Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Hamilton

Colfax,CA

Summary

Diligent Account Manager with solid background in managing client relationships and ensuring customer satisfaction. Proven track record of driving revenue growth through strategic account management and cross-functional collaboration. Demonstrated ability to analyze client needs and deliver tailored solutions, enhancing both client retention and business outcomes.

Overview

14
14
years of professional experience

Work History

Account Manager WC/Civil

Lexitas
Rocklin, California
03.2019 - Current
  • Receive and place orders for records by subpoena or authorization
  • Print and prepare subpoena paperwork and Notice to Consumers to be mailed or hand served.
  • Online/offline research of locations to ensure records requests are properly served.
  • Outbound/inbound contact (call/letter/fax/email) with witness locations following up on requests for records.
  • Work closely via phone and email with paralegals, claims examiners, attorneys and their assistants to ensure expectations are met.
  • Compile records burn records onto CD/DVD, print/ bind records and email records to clients.
  • Ensure records are complete and accurate before being sent to our clients.
  • Build and maintain strong, long-lasting client relationships.
  • Assist with challenging client requests or issue escalations as needed.
  • Flexibility with maintaining Workers Compensation as needed by the organization.
  • Other duties as required.
  • Also have training in Civil Orders
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Established long-term customer relationships to enhance client loyalty and satisfaction.
  • Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Presented professional image consistent with company's brand values.

Account Representative

Lexitas
Rocklin, CA
09.2017 - 03.2019
  • Quickly and efficiently make calls to providers to follow up on requests for medical records and bills.
  • Process medical records and bills as they come in to make them available to the law firm
  • Build and mend relationships with providers and be able to negotiate with difficult providers.
  • Maintain work quality as determined by QA reviews.
  • Complete cancellations of requests for records within 24 hours
  • Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
  • Supported customer satisfaction through regular follow-up and communication.

Account Manager/Payee

CEPS
Sacramento, CA
10.2016 - 09.2017
  • Work with people who were on social security disability
  • Work with Medi-Cal, Kaiser, and various medical insurances
  • Manage budgets, pay bills, rent
  • Fast paced workplace environment with 250 clients
  • Worked with Vendors daily
  • Answer and respond to 200+ calls and messages daily
  • Meet the required goals on a daily basis
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.

Job Coach

Goodwill Industries
11.2012 - 03.2016
  • Skilled in coaching a supportive staff with disabilities
  • Excellent analytical skills and mentoring skills
  • Strong supervisory skills / able to multitask
  • Entering case notes into ETO
  • Trained and mentored new personnel hired to fulfill various roles.
  • Identified workers with specific skill sets to recommend for promotions or raises, increasing internal hiring.

Key Holder

Goodwill Industries
01.2012 - 11.2012
  • Opening and closing of store, managing a team of 30+ employees
  • Helping Store Manager run production cells
  • Handling money, paperwork, and entering data into a computer.
  • Managed daily cash handling procedures, ensuring accuracy in transactions and preventing losses due to discrepancies.
  • Resolved customer complaints professionally, resulting in increased customer satisfaction and loyalty.
  • Managed store personnel by delegating tasks and supervising daily operations.
  • Monitored associates throughout each assigned shift and professionally managed any challenges to maintain optimal store performance.
  • Engaged with customers to build rapport and promote long-term loyalty for increased sales.
  • Supported store operations during peak hours, effectively managing long queues and high volumes of customers.
  • Developed reward system for staff achievements, motivating team and increasing overall performance.
  • Improved team morale and efficiency through effective delegation and clear communication.
  • Decreased inventory shrinkage, drive-off and daily cash discrepancies by closely monitoring daily operations.

Cashier

Goodwill Industries
03.2011 - 01.2012
  • Greeted customers entering store and responded promptly to customer needs.
  • Built relationships with customers to encourage repeat business.
  • Restocked and organized merchandise in front lanes.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Streamlined checkout process for increased efficiency and reduced waiting times.
  • Managed inventory levels effectively, reducing stock shortages and minimizing wastage.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.

Education

High School Diploma - General Education

Calaveras High School
San Andreas, CA
01.1987

Skills

  • Strong verbal and written communication
  • Effective customer service
  • Dedicated professional
  • Effective multitasking
  • Effective organization and prioritization
  • Knowledge of subpoenas and depositions
  • Client account management
  • Collaborative teamwork
  • Account management
  • Customer service excellence
  • Results-driven
  • Problem-solving expertise
  • Building client relationships
  • Customer relationship management expertise

Timeline

Account Manager WC/Civil

Lexitas
03.2019 - Current

Account Representative

Lexitas
09.2017 - 03.2019

Account Manager/Payee

CEPS
10.2016 - 09.2017

Job Coach

Goodwill Industries
11.2012 - 03.2016

Key Holder

Goodwill Industries
01.2012 - 11.2012

Cashier

Goodwill Industries
03.2011 - 01.2012

High School Diploma - General Education

Calaveras High School

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Lisa Hamilton