Valerie Poirier
Albuquerque,NM
Summary
Results-oriented professional with a Bachelor's degree in Psychology and a proven track record of delivering exceptional customer service. Possesses strong organizational skills, ensuring streamlined processes and efficiency. Adept at team training, fostering collaboration and enhancing overall team performance. Eager to contribute these skills and a psychological perspective to a dynamic team dedicated to excellence.
Overview
19
19
years of professional experience
Work History
Accounts Manager
ERC FastTrack
03.2023 - 01.2024
- Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
- Strengthened relationships with key clients, leading to increased repeat business.
- Proactively communicated updates and changes in company policies to clients, ensuring their understanding and compliance.
- Assisted in the development of marketing materials tailored specifically aimed at client retention efforts.
- Conducted regular account reviews with clients, providing valuable insights into performance metrics and recommending actions for improvement.
- Maintained comprehensive client records within Close CRM systems, ensuring accurate tracking of interactions and facilitating effective follow-up activities.
- Optimized internal communication between departments to address client inquiries efficiently and accurately.
Customer Support Specialist
Abilitie
03.2022 - 03.2023
- Utilized Monday CRM systems effectively to track customer interactions, document detailed case notes, and access relevant account information quickly when needed.
- Participated in regular meetings with management to discuss ongoing departmental challenges and propose actionable solutions.
- Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Accounts Manager
Lifestyle Money
08.2021 - 06.2023
- Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
- Strengthened relationships with key clients, leading to increased repeat business.
- Streamlined account management processes for better organization and time management.
- Trained junior account managers in best practices and industry standards, fostering a high-performing team culture.
- Resolved complex customer issues, maintaining professionalism and preserving long-term relationships.
- Maintained comprehensive client records within Podio CRM systems, ensuring accurate tracking of interactions and facilitating effective follow-up activities.
Medical Receptionist
Dr. Makki ENT
01.2005 - 02.2006
- Enhanced patient satisfaction by efficiently managing the front desk operations and addressing inquiries in a timely manner.
- Streamlined appointment scheduling for improved patient flow and reduced wait times.
- Ensured accurate record-keeping by diligently updating patient information and verifying insurance coverage.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
- Provided compassionate customer service, creating a welcoming atmosphere for patients and their families.
- Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
- Handled billing procedures accurately, ensuring prompt payment from both patients and insurance providers.
- Organized essential medical documents, streamlining access to vital information for healthcare providers during appointments.
- Coordinated specialist referrals for patients requiring additional care, facilitating efficient transfer of medical records as needed.
- Checked patient insurance, demographic, and health history to keep information current.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
Education
Bachelor of Arts - Psychology
American Public University System
Charles Town, WV12.2023
No Degree - Medical Assistant
Everest Institute - Atlanta Downtown
Atlanta, GA06.2002
Skills
- Month-End Reporting
- Account Management
- Account Servicing
- Client Relationship Management
- Customer Service
- Team Training
- Customer Training
- Account Development
Timeline
Accounts Manager
ERC FastTrack
03.2023 - 01.2024
Customer Support Specialist
Abilitie
03.2022 - 03.2023
Accounts Manager
Lifestyle Money
08.2021 - 06.2023
Medical Receptionist
Dr. Makki ENT
01.2005 - 02.2006
Bachelor of Arts - Psychology
American Public University System
No Degree - Medical Assistant
Everest Institute - Atlanta Downtown
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