Customer Service Account Executive

Sharon L. Broadrick

**** **** ***., ********, ** 33803

Ph. 863-***-****

************@*****.***

CAREER SUMMARY: I am a professional with more than 23 years of experience in multiple fields. I am skilled in the following areas with proven results – Credentialing and healthcare administration, medical management, sales, B2B business marketing and development with proven increase in company revenues, strong customer service skills. Extremely self-motivated with a passion for helping others achieve success. My strong skills and determination to succeed are key and my ability to adapt in any industry where I develop new skills drives my success.

Account Executive

Telvista

April 2022 to December 2022 Remote

B2B Sales / Outbound / Inbound

•Handle inbound and outbound warm leads in a courteous, timely and professional manner

•Ensure first call resolution through problems solving and effective call handling

•Research systems to find missing information as applicable; coordinate with other departments to resolve issues when needed

•Accurately document and process customer claims in appropriate systems

•Lead fact-finding discussions to determine the best options for the customer

•Utilize knowledge base and training to accurately answer customer questions while following all required scripts, policies, and procedures

•Upsell products / equipment / services

•Prepare DocuSign’s

•One Call close technique

•Meet monthly goals

Customer Service Representative

Florida Tile, Inc.

November 2020 - December 2021 Lakeland, FL

Operations

•Accurately perform order entry process, to include product, quantity and price verification

•Confirm orders placed by customers via phone/fax/internet

•Perform stock and price checks for customers and other branches

•Provide freight/shipment information (cost/tracking/etc) to customers/branches in a timely and accurate manner

•Apply freight and handling expenses to orders so as to be able to effectively invoice customers for related expenses

•Regularly follow up with customers as to the status of their order(s)

•Make collection (A/R) calls/contacts as directed by Branch Manager/Branch Operations Manager

•Perform other daily tasks as directed by Branch Manager/Branch Operations Manager

Sales Related Responsibilities

•Promote add-on sales at the time of order entry via the promotion of sundries and other related items

•Assist trade and showroom customers in the selection of products

•Acquire a high level of product knowledge about the company’s products and be able to effectively respond to inquiries as they relate to the recommend (or restricted) use

•Maintain the CSR work area in an organized manner that is conducive to sales and service

•Provide support to the OSR/BCSS and Design Sales Consultant in the performance of their duties. Assist as directed by Branch Manager/Branch Operations Manage

•Additional duties assigned

Purchasing Agent/Hostess/Sales Associate/ Model Home & Sales Office Manager

Kensington Homes, Inc. Arthur Rutenberg Homes

March 2018 to September 2020 Purchasing Agent/Hostess/Sales Associate/Model & Sales Office Mgr. Lakeland, FL & Auburndale, FL

●Purchasing Agent – Responsible for creating job budgets, preparing bid packages for subcontractors, concierge to home buyers, prepared permit packages, scheduled surveys

●On-site coverage of model home to include marketing and realtor events

●Sales Agent - Provided model home tours to guests and/or potential buyers

●Administration – Prepared legal documents for clients, Building Agreements, Lot Purchase Contracts, Lot Marketing Agreements, and various other administrative duties.

●In & Outbound calls and emails with customers interested in obtaining more information about our company with desires to build.

●Responsible for scheduling appointments with customers to meet with sales associate, scheduling conference calls, studio time with Design Center, and concierge fostering warm relationships with customers.

●Manage Model & Sales Office – purchased supplies and daily inspection of property for any maintenance needs and provide report to site supervisor.

Uber Partner / Lyft Partner / My 5 Star Rides

December 2017 – Current Partner/Owner Operator Tampa, Orlando, & Lakeland, FL

•Work with Uber App providing rides and food deliveries to individuals in multiple cities

•Uber Eats driver – Pick up and deliver food to multiple residents in multiple cities

•Package/Parcel Deliveries

Dean Medical Inc.

January 2007 – October 2017

Practice Administrator Lakeland, FL

•Management of daily clinical operatives

•Credentialed and conducted orientation for all new hires

•Managed staff, QuickBooks, Payroll, HR

•Worked with accredited medical schools and colleges to foster students in need of clinical hours for certification requirements

•Meet and greet new perspective patients

•Liaison to Insurance representatives and conducted on-site inspections for credentialing with insurance plans

•Collaborated with insurance liaisons to organize open enrollments conducted on company premises

•Verified benefits, scheduled appointments, collected co-pays

•Managed yearly HIPAA audits and maintained all physician’s licenses

•Quarterly and yearly scheduling of CME’s for physician (i.e., enrollment for continuing education)

•Produced Policies & Procedure manual as per FLA Statue guidelines and maintained updates

•Provided management and data for MRO (Medical Review Officer) services

•Conducted Drug & Alcohol testing

•PQRS (Physicians Quality Reporting System) Reporting & Management of Meaningful Use Reporting Data for payment incentive recognition from CMS Medicare using EMR (Electronic Medical Records)

•Weekly and monthly reporting and review of assessments performed by off-site practitioners for Optum/United Health Care contracts

•Audited billing records sent to an off-site billing company for billing services for multi-payers

•Liaison with Lakeland Regional Health (LRH) ER for MVA (Motor Vehicle Accident) patients

• Maintained scheduling of follow-up visits for patient’s suffering post trauma therapy, verified PIP (personal injury) benefits, and deductibles.

•Collaborated with insurance adjusters, review EOB’s, managed progress notes, lab requisitions, etc.

•Established new business to increase company’s profitability and proven successful

EDUCATION

1977 -1981 Bartow Senior High School Bartow, FL

Manatee County Workforce - GED - 2005

•General Curriculum

•Advanced English & Introduction to Bookkeeping

•Microsoft Office Suite (365), Adobe Photoshop, Type 75 WPM

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