Karen Urrutia

• Answered phone calls and emails to provide information, resulting in effective business correspondence.
• Managed incoming calls while providing information or transferring callers to appropriate personnel.
• Entered data into spreadsheets using Microsoft Excel or other similar programs.
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Handled confidential documents in an organized fashion according to established protocol.
• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
• Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.

• Answer phones and make appointments for estimates, answer customer questions, taking message for estimators.
• Greet customers coming in to the office.
• Preparation of estimates and contracts and sending them to the customers.
• Closing out estimates in the database when the job has been completed.
• Taking credit card payments over the phone using the Square Card Service.
• Typing daily appointment schedules for estimators and weekly job schedules for job crews.
• Distribute and track gas, Lowes and Home Depot cards for job crews.

• Resolved customer inquiries, questions and concerns to consistently offer quality service.
• Provide directions to the Covid Test Center
• Scheduling appointments for Covid Tests and for Covid Vaccines.

This was a temporary position

• Greeted visitors and provided them with assistance.
• Maintained a neat reception area by organizing materials and tidying up furniture.
• Answered and directed incoming calls.
• Printing and verifying amounts on reports.
• Processing delivery reciepts and printing invoices to be attached to them.

• Preparation of data files for conversion to Salesforce.
• Research of practice information for dentists and correcting any wrong information.
• Maintain a log of daily workflow.

• Performed data entry from paper documents, emails, and other sources into computer systems.
• Training new employees on entering case information on database and providing support for their questions.
• Sorting and mailing workman's comp information to be sent to physicians and clients.

• Answering inbound and outbound calls and direct them to the proper case manager.
• Coordination of training rooms.
• Processing incoming and outgoing mail.
• Taking payment for classes and memberships.
• Reconcile payments in the cashbox.
• Maintaining the reception area including the computer bulletin board.
• Receiving and distribution of incoming faxes.