Eva Garcia

Lead Scheduling Coordinator

• Implemented a new scheduling system that reduced scheduling conflicts.
• Reviewed weekly reports on employee attendance, productivity and effectiveness to evaluate performance.
• Created and enforced scheduling policies and procedures to standardize operations.
• Conducted training for new employees.
• Weekly 1:1 coaching sessions with agents
• Lead weekly meetings for scheduling team
• Organized new leads into CRM
• Worked with management & marketing team to improve lead quality process
• Connecting with leads through inbound/outbound calls, email and chat.
• Qualified leads and scheduled appointments (In home, virtual and showroom)
• Assist with walk ins
• Took escalated calls and found solutions for the issues

Brand Ambassador

• Conducted final walk through of a completed project by visiting clients home
• Took photos of project
• Arranged a thank you basket and delivered to clients
• Conducted client testimonials for company
• Asked for review on experience working with company

Confirmation

• Called all next day appointments to confirm and verify information and project plans
• Reviewed agentsappointment-set calls.
• Assigned up to 3 leads to sales reps based on geographic area
• Handed same day cancellations and filled in appointment slot with back up appointments
• Kept clients updated with reps arrival times
• Rescheduled back up appointments and offered an additional discount

• Checked in clients for appointments
• Verified all next day appointment health insurance eligibility
• Called next day appointments to notify if insurance coverage is not active
• Created new accounts for new patients
• Scheduled appointments for follow ups
• Translated for patients as needed
• Kept office paper work filled with needed documents