Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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KIMBERLY VALERIO

Sanford,FL

Summary

Organized and dedicated customer service professional with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Seeking to utilize my knowledge and prior experience at an upstanding company.

Overview

7
7
years of professional experience

Work History

Member Service Specialist I

Health Equity
07.2024 - Current
  • Research and respond to a high volume of incoming telephone call inquiries from our customers to ensure timely resolution of issues
  • Consistently provide accurate information to customer inquiries in accordance with HQY inquiry accuracy standards by prioritizing and utilizing appropriate tools, resources, internal communications, and training materials
  • Educate customers on HealthEquity products such as eligible IRS expenses, Health Savings Accounts (HSA) investment and pricing options, Flexible Spending Accounts (FSA), Dependant Care, Transportation and claims processing procedures
  • Serve as a customer advocate by identifying underlying customer needs and guiding them to appropriate programs and resources
  • Establish rapport by offering information and services beyond the customers initial inquiry
  • Assist and educate All Heath Guides (Heath Plan Partners) through complex spending account issues


Service Advisor

Braman Miami
02.2024 - 07.2024
  • Using knowledge of products and services to sell or provide in-depth information about available parts and service options to customers
  • Answering questions about service outcomes and scheduling and booking appointments, vehicle drop-off, and vehicle pick-up
  • Consistently met or exceeded monthly sales targets by upselling relevant products/services when appropriate
  • Coordinated effectively with technicians and management staff, ensuring seamless communication throughout the entire service process
  • Handled customer issues with confidence, using complex problem solving to provide effective resolution
  • Educated customers on proper vehicle maintenance, fostering long-term relationships built on trust and loyalty

BDC Representative

Braman Miami
12.2022 - 02.2024
  • Optimized CRM system usage for efficient tracking of leads, prospects, and client communication history
  • Nurtured existing client relationships through regular check-ins via phone or email correspondence
  • Supported company growth initiatives through participation in marketing campaigns, promotional events, and product launches
  • Streamlined appointment scheduling for increased efficiency and improved customer experience
  • Managed high-volume call center operations, ensuring timely responses to customer inquiries

BDC Representative

Bomnin Chevrolet
01.2021 - 12.2022
  • Greeted customers in a professional manner and assisted them with their requests
  • Boosted sales with proactive follow-up calls and consistent communication with potential clients
  • Maintained detailed records of customer interactions, ensuring consistency in communication and tailored service experiences
  • Acted as first point of contact and set appointments for prospective clients
  • Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered

Administrative Assistant

Gryphon Recovery
06.2018 - 01.2021
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
  • Handled incoming and outgoing correspondence, including mail, e-mail, and fax
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information
  • Scheduled office meetings and client appointments for staff teams
  • Ensured operation of equipment by completing preventive maintenance requirements, calling for repairs, maintaining equipment inventories and evaluating new equipment and techniques

Education

High School Diploma -

Felix Varela High School

Skills

  • Excellent customer service
  • Critical Thinking
  • Attention to detail
  • Office Administration
  • Time Management
  • Strong Problem Solver
  • Leadership skills
  • Fluent in English and Spanish

LANGUAGES

English
Spanish

Timeline

Member Service Specialist I

Health Equity
07.2024 - Current

Service Advisor

Braman Miami
02.2024 - 07.2024

BDC Representative

Braman Miami
12.2022 - 02.2024

BDC Representative

Bomnin Chevrolet
01.2021 - 12.2022

Administrative Assistant

Gryphon Recovery
06.2018 - 01.2021

High School Diploma -

Felix Varela High School
KIMBERLY VALERIO