Lisa Sells
Dallas,TX
Summary
Dynamic and results-oriented professional with extensive experience at Service Experts, specializing in client retention and issue resolution. Excelled in remote office management and document handling, achieving consistent performance goals. Skilled in negotiation and customer service, adept at fostering positive client relationships and mentoring new hires. Demonstrated adaptability and a proactive approach in high-pressure environments.
Overview
15
15
years of professional experience
Work History
Retention Specialist
Service Experts
08.2019 - 04.2024
- Utilized time management strategies effectively while working remotely, balancing workload demands with personal responsibilities at home.
- Negotiated contract renewals, securing continued business partnerships with satisfied clients.
- Displayed excellent multitasking abilities, managing simultaneous tasks while maintaining a high level of accuracy and attention to detail.
- Maintained organized records of all interactions with clients for future reference or follow-up purposes when necessary.
- Demonstrated adaptability and flexibility in adjusting to changes in schedules, workload, or company priorities.
- Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
Administrative Assistant
WebTPA
05.2017 - 07.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Collections Specialist
Amps Electrical A/c & Heating
02.2015 - 05.2017
- Negotiated to collect balance in full.
- Improved customer payment compliance through negotiating mutually agreeable repayment plans.
- Processed payments and applied to customer balances.
- Maintained high volume of calls and met demands of busy and productive group.
- Achieved performance goals on consistent basis.
- Mentored and coached team members on QA topics and strategies.
Referral Specialist
Concentra
05.2013 - 01.2015
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Collaborated with healthcare providers to ensure accurate and complete referral information, improving patient care coordination.
- Verified insurance benefits and eligibility for any specialist only procedures before referring clients.
- Managed high-volume referral requests by prioritizing tasks and maintaining organized records.
Medical Receptionist
Newton Family Clinic
06.2009 - 02.2013
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
Education
High School Diploma -
Newton High School
Newton, TXNo Degree - Business Administration
Cedar Valley College
Lancaster, TXSkills
- Remote Office Availability
- Document and Records Management
- Issue and Complaint Resolution
- Payment Arrangement
- Account Management
- New Hire Training
- Remote Learning
- Office Administration
- Customer Service
- Scheduling and calendar management
Timeline
Retention Specialist
Service Experts
08.2019 - 04.2024
Administrative Assistant
WebTPA
05.2017 - 07.2019
Collections Specialist
Amps Electrical A/c & Heating
02.2015 - 05.2017
Referral Specialist
Concentra
05.2013 - 01.2015
Medical Receptionist
Newton Family Clinic
06.2009 - 02.2013
High School Diploma -
Newton High School
No Degree - Business Administration
Cedar Valley College