Summary
Overview
Work History
Education
Skills
Personal Information
Accomplishments
Timeline
Generic

Kathryn Gaffney

Portland,OR

Summary

Professional with 13 years of experience in customer service, relationship management, and sales support. Expertise in CRM and ERP software, ensuring accurate documentation and confidentiality. Proven track record in managing accounts, drafting correspondence, and organizing case files efficiently. Aiming for a challenging role that offers opportunities for professional growth.

Overview

14
14
years of professional experience

Work History

Claims Assistant

Malarkey Roofing Products
Portland, US
08.2024 - 02.2025
  • Communicated with homeowners, contractors, and sales reps to gather additional information or clarify claim details.
  • Maintained accurate documentation of all claim activities in accordance with regulatory requirements.
  • Provided exceptional customer service by promptly responding to inquiries from homeowners regarding their claims status or payment concerns
  • Utilized computer systems and software applications effectively for efficient data entry.
  • Maintained confidentiality throughout the entire claims-handling process, ensuring sensitive information is protected.

Customer Service Representative

Epiq
Beaverton, US
04.2024 - 06.2024
  • Utilized CRM software to issue refund payments for unauthorized products to qualifying Wells Fargo customers
  • Adhered to client-provided script to provide excellent service
  • Used active listening and empathy to calm irate customers and provide them with accurate information about their refund
  • Connected customers to Wells Fargo agents to further assist when appropriate

Centralized Account Manager

Pitney Bowes
Appleton, US
10.2010 - 08.2023
  • Monitored aging reports and collected on outstanding balances.
  • Maintained the accuracy and confidentiality of vendor and customer records.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Prepare specialized invoices, price quotes, and signed purchase orders for clients
  • Collaborate with inside sales to retain current clients and ensure new business

Education

High school diploma -

Menasha High School
Menasha, WI

Skills

  • Microsoft Office
  • CRM software
  • Relationship building
  • Attention to detail
  • Data entry
  • Sales support
  • Customer service
  • Communication skills
  • Claims processing
  • Time management
  • Call routing

Personal Information

Work Permit: Authorized to work in the US for any employer

Accomplishments

  • Highest number of Very Satisfied customer surveys in 2014

Timeline

Claims Assistant

Malarkey Roofing Products
08.2024 - 02.2025

Customer Service Representative

Epiq
04.2024 - 06.2024

Centralized Account Manager

Pitney Bowes
10.2010 - 08.2023

High school diploma -

Menasha High School
Kathryn Gaffney
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