Professional with strong experience in client interaction and scheduling, prepared for this role. Proven ability to build rapport, manage time efficiently, and adapt to changes. Demonstrates reliability and collaborative spirit, ensuring team goals are met. Skills include effective communication, organizational prowess, and focus on achieving tangible results.
Work History
Appointment Setter
1 Year 1 Month
HomePride Bath | 07.2025 - Current
Utilized CRM software to track leads and manage follow-up communications efficiently.
Coordinated with sales team to streamline appointment-setting processes and improve overall workflow.
Scheduled appointments for home improvement consultations, enhancing client engagement.
Developed scripts to optimize communication with potential clients, ensuring consistency in messaging.
Led initiatives to enhance customer satisfaction through personalized appointment scheduling experiences.
Set appointments with salespeople and potential customers.
Appointment Setter
1 Year 9 Months
Next Home Improvements | 12.2022 - 09.2024
Implemented feedback mechanisms to refine appointment-setting strategies based on client responses.
Provided potential customers with information about upcoming promotions and events to acquire interest in scheduling appointment.
Scheduled follow-up calls with potential customers to gain interest in scheduling appointments.
Prioritized tasks efficiently to ensure all daily call quotas were met or exceeded without compromising quality of service.
Received inbound calls and initiated outbound daily calls to introduce customers to products and services offered.
Answered phone calls and answered questions from potential customers.
Trained new staff on best practices for setting appointments and managing client interactions effectively.
Analyzed conversion rates from scheduled appointments to identify areas for process improvement.
Financial Services Specialist
4 Years 6 Months
Nordstrom | 05.2018 - 11.2022
Managed customer accounts to ensure accurate financial transactions and compliance with company policies.
Developed tailored financial solutions based on individual client needs and preferences.
Analyzed client data to identify trends, improving service offerings and driving sales initiatives.
Increased client retention through proactive communication, addressing concerns, and providing timely market updates.
Canvasser
1 Year 2 Months
Great Roofing and Restoration | 05.2017 - 07.2018
Conducted door-to-door outreach to generate leads for roofing and restoration services.
Engaged potential clients through informative discussions about service offerings and benefits.
Collaborated with team members to develop and refine effective canvassing strategies.
Documented customer interactions and feedback to enhance service delivery and client satisfaction.
Trained new canvassers on effective communication techniques and company protocols.
Case Advocate Assistant
8 Months
Warner Pacific | 07.2017 - 03.2018
Coordinated scheduling and logistics for team meetings, ensuring optimal resource allocation.
Developed and maintained filing systems, enhancing document retrieval efficiency.
Assisted in project management tasks, tracking progress and deadlines to ensure compliance.
Provided administrative support to executives, managing calendars and prioritizing tasks effectively.
Member Services Representative
1 Year 11 Months
Optumrx | 05.2015 - 04.2017
Facilitated member inquiries, resolving issues efficiently to enhance customer satisfaction.
Processed prescription orders using electronic health record systems to ensure accuracy and compliance.
Collaborated with healthcare providers to streamline communication and expedite service delivery.
Implemented process improvements that enhanced workflow efficiency and reduced response times for inquiries.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Education
Bachelor's - Mass Communication
San Marcos
Skills
Salesforce CRM
Setting appointments
Scheduling appointments
Effective communication
Conversational techniques
Lead generation
Time management
Client management
Telephone etiquette
Computer skills
Customer rapport
Client engagement
Certification
Driver's License
Assessments
Customer service — Proficient
June 2022
Identifying and resolving common customer issues
Full results: Proficient
Sales fit — Proficient
November 2022
Measures the traits that are important for success in sales positions
Sales skills — Proficient
Influencing and negotiating with customers
Delivery driver — Proficient
September 2023
Interpreting instructions or signs and solving problems
Technical support — Proficient
Performing software, hardware, and network operations
Work style: Reliability — Proficient
Tendency to be reliable, dependable, and act with integrity at work
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
Core Competencies
Research Client Relations Sales & Marketing
Account Management Instruction & Training Relationship Building