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Click here or scroll down to respond to this candidateCandidate's Name
Palm Harbor, FL Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEREMOTEAuthorized to work in the US for any employerWork ExperienceAppointment SetterPearse Consulting-Palm Harbor, FLDecember 2022 to PresentCall center with inbound and outbound calls for B2B. We provide companies with a team of experts to assist in marketing, consulting, writing and submission of proposals for public (government) and private(corporate and/or non-profit) funding opportunities for businesses to maximize their revenue streams. Information documented using CRM.Member RelationsMatrix Medical Network-Largo, FLMay 2019 to January 2020PHONE NUMBER AVAILABLEThis was a very large call center. Inbound and outbound calls made using a dialer. Called upon members to schedule appointments with nurse practitioners. Received calls from members regarding their appointments. Called members to confirm appointments, their home address location and any other pertinent information. Information was documented using CRM system. EducationHigh school or equivalent in BusinessLakeview High SchoolSeptember 1984 to June 1988Skills Skills and renewal quotes, binding new business and renewals, getting binders and invoices in the allotted time frame and sending to the insured, billing and other various account duties. Sending all policies to the clients via email or mail. Responsible for Knowledge of Commercial Insurance Products record keeping of marketing material to get a better knowledge of what products Knowledge of AMS360 & Tam/Applied, Ezlynx, various carriers and brokers offered. Maintained daily office functions, handled all Excel, Microsoft Word, Outlook employees time cards, daily banking, handled all ACH/Direct Deposit that was made Detailed and organized work ethic via website. Payroll, Bookkeeping, Scheduling Solace Insurance 10125 Ulmerton Rd. Largo, FL 33771 Commercial Lines CSR Jan. 2016 to July 2018 I was responsible for obtaining quotes for new business and renewals, shopping for quotes for renewals if requested by the insured, binding and processing of all aspects, including billing. Maintained accounts on a daily basis, issuing certificates. Dealt professionally and proactively with various brokerage firms and developed solid relationships with clients through excellent customer service. Prime Group Insurance 5402 W. Laurel St., Tampa, FL 33607 Commercial Lines CSR Apr. 2011 to Sept. 2016 I handled the department for the Small Business Unit and was responsible for obtaining quotes, new and renewals, binding, processing of all aspects. Maintain accounts on a daily basis. Deal professionally and proactively with various brokerage firms and developed solid relationships with clients through excellent customer service. Nicholas Insurance Group LLC Oldsmar, FL CSR Feb. 2009 to May 2011 I was responsible for all aspects of the commercial lines department. This was a smaller company where myself and another Agent consisted of the commercial lines department. We handled all aspects of the commercial lines department. Jack Rice Insurance Largo, FL CSR Mar. 2006 to Feb. 2011 Started as a processor and was promoted to a CSR where I assumed the responsibility of small commercial lines accounts. I was responsible for obtaining quotes, new and renewal, binding, and billing for all accounts. Afford A Staff Clearwater, FL Human Resource/Payroll Manager June 2003 to Mar. 2006 Handled all payroll functions, new hire reporting and terminating of employees with the State. ACH and direct deposit banking duties. Accident reporting of Workers Compensation claims. Processed Workers Comp certificates and reduced injury reporting by conducting loss prevention and safety audits. Filed and appealed all unemployment claims and decreased filings through appeals. Implemented a Drug Free Program that generated lower costs in Workers Comp. Drug Free Program. Sales and marketing. Bank reconciliations, A/P and A/R. Front desk Typing Construction Data collection Leadership EMR systems Home & community care Quality control CRM software Telemarketing Senior care Negotiation Google Ads Order entry Sales support Database management Google Suite Customer support Client services Order fulfillment Computer hardware NetSuite Order fulfillment Computer hardware ServiceNow QuickBooks Grammar Experience Word processing Windows Office management IT Accounts ReceivableCertifications and LicensesCertified Notary PublicNovember 2015 to November 2027AssessmentsAdministrative assistant/receptionist Proficient June 2024Using basic scheduling and organizational skills in an office setting Full results: ProficientHome health aide skills ProficientJune 2024Providing care to patients in a home settingFull results: ProficientWork style: Reliability ProficientJune 2024Tendency to be reliable, dependable, and accountable at work Full results: ProficientRetail customer service ProficientJune 2024Responding to customer situations in a retail setting Full results: ProficientFood service: Customer situations ProficientJune 2024Identifying and addressing customer needs in a food service setting Full results: ProficientSales skills ProficientJune 2024Influencing and negotiating with customersFull results: ProficientCustomer focus & orientation ProficientJune 2024Responding to customer situations with sensitivity Full results: ProficientMedical receptionist skills ProficientJune 2024Managing physician schedules and maintaining accurate patient records Full results: ProficientMarketing ProficientJune 2024Understanding a target audience and how to best communicate with them Full results: ProficientSocial media CompletedJune 2024Knowledge of social media techniques and analytics interpretation Full results: CompletedScheduling ProficientOctober 2024Cross-referencing agendas and itineraries to avoid scheduling conflicts Full results: ProficientCustomer service ProficientJuly 2022Identifying and resolving common customer issuesFull results: ProficientCall center customer service ProficientJune 2024Demonstrating customer service skills in a call center setting Full results: ProficientCustomer service ProficientJune 2024Identifying and resolving common customer issuesFull results: ProficientManagement & leadership skills: Impact & influence Completed July 2022Choosing the most effective strategy to inspire and influence others to meet business objectives Full results: CompletedWork style: Reliability ProficientJune 2024Tendency to be reliable, dependable, and act with integrity at work Full results: ProficientIndeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field. |
