Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rosalind Purchas

Chicago,Illinois

Summary

Results-oriented Client Relationship Manager dedicated to delivering exceptional service and continuously enhancing the client experience. Skilled in conflict resolution and thriving in fast-paced environments. Collaborative team player with a talent for building and nurturing lasting client relationships. Optimistic attitude and performance-driven approach consistently yield successful outcomes in any professional setting.

Overview

14
14
years of professional experience

Work History

Client Relationship Manager

CREDENTIALS SOLUTIONS/PARCHMENT
09.2018 - Current
  • Manages relations with institutions that include both high school and higher education
  • Convey solutions to client institutions by delivering verbal and written communication after investigating technical and/or operational issues
  • Addresses institutions' inquiries, and coordinates with the IT team and Developers to seek resolutions
  • Works with Account Executives, Sales team, and Business Analysts to ensure all changes are implemented successfully and institutions' expectations are met with desired results
  • Exceeds department goals and collaborates with my team to assist over 150 institutions
  • Train Registrar's office staff at institutions on how to navigate and process students' requests for their credentials once upgraded to a new platform
  • Provide reports to institutions when requested using both Excel spreadsheets and our internal report feature

Customer Service Supervisor

CREDENTIALS SOLUTIONS
04.2013 - 09.2018
  • Supervised a team of 15 customer service representatives
  • Responsible for assisting customer service representatives with escalated issues regarding students' transcript requests, parking, and diploma orders
  • Maintains close communication with Client Relationship Managers and client schools to ensure students' issues are resolved in a timely manner
  • Responsible for the interviewing, hiring, and training of qualified customer service representatives
  • Performs monthly productivity reviews and annual performance appraisals
  • Communicates performance goals and ways to improve efficiency with staff
  • Monitors representative's phone calls and message responses by performing a monthly Quality Assurance
  • Responsible for ensuring that staff follows company policies and procedures
  • Assumes managerial responsibilities in the absence of the department manager

Client Service Representative

QUEST DIAGNOSTICS
10.2012 - 04.2013
  • Handled customer inquiries by phone regarding verbal reporting of results and concerns about service failures
  • Reported laboratory results to clients using established protocols
  • Contacted clients to resolve routine matters related to patient testing and result reporting
  • Documented call history and reporting in the patient's file and maintain records while following HIPAA guidelines

Customer Service Representative

CREDENTIALS SOLUTIONS
07.2012 - 10.2012
  • Responsible for handling incoming phone calls, messages, and compliance documents
  • Answered inquiries regarding the status of orders as well as products and services
  • Placed outbound calls providing status updates and/or resolution
  • Handled student information securely in order to follow the Family Educational Rights and Privacy Act

Client Executive Representative

LIFE WATCH CORPORATION
01.2011 - 04.2012
  • Assisted in revenue generations for the company by supporting the Account Sales Managers and the territories assigned
  • Maintained existing business, ran deficiency reports daily, explained insurance benefits, explained patients' financial obligations, and contacted patients to ship cardiac devices
  • Collected and entered patient information, so that claims were generated promptly and efficiently
  • Contacted insurance companies via phone to verify patient benefits and eligibility

Education

Some college coursework -

Triton College
River Grove, Illinois

Skills

  • Business growth strategies
  • Relationship building and management
  • Customer engagement
  • Client needs assessment
  • Conflict resolution skills
  • Problem-solving aptitude
  • Client service-driven
  • Customer relations
  • Salesforce

Timeline

Client Relationship Manager

CREDENTIALS SOLUTIONS/PARCHMENT
09.2018 - Current

Customer Service Supervisor

CREDENTIALS SOLUTIONS
04.2013 - 09.2018

Client Service Representative

QUEST DIAGNOSTICS
10.2012 - 04.2013

Customer Service Representative

CREDENTIALS SOLUTIONS
07.2012 - 10.2012

Client Executive Representative

LIFE WATCH CORPORATION
01.2011 - 04.2012

Some college coursework -

Triton College
Rosalind Purchas