Lisa Felix
Stafford,TX
Summary
Highly organized, exhibiting strength when working independently, multitasking, and resolving problems efficiently and effectively. Hardworking and goal-oriented, focused on completing tasks promptly to exceed established targets. Reliable team member accustomed and capable of taking on challenging tasks while being dedicated to business success. A dedicated team player with expertise in maintaining an empowering and positive environment. Works well independently to handle assignments and always ready to go beyond basics assignments. A quick learner with excellent computer skills in Word Processing, Computer management, and Microsoft Excel. A continuous learner motivated to use my knowledge to grow as an Administrative professional. Greeted visitors and escorted them to their destinations. Troubleshoots problems with office equipment and software to maintain staff's productivity, timeliness, and efficiency. Maintained an efficient office environment by skillfully routing incoming and outgoing mail. Oversaw appointment scheduling and calendar maintenance for a 6- member team. Gain valuable skills in Microsoft Word and Microsoft Excel.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Producer
Allstate Insurance Co
Missouri City, TX
09.2024 - Current
- Developed insurance plans tailored to client needs and preferences.
- Educated clients on policy features, benefits, and claims processes.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
Call Center Representative
Toyota Financial Services
03.2022 - 11.2022
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Caregiver
Nathalie Basham
Fulshear, TX
09.2020 - 05.2021
- Performed household chores to ensure cleanliness, safety, and livability.
- Crafted activities enjoyed by residents, with creative programs, including game nights, concerts, card games, make over sessions, and physical activities.
- Assisted the patient in day-to-day basic functions and prepared patient's meals according to meal plans.
- Assisted clients with bathing and dressing to promote good personal hygiene.
- Provided companionship throughout day, engaging clients in conversation and activities.
Senior Customer Service Representative/ Deli Spec.
H-E-B
Sugar Land, TX
11.2018 - 01.2020
- Monitored work of 6+ team members to assess and improve quality, service times, and customer satisfaction ratings.
- Coordinated resolutions for advanced customer problems and implemented actions to maintain customer loyalty and correct both singular and repetitive issues.
- Met departmental standards for production and quality, and contributed to strategies and databases used team-wide.
- Educated team members on proper handling of different types of requests and common customer problems.
- Met performance goals established by Deli Specialist.
- Handled inbound and outbound communications from customers.
- Continuously met or exceeded daily service quality and performance scores.
- Continuously met or exceeded daily service quality and performance scores.
Administrative Assistant
Evelyn Paterson
Richmond, TX
12.2016 - 09.2018
- Supported front office staff by providing word processing of correspondence and reports.
- Answered incoming calls and directed messages to the correct party.
- Gained valuable skills by mastering the creation of spreadsheets and utilizing pivot tables.
- CONTACT 18327148615 50 United States
Customer Service Representative
Walmart
Missouri City, United States
03.2016 - 10.2016
- Recommended products and services to members and educated customers about relevant offerings.
- Managed inbound and outbound calls to respond to inquiries and resolve concerns.
- Answered inbound calls to greet and assist customers with various needs and questions.
- Returned customer calls, responding to inquiries and complaints effectively.
- Advised customers on status of merchandise ordered and arranged for pickup and delivery.
- Responded to questions and followed up on customer interactions.
Education
Associate of Applied Science - Sonography
Houston Community College
Houston, TX06-2027
Associate's degree - Business Administration
TAMCC
06.2014
HIGH SCHOOL DIPLOMA -
Hillsborough Secondary
06.2012
Skills
- First aid and CPR
- Inbound and outbound calling
- Telephone reception
- Leadership and supervision
- Spreadsheet development
- Office supply management
- Document scanning
- Word processing
- Multitasking
- Staff training
- Computer
- Microsoft Word and Microsoft Excel
- Patient interviews
- Data verification
- Records management
- Admissions processing
- Payment processing
- Bed assignments
- Eligibility requirements
- Clinical data entry
- Patient documentation
- Insurance verification
- Healthcare system navigation
- Educate patients
- Prepare reports
- Customer service
- Patient admitting
- Patient intake
- Case management
- Medical billing
- Medical records
- Senior care
- Office experience
- Medical office experience
- Databases
- Caregiving
- Medical scheduling
- Medical terminology
- Phone etiquette
- QuickBooks
- Typing
- Medical coding
- Transcription
- Hospital Experience
- Yardi
- OneSite
- Hospitality
Certification
- CNA October 2018 to Present
- First Aid Certification
- CPR Certification
Assessments
- Customer service — Proficient August 2021 Identifying and resolving common customer issues Full results: Proficient
- Administrative assistant/receptionist — Proficient August 2021 Using basic scheduling and organizational skills in an office setting Full results: Proficient
- Call center customer service — Proficient September 2021 Demonstrating customer service skills in a call center setting Full results: Proficient
- Work motivation — Proficient September 2021 Level of motivation and discipline applied toward work Full results: Proficient
- Customer focus & orientation — Proficient August 2021 Responding to customer situations with sensitivity Full results: Proficient
- Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Timeline
Insurance Producer
Allstate Insurance Co
09.2024 - Current
Call Center Representative
Toyota Financial Services
03.2022 - 11.2022
Caregiver
Nathalie Basham
09.2020 - 05.2021
Senior Customer Service Representative/ Deli Spec.
H-E-B
11.2018 - 01.2020
Administrative Assistant
Evelyn Paterson
12.2016 - 09.2018
Customer Service Representative
Walmart
03.2016 - 10.2016
Associate of Applied Science - Sonography
Houston Community College
Associate's degree - Business Administration
TAMCC
HIGH SCHOOL DIPLOMA -
Hillsborough Secondary
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