Meandra Warters
Brandon,USA
Summary
Looking to obtain a remote or hybrid role providing customer service follow up and scheduling or administrative support.
Focused on providing professional service and support to every office visitor. Diligent about scheduling appointments, managing packages and routing mail to recipients. Positive nature with excellent people skills.
Overview
7
7
years of professional experience
Work History
Appointment Setter
Lionsguard Solar
01.2024 - 01.2026
- Represented multiple established solar providers (including Efficient Home Services, Solar Bear, and SunVena) while assisting customers with service inquiries, scheduling, and account-related questions
- Handled high-volume inbound and outbound customer interactions, acting as the first point of contact to identify concerns, de-escalate issues, and provide clear, solution-oriented responses
- Qualified prospects by gathering detailed information, verifying eligibility, and accurately documenting interactions in CRM systems
- Managed sensitive customer information with professionalism and confidentiality, ensuring
- Utilized CRM platforms, Google Workspace, and scheduling tools to track activity, maintain records, and manage follow-ups
- Consistently met performance metrics including call volume, appointment setting goals, and customer satisfaction standards
- Communicated complex service options in a clear, customer-friendly manner, improving engagement and conversion rates
- Florida (Solar Dealer)
Administrative Assistant
Gammon Agency
08.2018 - 12.2024
- Managed and maintained a high-volume customer database, ensuring accuracy, confidentiality, and proper handling of sensitive financial and personal information
- Served as a primary point of contact for clients, handling inbound and outbound communication regarding policy updates, billing inquiries, and account-related concerns
- Coordinated insurance quotes and scheduled client appointments while guiding customers through coverage options and policy details
- Proactively followed up with clients on premium schedules, renewals, and policy changes to ensure timely payments and account compliance
- Resolved customer concerns identifying root issues and providing solutions, escalating complex or sensitive cases when necessary
- Utilized CRM systems and office tools (Google Workspace / Microsoft Office) to track interactions, update records, and maintain organized workflows
- Reviewed client information for discrepancies or inconsistencies, supporting accuracy and risk awareness in financial documentation
- Insurance
Education
High School
Skills
- Appointment scheduling
- Customer engagement
- Data entry accuracy
- Customer relationship management
- Problem solving
- Effective communication
- Attention to detail
- Scheduling and calendar management
- Time management
- Customer conflict resolution
- Appointment plus software knowledge
- Data entry expert
- Clear communication
- CRM software
- Scheduling appointments
- Computer skills
- Setting appointments
References
Roy Gammon, Roy.Gammon@gmail.com, (360) 903-1060
Jonah Mejia (813)352-9800
Phone
cell, (813) 997-7209
Timeline
Appointment Setter
Lionsguard Solar
01.2024 - 01.2026
Administrative Assistant
Gammon Agency
08.2018 - 12.2024
High School