Roberta Marshall

• Managed radiological scheduling across healthcare institutions to ensure smooth appointment setup.
• Managed member inquiries via inbound call handling to arrange appointments.
• Maintained detailed logs for each member's call.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Fielded customer call requests.

Contacted clients.

Managed multiple scheduling tasks.

Guided clients efficiently to designated Tax Professional.

Optimized efficiency of waiting periods.

Processed transactions using cash, credit cards, debit cards and paper checks.

Managed routine and complex office tasks effectively with accuracy.

Completed daily banking activities involving cash, check deposits, and credit card transaction receipts.

Responded to incoming phone inquiries swiftly and professionally.

Reached out to clients via phone.

Streamlined booking processes to enhance operational productivity.

Coordinated seating arrangements for clients with Tax Professional.

Optimized appointment management ensuring quicker service delivery.

Processed payments using cash, credit card, debit card, and checks.

Handled day-to-day office operations.

Monitored register operations to maintain balanced totals.

Executed deposit procedures for various transaction types on a daily basis.

• Handled incoming calls from members.
• Created and organized accounts for new member prescription orders.
• Liaised with medical professionals to update existing prescriptions.
• Coordinated the placement of member prescription orders.
• Ensured accurate transfer of orders to pharmacy for shipping.
• Facilitated effective administration of prescription benefits.
• Verified member eligibility status with ACA.
• Confirmed eligibility by liaising with various insurers.
• Supplied insurance provider contact information to resolve benefit issues.
• Transferred complex customer issues to specialized teams.

Assisted individuals in reporting vehicle accidents through received calls.

Sought out interpreters for effective communication.

Entered incident information accurately into digital records.

Facilitated efficient handling of accident data through timely transfer to processing staff.

Engaged with numerous insurers to gather needed incident data.

Communicated with Police Departments to obtain necessary reports.

Coordinated updates from salvage provider on vehicle condition.

Facilitated acquisition of available parts through interaction with salvage providers.

Guided accident parties on vehicle whereabouts and status.

Validated and formatted claim checks for mailing.