Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SELENA GARCIA

Racine

Summary

Skilled Appointment Setter with experience in scheduling, client communication, and customer service. Strengths include effective multi-tasking, ability to work under pressure, and exceptional organizational skills. Previous roles involved direct interaction with clients, ensuring all appointments were scheduled accurately and promptly while maintaining high levels of customer satisfaction. Focused on providing professional service and support to every office visitor. Diligent about scheduling appointments, managing packages and routing mail to recipients. Positive nature with excellent people skills. Coordinated scheduler driven to optimize procedures and improve productivity. Knowledgeable about calendar management and documentation. Bringing several years of experience in administration and customer service.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Appointment Setter

Insurance
Racine
01.2009 - Current
  • Qualified customers' interest levels by building trust through conversation and utilizing provided scripts.
  • Responded to emails, telephone calls, and face-to-face inquiries from customers regarding appointment settings.
  • Greeted customers, answered general questions and directed to appropriate locations.

Processing

Mortgage Companies
Racine
01.2002 - 01.2011
  • Followed up with customers via telephone or email to obtain additional information when required.
  • Performed data entry duties utilizing various software applications including Excel and Access.
  • Coordinated with other departments to ensure that all necessary documents were completed accurately.
  • Ensured compliance with company policies and procedures related to document processing activities.
  • Processed claims for payment or forwarded to appropriate personnel for further investigation
  • Precisely calculated refunds, premiums, and adjustments.
  • Demonstrated excellent organizational skills while managing multiple tasks simultaneously.

Collections Agent

Van ru
Milwaukee
01.2001 - 01.2002
  • Located and notified customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  • Notified customers of delinquent accounts with attempt to collect outstanding amounts.
  • Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.
  • Updated account status and maintained accurate records of all collection activities.
  • Encouraged customers to pay due amounts on credit accounts, claims or overdrawn checks.
  • Arranged debt repayment or established schedules for repayment based on customer's financial situation.

Survey Interviewer

Millward Brown
Racine
01.2000 - 01.2001
  • Performed quality control checks on completed surveys before submitting them for analysis.
  • Interviewed potential participants to determine eligibility.
  • Identified and resolved inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
  • Maintained a high level of confidentiality while handling sensitive information related to survey projects.
  • Analyzed data collected and identified trends in survey responses.

Education

Some College (No Degree) - Finance

Kaplan University
Davenport, IA

Skills

  • Financial analysis
  • Microsoft Excel
  • Data entry
  • Customer service
  • Regulatory compliance
  • Problem solving
  • Business administration
  • Time management
  • Research skills

Certification

Insurance

ahip

Timeline

Appointment Setter

Insurance
01.2009 - Current

Processing

Mortgage Companies
01.2002 - 01.2011

Collections Agent

Van ru
01.2001 - 01.2002

Survey Interviewer

Millward Brown
01.2000 - 01.2001

Some College (No Degree) - Finance

Kaplan University

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