Summary
Overview
Work History
Education
Skills
Timeline
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Juanita Orozco

Elk Grove,CA

Summary

Adept at enhancing customer satisfaction and retention, my tenure at ACUMEN LLC honed my skills in complaint handling and CRM software, achieving a notable increase in client loyalty. Leveraging exceptional communication and problem-solving abilities, I excel in fast-paced environments, consistently meeting deadlines and exceeding service expectations.

Overview

8
8
years of professional experience

Work History

Client Service Agent- WFH

ACUMEN LLC
12.2023 - 09.2024
  • Developed strong relationships with clients, resulting in increased loyalty and repeat business.
  • Enhanced customer satisfaction by addressing and resolving complex inquiries in a timely manner.
  • Maintained detailed records of client interactions, ensuring accurate documentation for future reference.
  • Reduced response time to client inquiries by implementing an efficient ticketing system.
  • Actively participated in cross-functional teams focused on improving overall company performance.
  • Conducted regular follow-ups with clients to ensure satisfaction and address any concerns promptly.
  • Implemented process improvements that resulted in increased efficiency within the Client Service department.
  • Delivered comprehensive product knowledge to clients, enabling informed decision-making on their part.
  • Provided exceptional support to clients by identifying their needs and offering tailored solutions.
  • Supported sales efforts by providing pre-sales assistance and post-sales follow-up as needed.
  • Developed customized reports for clients that provided valuable insights into their account activity.
  • Coordinated with other departments to resolve client issues efficiently and effectively.
  • Collaborated with other departments to develop ways to increase customer satisfaction.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Internal Auditor-Fruadulent Claims- WFH

EDD/ MANPOWER
10.2021 - 11.2023
  • Assisted in the preparation of audit reports that clearly communicated findings and recommendations to key stakeholders.
  • Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
  • Identified and reported audit issues.
  • Investigated discrepancies discovered during auditing process.
  • Contributed to a positive work environment by collaborating effectively with colleagues across all levels of the organization.
  • Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.
  • Improved operational efficiency by identifying and addressing financial discrepancies through meticulous examination of financial records.
  • Conducted training sessions for staff members on best practices in internal auditing, fostering a culture of continuous improvement.

Schedule Coordinator- Call Center WFH

TriWest Healthcare Alliance
10.2016 - 07.2021
  • Enhanced customer satisfaction with timely coordination of appointments and updating patients records.
  • Answered high volume inbound calls on a timely basis.
  • Navigated through 5 systems to build, track and monitor patients request.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Streamlined internal communication, ensuring accurate and up-to-date schedule information for all team members.
  • Managed last-minute schedule changes with minimal disruption to daily operations or customer service levels.
  • Enhanced customer satisfaction with timely coordination of appointments and service requests.
  • updating records with updated notes for tracking conversation purposes.
  • updating insurance information and verifying insurances along with patient deductible.


  • Improved organization by maintaining comprehensive schedule logs.
  • Managed multiple calendars to support diverse team needs and priorities.

Education

Associate of Science - Medical Billing And Coding

ASHER COLLEDGE
1215 Howe Ave Ste 101, Sacramento, CA 95825
10.2015

Skills

  • Complaint Handling with High Volume inbound calls
  • Performance Tracking
  • updating insurance information
  • processing new orders and verification of insurance
  • Client Support
  • Follow-up skills
  • Payment Processing
  • Meeting deadlines
  • Order Processing
  • Customer Education
  • Account Management
  • Service Recommendations
  • Database Management
  • System Documentation
  • Escalation management
  • Customer Service
  • Teamwork and Collaboration
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Multitasking Abilities
  • Calm and Professional Under Pressure
  • Reliability
  • Excellent Communication
  • Computer Skills
  • Understanding Customer Needs
  • Customer service excellence
  • Organizational Skills
  • CRM software knowledge
  • Client Retention Strategies

Timeline

Client Service Agent- WFH

ACUMEN LLC
12.2023 - 09.2024

Internal Auditor-Fruadulent Claims- WFH

EDD/ MANPOWER
10.2021 - 11.2023

Schedule Coordinator- Call Center WFH

TriWest Healthcare Alliance
10.2016 - 07.2021

Associate of Science - Medical Billing And Coding

ASHER COLLEDGE
Juanita Orozco