Customer Service Manager

Wendy Beatty

**** **** ********** ****** **** 229-***-**** Cell 229-***-****

Thomasville, GA 31792 *************@*****.***

Summary

I have a passion for advocating and helping others. My goal is to find a long term career that will allow

me to apply my Social Work skills and business experience. I am self-motivated and offer a strong work

ethic as well as determination to complete tasks in a timely manner. I am detail-oriented with a

background in office management and strong customer service skills. In December 2014 I will graduate

from Southwest Georgia Technical College with an Associate Degree in Social Work.

Experience

Psychological Center Dec. 20 08 to May 2013

Front Office Administrator, Office Manager, Insurance and Billing Specialist, Scheduler, Receptionist

Thomasville, Georgia

-Established a sound insurance and billing department, which resulted in more profit for the practice.

-Provided customer service, resources, and assistance when needed to individuals with various mental health

and physical disabilities

-Assisted in creating a more effective schedule that benefited both patients and providers.

-Helped to improved many office forms and documents to be more detailed yet patient friendly.

-Monitored all billing and insurance on a weekly basis.

-Monitored and prepared weekly pay statements for six providers.

-Successfully trained new staff members for different positions during the growth of the office.

-Resolved many client conflicts within the office as well as over the phone.

-Proposed new ideas and solutions to help increase the flow of the office in a positive and more

efficient manner.

-Successfully led key projects which resulted in the best interest of the practice.

-Open and closing procedures, filing, data collection, made bank deposits

-Competent in suicidal and homicidal ideation patient precautions and protocols

-Assisted clients in crisis and set up the resources for inpatient hospitalization when necessary

-Pulled and prepared charts for providers on a daily basis

- Provided patients with quality customer service in the office and over the phone

Wells Fargo Advisors, FKA A.G. Edwards and Sons Jan. 2003 – Dec. 2008

Financial Advisor Assistant

Thomasville, Georgia

-Provided clients with quality customer service in the office and over the phone.

-Tracked investments daily with reports to ensure legitimacy of transactions

-Credited and debited large transactions to and from client accounts

-Tracked all incoming and outgoing correspondence

-Submitted large stock transactions to the New York Stock Exchange

-Responsible for making sure that appropriate forms and documentation were up to date on accounts

-Assisted Financial Advisors in many situations

Thomas County Federal Savings and Loan 2000 – 2002

Bookkeeping Representative and Accounting Assistant

Thomasville, Georgia

-Contacted clients daily to resolve Insufficient Funds issues

-Prepared and mailed large volumes of statements weekly

-Filed checks and savings account cards

-Balanced the banks Certificate of Deposit investments

-Assisted in Accounts Payable and Receivable

-Answered phones

-Provided clients with quality customer service in the office and over the phone

Education

Thomas County Central High School

High School Diploma 1997

Southwest Georgia Technical College

Social Work A.S. 2013 – Current

Metal Health First Aid Certification 2013-2016

Internship 250 hours

Camellia Gardens of Life Care

Social Work Student January 2014 – April 2014

- Performed psychological, psychosocial, and spiritual assessments on all new residents

- Attended family planning meetings for residents to reach a common goal

- Wrote progress notes

- Advocated for the residents within the facility to make sure their needs were met

- Attended activities and assisted as needed

- Helped families during the grieving process during the loss of a loved one

- Became familiar with Medicare and the number of days they would pay for one to be in a nursing facility

Internship 250 hours August 2014 - November 2014

Georgia Pines – Chrysalis Psycho Social Rehab

Social Work Student

- Facilitated group therapy on a wide variety of topics

-Wrote notes from each individual and participation in the group

- Planned daily curriculum

-Advocated to outside resources to help individuals reach their long term goals

(Adult literacy, job fair/training information, and money management)

- Sat in with individuals during their appointments with Psychiatrist

- Planned outings for the groups to increase their social and money management skills

Volunteer

The Gathering Church

Office Assistant August 2013 – December 2014

Sunday School Teacher (3rd-5th grades) Current

Membership Class Catering Current

References

Jennifer Reynolds

Southwest Georgia Technical College

Social Work Program Director 229-***-****

Marla Courtney

Camellia Gardens of Life

Social Services Manager 229-***-****

Geri Siddell

Psychological Center for Growth and Development

Business Manager 229-***-****

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