Summary
Overview
Work History
Skills
Accomplishments
Affiliations
Languages
Timeline
Generic

Rosie Servin

Operations Account Specialist
Aurora,Colorado

Summary

Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about [Industry] practices and documentation requirements. Focused Account Specialist with [Number] years of experience. Adept at writing detailed reports and budgets, completing detailed financial analysis and planning strategically for top client services. Detail-oriented with extensive knowledge of cash and record maintenance and comprehensive account reconciliations. Successful [Job Title] with experience encouraging client communication to achieve significant growth using proven strategies. Proficient in product monetization and mobilization approaches to boost long-term revenue generation. Results-oriented Account Specialist driven to meet and exceed sales expectations on a consistent basis. Highly effective at winning new business and driving growth. Enthusiastic Account Specialist eager to develop company business by providing top-notch customer service and sales support. Ready to offering [Number] years' experience in the [Description] industry to new position at [Company Name]. Experienced Account Specialized proficient in data verification, account updates and problem solving. Deep understanding of financial and payment matters as well as customer service and sales activities. Bringing [Number] years of related experience.

Overview

12
12
years of professional experience

Work History

Operations Account Specialist

Travelers Insurance
Centennial, Colorado
09.2016 - Current
  • Obtained pricing deals, negotiated contracts and solidified beneficial agreements.
  • Prospected for new customers in target areas or demographics to bring in new business.
  • Set up new customer accounts and updated existing profiles with latest information.
  • Adhered to standards of quality and service as well as all compliance requirements.
  • Completed routine and complex account updates to resolve problems.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Prepared timely and accurate reports each [Timeframe] outlining [Type] and [Type] data.
  • Motivated team members to meet and exceed sales targets.
  • Placed new customer orders and scheduled appointments.
  • Documented customer habits and preferences and recommended product and service updates to management.
  • Proposed additional service options to clients to capitalize on upsell opportunities.
  • Supported key promotions by contacting established and potential customers to discuss offerings.
  • Enhanced online presence to take advantage of dynamic conditions and unique platform opportunities.
  • Increased revenue by [Number]% through [Action].
  • Developed and managed plans to grow territory [Number]% through [Action].
  • Completed over [Number] weekly cold calls to attract new customers, maintaining [Number]% conversion rate.
  • Worked independently with minimal supervision.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Contributed to team objectives in fast-paced environment.
  • Negotiated prices, terms of sales and service agreements.
  • Prioritized tasks and projects to meet tight deadlines.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Set and achieved company defined sales goals.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Informed customers of promotions to increase sales productivity and volume.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Exceptional computer skills
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Developed new business relationships and maintained existing through regular communications and effective account management.
  • Prepared and deliver customer sales quotes.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Met with customers to discuss and ascertain needs, tailor solutions, and close deals.
  • Met or exceeded sales, customer service and loyalty program standards.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Selected correct products based on customer needs, product specifications and applicable regulations.

Triage Specialist

CAN Capital
Littleton, Colorado
05.2010 - 08.2016
  • Obtained case history and gathered triage information to determine appropriate avenue for care.
  • Counseled patients via telephone according to established guidelines and protocols, advising on provider-established plans of care.
  • Relayed triage information and facilitated communication between provider and patient concerning patient disposition.
  • Scheduled appointments for patients not requiring emergency services but needing examination from provider and consulting directly with provider.
  • Performed additional clinic and non-triage nurse duties such as instructing patients in general and specific medical care and health issues and administering or dispensing medication and injections.
  • Advised patients on pre- and post-operative instructions, medication administration, and symptoms indicating emergency care.
  • Monitored compliance and evaluated effectiveness of home treatment instructions.
  • Verified, updated and communicated patient history prior to clinic appointments and procedures with providers.
  • Suggested appropriate disposition to acting physicians based on assessment.
  • Assisted in management of patient utilization of health care system and provided patient education relative to health care needs, use of community resources and responsibilities of membership in managed care.
  • Delivered orientation and training of less experienced clinic staff in specific clinic operations and procedures.
  • Verified patient insurance eligibility and identified primary care physician, contacting office to obtain patient file.
  • Educated family members and caregivers on patient care instructions.
  • Evaluated patient histories, complaints and current symptoms.
  • Accurately documented treatment, medications and IVs administered, discharge instructions and follow-up care.
  • Advocated for and strived to protect health, safety and rights of patient.
  • Administered medications and treatment to patients and monitored responses while working with healthcare teams to adjust care plans.
  • Communicated with healthcare team members to plan, implement and enhance treatment strategies.
  • Administered different therapies and medications in line with physician orders and treatment plan.
  • Explained course of care and medication side effects to patients and caregivers in easy-to-understand terms.
  • Managed patients recovering from medical or surgical procedures.
  • Monitored patient reactions after administering medications and IV therapies.
  • Provided skilled, timely and level-headed emergency response to critically-ill patients.
  • Followed all personal and health data procedures to effectively comply with HIPAA laws and prevent information breaches.
  • Offered exceptional care and support to individuals recovering from acute incidents and dealing with chronic conditions.
  • Quickly responded to situations impacting safety and security to unit, actualizing crisis prevention interventions to control and de-escalate situations.
  • Provided exceptional care to high-acute patients needing complex care such as ventilator management, extensive wound care and rehabilitation.
  • Adhered to strict safety measures by carefully determining proper dosages before administering medications.
  • Used first-hand knowledge and clinical expertise to advocate for patients under care and enacted prescribed treatment strategies.
  • Cared for patients in [Number]-bed unit, supporting fellow nurses in delivering outstanding treatment to patients.
  • Promoted patient and family comfort during challenging recoveries to enhance healing and eliminate non-compliance problems.
  • Delivered high level of quality care to diverse populations while overseeing patient admission and triaging based on acuity and appropriate department admission.
  • Performed triage on incoming patients and determined severity of injuries and illnesses.
  • Observed and documented patient factors such as diets, physical activity levels and behaviors to understand conditions and effectively modify treatment plans.
  • Facilitated therapeutic communication, conflict resolution and crisis intervention by redirecting negative behaviors and helping patients regain or improve coping abilities.
  • Assessed and evaluated mental health needs, working with multidisciplinary team to initiate, manage and modify individualized care plans.
  • Implemented care plans for patient treatment after assessing physician medical regimens.
  • Conducted ongoing monitoring and evaluations of behaviors and conditions, and updated clinical supervisors with current information.
  • Participated in evidence-based practice project implementation, nursing competency development and nursing simulation activities.
  • Equipped patients with tools and knowledge needed for speedy and sustained recovery.
  • Administered medications to [Number] patients and monitored response to medications.
  • Conveyed treatment options, diagnosis information and home care techniques to patients and caregivers to continue care consistency.
  • Collaborated with leadership to devise initiatives for improving nursing satisfaction, retention and morale.
  • Led teams in driving successful patient outcomes by prioritizing standard of care and best practices.
  • Strengthened training and nursing knowledge by taking part in continuing education programs and [Type] workshops.
  • Applied nursing expertise to meet needs of [Type] patients in challenging [Type] environment.
  • Performed frequent checks on life support equipment and made necessary adjustments to preserve optimal patient conditions.
  • Sustained quality standards by performing routine medication audits and upholding internal and industry best practices.
  • Leveraged feedback and process improvement opportunities to create safer and healthier environment and increase patient satisfaction.
  • Recorded details regarding therapies to keep patient charts updated.
  • Participated in [Type] policy committee to discuss policies, propose revisions and implement changes.
  • Investigated and resolved issues affecting hospital operations and patient care.
  • Reported findings to quality departments after conducting routine restraint audits and worked with team to devise corrective actions for deficiencies.
  • Maintained highest levels of patient satisfaction, generating referrals to maintain productivity levels for [Type] rehabilitation unit.
  • Identified [Type] and [Type] conditions by conducting health screenings and reviewing patient histories.
  • Worked with healthcare team to develop new dialysis treatment flow sheet and other log forms, improving clinical documentation and accountability.

Skills

  • Diagnostic Codes
  • Due Diligence
  • Confidential Records Management
  • Professional Relationships
  • Performance Feedback
  • Issuing Tickets
  • Special Projects
  • Providing Feedback
  • Account and Ledger Reconciliations
  • Correspondence Writing
  • Financial Transactions
  • Data Classification
  • Information Updates
  • Calculating Deductions
  • Billing Issue Resolution
  • Account Investigations
  • Quality Standards Adherence
  • Selling Skills
  • Maintaining Privacy
  • Revenue Growth
  • Rental Management
  • Medical Records Research
  • Territory Growth
  • Contact Management Systems
  • Special Requests
  • Correcting Discrepancies
  • Reporting Skill
  • Advertising Strategy
  • Call Control
  • Financial Compliance
  • Patient Visitation
  • Investment Management
  • Daily Ledgers
  • Reading Comprehension
  • Inquiry Requests
  • Management Support
  • Journal Preparation
  • Wage Garnishment
  • Commercial Real Estate
  • Electronics Manufacturing
  • Clerical Support
  • Corporate Standards
  • File and Account Updates
  • Monthly Reconciliations
  • Returns and Refunds
  • Federal Statutes
  • Credit Bureau Information
  • Petition Management
  • Petty Cash Disbursement
  • Account and Revenue Tracking
  • Team Goals
  • Digital Filing
  • Client Correspondence
  • Revenue Quotas
  • Code Requirements
  • Microsoft Access
  • Court Proceedings
  • Commercial Negotiation
  • Bank Secrecy Act
  • System Updates
  • Microsoft PowerPoint
  • Visiting Patients
  • Microsoft Excel
  • Site Visits
  • Cash Control
  • Annual Performance Reviews
  • Corrective Actions
  • Tenant Relations
  • Art History
  • Market Research
  • International Law

Accomplishments

  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Documented and resolved [Issue] which led to [Results].

Affiliations

Other

Languages

English
Full Professional
Spanish
Full Professional

Timeline

Operations Account Specialist

Travelers Insurance
09.2016 - Current

Triage Specialist

CAN Capital
05.2010 - 08.2016

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Rosie ServinOperations Account Specialist