Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Stephanie Ortiz

Fontana,CA

Summary

Talented Account Manager proficient in customer relations, sales and logistics. Offering 7 years of related experience and demonstrated track record of success. Thriving in fast-paced settings, consistently meeting and surpassing targets. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience

Work History

Pharmacy Service Representative

CVS Pharmacy
07.2023 - 12.2023
  • Entered and processed patients' prescriptions into internal system.
  • Streamlined prescription processing by efficiently utilizing pharmacy software systems and maintaining accurate records.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Work productively in a quiet dedicated area to ensure patient discretion.

Logistics Coordinator

Total Transportation Logistics
08.2021 - 06.2023
  • Tracked orders and notified customers of status or potential delays.
  • Developed relationships with 3rd party delivery companies, securing preferential treatment in pricing and terms negotiation.
  • Performed data entry with speed and accuracy to input and dispatch customer orders.
  • Contact clients to confirm availability and schedule delivery for the TL arrival.
  • Used multiple software programs to print bill of ladings and driver paperwork accordingly.
  • Resolved payment issues with the accounting department, and created AUTS to ensure the driver's were paid correctly for time and any additional services.
  • Worked remotely to ensure all deadlines were being met.

Account Manager

Jeco Inc
10.2015 - 01.2021
  • Manage accounts with new/existing Wholesale/Dropship customers.
  • Place orders for Wholesale/Dropship customers; including taking payment, creating shipping documents such as UPS/FedEx labels or creating Bill of Ladings.
  • Resolve any issues that may have occurred during the packing of the shipping all the way to the delivery of the shipment such as creating replacement orders to filing claims with shipping carriers.
  • Reach out to 3rd party shipping carriers to get the best shipping quotes and negotiate to get the best possible rate.
  • Research NMFC codes to ensure all shipments were as accurately classified.
  • Create packing list for full containers, along with supervising the live loads to ensure the correct quantities were loaded and sealed.
  • Review FedEx and UPS weekly invoices to ensure all shipping charges were properly billed, contacting FedEx/UPS for any adjustments to the incorrect charges.
  • Responded to customer requests via email, phone or in person, regarding products, services and company information.
  • Ability to work on multiple tasks at once efficiently and accurately.
  • Identified new business opportunities through proactive networking and relationship-building activities such as the yearly National Hardware Convention in Las Vegas, NV.
  • Oversee warehouse productivity to ensure all packages were being shipped in a timely and efficiently manner.

Education

High School Diploma -

Eric Birch High School
Rialto, CA
05.2012

Skills

  • Data Entry
  • Customer Service-Oriented
  • Proficient in MS Office
  • Strong written and verbal communication skills
  • QuickBooks proficient
  • Peachtree proficient
  • Netsuite proficient
  • Magento E-commerce proficient
  • Organizational Skills
  • Call center metrics
  • HIPAA Compliance
  • Insurance Verification
  • NMFC Knowledgeable
  • Wholesale/Dropship Experience
  • B2C and B2B Experience

Languages

Spanish
Native or Bilingual

Timeline

Pharmacy Service Representative

CVS Pharmacy
07.2023 - 12.2023

Logistics Coordinator

Total Transportation Logistics
08.2021 - 06.2023

Account Manager

Jeco Inc
10.2015 - 01.2021

High School Diploma -

Eric Birch High School

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Stephanie Ortiz