Kellie Oates

• Coordinate prescription orders for outgoing shipments with patients and doctors.
• Create and maintain a directory of service providers and resources.
• Evaluate the service needs of clients and connect them with the correct provider.
• Escalate critical orders and delegate tickets
• Answer telephones and respond to email inquiries in the office.

• Created and enhanced call sequencing flows and scripts to enhance team performance.
• Maintained and managed customer files and databases.
• Wrote and proofed orders to reflect proper pricing and discounts.
• Responded to customer needs through competent customer service and prompt problem-solving.
• Created customer profiles by answering questions and providing tailored experiences based on interests and agendas.

• Managed filing systems for electronic and hard copy documents to keep organized records.
• Received and responded to customer requests via letters, emails, telephone calls and in-person interactions.
• Utilized proactive communication abilities to resolve employment-related disputes.
• Inventoried and ordered office supplies to maintain availability of products.

• Entered job costing data from payroll records and supported payroll administration process.
• Tracked expenditures and prepared reports for records and management review.
• Completed month-end closings with journal entries and reconciling accounts.
• Processed check disbursements and reconciled related ledger.