Magdalena Morgan
El Cajon,CA
Summary
Versatile and experienced professional with a robust background in administrative support, customer service, and virtual assistance. Demonstrated proficiency in managing diverse responsibilities, enhancing client satisfaction, and ensuring seamless operations. Adept at coordinating travel arrangements, handling correspondence, and providing high-level customer assistance.
Overview
9
9
years of professional experience
Work History
Administrative Support Assistant
SDSU Research Foundation
07.2023 - 02.2024
- Performed general support duties in adherence to State of California, San Diego State University, and San Diego County DUIP rules.
- Provided clerical support, including handling client interactions, answering questions, and scheduling appointments.
- Conducted intake interviews, prepared contracts, and maintained case files for streamlined case management.
- Managed customer transactions using Microsoft Access register system, ensuring accuracy and compliance with DUIP policies.
Lead Service Coordinator Senior
Senior Helpers East
01.2023 - 04.2023
- Coordinated service requests, conducted in-home visits, and converted prospective clients to new clients.
- Processed paperwork, obtained necessary signatures, and communicated pertinent information to ensure client understanding.
- Managed data for establishing initial client records, services, and files.
- Participated in the new client assimilation process and maintained relationships with existing clients.
Appointment Center Rep- Orthopedics and Podiatry
Kaiser Permanente
07.2022 - 12.2022
- Provided high-level member assistance, scheduled appointments, and transferred calls appropriately.
- Used guidelines and protocols for multiple departments to meet member needs.
- Determined appointment types and made appointments based on scheduling mix guidelines.
- Utilized superior customer service skills, diffusing difficult member encounters, and handling interactions diplomatically.
Customer Service Supervisor
Twisted Allure Inc
12.2021 - 07.2022
- Identified and resolved customer service or billing complaints, issuing credits when necessary.
- Developed and maintained relationships with existing clients.
- Managed quality communication, customer support, and product representation.
Customer Service Representative
Intelicare Direct
09.2018 - 05.2019
- Handled customer inquiries, resolved issues, and provided information about products or services.
- Maintained accurate patient records, managed physician schedules, and upheld data integrity.
- Participated in project timeline management and demonstrated reliability and integrity at work.
Personal Shopper
Instacart
01.2018 - 09.2018
- Ensured timely delivery of orders, documented substitutions, and provided top-quality items.
- Managed order packing to minimize product damage or shifting.
- Provided excellent customer service, resolved issues, and engaged in upselling and cross-selling.
Virtual Personal Assistant
Fancy Hands Inc
05.2015 - 12.2016
- Managed various administrative tasks, including correspondence handling and calendar organization.
- Conducted extensive online and phone research, contributing to informed decision-making.
- Demonstrated reliability, dependability, and integrity in virtual assistance.
Education
High School Diploma -
Mount Miguel High School
Spring Valley, CANo Degree - Business Administration And Management
San Diego Job Corps
Imperial Beach, CA06.2007
Medical Billing Certification - Medical Billing And Coding
UEI
Chula Vista, CASkills
- Verbal Communication
- Administrative Procedures
- Document Management
- Records Management
- Individualized service plans
- Service monitoring and evaluation
- Notetaking and documentation
- Resource Utilization
- Data Entry
- Appointment Scheduling
Timeline
Administrative Support Assistant
SDSU Research Foundation
07.2023 - 02.2024
Lead Service Coordinator Senior
Senior Helpers East
01.2023 - 04.2023
Appointment Center Rep- Orthopedics and Podiatry
Kaiser Permanente
07.2022 - 12.2022
Customer Service Supervisor
Twisted Allure Inc
12.2021 - 07.2022
Customer Service Representative
Intelicare Direct
09.2018 - 05.2019
Personal Shopper
Instacart
01.2018 - 09.2018
Virtual Personal Assistant
Fancy Hands Inc
05.2015 - 12.2016
High School Diploma -
Mount Miguel High School
No Degree - Business Administration And Management
San Diego Job Corps
Medical Billing Certification - Medical Billing And Coding
UEI
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