intake customer service representative resume example with 19+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Methodical Administrative professional with expertise in records management. Catalogs and uploads incoming documents, coordinates file movements and processes destruction requests. Solid critical-thinking, multitasking and problem-solving skills with advanced abilities in Excel,Gosh, all insurance portals Medicaid portal.


  • Report analysis
  • Cash deposit preparation
  • Insurance eligibility verification
  • Database entry
  • Multi-line phone systems
  • Excel spreadsheets
  • Sensitive material handling
  • Schedule management
  • Data entry documentation
  • Billing and coding
  • Spreadsheet development
  • Credit card payment processing
  • Courteous demeanor
  • Problem-solving abilities
Education and Training
Sylvania Northview High School Sylvania, OH Expected in 05/1982 High School Diploma : - GPA :
Trinity Health Corporation - Intake/Customer Service Representative
Dyersville, IA, 01/2019 - Current
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Educated customers on special pricing opportunities and company offerings.
  • Documented conversations with customers to track requests, problems and solutions.
  • Assisted customers in making payments on accounts and setting up payment plans. Enrolling in Fee Subsidy to help pay for services if they qualify and getting proper documents to file with Lucas Co Mental Health Board, Fill out Medicaid applications , verify insurances to make sure they are active and cover special services suck as Detox, IOP need to verify for Tele health and needing Auths.
  • Assisted customers in making payments on accounts and setting up payment plans.
  • Upheld strict quality control policies and procedures during customer interactions.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Reviewed customer account information to determine current issues and potential solutions.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Built client rapport while accurately processing repair documentation and troubleshooting technical discrepancies through completion.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Made outbound calls to obtain account information.
  • Set up and activated customer accounts.
  • Recommended improvements to products and services to mitigate complaints.
  • Trained new employees on procedures and policies to maximize team performance.
  • Upheld privacy and security requirements established by regulatory agencies.
  • Supported operational improvements and resolution of problems to deliver top-notch customer service.
  • Created and implemented process improvements to reduce workloads and bolster callback efficiency.
  • Exceeded company productivity standards on consistent basis.
Community Health System - Support Staff
Laughlin, NV, 2002 - Current
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Directed customer communication to appropriate department personnel.
  • Worked professionally to handle client, vendor and public guest requirements.
  • Composed, proofread and distributed clean and professional business correspondence and internal team communications.
  • Answered 400 daily phone calls on multi-line phone system and transferred calls to appropriate Clinical staff CEO.
  • Prevented scheduling errors by demonstrating strong attention to detail while managing daily calendar and creating weekly or monthly reports and presentations.
  • Elevated customer satisfaction ratings by resolving issues for speedy resolution.
  • Developed and implemented efficient filing systems and customer database protocols.
Harbor Behavioral Healthcare - Scheduling Specialist
City, STATE, 2003 - Current
  • Coordinated schedules and set appointments by calling First time callers.
  • Used to document calls and schedule appointments.
  • Created new accounts and updated existing [Type] accounts with most current details.
  • Gave out knowledgeable details regarding business offerings and procedures.
  • Built loyalty and supported retention goals by establishing rapport with Clients and Clinical staff.
  • Scheduled and confirmed appointments.
  • Provided exceptional customer service through effective telephone communication and follow-ups.
  • Answered telephones and directed calls to appropriate staff members.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Took information from potential customers to assess needs.
  • Provided clerical support to team members to improve office performance and enhance productivity.
  • Implemented new recordkeeping and documenting systems to improve organization and traceability.

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Resume Overview

School Attended

  • Sylvania Northview High School

Job Titles Held:

  • Intake/Customer Service Representative
  • Support Staff
  • Scheduling Specialist


  • High School Diploma

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