Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Samuel Coleman

Rock Hill,SC

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Highly proficient in building lasting relationships with key decision makers, customers, and team members to further company goals.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Transfers Operations

LPL Financial
05.2021 - Current
  • Delivered exceptional customer support by facilitating account fund transfers and inquiries.
  • Worked effectively in fast-paced environments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Demonstrated strong verbal and written communication skills to enhance customer interactions.
  • Review, research, reconcile, and process transfer requests while ensuring timely execution within service level expectations Managed time effectively to ensure timely completion of all assigned tasks.

Scheduling Coordinator

Service Pros
06.2020 - 04.2021
  • Provided shipping details to customers through phone and email communication.
  • Supported company growth by effectively managing an increasing volume of scheduling requests without compromising service quality.
  • Coordinated scheduling between customers and installers for residential and commercial projects.
  • Updated internal systems regarding scheduled installations and any changes in schedule.
  • Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.

Benefits Verification Specialist

Amerisource Bergen (Lash Group)
10.2018 - 01.2020
  • Evaluated patient insurance benefits to identify optimal coverage options.
  • Contacted insurance companies to verify patient benefit information.
  • Updated provider's office with patient benefit details via fax communications.
  • Referred patients for copay assistance as needed.
  • Ensured compliance with industry regulations throughout benefit verification processes.
  • Supported open enrollment periods by addressing inquiries regarding plan changes and renewals from clients.

Customer Service Representative

Sprint
04.2016 - 10.2018
    • Assisted customers with account inquiries and the processing of payments through inbound calls
    • Contributed to sales growth by upselling products and services based on individual customer requirements.
    • Delivered exceptional customer service to enhance client satisfaction.
    • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
    • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
    • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Education

High School Diploma -

South Point High School
Rock Hill, SC
06.2016

Skills

  • Computer proficiency and typing
  • Effective verbal and written communication
  • Strong Team collaboration
  • Top-tier Customer service
  • Organizational skills
  • Multi-tasking
  • Accuracy and precision
  • Superb Relationship building
  • Documentation and reporting
  • Human resources management
  • Time management
  • Microsoft Office expertise

Certification

  • Cyber Security, Packethacks - 2 hours 7 minutes + 22 Exercises - From 9/16/2024 to 9/16/2024
  • Human Resource Management , Gregg Learning - 8 hours 13 minutes + 16 Exercises - From 9/16/2024 to 9/16/2024
  • IT Support Training, Jobskillshare - 15 hours 41 minutes + 6 Exercises - From 9/17/2024 to 9/17/2024

Timeline

Account Transfers Operations

LPL Financial
05.2021 - Current

Scheduling Coordinator

Service Pros
06.2020 - 04.2021

Benefits Verification Specialist

Amerisource Bergen (Lash Group)
10.2018 - 01.2020

Customer Service Representative

Sprint
04.2016 - 10.2018

High School Diploma -

South Point High School

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Samuel Coleman