Patricia Boltinghouse
Norfolk,NE
Summary
Dedicated and driven Customer Service Representative and Office Manager with over 10 years of professional experience working with global and local customers and clients. Managed multiple accounts which included order entry, order tracking, processing, invoicing, data entry, scheduling, payroll and taxes, products and parts ordering, and helping with inventory control. Professional interpersonal skills with clients, company heads, drivers, delivery personnel, supervisors, and co-workers. Solid understanding of all office duties with superb oral and written communication talents.
Overview
12
12
years of professional experience
Work History
Customer Service Representative
Integrity Marketing/Retirement Plan Consultants
12.2024 - Current
- Resolved customer inquiries efficiently, enhancing overall satisfaction and loyalty.
- Trained new team members on customer service protocols, improving team performance and service quality.
- Mentored junior representatives, fostering a culture of knowledge sharing and professional growth.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Assisted customers in navigating company website, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
- Participated in training programs to enhance product knowledge and customer service skills.
- Maintained detailed records of customer interactions, contributing to comprehensive database for future reference.
- Investigated and resolved customer inquiries and complaints quickly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- answering high volume calls, process participant requests for distributions of retirement from retirement accounts, enrolled new participants into company retirement plans, resolved participant issues, answered emails, help plan sponsors enter payroll in a timely manner, retrieve tax forms
Dispatch and Customer Service
Cemstone
08.2024 - 11.2024
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Received orders over the phone and in person, dispatched drivers and deliveries, maintained delivery calendar, calculated delivery amounts and pricing, scheduled maintenance, helped maintain driver work schedule
Patient Experience Coordinator
Athletico Physical Therapy Clinic
03.2023 - Current
- Explained policies, procedures and services to patients.
- Collaborated with clinical and administrative staff to meet patient needs.
- Received patient inquiries or complaints and directed to appropriate medical staff members.
- Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
- Compiled information from patients and caregivers or family members to identify care concerns.
- Obtained informed consent and payment documentation from patients and filed in system.
- Verified patients' insurance and payment methods during admissions or check-in processes.
- Verified documentation methodically to avoid critical errors impacting care delivery and payments for services.
- Counselled patients on potential financial liabilities and payment requirements.
- Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
- Organized timely and accurate referrals to help patients obtain health care services and access available resources.
- Reported liabilities and risk management concerns to supervisor for review.
- In charge of scheduling patients, rearranging the schedule to meet patient needs, and filling blank spots in schedule to meet clinic budgeting goals.
Purchasing Assistant
Mosaic
05.2022 - 11.2022
- Prepared purchase orders and sent to distributors and suppliers.
- Contacted vendors to determine order status and communicate discrepancies with shipments.
- Verified warehouse received accurate and timely inventory by regularly consulting database.
- Prepared, coordinated and communicated price quotes, terms of sale, delivery dates and service obligations to customers and contractors.
- Reviewed customer needs and developed appropriate procurement requirements.
- Attended events, shows and exhibitions to network with vendors and view new products.
- Attended and participated in custom builder meetings.
- In charge of ordering products for our teams in the US and Canada.
Purchasing Clerk/Admin Assistant
Cargill Meat Solutions Corporation
10.2018 - 03.2022
- Audited daily pack slips and resolved pricing and inventory issues with our team in India.
- Scanned pack slips and attached them to the Purchase Orders in the computer for filing purposes.
- Went over vendor statements and resolved billing issues.
- Entered contractor and service invoices for payment approval.
- General filing.
- Made sure Safety Data Sheets were up to date.
- Sent weekly Purchase Order spreadsheets to vendors for them to track payment processing.
- Kept track of all vendor invoices to insure timely payment.
- Inventoried and ordered all office supplies for the plant.
- Dropped off and picked up cars and personnel to and from the airport.
- HAZMAT Training through J.J.Keller in June 2020.
- Any extra administrative support needed by supervisor.
- For reference, contact Tera Marick (Warehouse Manager) at 970-867-1542 or Kevin Bell (Plant Comptroller) at 970-867-1628.
Customer Service Agent Assistant
Johnson Controls
04.2018 - 07.2018
- Employed strong relationship-building skills and consistent follow-through in every aspect of work to improve customer satisfaction.
- Monitored customer satisfaction by building relationships, soliciting feedback and responding to questions.
- Assisted customers with price checks, lifting heavy items and addressing other inquiries.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Informed customers about product lines and services offered by company.
- Provided customer service and issue resolution to increase QA satisfaction levels.
- Wrote new and updated old Product Service Agreements for clients in the Wyoming and Colorado area to meet their HVAC and Security needs.
Office Manager
Sutherland Trucking
08.2017 - 02.2018
- Handled client inquiries with exceptional professionalism and enthusiasm.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Managed office inventory and placed new supply orders.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Wrote professional business correspondence to maintain strong line of communications.
- Booked hotel rooms, car rentals and flights for company trips and conferences.
- Entered and sent invoices, maintained driver log and fuel sheets, tracked driver hours, maintained truck and equipment maintenance files, made sure all trucks and equipment were up to date with DOT and tax regulations, ordered and picked up parts, truck and equipment licensing, bookkeeping, basic accounting, data entry, filing, banking, payroll, and quarterly-yearly taxes, took meeting minutes, inventoried and maintained office supplies.
Customer Service Representative
Brenntag Pacific
12.2015 - 08.2017
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Educated customers on special pricing opportunities and company offerings.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Consulted with customers to resolve service and billing issues.
- Answered inbound calls, chats and emails to facilitate customer service.
- Set up and activated customer accounts.
- Organized client contracts, records, reports and agendas to strengthen traceability.
- Entered and maintained orders while keeping in direct contact with clients to maintain customer satisfaction.
- Invoicing, order entry, issuing scale tickets, inventory control, filing, data entry, greeting visitors and customers, appointment scheduling, maintain master calendar for deliveries and receiving, some dispatching.
Shift Supervisor/Key Holder
Wyoming Work Warehouse
10.2013 - 12.2015
- Identified and corrected performance and personnel issues to reduce impact to business operations.
- Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
- Responded to customer questions regarding products, prices and availability.
- Identified needs of customers promptly and efficiently.
- Inventory maintenance, order control, order tracking, new employee training, new manager training, employee supervision, customer check-out, opening and closing store procedures, counting and balancing registers, store maintenance.
- Was asked to return and help the new store manager settle in and train from November 2017 through February 2018.
Education
High School Diploma -
Central High School
Grand Forks, ND05.1989
Skills
- Comprehensive report creation
- Customer-focused interaction
- Strong attention to detail
- Experienced with Microsoft Office applications
- Effective schedule coordination
- Accounts receivable management
- Efficient order processing
- Data integrity maintenance
- Investigative account review
- Efficient tracking using spreadsheets
- Organized document classification
- Front desk management
- Guest relations management
- Accurate data entry
- Internal communications
- Client support
- Managing high volume phone inquiries
- Strategic decision-making
- Content creation and refinement
- Travel logistics management
- Efficient workflow management
- Digital records management
- Effective calendar coordination
- Organized meeting summaries
- Efficient office management practices
- Accounts payable processing
- Content development skills
- Efficient cash register management
- Efficient file management systems
- Proficient time management
- Skilled in prioritizing responsibilities
- Inventory management
- Fundamental accounting principles
- Appointment management
Timeline
Customer Service Representative
Integrity Marketing/Retirement Plan Consultants
12.2024 - Current
Dispatch and Customer Service
Cemstone
08.2024 - 11.2024
Patient Experience Coordinator
Athletico Physical Therapy Clinic
03.2023 - Current
Purchasing Assistant
Mosaic
05.2022 - 11.2022
Purchasing Clerk/Admin Assistant
Cargill Meat Solutions Corporation
10.2018 - 03.2022
Customer Service Agent Assistant
Johnson Controls
04.2018 - 07.2018
Office Manager
Sutherland Trucking
08.2017 - 02.2018
Customer Service Representative
Brenntag Pacific
12.2015 - 08.2017
Shift Supervisor/Key Holder
Wyoming Work Warehouse
10.2013 - 12.2015
High School Diploma -
Central High School