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Client Service Representative Resume Example

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CLIENT SERVICE REPRESENTATIVE
Summary

Enthusiastic Client Service professional with over 5 years of client interface experience. Well-versed in health care products, services and consumer trends. Skilled in both individual and team roles, with expertise in training and mentoring new staff on company objectives.

Skills
  • Account management
  • Membership renewals
  • Customer support
  • Database maintenance
  • Documentation procedures expert
  • Medical terminology knowledge
  • Performing patient intakes
  • Calm and level-headed under duress
  • Collecting vital signs
  • Patient relations
  • Planning and coordination
  • Administrative support
  • MS Office
  • Team building
  • Insurance billing
  • Process improvement
  • Business operations understanding
  • Multi-line telephone skills
  • Recordkeeping and bookkeeping
  • Meticulous and organized
  • Office equipment operations
  • Project coordination
  • Document control
  • Security understanding
  • PC proficient
  • Organization and efficiency
  • Tech-savvy
  • Microsoft Office Specialist Certified
  • Multitasking and prioritization
  • Data entry
  • Service-oriented mindset
  • Correspondence management
  • Certified Microsoft Office Specialist
  • Flexible
  • Professional and polished presentation
  • Multitasking ability
  • Microsoft Office expertise
  • Product organization
  • Call center experience
  • High-energy attitude
  • Quality assurance controls
  • Customer relations
Experience
06/2020 - CurrentClient Service RepresentativeChild And Family Guidance Center | Waxahachie, TX
  • Greeted incoming customers to provide immediate, friendly and knowledgeable support.
  • Managed and updated physical and digital client account information to keep records accurate and current.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Scheduled and confirmed appointments based on the doctor and customers availability.
  • Followed up on legal claims to update and verify status or patients' of outcome and obtain due payments.
  • Verified proper coding on more than claims per week, investigating and resolving issues to maintain billing accuracy.
  • Scheduled patients in office hours/clinical zoom/& medisoft system and updated pertinent details related to insurance, payment histories and personal or confidential information.
  • Established, enforced and optimized billing policies and procedures to maximize revenue, streamline operations and minimize aging balances.
  • Contacted insurance providers to verify correct insurance information and obtain authorization for proper billing codes.
  • Liaised with patients, insurance companies and billing office personnel to effectively create and post bills, obtain payments and update system information.
  • Loaded billing data into systems through data import, scanning or manual keying, to verify complete and accurate client invoices from vendors.
  • Verified patient insurance coverage, created financial plan according to treatment schedules for collections and communicated between patient and billing company regarding health insurance.
  • Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
  • Entered information into computer databases.
  • Implemented practical file system, promoting smooth data gathering and presentation creation.
  • Recognized by management for providing exceptional customer service.
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
  • Answered and directed incoming calls using multi-line telephone system.
  • Followed security procedures, issued visitor badges, monitored logbooks and reported irregularities.
  • Processed payments and updated accounts to reflect balance changes.
  • Sorted incoming mail and directed to correct personnel each day.
  • Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Prepared examination and patient rooms for psychiatric procedures, checking supply availability and laying out instruments.
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
  • Engaged with patient family and friends to provide courteous, efficient visit experience.
  • Documented patient intake and dietary requirements, also assisting with feeding and monitoring.
  • Recorded complete medical histories, progress notes and assessment details in the EMR system.
  • Replenished office supplies and kept every room patient-ready for optimal operations.
  • Conducted thorough physical evaluations and collected patient information to facilitate smooth and effective visits.
  • Ordered laboratory testing, physical assessments and specialist consults to help diagnose and treat patients.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
09/2015 - CurrentHome Health AideExclusive Health Service | Garland, TX
  • Observed patient vital signs and medication reactions and reported health concerns or behavioral changes.
  • Helped transition patient between bed, wheelchair and automobile to provide safe mobility support.
  • Improved patient outlook and daily living through compassionate care.
  • Furnished personal care to clients within private home settings and championed patient independence and well-being.
  • Delivered high level of assistance with cooking, meal preparation and shopping.
  • Managed various daily job tasks, including patient transportation and appointment scheduling.
  • Organized and administered medications on clear schedules to help alleviate symptoms and optimize quality of life.
  • Assisted elderly clients with personal hygiene and other daily activities, including bathing, dressing and incontinence care.
  • Monitored and reported clients' progress.
  • Helped clients stay happy and healthy by providing mental and emotional support.
  • Maintained clean and well-organized environment to promote client happiness and safety.
  • Maintained patient hygiene by administering bedpans, urinals, baths and shaves.
  • Planned optimal meals based on established nutritional plans.
  • Administered necessary medications as directed by care plan.
  • Dressed, groomed and fed patients with limited physical abilities to support basic needs.
  • Ran errands for clients and transported to appointments to maintain wellness and support daily living needs.
  • Mopped floors, vacuumed, washed dishes and performed other household chores to assist clients.
  • Documented client progress in charts and logbooks.
  • Answered questions and assisted with health system coordination, patient rights and privacy of personal information.
  • Patient is my uncle; I help with him on my off days and when I pick up my kids
02/2019 - 11/2019Business Development RepresentativeWaxahachie Autoplex | Waxahachie, TX
  • Developed highly empathetic client relationships and earned reputation for exceeding corporate goals.
  • Set up potential client contacts, cultivated relationships and followed through on service needs.
  • Developed clientele by networking to find new customers and generate lists of prospective clients.
  • Escalated complex issues and set up appointments for further service.
  • Leveraged opportunities to upsell company products and services while providing information and discussing options with customers.
  • Updated accounts with recent information and processed customer payments.
  • Met and exceeded productivity targets by handling every interaction with top-notch customer service.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Educated customers on service plans, including upgrades.
  • Expressed appreciation for patronage, inviting and encouraging customer return visits.
  • Documented conversations with customers to track requests, problems and solutions.
  • Contacted customers about potential service upgrades, services and account changes.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Answered customer questions and addressed concerns, resulting in 100% reduction in complaint calls.
  • Set up and activated customer accounts to maintain QA satisfaction levels.
  • Stayed up to date on company offerings, product inventories and industry trends to increase revenue and maintain customer satisfaction.
  • Applied good listening skills to determine customer preferences and financial limits.
  • Boosted productivity by maintaining strong call control and quickly working through scripts to address diverse problems.
  • Educated clients on how to navigate company systems and work within established frameworks to obtain desired services.
  • Documented customer inquiries and feedback, including service delivery suggestions in company database.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Pursued opportunities to advance client relations skills and further enhance customer satisfaction in every interaction.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
11/2017 - 02/2018ReceptionistMassage Envy Spa | Waxahachie, TX
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Answered and directed incoming calls using multi-line telephone system.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Sorted incoming mail and directed to correct personnel each day.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Processed payments and updated accounts to reflect balance changes.
  • Scheduled meetings with salespeople and clients, emailed customers and placed outbound calls as needed.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Followed security procedures, issued visitor badges, monitored logbooks and reported irregularities.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Scheduled and confirmed appointments.
  • Rendered information to callers and drafted office emails.
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
Education and Training
Associate of Science: Cosmetology Education
Navarro College | Corsicana, TX
Bachelor of Arts: Education
Texas A&M University - Commerce | Commerce, TX
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Resume Overview

Companies Worked For:

  • Child And Family Guidance Center
  • Exclusive Health Service
  • Waxahachie Autoplex
  • Massage Envy Spa

School Attended

  • Navarro College
  • Texas A&M University - Commerce

Job Titles Held:

  • Client Service Representative
  • Home Health Aide
  • Business Development Representative
  • Receptionist

Degrees

  • Associate of Science : Cosmetology Education
    Bachelor of Arts : Education

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