Summary
Overview
Work History
Education
Skills
Timeline
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Tanya Fradette

Whitehorse,YT

Summary

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.

Overview

14
14
years of professional experience

Work History

Client Service Specialist

Yukon Government
12.2022 - Current
  • Help a large volume of clients every day with a positive attitude and focus on client satisfaction.
  • Help managing service requests from initial triage to resolution
  • Follow up with team members and clients on active tickets
  • Utilize active listening skills to identify client needs.
  • Responding to client phone calls and emails to answer questions and inquiries about Service desk tickets.
  • Provide first level troubleshooting advice to assist clients with technical issues.
  • Maintain high accuracy in repetitive tasks
  • Assisting with Bell account information to help keep the Bell portal accurate and up to date for all government cell phone accounts
  • Greet clients coming into the department with a friendly smile and help assist them
  • Assist with training new team members on best practices in client services, processes, and general inquiries.

Client Service Representative

Groupsource LP
08.2022 - 12.2022
  • Handled client inquiries and suggestions courteously and professionally.
  • Actively listened to clients, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of client calls with minimal wait times
  • Updated account information to maintain client records.
  • Participated in team meetings and training sessions to stay informed about insurance updates and benefit changes.
  • Educated clients on company resources, form completion, and access to services.
  • Met client call guidelines for service levels, handle time and productivity.
  • Investigated and resolved client inquiries and complaints quickly.
  • Utilized excellent analytical and problem-solving skills to quickly and accurately assess insurance claims.
  • Responded to client inquiries, providing detailed explanations of insurance policies and claims processes.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Verified client information by analyzing existing evidence on file.
  • Generated, posted and attached information to claim files.

Senior Software Trainer

PBS Financial Systems
04.2014 - 08.2022
  • Helped clients with setting up software settings before initial implementation of software system.
  • Listened to users, communicated training and translated technical information into easily understood terms.
  • Prepared and delivered instructor-led training sessions for virtual product suite.
  • Trained and mentored new software trainers.
  • Travel to help train clients onsite for initial implementation of software
  • Coordinated training schedules with dealership management, project managers and training team members to optimize training initiatives and work-flow management
  • Attended weekly Software meetings to discuss client requests to help improve day to day operations
  • Utilized ticketing system to keep track of all client training progress and software requests
  • Attend monthly Release meetings to keep up to date on changes and new features in software.
  • Communicated with dealership staff and colleagues to process data quickly and resolve discrepancies.
  • Experience troubleshooting software issues and needs with clients
  • Ran weekly system reports to update clients on completed software setups and advise on missing information needed

Accounts Payable Clerk

Southgate Chevrolet
08.2013 - 04.2014
  • Prepared vendor invoices and processed incoming payments.
  • Completed daily and monthly cheque runs
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Reconciled processed work by verifying entries and comparing system reports to balance numbers.
  • Balanced dealership tills and investigated discrepancies
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
  • Trained new team members on accounts payable processes, fostering a productive work environment.
  • Provided weekly receivables reports to department managers

Client Service Representative

Southgate Chevrolet
08.2010 - 08.2013
  • Answered client telephone calls promptly to avoid on-hold wait times.
  • Scheduled Service Appointments and contacted customers for Service Reminders
  • Followed up with clients on previous service visits and followed up on client concerns with Managers and Advisors
  • Created internal Repair Orders for detail work for detail department.
  • Liaised between Service Manager and service team by greeting clients and answering calls to promote smooth transition of service functions.
  • Handled client complaints promptly with genuine concern and according to company guidelines to maintain organizational safety, welfare and integrity.
  • Printed repair orders, bills and itemized lists to show amount due and collected from customer in cash, cheque or authorized charge account.
  • Recorded amounts received and prepared cash reports of daily transactions to verify against cash-on-hand.

Education

High School Diploma -

William E Hay Composite High School
Stettler, AB
2008

Skills

  • Attention to Detail
  • Microsoft Office
  • Data Entry
  • Verbal and Written Communication
  • Problem Solving
  • Documentation and Recordkeeping
  • Collaborative Team Player
  • Decision Making
  • Client Retention
  • Client Service and Support
  • Helpdesk Call Support
  • Issue and Resolution Tracking
  • Client onboarding
  • Inter-Department Collaboration

Timeline

Client Service Specialist

Yukon Government
12.2022 - Current

Client Service Representative

Groupsource LP
08.2022 - 12.2022

Senior Software Trainer

PBS Financial Systems
04.2014 - 08.2022

Accounts Payable Clerk

Southgate Chevrolet
08.2013 - 04.2014

Client Service Representative

Southgate Chevrolet
08.2010 - 08.2013

High School Diploma -

William E Hay Composite High School
Tanya Fradette