Client Service Rep Resume Sample
Pauline DuBuque
604 Aiden Keys,
Boston,
MA
+1 (555) 956 5882
Work Experience
CIB Ops-equity Swap Client Service Rep-associate
07/2015
-
PRESENT
Phoenix, AZ
- Recognised SME in the full life cycle of Portfolio Accounting, Pricing, Reconciliations (Stock and Cash) and Performance Measurement
- Provides customer service and assistance to patients, physicians, physician offices, NCRL clients, hospital staff and ancillary departments according to NCH standards; provides laboratory test results by mail, courier or remote printers; prints lab results for patients on request following consent guidelines
- Works with the Team Facilitator and other Team members to provide input related to internal process improvement, information system enhancements and increasing customer satisfaction
- Basic PC experience required
- The interpersonal and communication skills necessary to interact effectively, via telephone or in person, with patients, patient’s families, physicians and hospital staff in a professional and courteous manner
- The written skills necessary to communicate in a professional manner with all customers and NCH staff
- The ability to perform moderately complex PC based processes using multiple programs along with excellent data entry skills
Client Service Rep
11/2011
-
02/2015
Philadelphia, PA
- The ability to maintain excellent customer service standards while under pressure in a variety of situations
- The analytical skills necessary to interpret insurance information and medical necessity for the tests ordered during the registration process to ensure compliance regulations are followed for correct billing
- The organizational skills to effectively prioritize and coordinate daily activities
- The analytical skills necessary to recognize specimen acceptability and incomplete requisitions/orders according to compliance regulations
- The ability to work with minimal supervision, exercising independent judgment within stated guidelines and maintaining confidentiality
- Consistently meet expectations by displaying courtesy and sensitivity. Respond thoroughly and accurately to inquiries from policyholders, field force and home office staff via telephone, correspondence and personal contact. Display a commitment to excellence to our clients, field force and home office staff by quick turn-around of the request
- Supports a team environment by putting the success of the team above own self-interests, being open and objective when considering other’s views, offering assistance and support to co-workers, working cooperatively in group situations and continually contributing to a positive team spirit
- Maintain the expertise/skills required to accurately process a wide range of service requests for multiple products maintained on a variety of administrative systems for multiple distribution channels
- Maintain effective working relationships with all areas of the Organization by representing the team through a positive attitude and always using professional communication
Clinical Client Service Rep
08/2009
-
09/2011
Dallas, TX
- Maintain an understanding of basic product knowledge in regards to special processing requirements, limitations and trading restrictions on variable products
- Maintain an understanding of policy-related correspondence and statements (e.g., policies/contracts, confirmations, quarterly and annual statements, letters forms etc)
- Actively pursues self-development activities by taking advantage of educational/learning opportunities and staying abreast of departmental, company, industry and regulatory changes
- Display initiative by volunteering for projects or special assignments, proactively obtaining or providing help or training when needed, confronting difficult situations and using negotiating skills to resolve conflict
- Prepares, processes and maintains record of specimens for testing to include specimen receipt, labeling, centrifugation, aliquoting delivery of specimens to the testing area. Ensures application of appropriate diagnosis code; recognizes and resolves discrepancies in patient demographics, test information or specimen type during order entry or review of submitted requisition
- Recognizes and resolves discrepancies in patient or test information, order entry on specimens, requisitions submitted or other issues related to ambiguous orders, specimen acceptability, etc
- Greets and welcomes patients upon arrival. Answers and responds to telephone inquiries, communicates clearly and accurately to convey laboratory test information, specimen collection requirements, etc. Refers technical questions to the appropriate individual
- Performs venipuncture or capillary puncture procedures following established protocol and in accordance to physician orders
- Receives and prepares supply requests for delivery to physician office clients. Communicates with courier to ensure timely delivery of specimens
Education
Herzing University - Birmingham Campus
2004 - 2009
School's Degree in Business
Professional Skills
- Data Entry Skills, Phone Skills, Verbal Communication, People Skills, Problem Solving
- Demonstrate strong problem-solving skills, customer focus, and follow-up skills
- Prior experience with data entry and strong typing skills
- Strong organizational and time management skills to effectively multitask and prioritize responsibilities
- Highly numerate with strong analytical skills and a strong attention to detail
- Articulate with excellent verbal & written communication skills and the ability to easily establish rapport with clients
- Strong interpersonal skills and ability to interact at all levels within IQVIA™ and customers
How to write Client Service Rep Resume
Client Service Rep role is responsible for analytical, email, basic, compliance, insurance, training, communications, finance, retail, securities.
To write great resume for client service rep job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Rep Resume
The section contact information is important in your client service rep resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Service Rep Resume
The section work experience is an essential part of your client service rep resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client service rep responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client service rep position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Rep resume experience can include:
- Maintains supply par levels and places orders. Alerts management of supply shortages, delivery delays in addition to discrepancies or inconsistencies in supply orders. Maintains associated supply records to include physician order forms, purchase requisition, invoices, etc
- Collects and prepares outpatient reports for delivery to physician offices by courier, U. S. Postal mail or facsimile. Collates inpatient laboratory cumulative reports in preparation for charting. Charts as required
- Proven experience being detailed oriented, and can work independently, with a willingness to learn the required skills
- Effective time management, organizational skills and ability to work under pressure and multi task with multiple deadlines
- Excellent oral and written communications skills, particularly in a phone or email context,
- Demonstrated experience being a client-focused, service-oriented professional,
Education on a Client Service Rep Resume
Make sure to make education a priority on your client service rep resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client service rep experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Service Rep Resume
When listing skills on your client service rep resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client service rep skills:
- Strong analytical and problem solving skills, including the ability to understand the external client’s perspective when applying solutions
- Effective listening and probing skills
- Good analytical / multitasking / organisational skills
- Solid analytical skills, attention to details and use of supporting documentation
- Organize work effectively, prioritize objectives, and exercise judgment based on an understanding of
- Good written and oral communication skills essential to the role
List of Typical Experience For a Client Service Rep Resume
1
Experience For Client Service Rep-so MD / E Shore Market Resume
- Excellent oral and written communication skills, particularly in a phone or email context
- Motivated self-starter with exceptional interpersonal skills and unflagging commitment to client satisfaction,
- Document communication and outcomes effectively
- Strong customer service experience, preferably in a Call Center or Provider Services environment
- Motivated self-starter with exceptional interpersonal skills and commitment to client satisfaction
- Support management decisions and readily adjust to changing priorities, new business, and changes in operational procedures
2
Experience For Clinical Client Service Rep Resume
- Demonstrated ability to work within deadlines, pay attention to detail and process complex client information and instructions
- Proven ability to learn new technologies in a software development organization
- Maintaining the data in these manifests and/or spreadsheets as the studies continue to progress
- Preparing the one or more Migration Manifest Files for each study migration
- Collaborating with Client business leads to ensure accuracy of data in the document manifests and/or spreadsheets
- Enter recurring orders for supplies meeting payer guideline quantity limitation
- Constantly seek ways of improving the service provision to clients through an understanding of Invesco’s systems and procedures
- Update the clients on all their outstanding issues
- Greets customers entering the office and directs as appropriate
3
Experience For CIB Ops-equity Swap Client Service Rep-associate Resume
- Oversee the production and distribution of client reporting as required (recurrent and ad-hoc)
- Support regular operational service review meetings with clients (quarterly or annually depending on needs)
- Support projects impacting local distribution related to legal, TA and Corporate matters
- Develop knowledge of local industry standards, coupled with understanding of clients’ operational expectations
- Support the maintenance and update of contact and client static data (data cleansing etc)
- Timeliness and accuracy of reporting and communication delivered to client
- Question missing and inconsistent data and seek alternative options to resolve complex inquiries
- Provide exemplary customer service to clients by delivering a high level of service response and quality that meets department standards
4
Experience For Client Service Rep, Hours / With Benefits Resume
- Provides post issuance policy servicing at a very high level of quality
- Maintains working knowledge of all Dovetail products, systems, and processes
- Provide training to dealer clients : Train new dealer clients on all aspects of RMS, Manheim Digital Products and In-Lane Field offerings
- Multi-task within a fast-paced, high energy, dynamic and demanding environment,
- Internally communicate issues and ideas as they relate to our operating system
- Support supervisor requests for information, including research, investigation, reports, etc
- Inform manager of training issues, project activities, quality issues and timelines as directed
- Participate in training related to fulfillment of responsibilities as required by Wingspan and/or the client
- Provides coverage for off-site phlebotomy stations
5
Experience For Client Service Rep-call Center Resume
- Acts in a team lead role to orient and train new employees and students, as required
- And professional manner via phone and email. 20%
- Provide education to clients for optimal website use. 10%
- Organizational policies and activities. 10%
- Serve as a liaison between the sales staff, client and design center to communicate issues and interpret clients’ needs
- Assist clients with paperwork completion
6
Experience For Client Service Rep-so MD Eastern Shore Market Resume
- Research and resolve issues
- Answer telephone in professional manner
- Obtain/review information for intake (referral, customer demographic, verify insurance on-line or over the phone to determine eligibility for products ordered, doctor and diagnosis, product ordered, delivery information)
- Use and navigate EMR TIMS and Excellian to obtain: patient info, clinical documentation about patient, create patient record, enter order to ensure proper billing
- Determine appropriate delivery method: schedule delivery with customer and dispatch, coordinate showroom appointments
7
Experience For Client Service Rep-la Southwest Market Resume
- Coordinate with referral and provide guidance to the most appropriate product for patient need: example-oxygen modality and CPAP mask
- Receive fax orders for new setups, supplies, or account changes
- Troubleshoot equipment failure with customer
- Responsive to all customer calls especially service inquiries, needs or concerns in an informed and professional manner
- Enter customer notes to communicate important messages per government guidelines
- Facilitate travel arrangements for oxygen customers
- Track specific product lines that require special attention
8
Experience For Client Service Rep-downtown LA Market Resume
- Coordinate and schedule pickup of designated products
- Deal with day to day questions and issues
- Facilitate Remedy review calls with the clients
- Maintain a current and accurate client profile on portal
- Open and maintain remedy tickets for all client issues
9
Experience For Client Service Rep-southern MD Eastern Shore Market Resume
- Answers questions, assists clients with case needs, and provides assistance in Resource room
- Assists Participants with job search and/or computer based coursework / tasks
- Knowledge of Maryland Health Choice Policies and Procedures is required
- Operational Relationship Support for Retail Cross Border distribution
- Support in a professional and timely manner clients and prospects operational requests (query management)
- Support client account life cycle by helping in the implementation of operational aspects Support client profiles in partnership with Sales Team, ensuring we have a valid understanding of client’s operational needs
- Support Retail Sales & CS Meetings to create Sales & CS synergies to enhance business development
- Operational Support : TA, Legal, Corporate & Projects related affairs
- Support relationship with various operational function to make sure regional needs and issues are addressed e.g. rebate management, ad-hoc operational requests
10
Experience For Senior Client Service Rep, Wealth Management Resume
- Support relationship with legal & compliance to facilitate communication and follow-up on agreements and regulatory matters
- Ensure relevant client service activities are logged in the CRM system
- Provide recurrent contact booklets report
- Timeliness and accuracy of answers delivered to client
- Timeliness and accuracy of information delivered to client
- Quality of relationship with regional custodians and platforms
- Client database accuracy and internal clients satisfaction
- Analyze and interpret current/historical transaction data
List of Typical Skills For a Client Service Rep Resume
1
Skills For Client Service Rep-so MD / E Shore Market Resume
- Years of experience: 1 year of experience in banking, law office, etc
- Experience with medical insurance/billing/diagnosis codes experience
- Demonstrated experience being a customer-focused, service-oriented professional
- Effectively communicate to the client how to use any of our client facing tools
- Demonstrated experience being a client-focused, service-oriented professional
- Listen effectively, interpret issue and utilize tools for troubleshooting and issue resolution
- Experience: 2-4 yrs Details: 2+ years customer service experience
2
Skills For Clinical Client Service Rep Resume
- Attitude to numeracy skills
- Proficiency in basic computer skills Pass pre-employment assessment
- Outgoing & self motivating with a strong work ethic
- Experienced in the use of Microsoft office, including Word/Powerpoint /Excel, to deliver high standard reporting and analytics
- Develops a strong knowledge of the various business applications critical to client and account servicing, including client’s on-line tools
- Good understanding of a wide range of IQVIA™ services and offerings
3
Skills For CIB Ops-equity Swap Client Service Rep-associate Resume
- Experience in a client service environment handling multiple external clients is desirable
- Communicative, capable of working in a team and able to manage priorities
- Demonstrated ability to adapt in a changing environment,
- Demonstrated ability to adapt in a changing environment
- Demonstrate emotional maturity to remain positive during periods of stress and change
4
Skills For Client Service Rep, Hours / With Benefits Resume
- Operate all equipment necessary to perform the job. i.e.Phone- Systems, Computer, Headsets
- Strong team player and able to collaborate at all levels but also able to work under own initiative
- One year of customer service in brokerage or financial industry experience
- Experience in a call center/phone center environment
- Demonstrated expertise in the area of customer service
- Multi-task and prioritize required. Ability to handle multiple projects/tasks at a time
5
Skills For Client Service Rep-call Center Resume
- Strong customer / client service orientation
- Related work experience required
- Previous experience in a client service or support role
- Supporting the team lead on driving and implementing GMI Service initiative
- Coaching and/ or mentoring of junior staff or new starters
- Working in a team environment, providing relationship coverage for assigned client
6
Skills For Client Service Rep-so MD Eastern Shore Market Resume
- Working knowledge of email and the internet,
- Working knowledge of email and internet
- Computers Microsoft Office, looking at documents, Attention to detail, proof reading, being able to be independent
- Responsible for maintaining and growing revenue from existing services
- Manage call volume and its aging, constant meeting the established SLA regarding cycle time and first call resolution
- Manage queries raised by client using in-depth understanding of the client and GMI data to ensure that a full and timely response is provided
- 1) Full Trade Processing life cycle across Treasury, Listed Securities (including ETD’s) and OTC
7
Skills For Client Service Rep-la Southwest Market Resume
- Full Trade Processing life cycle across Treasury, Listed Securities (including ETD’s) and OTC
- Relationship management teams in processing client servicing needs
- Assist clients with the onboarding process by providing status of application and registration process, guidance of next steps, and answer any questions
- All Job offers contingent on applicant passing a Criminal Background Check and Drug Screen
- Personality requirements solitary work, being a team player, work well with others
- Provide training to clients in the use of system and applications
8
Skills For Client Service Rep-downtown LA Market Resume
- Establish and build positive client relationships with defined clients, understanding their requirements in terms of data and services
- Expert understanding of all GMI data sources
- Serve as an expert contact for clients using GMI data and services
- Conduct client training on all aspects of GMI data and systems
- Understand and communicate detailed analysis and reporting on client issues such as complex data queries
- Multi-task within a fast-paced, high energy, dynamic and demanding environment
- Follow up with clients on outstanding new account paperwork and meet a stated close rate
- Responsible for interfacing with customers (internal and external)
9
Skills For Client Service Rep-southern MD Eastern Shore Market Resume
- Provides a comprehensive and thorough response to customer inquiries, achieving high level of first call resolution within established SLAs
- Establish and measure annual target of customer inquiries reduction by establishing SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals
- Occasional travel, as well as evening and weekend availability are required,
- Top performer based on Scorecard excluding client surveys
- Provide assistance to the Call Center Supervisors and QA/Training Department on an as needed basis
- Of critical importance is their adherence to the required banking, investment and trust guidelines and procedures involved with requested activities
- Build sustainable relationships and engage clients by providing best-in-class service
- Reports laboratory results to clients using multiple technologies. (50%)
- Participates in programs to keep updated with current and changing technologies. (5%)
10
Skills For Senior Client Service Rep, Wealth Management Resume
- Disseminates information to callers regarding lab operations. (5%)
- Educate clients in respect of understanding Citi’s proprietary systems / market Practices
- Liaise with processing unit to highlight common issues and recommended procedural changes or system enhancements
- Provide exceptional customer service to clients visiting the corporate office
- Cleans, disinfects and performs preventive maintenance procedures on laboratory equipment in the Central Processing section
- Process and activate online client applications following established procedures to allow website access. 40%
- Resolve a variety of client issues through assessment, troubleshooting, resolution and follow up in a timely
- Maintain/update accounts by accurately detailing each client interaction within the CRM. 15%
List of Typical Responsibilities For a Client Service Rep Resume
1
Responsibilities For Client Service Rep-so MD / E Shore Market Resume
- The Senior Client Service Representative serves as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed
- Communicates with providers about ongoing enrollment status in accordance with set policies and procedures
- Partner with production Units and peers to ensure appropriate data for transactions are received timely to meet SLA s
- Escalate issues to Client Relations and key internal partners as required
- Organize and maintain control of voluminous files and documents related to client inquiries or requests
- Analyze, research, and respond to telephone inquiries
- Provide follow-up/call backs to resolve open issues
2
Responsibilities For Clinical Client Service Rep Resume
- Serve as backup to additional functions in the unit when required
- Demonstrate a willingness to 'pitch in' in order to meet regulatory requirements and provide consistent level of service to clients during times of crisis, e.g., when resources are limited or inquiry volumes are unusually high
- Recognized by peers and associates as a trusted team player
- Some knowledge of mortgage loan documentation and/or bonds, securities transactions
- Helps agents process quotes and bind policies
- Maintains policy records and administrative assistance
3
Responsibilities For CIB Ops-equity Swap Client Service Rep-associate Resume
- Engage current clients via email, inbound, and outbound calls, to support agency operations, policy sales, and administration
- Maintain positive communication with current customers on a daily basis via telephone and email, and other modes of communication as appropriate
- Maintain an awareness of the customer’s business and insurance needs
- Product Knowledge & Internal Coordination
- Initiates and manages regular follow up with internal resources (Marketing, Strategic Accounts, Field Sales, Technical Services, A/R, Order Entry and Customer Care) to achieve high customer satisfaction
4
Responsibilities For Client Service Rep, Hours / With Benefits Resume
- Keep abreast of product & service changes in the marketplace. Maintains and shares up-to-date knowledge to appropriate company functions and peers
- Provide professional and courteous customer service to external customers via phone and email
- Maintenance of a strong understanding of the required steps involved with each activity, proactively communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity and to improve upon the client servicing experience
- Review and maintenance of client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
- Maintaining a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing
5
Responsibilities For Client Service Rep-call Center Resume
- Highly detail-oriented is required
- Provides callers with an unbiased presentation of programs to assist customers with application and eligibility requirements and program questions
- Accesses, reads, interpret, and perform some updates to customer’s data elements
- Respond to customer inquiries received by telephone in a prompt, courteous, professional and concise manner
- Serves as a point of contact for internal/external clients and various departments to resolve outstanding issues, comply with customer requests and respond to client inquiries
- Executes client deliverables timely and accurately
- Coordinates with clients, relationship managers, and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed and all operational arrangement are in place to service assigned accounts
- Provide excellent client service and advocacy
6
Responsibilities For Client Service Rep-so MD Eastern Shore Market Resume
- Bilingual in Spanish is a requirement
- Provide excellent customer service by managing provider calls, obtaining information and answering questions, and in specific instances, refers callers to the Operations Manager for service and/or resolution
- Enter information into the Provider Data Management System
- Use secure web services to complete tasks as defined in the policies and procedures
- Proficient with Mirosoft Office products (Excel, Word, PowerPoint)
- Develop cooperative relationship with other team members
- Act as a support role in absence of another client service representative
7
Responsibilities For Client Service Rep-la Southwest Market Resume
- Answer telephone in professional manner, generally 45-50 calls per day
- Track specific product lines that require special attentionCoordinate and schedule pickup of designated products
- Become proficient in all knowledge base requirements in order to resolve clients’ needs as efficiently as possible
- Become proficient in all platforms, systems, and tools used to maintain client records, transactions, documentation and relevant data
- Maintain appropriate documentation of conversations in designated system to ensure handoff continuity and client profile accuracy
- Manage high volume of inbound calls in a timely and efficient manner
- Identify client needs, research issue and provide solutions and/or alternatives
8
Responsibilities For Client Service Rep-downtown LA Market Resume
- Meet and/or exceed established inbound call quality guidelines and key performance criteria
- Work across the organization as needed to resolve client requests
- Dispatch available vehicles to clients across all regions on an inbound basis
- Investigates client concerns and notifies appropriate personnel of resolution. (35%)
- Review study document content and associated metadata in accordance with client and study requirements as per study-specific processes, Wingspan SOPs, and regulations, where applicable
- Liaise with study teams and other Document Management staff in order to fulfill job responsibilities and activities
- Maintain study files as per study and/or client requirements or in accordance with Wingspan and/or client SOPs/WPs and applicable regulations
- Provide information necessary to complete client and/or departmental status reports as requested by Wingspan and/or client management
9
Responsibilities For Client Service Rep-southern MD Eastern Shore Market Resume
- Liaise with Clients, as appropriate, on project issues when directed by Wingspan management
- Interact with Client CROs and other interested parties as needed to communicate data issues
- Work with WIngspan Migration Project Team to ensure quality data migrations
- Apply metadata to client submitted documents in the electronic Trial Master File
- Perform second person review on documents submitted to the electronic Trial Master File
- Assist and/or lead team projects as directed by Wingspan management
- Product operational accessibility
10
Responsibilities For Senior Client Service Rep, Wealth Management Resume
- Achievement on project targets
- Work independently, exercise judgment and make decisions to resolve inquiries and meet production and turnaround standards
- Fast and motivated learner,
- Attention to detail and follow-through,
- Exhibits leadership among co-workers (tends to be the person everyone goes to for answers)
- Consistently goes above and beyond to resolve client issues
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