Summary
Overview
Work History
Education
Skills
Cover Letter
Timeline
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Lartice Jones

Easton,PA

Summary

Dynamic professional with a proven track record at Senior Lifetime Advocate, adept in customer service and CRM software. Excelled in enhancing customer satisfaction through efficient scheduling and problem-solving. Achieved significant client retention by offering personalized solutions and managing financial transactions with attention to detail. Skilled in time management and maintaining composure under pressure, driving productivity and client engagement.

Overview

14
14
years of professional experience

Work History

Member Service Representative

Senior Lifetime Advocate
Remote, FL
07.2023 - Current
  • Verified accuracy of documents submitted by customers for enrollment purposes.
  • Ensured compliance with government regulations pertaining to Medicare enrollment processes.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Provided solutions to customer inquiries regarding their coverage options and eligibility requirements.
  • Achieved repeat business and referrals through personalized services.
  • Handled new enrollments by entering customers' data and reviewing information.
  • Monitored deadlines for enrolling in Medicare plans to ensure that customers did not miss out on important opportunities.

Customer Service Representative

Iqor Holdings / PPL
Bethlehem, PA
08.2020 - 11.2023
  • Navigated through computer systems to review information and respond appropriately to callers.
  • Offered suggestions on other products that could meet customers' needs.
  • Maintained strong call control and quickly worked through scripts to address problems.
  • Encouraged cross-selling of products and services that were beneficial for customers.
  • Advised customers on technical problems and troubleshooted solutions over the phone.
  • Updated customer accounts, addresses and contact information within call management databases.
  • Assisted customers with inquiries and transactions to meet productivity goals and achieve profit growth.

Scheduling Coordinator

A+ Family Dental
Quakertown, PA
12.2010 - 06.2017
  • Coordinated scheduling for a team of over 50 employees, ensuring optimal coverage and efficiency.
  • Responded promptly to all customer inquiries regarding availability or schedule changes.
  • Copied and faxed important information for patient and client records.
  • Provided reminder calls to clients prior to scheduled visits.
  • Delegated work to staff, setting priorities and goals.
  • Developed effective scheduling processes to achieve production objectives.
  • Managed appointment setting, cancellations, and rescheduling for clients, enhancing customer satisfaction.
  • Implemented new systems for efficient scheduling processes such as automated reminders for shift changes or vacation requests.

Education

High School Diploma -

Uniuon High School
Union, NJ
01-1987

Skills

  • Customer service
  • Attention to detail
  • Time management
  • CRM Software
  • Membership renewals
  • Payment processing
  • Critical Thinking
  • Call center experience
  • Calm and Professional under pressure
  • Financial transactions
  • Computer Satay

Cover Letter

Dear Hiring Manager, I am writing to express my interest in the Customer Service Specialist position. With over 10 years of experience in customer service roles, including my recent position as a Member Service Representative at Senior Lifetime Advocate, I am eager to bring my expertise to your team. During my tenure at Senior Lifetime Advocate, I have honed essential skills such as problem-solving, effective communication, and proficiency in CRM software, all of which are crucial for excelling in customer service roles. My approach is always solution-oriented, and I pride myself on my attention to detail and excellent time management abilities. I am confident that my background and skills equip me to make a significant impact at your organization. I am enthusiastic about the opportunity to contribute to and grow with your team. Thank you for considering my application. I look forward to the possibility of discussing my application in further detail., Yours faithfully

Timeline

Member Service Representative

Senior Lifetime Advocate
07.2023 - Current

Customer Service Representative

Iqor Holdings / PPL
08.2020 - 11.2023

Scheduling Coordinator

A+ Family Dental
12.2010 - 06.2017

High School Diploma -

Uniuon High School
Lartice Jones