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Call Center Appointment Setter

Location:
Palm Harbor, FL
Posted:
October 31, 2024

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Resume:

Christine Columbus

Palm Harbor, FL *****

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

727-***-****

REMOTE

Authorized to work in the US for any employer

Work Experience

Appointment Setter

Pearse Consulting-Palm Harbor, FL

December 2022 to Present

Call center with inbound and outbound calls for B2B. We provide companies with a team of experts to assist in marketing, consulting, writing and submission of proposals for public (government) and private

(corporate and/or non-profit) funding opportunities for businesses to maximize their revenue streams. Information documented using CRM.

Member Relations

Matrix Medical Network-Largo, FL

May 2019 to January 2020

727-***-****

This was a very large call center. Inbound and outbound calls made using a dialer. Called upon members to schedule appointments with nurse practitioners. Received calls from members regarding their appointments. Called members to confirm appointments, their home address location and any other pertinent information. Information was documented using CRM system. Education

High school or equivalent in Business

Lakeview High School

September 1984 to June 1988

Skills

• Skills and renewal quotes, binding new business and renewals, getting binders and invoices in the allotted time frame and sending to the insured, billing and other various account duties. Sending all policies to the clients via email or mail. Responsible for

• Knowledge of Commercial Insurance Products record keeping of marketing material to get a better knowledge of what products

• Knowledge of AMS360 & Tam/Applied, Ezlynx, various carriers and brokers offered. Maintained daily office functions, handled all

• Excel, Microsoft Word, Outlook employees time cards, daily banking, handled all ACH/Direct Deposit that was made

• Detailed and organized work ethic via website.

• Payroll, Bookkeeping, Scheduling

• Solace Insurance

• 10125 Ulmerton Rd. Largo, FL 33771

• Commercial Lines CSR

• Jan. 2016 to July 2018

• I was responsible for obtaining quotes for new business and renewals, shopping for quotes for renewals if requested by the insured, binding and processing of all aspects, including billing. Maintained accounts on a daily basis, issuing certificates. Dealt professionally and proactively with various brokerage firms and developed solid relationships with clients through excellent customer service.

• Prime Group Insurance

• 5402 W. Laurel St., Tampa, FL 33607

• Commercial Lines CSR

• Apr. 2011 to Sept. 2016

• I handled the department for the Small Business Unit and was responsible for obtaining quotes, new and renewals, binding, processing of all aspects. Maintain accounts on a daily basis. Deal professionally and proactively with various brokerage firms and developed solid relationships with clients through excellent customer service.

• Nicholas Insurance Group LLC

• Oldsmar, FL

• CSR

• Feb. 2009 to May 2011

• I was responsible for all aspects of the commercial lines department. This was a smaller company where myself and another Agent consisted of the commercial lines department. We handled all aspects of the commercial lines department.

• Jack Rice Insurance

• Largo, FL

• CSR

• Mar. 2006 to Feb. 2011

• Started as a processor and was promoted to a CSR where I assumed the responsibility of small commercial lines accounts. I was responsible for obtaining quotes, new and renewal, binding, and billing for all accounts.

• Afford A Staff

• Clearwater, FL

• Human Resource/Payroll Manager

• June 2003 to Mar. 2006

• Handled all payroll functions, new hire reporting and terminating of employees with the State. ACH and direct deposit banking duties. Accident reporting of Workers

• Compensation claims. Processed Workers Comp certificates and reduced injury reporting by conducting loss prevention and safety audits. Filed and appealed all unemployment claims and decreased filings through appeals. Implemented a Drug Free Program that generated lower costs in Workers Comp.

• Drug Free Program. Sales and marketing. Bank reconciliations, A/P and A/R.

• Front desk

• Typing

• Construction

• Data collection

• Leadership

• EMR systems

• Home & community care

• Quality control

• CRM software

• Telemarketing

• Senior care

• Negotiation

• Google Ads

• Order entry

• Sales support

• Database management

• Google Suite

• Customer support

• Client services

• Order fulfillment

• Computer hardware

• NetSuite

• Order fulfillment

• Computer hardware

• ServiceNow

• QuickBooks

• Grammar Experience

• Word processing

• Windows

• Office management

• IT

• Accounts Receivable

Certifications and Licenses

Certified Notary Public

November 2015 to November 2027

Assessments

Administrative assistant/receptionist — Proficient June 2024

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Home health aide skills — Proficient

June 2024

Providing care to patients in a home setting

Full results: Proficient

Work style: Reliability — Proficient

June 2024

Tendency to be reliable, dependable, and accountable at work Full results: Proficient

Retail customer service — Proficient

June 2024

Responding to customer situations in a retail setting Full results: Proficient

Food service: Customer situations — Proficient

June 2024

Identifying and addressing customer needs in a food service setting Full results: Proficient

Sales skills — Proficient

June 2024

Influencing and negotiating with customers

Full results: Proficient

Customer focus & orientation — Proficient

June 2024

Responding to customer situations with sensitivity Full results: Proficient

Medical receptionist skills — Proficient

June 2024

Managing physician schedules and maintaining accurate patient records Full results: Proficient

Marketing — Proficient

June 2024

Understanding a target audience and how to best communicate with them Full results: Proficient

Social media — Completed

June 2024

Knowledge of social media techniques and analytics interpretation Full results: Completed

Scheduling — Proficient

October 2024

Cross-referencing agendas and itineraries to avoid scheduling conflicts Full results: Proficient

Customer service — Proficient

July 2022

Identifying and resolving common customer issues

Full results: Proficient

Call center customer service — Proficient

June 2024

Demonstrating customer service skills in a call center setting Full results: Proficient

Customer service — Proficient

June 2024

Identifying and resolving common customer issues

Full results: Proficient

Management & leadership skills: Impact & influence — Completed July 2022

Choosing the most effective strategy to inspire and influence others to meet business objectives Full results: Completed

Work style: Reliability — Proficient

June 2024

Tendency to be reliable, dependable, and act with integrity at work 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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