Created power presentation and flow charts for 5 different departments and 10-15 stages a vapor recovery unit goes through when being built.
The presentation also gave instructions on how to submit tickets for each department when the unit was ready to be moved to the next stage.
I would assign the ticket to one of the forklift drivers and they would move the unit to the next dept/stage.
This is how we kept track of each unit and where it was and if we were behind schedule in getting it shipped to the client or not.
I would place them on hold if they were busy moving other parts/units.
I also received tickets for the transportation department when the units were ready to be shipped to clients or to our other yards.
I also helped with inventory of each part used to build the units and the receiving of parts and other various office/misc. products ordered.
Office Manager
Payne Insurance / RJ Rodriguez LLC
Moore, OK
02.2024 - 07.2024
Took incoming calls from customers, answered any questions they had about their insurance policies, made changes to policies, provided auto insurance quotes, and made payments in cash and credit/debit card in person as well as card payments over the phone.
Posted all payments in QuickBooks and with each customer's individual auto/homeowners/renters insurance companies and kept record of receipts or any changes made to policies in a filing system.
I made outgoing calls to customers to remind them of when payments were due and when their policy was canceled.
I also made outgoing calls to the insurance representatives/underwriting if I had questions about a policy or needed assistance with a policy.
Customer Service Representative
ACT Technologies Call Center
Oklahoma City, OK
06.2023 - 12.2023
Took incoming calls from providers of four different health plans and assisted them with filing claims, getting a member ID number, verifying eligibility, and getting prior authorization for medical services a member receives, and the plan benefits.
Assisted members of four different health plans in finding a provider in the network with their health plan, updating profile information, and taking payments.
Tech Support/Customer Service Representative
Wolters Kluwer
Glendale, AZ
11.2022 - 05.2023
Answered incoming calls from CPAs seeking assistance with the tax returns of big corporations.
Identify and resolve issues within the tax return program or with the program itself.
Customer Service Representative
JCurve
Tempe, AZ
06.2022 - 11.2022
Took incoming calls from hosts (owner of vehicle) about their reservations.
Took payments, assisted in locating stolen vehicles, made reservations for hosts, made vehicle swaps, assisted in keeping track of routine maintenance and repairs on vehicles.
Customer Service Representative
UnitedHealthcare
Phoenix, AZ
07.2021 - 02.2022
Took incoming calls from agents/brokers/producers about the health plans, answered questions about the plans, took payments from members, assisted with brokers commission payments.
Customer Service Representative
Blue Cross Blue Shield of California
Phoenix, AZ
09.2020 - 05.2021
Took incoming calls from members about their health insurance.
Updated profiles, took payments, provided details about their health plans and made changes to their plans per their requests.
Administrative Assistant/Office Manager
Thomas Property Management
London, KY
01.2017 - 11.2018
Answer and screen telephone calls, recording messages for quick reply as needed.
Coordinate and monitor office operations to ensure running at top efficiency, ensuring front office is clean and presentable at all times.
Communicate with tenants in-person and via phone and email, maintaining positive relationships and high tenant satisfaction.
Coordinate calendars, including catered meetings and property holiday parties, and maintenance or service appointments using Google Calendars.
Manage bookkeeping efforts for the company performing basic accounting services, including the handling or petty cash and invoicing.
Managed multiple portfolios for all properties and tenants for the monthly variety report using MS Excel and MS Word.
Provided other administration services as needed, including Welcome new tenant baskets, and welcome tenant mailings and minor property cleaning.
Receptionist/Secretary/Front Desk/Customer Service Representative/File & Data Entry Clerk
Manpower Staffing Agency
Oklahoma City, OK
09.2013 - 01.2017
Greet clients in person or by phone, answer any possible questions they may have or direct them to the right person, maintained security following procedures in handing clients badges for their State issued I.D/DL which they got when they returned the security badge back to the desk, ordered supplies, and pass out department mail daily, handled petty cash.
Handled correspondence, maintained calendar meetings, and appointments, organized meetings and took the minutes, typed reports, collected any additional information needed for executives, supervisors, or other staff members, made reservations for the Executives or other staff members, kept daily log of clients in/out times for security, handled petty cash.
Manage incoming calls, Identify and assess customers’ needs, provide accurate, valid and complete information using the right tools, methods, and policies, process customer accounts, file documents, and make notes for the records.
Process customer accounts, file customers folders, maintain file system, interact with customers/clients in person or by phone, update accounts/files by inputting information into the system, by handwritten notes, or other documents.
Pull files for employees, file folders and any other documents, keep the filing system organized.
Receptionist/Secretary/Customer Service Representative/Administrative Assistant/Office Manager/Data Entry
Westaff Staffing Agency
Oklahoma City, OK
02.2011 - 01.2017
Greet clients in person or by phone, answer any possible questions they may have or direct them to the right person, maintained security following procedures in handing clients badges for their State issued I.D/DL which they got when they returned the security badge back to the desk, ordered supplies, and pass out department mail daily, handled petty cash.
Maintained calendar meetings, and appointments, organized meetings and took the minutes, typed reports, collected any additional information needed for executives, supervisors, or other staff members, made reservations for the Executives or other staff members, order supplies, assist in processing accounts, pull files, make copies, fax if needed, assist other staff members if needed, handled petty cash.
Greet clients, customers, visitors as I am the first point of contact when they enter the buildings, answer multiphone lines, take messages or transfer calls to the appropriate person, handle customer complaints with positive attitude which always came to a positive outcome, delivered department mail daily, kept daily log of clients in/out times for security.
Manage incoming calls, Identify and assess customers’ needs, provide accurate, valid and complete information using the right tools, methods, and policies, process customer accounts, file documents, and make notes for the records.
Process customer accounts, file customers folders, maintain file system, interact with customers/clients in person or by phone, update accounts/files by inputting information into the system, by handwritten notes, or other documents.
Pull files for employees, file folders and any other documents, keep the filing system organized.
Bank Teller
Cumberland Valley National Bank
London, KY
05.2005 - 01.2011
Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions.
Informing customers about bank products and services.
Customer Service Representative
DIRECTV
Oklahoma City, OK
03.2004 - 02.2005
Answering calls from clients learning about and address their needs, complaints, or other issues with products or services.
Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued.
Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.
Building lasting relationships with clients and other call center team members based on trust and reliability.
Utilizing software, databases, scripts, and tools appropriately.
Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service.
Making sales or recommendations for products or services that may better suit client needs.
Customer Service Representative
Hertz Reservation Center
Oklahoma City, OK
06.2003 - 03.2004
Answering calls from clients learning about and address their needs, complaints, or other issues with products or services.
Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued.
Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.
Building lasting relationships with clients and other call center team members based on trust and reliability.
Utilizing software, databases, scripts, and tools appropriately.
Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service.
Making sales or recommendations for products or services that may better suit client needs.
Front Desk Agent
Cumberland Lodge
Williamsburg, KY
06.1992 - 04.1995
Greet guests and provide them with superb customer service.
Ensure the front desk is neat, presentable, and equipped with all the necessary supplies such as pens, forms, and paper.
Answer all client questions and incoming calls, Redirect phone calls to the appropriate department and take down messages.
Accept all letters and packages, and distribute them to their appropriate departments.
Monitor, organize and forward emails, Track, and order office equipment and supplies.
Maintain records and files, take credit/debit card payments, handled cash.
Secretary
William Hensley Attorney at Law
Corbin, KY
09.1991 - 01.1993
Welcomes guests and clients by greeting them in person or on the telephone answering or directing inquiries.
Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics coordinating case preparation.
Conserved the attorneys time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents collecting and analyzing information initiating telecommunications organizing client conferences, and attorney meetings scheduling couriers, court reporters, expert witnesses, and other special functions coordinating preparation of charts, graphs, and other courtroom visuals.
Maintained the attorneys calendar by planning and scheduling conferences, teleconferences, dispositions, and travel recording and monitoring court appearance dates, pleadings, and filing requirements monitoring evidence-gathering.
Represented the attorney by communicating and obtaining information following-up on delegated assignments knowing when to act and when to refer matters to attorney.
Documented and input the attorneys billable time and reimbursable expenses preparing invoices tracking payments.
Maintains client confidence by keeping client/attorney information confidential.
Developed and utilized filing and retrieval systems recording meeting discussions maintaining transcripts documenting and maintaining evidence.
Maintained office supplies by checking stocks placing and expediting orders evaluating new products.
Timeline
Dispatcher for Warehouse
Flogistix
10.2024 - 03.2024
Office Manager
Payne Insurance / RJ Rodriguez LLC
02.2024 - 07.2024
Customer Service Representative
ACT Technologies Call Center
06.2023 - 12.2023
Tech Support/Customer Service Representative
Wolters Kluwer
11.2022 - 05.2023
Customer Service Representative
JCurve
06.2022 - 11.2022
Customer Service Representative
UnitedHealthcare
07.2021 - 02.2022
Customer Service Representative
Blue Cross Blue Shield of California
09.2020 - 05.2021
Administrative Assistant/Office Manager
Thomas Property Management
01.2017 - 11.2018
Receptionist/Secretary/Front Desk/Customer Service Representative/File & Data Entry Clerk
Manpower Staffing Agency
09.2013 - 01.2017
Receptionist/Secretary/Customer Service Representative/Administrative Assistant/Office Manager/Data Entry