated times of resolution on ongoing basis.
- Supported customers with online billing, access and account issues.
- Assisted customers with various types of technical issues via email, live chat and telephone.
- Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
- Provided support with reports and data entry computer work.
Retail Sales Associate
H&M
Orange County, CA
11.2021 - 04.2022
- Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
- Helped customers by answering questions and locating merchandise.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
- Followed company policies, rules and procedures to promote company goals and maintain safety.
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
- Calculated pricing, applied discounts and collected payments to process transactions.
- Handled price checks, merchandise transfers and fitting room returns to keep store orderly and efficient.
- Managed cash register operations using POS system and processed sales and returns.
- Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Received and processed cash and credit payments for in-store purchases.
- Operated cash registers, scanners and computers to itemize and total customer purchases.
Sales Associate
CUTCO Vector Marketing
Newport Beach, CA
07.2020 - 10.2020
- Collected payments and provided accurate change.
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Built and maintained relationships with peers and upper management to drive team success.
- Answered product questions with up-to-date knowledge of sales and promotions.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Worked with fellow sales team members to achieve group targets.
- Developed trusting relationships with customers by making personal connections.
- Answered incoming telephone calls to provide store, products and services information.
- Engaged customers in friendly, professional dialogue to determine needs.
Education
Associate of Science - Political Science
Orange Coast College
Costa Mesa, CASkills
- Attention to Detail
- Resolving Problems and Incidents
- Computer Diagnostics
- Interpersonal Skills
- Microsoft Windows and Office
- Help Desk Support
- Multitasking and Prioritization
- Organizational Skills
- Customer Service
- Teamwork and Collaboration
- Customer Service Support
- Documentation Development
- Project Coordination
- Problem Solving
- File Management Software
- Adobe Creative Cloud
- Customer Communication and Empathy
- Conflict Resolution
- Computer Literacy
- Quick Learner
- Sales Support
- Problem Resolution
Timeline
Intake Specialist
Americor
02.2024 - 06.2024
Paient Services Representative
Wave Imaging Technology
08.2023 - 12.2023
Office/Computer Help Desk Support
Strategy 7
02.2022 - 05.2023
Retail Sales Associate
H&M
11.2021 - 04.2022
Sales Associate
CUTCO Vector Marketing
07.2020 - 10.2020
Associate of Science - Political Science
Orange Coast College