Reliable, multi-tasking, hard-working experienced Customer Service Representative with outstanding telephone, scheduling and documentation and administration skills.
Overview
6
6
years of professional experience
Work History
Customer Support
Fieldpoint
10.2022 - 11.2023
Cultivated positive relationships with clients through consistent delivery of top-notch support services, fostering long-term satisfaction
Provided 24/7 support for web- and client-based applications, file and data feeds and batch processes to prevent impact to business
Upgrading existing customers to a combo plan for better value
Setting up HVAC (Heating, Ventilation and Air Conditioning) appointments to give a free quote on brand new AC or Furnace with different options (Rental, Buyout, Finance etc.)
Installed, configured and maintained computer systems and network connections
Sold HVAC protection plans including the furnace and AC parts
Up selling annual maintenance plans to existing/non-existing customers, illustrating the advantages and importance of regular maintenance of Furnace and AC.
Human Resource Associate
United Health Group
11.2020 - 05.2022
Enhanced employee engagement by implementing comprehensive HR programs and initiatives
Coordinated onboarding processes, providing new hires with a smooth transition into the company culture
Maintained accurate records of employee information using up-to-date human resource databases
Improved employee retention with targeted professional development opportunities
Supported HR functions with emphasis on record keeping, data entry, and general HR tasks
Completed background and reference checks to facilitate hiring and onboarding of employees
Reviewed human resources paperwork for accuracy and completeness
Developed and administered internal surveys to evaluate employee satisfaction
Fostered positive work environment through comprehensive employee relations program.
Dental Administrative Assistant
Mackenzie West Dental
01.2020 - 06.2020
Provided excellent service and attention to customers when face-to-face or through phone conversations
Assisted with appointment scheduling, rescheduling and follow-up arrangements
Worked closely with other staff members to ensure the ultimate patient experience and achieve high satisfaction scores
Conducted patient intake and verification of personal and dental information
Processed Patient payments and managed insurance claims processing.
Customer Sales Representative
Voysus
01.2018 - 12.2019
Contacted potential customers and sold heating and cooling protection plans
Sold plumbing, electrical and HVAC protect plans
Investigated and resolved all customer complaints
Worked with computerized and automated systems for updating and editing new customer profiles
Verified and adjusted the sales based on quality standards
Answered incoming phone calls and directed to the respected service department.
Director of Private Banking & RIA Experience at Fieldpoint Private Bank & TrustDirector of Private Banking & RIA Experience at Fieldpoint Private Bank & Trust