Accomplished Customer Service Manager. Proven background in all aspects of team building and service. Demonstrates the importance of providing exceptional service in a fast paced, high volume, diversified and multi-tasked environment. Creative in implementing solutions to business challenges through collaboration with customers, vendors, and team members.
Work History
Client Services Manager
8 Years 8 Months
Integrity Marketing/D.B.A. Stateline Senior Services | 01.2018 - Current
Schedule clients for appointments to promptly meet needs
Deliver high level of service to clients in effort to build upon relationships for future
Provide mentoring and coaching to department employees and senior advisors on company standards
Recruited and trained client service employees and provide evaluations with feedback to cultivate highly talented team
Assessed monthly reports to review sales appointments to identify opportunities for growth
Handle client relationship management functions to promote enduring relationships with diverse clientele internally and externally
Collaborate with team members to identify and accomplish agency objectives in areas of sales and service
Resolve internal challenges and implement corrective actions to prevent recurrence
Office administration in areas of timekeeping, attendance, payroll, HR, and ordering supplies
Instrumental with managing workflow during Annual Open Enrollment with Client services and remote/temporary help
Implemented procedures for Redtail CRM processes
Provide support to the business manager with marketing and workshops
Liaison for corporate IT, HR, security, and marketing groups
Onsite Notary
Website administration
Compliance Officer for location
Process Accounts Payables for location
Advocate for the client with appeals and grievances with Medicare and insurance companies
Responsible for new annuities from initial setup to completion
Call Center Supervisor
1 Year
Laz Parking | 01.2017 - 01.2018
Coached team members on performance for consistency in processes and areas to improve upon
Created a positive and compelling work environment resulting in less turnover in the call center
Shared best practices with other managers in areas of communication, building trust, and leadership
Operations Analyst
4 Years
Global Wealth & Investment Management | 01.2013 - 01.2017
Delivered exceptional service to third party clientele, pensioners, and beneficiaries with questions and challenges on funds and lost checks
Created partnership through building trusting rapports with regional managers, team members, and clients due to transparency in performance and ethical behavior
Researched and processed requests for audits, fraud investigations, and pull back of overpayments of deceased participants
Assisted with training and development of new hires in department
Highlights: Process implemented to allow notarized documentation with Power of Attorney paperwork to be utilized for the updating of pensioner information to avoid delayed payments, breakdown in communication, and client satisfaction
Customer Service
1 Year
Info Shred | 01.2012 - 01.2013
Created work tickets for established customer base for service
Utilized various internal systems to relay information on special clean up and purge projects to dispatch
Extensive outbound contact to client base on service delays and schedule changes
Multi-tasked with various projects and collection calls
Highlights: New hire ride along procedure with route drivers to have a clearer understanding of processes and responsibilities with document security. Benefited route drivers and service department by building partnerships focusing on service needs to the customer base
Customer Service
3 Years
Crop Production Services | 01.2009 - 01.2012
Responsible for all aspects of managing an office and customer service environment.
Performed HR functions including payroll, safety, I-9 verification, onboarding, and other functions as needed
Interacted with a diverse customer base, focusing on maintaining an up-beat service experience
Communicated with vendors and sister companies on products and service challenges
Provided training for seasonal employees on company's systems, policies, and procedures
Pro-actively involved with clientele on tax exemptions and Restricted Pesticide License information; ensuring that all were kept current according to state regulations.
Order entry, credit, collections, invoicing, accounts receivable/payables and interacting with various agricultural banking websites
Developed, coached, and managed a team of 12 inside sales representatives
Responsibilities included but not limited to HR functions in areas of performance reviews, on-boarding, incentives, training, and development
Created standardized call coaching program to enhance service levels, increase sales, and consistency within the region with phone and service performance within the call centers
Successful with the development of a new call center by monitoring, training, and assisting new hires and current team members with navigating the company's programs, phone system, and data base
Established ISO9000 certification through accuracy with call center standardization, call monitoring, and appropriate documentation
Utilized for development of supervisors in other divisions on management philosophy and principles
Managed in a high-volume call center a team of 14 Customer Service Specialists that focused on service recovery with clients, warehousing, trucking companies, and vendors
HR functions that included onboarding, performance reviews, incentives, and other functions
Highlights: Received Manager of the Year 2005, due to surpassing standards in areas of performance that include team building, customer satisfaction, excelling in matrix standards, and providing structure during transition within the organization
Education
Bachelor of Arts - Human Resources Management/Minor-Identities
University of Arizona (formerly Ashford University) | San Diego, CA | 01-2017