Customer Service Representative

Location:

Posted:

March 07, 2015

Maritza Herrera

Office Manager/Receptionist

*************@*****.*** - 347-***-****

WORK EXPERIENCE

Office Manager/Receptionist

Dr. Harry W. Lopez DPM PC - Queens, NY - September 2013 to February 2015

Managed and assisted all aspects of medical practice including making appointments, answering billing issues,

answering phone calls, calling refills and new prescriptions to pharmacies

• Insurance verification, purchasing office supplies

• Acted as liaison between physician, employee and patient in a clinical setting and business setting

• Responsible for maintaining records for physician's federal and state licensures

• Informed and trained staff

• Managed daily closing' to include overseeing patient demographics, charges, insurance payments and patient

payment

Bilingual Financial Advisor/Customer Service Representative

J.P. Morgan Chase - Lake Mary, FL - November 2008 to April 2011

Lake Mary, FL Bilingual Financial Advisor/Customer Service Representative

• Answered card member questions regarding account, billing and credit status with Chase

• Received inbound and outbound calls from card members with unique financial hardship or general customer

service questions

• Listened closely to card member situation and within Chase Bank guidelines, assisted customers in finding

solutions that would benefit both parties

• Negotiated immediate payment and/or promise to pay with specific amount and date

• Counseled customers to utilize debt consolidation options, if in the best interest of card member

• Remained in constant contact with card members scheduling callbacks at their convenience (contact number,

date and time)

• Attended all training and advancement classes

• Maintained the role of Team Spirit Leader and was responsible for organizing team meeting, projects and

volunteer events

• Assisted in the training and development of new representatives

Knowledge of Microsoft Outlook, Word and the Internet

Fluent in Spanish