Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Harvey-Green

Jacksonville,FL

Summary

Insightful and dedicated Travel Agent with exceptional customer service, time management and problem-solving abilities. With a focus on building long-lasting relationships to drive sales. Performance-focused professional with an articulate and collaborative nature. Seeking a new role in a dynamic agency environment with room for growth and career advancement.

Overview

22
22
years of professional experience

Work History

Travel Agent /Customer Service Representative

Arise (work from home)
Jacksonville, FL
06.2015 - Current
  • Conducted research on new destinations and attractions which may be attractive to potential travelers.
  • Developed relationships with suppliers including airlines, hotels, cruise lines, tour operators to secure discounted rates for customers.
  • Advised customers on necessary documents needed for international travel such as passport applications or visa requirements.
  • Processed payments from clients via cash or credit cards.
  • Suggested additional services such as car rentals or activities that would enhance a customer's trip.
  • Ensured that all promotional materials were properly displayed in their designated areas.
  • Processed orders accurately and efficiently using a POS system.
  • Adhered to all company policies and procedures regarding safety regulations, security measures, attendance policies.
  • Attended staff meetings to discuss new products or changes in store policy or procedure.
  • Completed daily reports on sales performance metrics such as units sold per hour, day, week, month.
  • Provided excellent customer service to clients in person and over the phone.

Sales Manager

Navy Federal Credit Union
Jacksonville, FLORIDA
09.2018 - 06.2021
  • Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
  • Developed and implemented sales strategies to increase market share.
  • Maintained accurate records of all transactions between customers and company representatives.
  • Monitored team progress towards achieving milestones set forth in project plans.
  • Ensured compliance with relevant laws, regulations, industry standards. related to the operation of the business.
  • Ensured compliance with applicable laws and regulations related to operations.
  • Managed day-to-day operations while ensuring high levels of customer satisfaction were met at all times.
  • Oversaw daily operations, ensuring efficiency and effectiveness across all departments.
  • Spearheaded the adoption of new technologies, streamlining operations and enhancing capabilities.
  • Addressed customer concerns with suitable solutions.
  • Connected with clients and developed strategies to achieve sales and customer service goals.

Customer Account Specialist

Mercy General Hospital
Atlanta, GA
11.2006 - 06.2011
  • Adhered to company policies when handling confidential client information.
  • Collaborated with other departments on special projects as required.
  • Verified account details by contacting customers directly via telephone or email.
  • Answered incoming phone calls and provided assistance to callers in a professional manner.
  • Responded to inquiries from internal departments such as admitting office, financial clearance, clinical staff.
  • Monitored the registration process to ensure that all required forms were completed and signed.
  • Reviewed and verified patient registration information for accuracy.
  • Assisted in resolving issues related to insurance coverage, billing, and coding.
  • Provided customer service to patients by answering inquiries regarding hospital services, policies, and procedures.
  • Accessed patient charts to collect, abstract and extrapolate patient data.

Customer Service Executive

ADT Security
Atlanta, GA
02.2002 - 11.2006
  • Communicated effectively with team members to ensure timely response times for customers.
  • Maintained accurate records of customer interactions, transactions and comments in the database system.
  • Provided technical support when necessary to resolve complex problems.
  • Greeted customers and provided exceptional customer service.
  • Tracked sales performance metrics to identify trends in market place.
  • Demonstrated product features and benefits for customers' needs.
  • Provided accurate information about products, prices and services.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Attended weekly team meetings to review performance goals and objectives.
  • Helped customers find specific products, answered questions, and offered product advice.

Education

Associate of Science -

University of Michigan - Flint
Flint, MI
10-2020

High School Diploma -

Robert E. Lee High School
Jacksonville, FL
06-2001

Skills

  • Staff Management
  • Solution selling
  • Sales Reporting
  • Hardware troubleshooting
  • Software troubleshooting
  • Hardware Repair
  • Software Updates
  • Software Installation
  • Network configuration
  • Inbound and Outbound Calling
  • Data Entry
  • Account updating
  • Consultative Sales
  • Product Knowledge
  • Scheduling
  • Paperwork Processing
  • Sales closing
  • Report Generation
  • Credit card payment processing

Timeline

Sales Manager

Navy Federal Credit Union
09.2018 - 06.2021

Travel Agent /Customer Service Representative

Arise (work from home)
06.2015 - Current

Customer Account Specialist

Mercy General Hospital
11.2006 - 06.2011

Customer Service Executive

ADT Security
02.2002 - 11.2006

Associate of Science -

University of Michigan - Flint

High School Diploma -

Robert E. Lee High School
Lisa Harvey-Green