Dynamic Client Services Coordinator with a proven track record at Align, excelling in customer relations and scheduling management. Adept at enhancing client satisfaction through exceptional communication and efficient issue resolution. Proficient in insurance verification, ensuring seamless access to services while maintaining data integrity and compliance.
Work History
Senior Customer Service Representative L3
4 Months
Goosehead Insurance Company | 06.2026 - Current
Resolved complex policy inquiries, billing issues, and coverage changes with accurate, timely client support.
Guided clients through quote reviews, endorsements, and renewal updates while maintaining service quality.
Coordinated follow-up on claims, cancellations, and account corrections to protect customer retention.
Trained teammates on service procedures, documentation standards, and client communication best practices.
Monitored open service requests and prioritized escalations to improve workflow efficiency and response time.
Advised clients on insurance options, policy requirements, and account servicing steps.
Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
Engaged clients in person and over phone to answer questions and address complaints.
Enhanced customer satisfaction by promptly addressing and resolving complex inquiries and complaints.
Client Services Coordinator
4 Months
Align/ Stance Health Solutions | 04.2025 - 08.2025
Coordinated patient appointments and managed scheduling to optimize provider availability.
Assisted patients with insurance inquiries and eligibility verification, ensuring seamless access to services.
Maintained accurate patient records in electronic health systems, contributing to data integrity and compliance.
Responded promptly to patient inquiries, enhancing overall satisfaction through effective communication.
Collaborated with cross-functional teams to resolve client issues effectively and efficiently.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
Utilized active listening skills to identify customer needs and provide appropriate solutions.
Customer Service Representative
2 Years 11 Months
Taylor Communications | 02.2022 - 01.2025
Assisted customers with inquiries, providing prompt and accurate information regarding products and services.
Resolved customer complaints efficiently.
Managed order processing using multiple systems, maintaining up-to-date records for customer interactions.
Collaborated with team members to enhance service delivery and streamline communication channels.
Associate
6 Years 2 Months
Amazon | 07.2017 - 09.2023
Supported daily operations by managing inventory levels and ensuring stock accuracy.
Assisted in processing customer orders to enhance fulfillment efficiency and accuracy.
Collaborated with team members to optimize workflow processes and reduce operational delays.
Patient Services Coordinator
1 Year 7 Months
Alta Resources | 09.2015 - 04.2017
Assisted patients with insurance inquiries and eligibility verification, ensuring seamless access to services.
Maintained accurate patient records in electronic health systems, contributing to data integrity and compliance.
Responded promptly to patient inquiries, enhancing overall satisfaction through effective communication.
Property Claims Processor
7 Years 8 Months
Allstate Insurance Company | 08.2007 - 04.2015
Processed claims efficiently, ensuring accuracy and adherence to company policies.
Reviewed and analyzed documentation to verify claim validity and coverage.
Communicated with policyholders to gather necessary information for claims processing.
Collaborated with other departments to resolve complex claims issues effectively.
Education
Business Office Certification - Business Office
United Education Institute | Ontario, CA | 09-1998
High School Diploma - General Studies
Eric Birch High School | Fontana, CA | 01-1996
Skills
Customer relations
Scheduling and planning
Strong organization
Proficient in multiple software systems
Schedule management
Exceptional communication
Client support
Call center experience
Order processing
Payment processing
Insurance verification
Timeline
Senior Customer Service Representative L3
Goosehead Insurance Company
06.2026 - CurrentRead More
Client Services Coordinator
Align/ Stance Health Solutions
04.2025 - 08.2025Read More
Customer Service Representative
Taylor Communications
02.2022 - 01.2025Read More
Associate
Amazon
07.2017 - 09.2023Read More
Patient Services Coordinator
Alta Resources
09.2015 - 04.2017Read More
Property Claims Processor
Allstate Insurance Company
08.2007 - 04.2015Read More
Eric Birch High School
High School Diploma from General Studies
Read More
United Education Institute
Business Office Certification from Business Office
Senior Customer Service Representative & Sales Representative KellyConnect at NASenior Customer Service Representative & Sales Representative KellyConnect at NA