Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Lori Boatman

Oklahoma City,OK

Summary

Dedicated customer service expert with 12 years of experience in delivering exceptional support. Skilled in multitasking and managing time efficiently to meet client demands. Strong adaptability to change and ability to work independently without supervision. Authorized to work in the US for any employer.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Front Desk Receptionist

Healthy Living OKC
01.2024 - 04.2025
  • Greet every member or visitor that comes through our doors.
  • Ensure every member or visitor either scans in or signs the visitor log.
  • Give tours of the facility and answer all questions the guest may have.
  • Accurately sign up new members.
  • Collecting monthly dues.
  • Nightly cleaning duties. Ex: wiping off all tables and chairs, clean coffee pots, wipe down snack bar, turn off all TVs, ect.
  • Sign members up for art classes and other activities going on at the facility.

Customer Service Representative/Call Center

Mathis Home
09.2021 - 12.2023
  • Immediately answered a high volume of incoming calls as they came in que, without exceeding a hold time of 10 seconds.
  • Processed customer returns, exchanges, and damages.
  • Correctly coordinated service repairs to go out to customer's homes each week.
  • Followed up on all repair tickets daily.
  • Provided timely and accurate information to customers requests and concerns.
  • Organized and manage multiple priorities timely and accurate information to customers requests and concerns.

Wellness Coordinator

The Joint Chiropractic
12.2019 - 09.2021
  • Checked in new patients and instructed them on how to complete new patient paper work and assisted if needed.
  • Comforted patients by anticipating patients’ anxieties, answering patients’ questions, and maintaining the reception area.
  • Checked in approximately 20-30 patients daily.
  • Sold on average 3 new wellness plans, packages, or flex plans a day.
  • Protected patients’ rights by maintaining confidentiality of medical, personal, and financial information.
  • Accurately calculated daily sales numbers and payments at closing.
  • Cleaned the clinic daily and disinfected the lobby, chairs, and HyLo tables.
  • Scanned in all documentation and paper work into the correct patient file.
  • Worked daily with little to no supervision.

Receptionist/Office Assistant

PLATINUM SALON
10.2018 - 12.2019
  • Attended to phone calls, recorded detailed messages, and transferred calls to respective individuals.
  • Maintained reception area, organized salon environment, sold salon products, and recorded sales.
  • Accurately processed clients card payments.
  • Accurately handled cash transactions and balanced the cash drawer at the end of the day.
  • Maintained other operations for owner such as Sam's orders for supplies.
  • Developed superior customer relationships by actively listening and handling clients questions or concerns with respect.
  • Scheduled appointments as requested using scheduling rules and requirements.

Optometric Technician/Transcriber

Eye Medical Group
03.2018 - 10.2019
  • Pre-tested patients prior to optometrist examinations, including pressures, visual acuities and auto refraction.
  • Gathered patients medical history such as, family, family optical, prescriptions, past optical, and current issues.
  • Did a refraction on the patients prior to the doctor coming in to do the finalized refraction.
  • Led patients to exam rooms, answered general questions and prepared patients for the doctor by explaining the process.
  • Conducted special tests such as field of vision assessment, OCTs and pachymetry.
  • Scheduled and re-scheduled patients.

Education

Associate of Business Administration - Some College

Rose State College
Oklahoma City, OK

High school diploma - undefined

Moore High School
Moore, OK
05.2008

Skills

  • Office equipment routine maintenance
  • Administrative experience within healthcare
  • Microsoft Word
  • Marketing
  • Teamwork
  • Microsoft Teams
  • Customer complaint resolution
  • Sales (6 years)
  • Customer inquiry handling
  • Word processing
  • EMR Systems (3 years)
  • Appointment scheduling (4 years)
  • Zoom
  • Insurance Verification (3 years)
  • Patient interaction
  • Filing (3 years)
  • Great interpersonal skills (10 years)
  • Phone etiquette (10 years)
  • Front desk (5 years)
  • Office experience (5 years)
  • Greeting customers
  • Google Suite (4 years)
  • Multi-line Phone Systems
  • Administrative experience within non-profit industry
  • Communication skills (10 years)
  • Scanning
  • Microsoft Office (9 years)
  • Microsoft Outlook
  • Time management (10 years)
  • Faxing
  • Computer skills (10 years)
  • Management (5 years)
  • Epic (1 year)
  • Cash handling (10 years)
  • Medical Scheduling
  • Mac OS (2 years)
  • Medical Billing
  • Data entry (5 years)
  • Confidential information handling
  • Medical Office Experience
  • HIPAA (6 years)
  • Social media marketing
  • Organizational skills
  • Providing product information
  • File organization
  • Intake
  • Administrative experience - Administrative experience (3-5 years) (6 years)

Certification

  • Driver's License
  • May 2023 to December 2025

Languages

English - Fluent

Timeline

Front Desk Receptionist

Healthy Living OKC
01.2024 - 04.2025

Customer Service Representative/Call Center

Mathis Home
09.2021 - 12.2023

Wellness Coordinator

The Joint Chiropractic
12.2019 - 09.2021

Receptionist/Office Assistant

PLATINUM SALON
10.2018 - 12.2019

Optometric Technician/Transcriber

Eye Medical Group
03.2018 - 10.2019

High school diploma - undefined

Moore High School

Associate of Business Administration - Some College

Rose State College
Lori Boatman