Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued, also to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Referral Coordinator
Aids For Daily Living
10.2023 - 01.2024
Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
Processed referral requests from patients, doctors and other health care professionals.
Responded to patient inquiries to offer timely updates regarding referral status.
Called insurance companies to get precertification and other benefits information on behalf of patients.
Served as a liaison between primary care physicians, specialists, and patients to ensure timely access to needed services.
Provided exceptional customer service, addressing patient concerns and inquiries regarding the referral process.
Developed comprehensive knowledge of insurance requirements, advocating for patients when necessary to secure approval for needed services.
Assisted with completion of referral forms and verified data accuracy and completion
Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
Account Representative
The Law Offices Of Nelson & Kennard
02.2023 - 09.2023
Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
Contacted customers to assess satisfaction and current needs.
Kept detailed records of customer interactions for optimal traceability.
Analyzed accounts for delinquencies and other ongoing issues.
Provided regular performance updates to management on account portfolio status, ensuring transparency throughout the organization.
Collaborated with other departments to address customer needs and service requests.
Achieved revenue targets by developing targeted account strategies.
Attended monthly sales meetings and quarterly sales trainings.
Elections Aide
Yolo County Elections Office
05.2022 - 07.2022
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
Made outbound calls to obtain account information
Assisted registered voters with updating address and phone numbers
Assisted customers with registering to vote
Data Entry
Assist potential candidates with filing paperwork to potentially run for office
Count and proof candidate statements
Open, sort and count ballots.
Clerk III
Sacramento City Unified School District
05.2017 - 05.2022
Supported office clerical functions using word processing and other software, email and office machines
Received and distributed incoming mail, messages and packages to appropriate individuals
Prepared and submitted requisitions to maintain supply standards in accordance with established procedures
Created, updated and maintained detailed documents, charts and spreadsheets to sort company information
Performed data entry and recordkeeping tasks to track company correspondence and updates
Answered multi-line telephone system and routed calls to appropriate personnel
Copied, scanned and filed documents to maintain office records
Prepared and issued purchase orders, invoices and statements
Generated regular reports such as utility data information.
Receptionist
Midas Automotive
08.2015 - 11.2015
Scheduled and confirmed appointments
Answered and directed incoming calls using multi-line telephone system
Processed payments and updated accounts to reflect balance changes
Updated and recorded customer or client information to maintain accounts.