Summary
Overview
Work History
Education
Skills
Timeline
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Rachel Curtis

Ashwaubenon,WI

Summary

Positive, upbeat, friendly, adaptive individual that brings more than 10 years of customer-facing experience in fast-paced settings. Highly adaptable to addressing diverse customer needs. Proven history of building trust with customers to promote satisfaction, resolve concerns, and maintain long-term loyalty. Have excellent interpersonal and communication skills. Works closely with team members to design, develop and deploy effective training. Oversees instruction of numerous personnel, from new hires to professionals.

Overview

8
8
years of professional experience

Work History

Sr Account Receivables Specialist

Schneider National Inc.
Green Bay, WI
12.2023 - Current
  • Reviewed customer accounts regularly to identify discrepancies in billing or payment history.
  • Researched and resolved customer inquiries regarding account status and payment issues.
  • Conducted regular meetings with vendors to negotiate terms of payment agreements.
  • Coordinated with internal departments as needed to resolve any discrepancies or disputes in billing or payment information.

Training Specialist

Associated Bank
Green Bay, WI
11.2020 - 11.2023
  • Developed training materials, manuals, procedures and visual aids to effectively achieve organizational goals.
  • Tracked attendees, participation and understanding of course material.
  • Answered incoming calls in a fast-paced environment and provided highest level of professionalism and knowledgeable service to every customer.
  • When on support lines answered employee questions as well as escalated calls requiring management intervention.

Account Representative

State Farm
Greenfield, WI
12.2017 - 09.2020
  • Demonstrated excellent service work skills in assisting customers in multiple insurance needs
  • Knowledgeable in various aspects of insurance areas to assist customers with needs
  • Support agent with appointment setups, retention, new clients, and referrals
  • Offered proactive resolution ideas while driving actionable responses to questions, concerns or challenges, boosting client satisfaction ratings.

Guest Experience Specialist

Roots Salon And Spa LLC
Brookfield, WI
10.2016 - 06.2017
  • Demonstrated excellent point of service sales contact and customer interaction
  • Responsible for opening and closing procedures as well as closing paperwork
  • Successfully promoted memberships and products based on customer needs
  • Ensure proper tracking of customer records for future visits.

Shift Manager

Einstein’s Bagels
Brookfield, WI
09.2015 - 04.2016
  • Responsible for managing the opening and closing duties of the work premises
  • Implemented new sanitary procedures for maintenance and care of machinery
  • Provided direction to employees through their daily routines
  • Responsible for all cash management during scheduled shifts.

Education

High School Diploma -

Waukesha South High School
Waukesha, WI
01.2014

Skills

  • Administrative
  • Cash management
  • Customer service
  • Invoice Processing
  • Supervision
  • Phone Skills
  • Sales expertise
  • Class Lecturing
  • Class Scheduling
  • Classroom Experience

Timeline

Sr Account Receivables Specialist

Schneider National Inc.
12.2023 - Current

Training Specialist

Associated Bank
11.2020 - 11.2023

Account Representative

State Farm
12.2017 - 09.2020

Guest Experience Specialist

Roots Salon And Spa LLC
10.2016 - 06.2017

Shift Manager

Einstein’s Bagels
09.2015 - 04.2016

High School Diploma -

Waukesha South High School

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Rachel Curtis