Customer Service Representative
Resume:
Alexis Surles
CPT/CCMA
Montgomery, AL *****
************@*****.***
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Certified Medical Assistant
Southern Specialty Physicians-Montgomery, AL
March 2024 to Present
• Greets, checks in patients, and notifies appropriate provider. Prepares patient, room and equipment for procedures and exams.
• Takes and records vital signs. Informs provider of patient vital signs and concerns.
• Recognizes and treats emergency patients as a priority, assists with patient examinations and treatments.
• Handles patient situations over the phone, schedules appointments and procedures with medical professionals. Understands limitations in dealing with patients over the phone, and involves nursing staff and providers.
• Register new patients and establishes a medical record using eclinical works EMR system
• Prepares patient billings.
• Assists patients by filling out insurance and other forms.
• Supplies authorized information upon request by third party payors.
• Instructs patients in preparation for specific procedures.
• Collects and processes routine laboratory specimen.
• Operates and maintains clinical equipment.
• Maintains and uses aseptic technique including sterilization, disinfection and disposal of contaminated material.
• Wound Care assistance.
• Cleans, wraps and autoclaves instruments. Cares for supplies and equipment.
• Performs other duties as required or assigned.
Account Manager
Imperial Finance & Trading-Montgomery, AL
March 2023 to July 2023
• Operating as the lead point of contact for any and all matters specific to your accounts
• Building and maintaining strong, long-lasting customer relationships
• Overseeing customer account management, including negotiating contracts and agreements to maximize profit
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
• Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
• Prepare reports on account status
• Collaborate with sales team to identify and grow opportunities within territory
• Assist with challenging client requests or issue escalations as needed Medical Assistant
American Family Care-Montgomery, AL
May 2022 to March 2023
• Taking medical histories
• Explaining treatment procedures to patients
• Preparing patients for examinations
• Assisting the physician during examinations
• Collecting and preparing laboratory specimens
• Performing basic laboratory tests
• Instructing patients about medication and special diets
• Handling Prior authorizations/referrals for patients
• Preparing and administering medications, including by intramuscular, intradermal, and subcutaneous injections—including vaccinations/immunizations, as directed by a physician or other licensed provider
(e.g., a nurse practitioner or physician assistant)
• Transmitting prescription refills as directed
• Phlebotomy
• Taking electrocardiograms
• Wound care and changing dressings
Phlebotomist
CSL Plasma-Montgomery, AL
May 2020 to June 2022
• Customer service
• Successful venipuncture to set up donors
• Setup and take down of Apheresis machine
• Asepsis Cleaning and proper disposal
COVID-19 Tester
Bloom Health Partners-Montgomery, AL
September 2021 to May 2022
• Greeting staff, patients, and visitors.
• Taking temperatures with a thermal thermometer.
• Complete COVID-19 screening questions with all individuals entering the building.
• Ensuring all individuals entering the schools are wearing masks or handing out masks as necessary.
• Ensuring all individuals use hand sanitizer prior to entering clinics.
• Other duties as assigned by Supervisor.
• Experience in fast paced and large volume patient care/customer service establishments.
• Ability to communicate clearly.
• Ability to work with little supervision.
• Ability to establish and maintain effective working relationships with patients, employees, and the public.
• Ability to work physically enduring shifts.
Customer Service Representative
TitleMax of Georgia/Alabama-Montgomery, AL
November 2018 to June 2019
• Superior conflict resolution and customer service skills
• Exceptional multi-tasking abilities
• Extensive knowledge of working spreadsheet programs, data tracking software, and Microsoft Office, and company products
• Processing Title loans, financial advising, Finance, Collections/Repossession
• Organized and detail-oriented with handling high volumes of cash.
• Full car ACV inspections
• Creative problem-solving and critical thinking skills
• Friendly, engaging personality, upbeat and positive attitude regardless of the type of conversation
• Record-keeping and documentation skills
• Excellent written and oral communication as well as conversational skills Collections Representative II
Holmes Motors-Montgomery, AL
October 2017 to February 2018
• Responsible for reaching out to customers to collect payment for overdue bills, loans, or other payments.
• Acts as the liaison between business and customers and manages overdue accounts
• Organize list according to severity of delinquency.
• Locate customers using credit bureau information, background checks, loan documents, and other paperwork or databases.
• Utilize computer systems to handle skip tracing.
• Inform clients of overdue accounts and amount currently owed.
• Review terms of sale or loan documents.
• Ensure all customer information is correct, including phone numbers and addresses.
• Made calls and listen to customer's story and determine if debt can be collected.
• Set up repayment plans and new terms of sale.
• Initiate repossession proceedings in a single 1 man office with specialties in debt collection
• Follow federal and state laws dealing with debt collection.
• Purge records from deceased people or if debt has been paid. Customer Service Representative
Sykes Enterprises-Montgomery, AL
April 2015 to October 2017
• Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.
• Research customer questions regarding electronic funds transfers and initiate "Reg E" disputes when appropriate, including the completion of all necessary documents and affidavits.
• Verify information on ATM/debit card to the information in customer database.
• Update the system with messages regarding ATM/debit cards and service charge rebates.
• Perform customer requested research, including printing statement and check copies.
• Transfer funds to cover customer overdrafts as directed by bank operations.
• Notify the Fraud/Claims department of required adjustments as reported by customers. Chemical Specialist United States Army
UNITED STATES ARMY / ARMY RESERVE
January 2012 to June 2017
• Assisted in the establishment and application of NBC defense measures
• Provided training advice and supervision regarding the proper use and maintenance procedures for chemical equipment and chemical operations
• Forklift driving to move heavy equipment
• 2 ton Truck driving during works convoy's
• Operated and performed operator maintenance on smoke generating equipment, NBC identification/ detection and decontamination equipment
• Assisted in preparing and maintaining disaster operations plans
• Trained military and civilian personnel on what to do in an emergency
• Operated and maintaining nuclear, biological and chemical detection and decontamination equipment
• Conducted surveys to determine needs in the event of an emergency
• Monitored disaster preparedness activities and training operations Education
Bachelor's in Exercise Science - Pre Health Concentration Troy University - Troy, AL
January 2013 to December 2019
High school in General Studies
Jefferson Davis High School - Montgomery, AL
August 2009 to June 2012
Associate's degree
Skills
• CSR
• Customer Care
• Customer Service
• Call Center
• Clerical Experience (3 years)
• Office Experience (3 years)
• Organizational Skills (9 years)
• Filing (8 years)
• Administrative Experience (3 years)
• Microsoft Word (10+ years)
• Microsoft Powerpoint (10+ years)
• Excel (10+ years)
• Patient observation
• Documentation review
• Title Processing
• Conflict Management
• Medical Records
• Microsoft Outlook
• Phlebotomy
• Venipuncture
• Patient Care
• Laboratory Experience
• Vital signs
• Loan processing
• Computer skills
• Phone triage
• Data collection
• Typing
• EMR Systems
• Experience Administering Injections
• HIPAA
• Analysis skills
• Windows
• Customer support
• ICD-10
• Customer service
• EHR systems
• Technical support
• Patient monitoring (2 years)
• Workday (5 years)
• Personal assistant experience (3 years)
• Caregiving
• Customer service
• EMR systems
• Vital signs
• Typing
• Medical records
• Clerical experience
• HIPAA
• Specimen collection / processing
• Supervising experience
• Leadership
• Medical terminology
• ICD-10
• Documentation review
• Account management
• Prior authorization specialist
• Accounting
• Sales
• Front desk
• Microsoft Office
• Computer skills
• Driving
• Forklift
• Upselling
• Restaurant experience
• POS
• Hospitality
• Communication skills
• Serving
• Bartending
• Cash handling
• Google Docs
• Administrative experience
• Phone etiquette
• Care plans
• Phlebotomy
• Physiology knowledge
• Nursing
• Laboratory experience
Military Service
Branch: United States National Guard
Rank: E4
Certifications and Licenses
Hazardous Materials Technician
July 2016 to Present
CHEMICAL HAZMAT WITH U.S. ARMY
CPR Certification
Certified Phlebotomy Technician
May 2021 to May 2023
NHA
BLS Certification
AHA
Certified Medical Assistant
CCMA Certification
RMA
Assessments
Customer service — Proficient
March 2020
Identifying and resolving common customer issues
Full results: Proficient
Medical terminology — Proficient
April 2022
Understanding and using medical terminology
Full results: Proficient
Customer focus & orientation — Proficient
September 2021
Responding to customer situations with sensitivity Full results: Proficient
Attention to detail — Proficient
April 2022
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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