Kalyn Williams
Raleigh,NC
Summary
Great organizational and multitasking skills. Strong Analytical skills. Ability to assist customers/clients and or
responsible parties that thrive in delivering compassionate efficient care in a fast-paced environment. Outstanding ability to connect with customers, and staff, etc. Highly experienced in delivering superior customer service and respect for the individual.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Customer Service Representative 2
Biologic At McKesson
Hybrid, NC
7 2022 - 02.2024
- Data entry into management information system for changes in patient information.
- Provides customer service through manipulation of management information system to answer questions regarding refill needs, providing status of pending/shipped prescriptions, verify insurance information and provide copies of invoices upon request
- Assists with warm transfer process through verification of fax receipt, ensures that follow-up calls are made and documented.
- Performs other duties as assigned.
- Monitored accounts to verify compliance with payment terms and schedules.
Client Services Representative
Lifesafer
WFH, NC
06.2020 - 06.2022
- Educated customers about billing, payment processing and support policies and procedures.
- Responsible for taking inbound and outbound calls pertaining to breathalyzer device
- Collect, verify accuracy of client's account and troubleshoot devices with clients as needed
- Followed up with customers, on issues, that could not be handled or resolved immediately.
- Process payments and fees
- Followed-up with online price quotes via email and phone to answer questions and close sales.
- Proficient Data entry, word document, excel, PowerPoint.
Financial Services Associate
Fidelity Investments
WFH, NC
01.2017 - 03.2020
- Knowledge of financial principles and practices. Also, worked with webchat/email assisting customers
- Administered account transactions and responded to customer inquiries concerning financial products.
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Kept optimal quality levels to prevent critical errors and support team performance targets.
- Reviewed options and Processed loans against 401k for customers.
- Set up accounts such as IRA/ business accounts
Education
high school diploma -
Southern Vance High School
Henderson, NC 08.2011 - 06.2015
Some College (No Degree) - Medical Assisting
San Joaquin Valley College
Visalia, CATimeline
Client Services Representative
Lifesafer
06.2020 - 06.2022
Financial Services Associate
Fidelity Investments
01.2017 - 03.2020
high school diploma -
Southern Vance High School
08.2011 - 06.2015
Customer Service Representative 2
Biologic At McKesson
7 2022 - 02.2024
Some College (No Degree) - Medical Assisting
San Joaquin Valley College
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