Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Stephanie Ortiz

Summary

Dynamic and results-driven professional with a proven track record in retail and office support, consistently delivering exceptional customer satisfaction and contributing to bottom-line success. Extensive experience in sales, customer service, financial processing, and technical support, complemented by a strong aptitude for quickly mastering new concepts. Recognized for reliability and adaptability in fast-paced environments, with a proactive approach to problem-solving and a commitment to exceeding expectations. Passionate about leveraging interpersonal skills and knowledge of health and wellness principles to foster positive client relationships and drive organizational growth.

Overview

12
12
years of professional experience

Work History

Sales Associate

Stripes Convenience Stores
  • Generate consistent sales that regularly exceed targets set for store. Take responsibility on daily basis for ensuring warm, friendly reception for customers and clean, attractive store.
  • Key Accomplishments:
  • Reputation for prompt service of customers and resolution of problems. Maintain familiarity with all products in store to fully assist customers.
  • Recognized for a high-energy work ethic, resourceful assistance and a dedication to teamwork.

Server/Cook

Waffle House
  • Fulfilled dual roles as Cook and Server for this busy establishment
  • Natural ability to build positive relationships with customers
  • Key Accomplishments:
  • Praised by management and customers for quality of food preparation, with many customers returning on daily or weekly basis.
  • Attentive server, quickly and accurately fulfilling orders. Always responded positively to customers with special orders or requests.

Receptionist

Suddath Moving Company
  • Vital staff member and central contact handling a multi-line (5) switchboard and providing daily customer support. Also performed data entry and maintained files.
  • Key Accomplishments:
  • Principal connection for staff to ensure schedules were met and customer packages were delivered on time.
  • Worked with customers and staff to solve difficult problems or disputes. Often successful in keeping customers for company and arranging smooth deliveries.
  • Temporary Position

Receptionist

Somark International LLC
  • Efficiently managed variety of key responsibilities: including answering calls on a multi-line (5) switchboard, shipping and receiving packages, providing customer service, performing data entry, processing payroll and invoices, managing inventory and maintaining financial records/files.
  • Key Accomplishments:
  • Smoothly handled all correspondence/contact with customers. Routinely praised for capable, courteous service.
  • Effectively handled multiple tasks at the same time, adapting easily to new projects, systems and tools.
  • Tackled every task with a positive attitude and a sense of urgency. Delivered projects on schedule despite conflicting demands and tight timetables.
  • Environment: QuickBooks

Held sales, customer service and assistant positions

City of Portland
  • Family Dollar Store, Hollywood Video, Wendy's, and PJ's Daycare.
  • PRIOR

Receptionist

Texas State Aquarium
08.2013 - 02.2015
  • .Keep all personnel, copy room, breakroom, and supply closet stocked. Answer multi-line phone, update all phone recordings, make intranet updates, help with donations/exchanges for holiday party, change monitors throughout aquarium for updates, UPS, Fedex, all incoming and outgoing mail, login all monies into quick-books and report to accounting.

Health Concierge

CVS/ Aetna
08.2024 - Current
  • Provided personalized health information to clients, enhancing their understanding of wellness options.
  • Coordinated appointment scheduling for various healthcare services, improving client access and satisfaction.
  • Assisted clients in navigating insurance benefits and claims processes, ensuring clarity and support.
  • Managed follow-up communications with clients to ensure continuity of care and address concerns promptly.
  • Conducted outreach initiatives to raise awareness of available services within the community, increasing program participation rates.
  • Resolved problems related to benefits, eligibility and claims.
  • Helped members navigate enrollment process and choose appropriate options.
  • Provided information such as copay and premium details, pre-approval procedures and available products.
  • Verified patient insurance eligibility and entered patient information into system.
  • Responded to inquiries by directing calls to appropriate personnel.

Education

Diploma -

Baldwin Senior High School
Jacksonville, FL
05.2005

Business - undefined

Santa Barbara College Online

Skills

  • Computer (10 years)
  • Administrative Assistant
  • Administrative Assistant (10 years)
  • Customer Service
  • Customer Service (10 years)
  • Quickbooks (7 years)
  • Word
  • Word (10 years)
  • Excel (6 years)
  • Research (10 years)
  • Receptionist (10 years)
  • Typing
  • Typing (10 years)
  • Inventory Control (5 years)
  • Accounting (3 years)
  • Data Entry (10 years)
  • Scheduling
  • Filing
  • Organizational Skills
  • Clerical (10 years)
  • Inventory
  • Customer Service Skills
  • Microsoft Outlook
  • Technical Support
  • Phone Etiquette (10 years)
  • Multi-line Phone Systems
  • Payroll
  • Accounts Receivable
  • 10 Key Data Entry
  • Administrative Experience
  • Office Administration
  • Bookkeeping
  • Office Management
  • Microsoft Word
  • Time management
  • Microsoft Powerpoint
  • Customer support
  • Customer service
  • Teamwork and collaboration
  • Problem-solving skills
  • Listening skills
  • Multi-tasking strength
  • Problem-solving
  • Excellent people skills
  • Reliable and punctual
  • Exceptional customer service
  • Relationship building
  • Outgoing personality
  • Cash handling
  • Money handling
  • Verbal/written communication
  • Client service
  • POS system operation
  • Meeting deadlines
  • Guest relations
  • Sales training
  • Order processing
  • Verbal and written communication
  • Friendly and outgoing
  • Service oriented
  • Contact follow-up
  • Written and oral communication skills
  • Task prioritization
  • Patient confidentiality
  • Office administration
  • Insurance verification
  • Data entry proficiency
  • Appointment scheduling
  • Healthcare
  • Customer assistance
  • HIPAA compliance
  • Mental health awareness
  • Clinical documentation
  • Data entry
  • Care coordination
  • Inbound call management
  • Call center operations
  • Research
  • Copay and premium expertise
  • Healthcare technology
  • Teamwork
  • Attention to detail
  • Problem-solving abilities
  • Calm and effective under pressure
  • Multitasking
  • Patient education
  • Documenting and recording information
  • Communicating to patients and families
  • Patient confidentiality and data security
  • Scheduling appointments
  • Documentation skills
  • Team building
  • Document filing
  • Self motivation
  • Analytical thinking
  • Benefits explanation
  • Clerical and filing support
  • 50 WPM typing speed
  • Computer literacy
  • Administrative and office support
  • Gathering information from patients
  • Database search and data entry skills
  • Data collection
  • Friendly, positive attitude

Additional Information

  • SKILLS
  • PROFESSIONAL

Timeline

Health Concierge

CVS/ Aetna
08.2024 - Current

Receptionist

Texas State Aquarium
08.2013 - 02.2015

Sales Associate

Stripes Convenience Stores

Server/Cook

Waffle House

Receptionist

Suddath Moving Company

Receptionist

Somark International LLC

Held sales, customer service and assistant positions

City of Portland

Business - undefined

Santa Barbara College Online

Diploma -

Baldwin Senior High School

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Stephanie Ortiz