Motivated Senior Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible and computer-savvy.
Overview
24
24
years of professional experience
Work History
US Customer Order Entry Support (Contingent)
Intuitive Surgical Inc
Sunnyvale, CA
09.2023 - Current
Processed orders using ERP systems including SAP and Oracle.
Assisted with resolving customer complaints regarding incorrect or incomplete orders.
Interacted with customers via phone, email, or chat to answer questions about their orders.
Informed customers of shipping dates and tracking and order information.
Communicated with current customers regarding backorder availability, future inventory and special orders.
Senior Client Service Representative
Roche Molecular Systems Inc, Roche CAP/CLIA Laboratory
San Jose, CA
02.2012 - 05.2023
Supported various pharma partners while they conduct clinical studies on medication response used for treatment of cancer patients to see whether a clinical trial is safe for them to participate in or if the medication is effective.
For healthcare providers handled, evaluated, documented, and resolved issues and inquiries related to lab sample procurement, accessioning, and testing of clinical laboratory samples, test reports, billing and reimbursement.
For patients, answered general questions about clinical lab offerings, provided cost estimate and billing support, inbound and outbound calls to physicians, patients and insurance plans.
Pre-qualified patients for available financial aid, communicated out of pocket cost and received payments for healthcare services.
Review case history and insurance notes to provide correct information to callers
Liaise with the Clinical Sales Team to ensure customer experience
Supply order fulfillment for clinics, hospitals and laboratories
Assisted in the entry of quality control of patient and clinician data into Laboratory Information Management System (LIMS)
Participated in company or department projects/initiatives, as needed.
Customer Service Advocate
Lifescan, Johnson And Johnson Inc
Milpitas , CA
07.2000 - 11.2011
Provided medical device support to end users and healthcare professionals, while following work instructions, HIPAA, federal and state regulations
Liaise with Clinical Sales team to ensure excellent customer experience.
Assisted in department transition of duties, mentored new hires and vendor partner
Documented customer notes with Siebel CRM software to keep records accurate and current.
Processed orders for replacement strips and meter under warranty
Education
Certificate - Medical Terminology
Silicon Valley Adult Education/ Metro Ed
San Jose, CA
06.1999
Some College (No Degree) -
Evergreen Valley College
San Jose, CA
06.1997
Skills
Regulatory Compliance
HIPAA and Protected Health Information
Quality Control
Data Entry
Order Fulfillment
Shipping Issue Resolution
Insurance Billing, Adjustments & Refunds
SAP Order Management System
Laboratory Information Management System (LIMS)
Salesforce CRM
Netsuite
Medrio
CatsWeb
Google Apps
Zoom / Teams
Microsoft Office Expertise
Remote and Hybrid Work
Process Improvement
FDA Regulations
GHX EDI
Timeline
US Customer Order Entry Support (Contingent)
Intuitive Surgical Inc
09.2023 - Current
Senior Client Service Representative
Roche Molecular Systems Inc, Roche CAP/CLIA Laboratory