Kanisha Puckett
Customer Relations
Dallas, TX
************@*****.***
Cell 469-***-****
Responds Faster With Email
Authorized to work in the US for any employer
I’m a self- motivated individual that has the ability to use multiple computer screens and programs while assisting customers. I pride myself on providing the best service with a warm and optimistic disposition. Work Experience
Childcare OVERSEER – Dallas, Texas
• Managed children activities and instructed children’s courses
• Support teachings and learning centers
401K Specialist
Fidelity Investments - Westlake, TX
March 2021 to June 2024
● Assisted incoming participants with locating, managing, and opening and closing, transfer their 401K accounts for prior, current, and future along with other retirement accounts associated with their employers.
● Located and tracked payouts and a large sum of money transfers between employers for incoming calling participants.
● Escalate and De Escalate incoming participants regarding their personal and employers 401K and retirement accounts.
● Transferred and authenticated All incoming participants, if they weren't in my current accounts that I specifically managed and to AT-RISK for failed authenticated calls.
● Utilized several different systems, with screen monitors and companies system programs. Patient Service Rep/Mail Order Pharmacy
McKesson Pharmacy-Randstad (Remote) - Irving, TX
August 2020 to November 2020
• Answered patient calls to coordinate and process new patient medication orders and reorders • Receive and assist with a high-volume of inbound calls from patients, pharmacies and/or providers and or de-escalate calls • Transmit prescription orders to pharmacies verbally and/or electronically in a timely manner • Processed orders for shipping
• Entered prescriptions into the computer system
• Verified correct PBM on patients account
• Contacted doctor's offices and insurance companies to ensure the accuracy of our patient's specialty medication orders
• Maintain confidentiality of issues and adheres to all applicable regulations, including HIPAA. • Manage daily task list to meet department performance metric goals
• Maintain detailed and accurate case documentation in admin system, including description of issue and resolution
• Tracked shipments of patient medication
• Familiar with Drop-Ship, Script Med, Skype, Zoom, Google Teams, Beeline, Verint, Five9 Investment Advisor Service Rep
IPS- State Farm/Randstad Staffing - Richardson, TX May 2019 to July 2020
• Assisted clients with navigations of their investment accounts and setting up their portfolio • Answer phone calls and emails as it relates to advisor inquiries
• Offer insight to Product, Marketing, and Engineering teams to help build a better product • Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services
• Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives
• Build and maintain client financial and investment plans and up-to-date and acquire new clients on an ongoing basis
Genpact- Richardson, TX
Social Media Analyst
Genpact - Richardson, TX
March 2018 to March 2019
• Manages and executes social media content on several different platforms
• Conduct various types of social media and background investigations; utilizing social media research, public record research and third-party databases to build leads and assist with investigations • Researched and resolved all issues related to spam, account takeover and terms of service violations. • Able to manage internal escalations received for fraud and all other disputes • Remained up to date on key workflow changes, operational guidelines and policy updates • Effectively identify problems and issues by performing relevant research using the appropriate tools • Identify and analyze social care trends and relevant community metrics
• Monitor day-to-day and promoted posts social media efforts on all social channels • Maintain and promote a positive attitude while meeting productivity and quality goals Campus Box Sales Rep
All Goods LLC - Grand Prairie, TX
July 2017 to February 2018
• Assisted High School Student with Networking is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals
• Managed outbound calls to businesses and organizations for different fundraisers for high school sports teams, such as SPN, Varsity, and Campus Box
• Answered phones and responded to general telephone inquiries, and transferring callers to the appropriate party • Greeting callers, campus visitors, students, faculty, staff and the general public in a courteous, friendly, and professional manner.
• Filed documents, made copies and ran errands
• Cashiered events
• Maintained confidentiality of students privacy as required by department policy and procedure Registered Pharmacy Tech Trainee
CVS Caremark - Richardson, TX
December 2015 to February 2017
• Assisted customers and patients with over the phones questions and issues
• Filled, filed and typed in prescriptions
• Uploaded, verified and billed patient's insurance
• Identified patient's insurance benefits, co-pays and deductibles
• Transferred prescriptions and requested refills for patients
• Processed patient charges and transactions
• Notified doctor's office if Prior Authorization is needed
• Reported prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program
• Familiar with Excel, Word, Outlook, Windows, Microsoft, PowerPoint, Internet Explorer, Spreadsheet, 45 WPM
Education
Associate's
Degree in Pharmacy Technician
Bryan University - Remote
September 2023 to Ongoing
High School Diploma
Skyline High School - Dallas, TX
August 2010 to May 2014
Skills
• Customer service (10 years)
• Financial Planning
• Scripting (2 years)
• Medical Office Experience
• Pharmacy Technician Experience
• Prior Authorization Experience (3 years )
•SQL
• Fundraising
• XML
• MySQL
• Microsoft Office (10+ years)
• Microsoft Word (10+ years)
• Microsoft PowerPoint (10+ years)
• Microsoft Outlook (10+ years)
• Microsoft SQL Server (10+ years)
• Typing (10+ years) 40 WPM
• Organizational Skills (10+ years)
• Customer Service (10+ years)
• Medical Terminology (8 years)
• Medical Office Experience (4 years)
• Pharmacy Technician Experience (5 years)
• Medical management (2 years)
• Customer support (10+ years)
• CRM software
• APIs
• JavaScript
• Java
• User Interface (UI)