
Personable and dedicated Customer Service Specialist with extensive experience in the finance industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Experienced in utilizing CRM software and Salesforce Analysis.
• Documented customer correspondence in CRM to track requests, problems and solutions.
• Assisted customers with making payments or establishing payment plans to bring accounts current.
• Upheld quality control policies and procedures to increase customer satisfaction.
• Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
• Relayed customer feedback to cross-functional teams to improve products and services
• Trained new hires on products and services, best practices and protocols to reduce process gaps.
• Analyzed and updated all necessary changes to Salesforce software
• Processed customer service requests via phone support and email support
• Customized CRM using the most up-to-date tools (i.e., workflows, triggers)
• Noted customer correspondence in CRM to track requests, problems and solutions.
• Properly diagnosed customer needs and proactively educated them about the features and benefits of company products and services
• Guided customers through troubleshooting, navigating the company website/mobile app or using digital tools
• Audited internal data and processes to identify and manage initiatives, improving business performance.
• Recommended metrics and models based on observed trends.
• Worked with internal teams to understand business needs and changing strategies.
• Maintained customer database by entering any new and updated customer and account information
• Satisfied customer queries over phone and email to maintain positive patient-provider relationships.