Tracy B Ward
Asheboro,NC
Summary
Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
24
24
years of professional experience
Work History
Elementary Teacher Assistant
Uwharrie Charter Academy
07.2024 - 09.2024
- Assisted in monitoring and tracking student progress, allowing for timely interventions to boost academic achievement.
- Provided one-on-one support for students with special needs, ensuring their full inclusion in classroom activities.
- Supported student physical, mental, and social development using classroom games and activities.
Substitute Teacher
Elementary School and Early College High School
01.2022 - 01.2024
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Client Relationship Manager
HF Financial
01.2017 - 01.2022
- Prepare Client Insurance applications and brokerage applications
- Work with underwriting follow-up
- Schedule client appointments with an advisor
- Set up client files, prepare flyers for upcoming workshops
- Assist clients with insurance questions or the application process
- Facilitated new client onboarding process and investment account setup.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
Sales Representative
National Construction Rentals
01.2013 - 01.2015
- Prepare quotes for customers needing fence rentals for construction rentals or special events
- Preparing new customer files, answering phones and emails from customers
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Increased sales revenue by identifying and targeting high-potential accounts.
Sales Representative
Global Door Controls
01.2011 - 01.2013
- Process orders by phone, fax, or email, and request for quotes
- Initiate sales calls to established and prospect customers within designated territory in United States and Canada
- Follow up on customer inquiries about products and account status
- Gather and prepare all paperwork for new customer set ups
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Generated additional sales opportunities with upselling and cross-selling techniques.
Bartender/Server
On The Border Restaurant
01.2005 - 01.2012
- Responsible for balancing daily cash, transactions, company promotions, customer feedback surveys
- Trained new employees to ensure efficient and timely service to a customer
Front Desk
Carolina Asthma and Allergy
01.2008 - 01.2011
- Greeted patients, input new patient data, updated existing patient history
- Pulled charts, filed patient documents, answered phone calls, and helped assure that patients were taken back to exam rooms in a timely manner
- Maintained strict confidentiality when handling sensitive client information in accordance with company policies.
- Maintained a clean, organized reception area, creating a welcoming atmosphere for clients and visitors.
- Collaborated with team members to address guest needs and ensure seamless operations.
Scheduler
Carolina Asthma and Allergy
01.2008 - 01.2011
- Scheduled appointments for 12 doctors at 8 different locations
- Returned voicemails left from patients, doctor's offices and input new patient referrals from fax machine daily
- Reduced scheduling conflicts and ensured timely execution of tasks through proactive rescheduling and resource allocation adjustments.
- Maintained high levels of customer satisfaction through diligent scheduling coordination, ensuring all deliverables were met within agreed timeframes.
- Consistently met deadlines by effectively allocating resources, tracking progress, and making necessary adjustments to schedules as needed.
Insurance Billing Rep
Carolina Asthma and Allergy
01.2008 - 01.2011
- Filing CMS 1500 claims, working A/R reports for patient accounts
- Handling patient phone calls concerning questions they may have about their account balances
- Collaborating with insurance companies regarding bill payments
- Verifying insurance coverage for patients
Office Assistant
Johnson Neurological Clinic
01.2005 - 12.2005
- Greeting patients, input patient data, schedule appointments, filing, insurance verification, and other general office duties
- Supported financial operations, processing invoices and payments, contributing to timely and accurate financial reporting.
- Increased team productivity, organizing and scheduling appointments and meetings without overlap.
Part-time Billing Clerk
Healthcare Reimbursement Solutions
01.2001 - 01.2002
- Preparing medical billing claims and other general office jobs
- Verified accuracy of billing data and corrected discrepancies.
- Executed billing tasks and recorded information in company databases.
- Managed high volume of invoices while maintaining attention to detail, resulting in improved financial accuracy.
Education
North Carolina Life & Accident Sickness and Health Insurance License -
North Carolina Department of Insurance
01.2020
A.A.S. - Medical Office Administration
Central Piedmont Community College
Charlotte, NC12.2007
Skills
- Keyboarding 68 wpm
- Proficient in Microsoft Office
- Proficient in Microsoft Word
- Proficient in Adobe Pro
- Knowledge in Microsoft Excel
- Knowledge in Powerpoint
- Strong Work Ethic
- Data Entry
- Attention to Detail
- Computer Skills
- Exceptional customer service
- Cheerful and energetic
- Client Needs Assessment
References
Available upon request
Timeline
Elementary Teacher Assistant
Uwharrie Charter Academy
07.2024 - 09.2024
Substitute Teacher
Elementary School and Early College High School
01.2022 - 01.2024
Client Relationship Manager
HF Financial
01.2017 - 01.2022
Sales Representative
National Construction Rentals
01.2013 - 01.2015
Sales Representative
Global Door Controls
01.2011 - 01.2013
Front Desk
Carolina Asthma and Allergy
01.2008 - 01.2011
Scheduler
Carolina Asthma and Allergy
01.2008 - 01.2011
Insurance Billing Rep
Carolina Asthma and Allergy
01.2008 - 01.2011
Bartender/Server
On The Border Restaurant
01.2005 - 01.2012
Office Assistant
Johnson Neurological Clinic
01.2005 - 12.2005
Part-time Billing Clerk
Healthcare Reimbursement Solutions
01.2001 - 01.2002
A.A.S. - Medical Office Administration
Central Piedmont Community College
North Carolina Life & Accident Sickness and Health Insurance License -
North Carolina Department of Insurance
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