Center CSR Office Assistant Data Entry

*** **** * ****** ****** OREGON, *****

541-***-**** ***********@****.***

BOBBIE J. KAUFMAN

COMPASSIONATE FRONT OFFICE PROFESSIONAL WITH OVER 10 YRS OF CUSTOMER SERVICE EXPERIENCE

Driver/Dispatcher January 2020 - Present

Philomath, OR

●Drove SPED bus transporting pre-K, elementary, middle, & high school students

●Helped make calls for LIPI (Limited In Person) students with update on bus information

●DIspatched school bus drivers as main dispatcher

●Assist routing with various projects

●Open office in the morning

●Check mail

●Check in drivers using the positive check-in

●Using a 2 way radio to stay in contact with drivers on route & the shop

●Making sure all routes and shuttles are covered for next day & week

●Making sure routes are covered, if possible, when drivers call out that morning

●If a route can not be covered, send information to the school district regarding students & parent information for notifications to be sent out regarding delayed route

●Coordinate meal & supply delivery with drivers

●Record students riding activity to send to corporate for reimbursement from state

●Answering parent & school questions regarding students' routes

Receptionist/Office Assistant November 2018 - 2019

Security Monster, Inc, Eugene, OR

●Answer phones & direct callers to appropriate persons

●If a client needs IT, I create a service ticket and assign to Tech Support

●Collect customer payments over the phone & set up auto pay if the client desires

●Apply for electrical permits through the City or County where a new job is to take place

●Schedule for a City or County electrical inspector to inspect finished jobs

●Purchase, assign, track, & log minor electrical label permits with the State

●Assist clients when they call during an active alarm

●Assist my team where ever possible

●Perform miscellaneous duties as requested by the managers

Office Manager March 2007- Present

B. Kaufman Construction, Inc., Halsey, OR

●Enter customer payments into QuickBooks Pro

●Send invoices, current and past due, to customers

●Set up new customer profiles

●Receive payments for completed jobs

●Take deposit to bank & Record deposits and payments in QuickBooks Pro

●Filing alphabetically and numerically

●Go to customer home or business to perform tile and/or grout repair as well as sealing all grout

Scheduling Coordinator July 2017-January 2018

Oakmont Family Dental, Eugene OR

●Check patients in for their appointments

●Check patients out, taking any monies due and scheduling any return appointments as necessary

●Call and check insurance eligibility, get benefit breakdowns and update patients profile as needed with new insurance information

●Call to remind patients of their appointments

●Close the office and balance all providers production for the day

●Open office and retrieve any voicemails left over night from patients

●answer phone calls, schedule patients, new and existing

●Create new patient profiles in EagleSoft or update existing patient information as needed

RideSource Call Center CSR June 2016-August 2017

Special Mobility Services/RideSource, Eugene, OR

●Efficiently screen clients to determine eligibility for program

●Arrange lowest-cost, appropriate rides according to SMS policies and procedures

●Receive ride requests, process promptly, treating clients with courtesy

●Obtain client information, and according to SMS policies, determine eligibility for transportation

●Document specified information for each ride request according to SMS procedures

●Determine whether ride requests qualify under program guidelines

●Approve/deny individual ride requests according to policies and document reasons for decision

●Determine appropriate transportation for client based on client needs

●Maintain highly sensitive, HIPPA protected client files in a secured file room

●Arrange transportation and document required information according to SMS procedures

●Issue authorization and denial letters as required by program

●Initiate appointment confirmation requests as required by program

●Advise supervisor immediately of any problems making difficult or complex ride arrangements

●Notify supervisor immediately of transportation problems reported by clients or providers

●Perform additional tasks as assigned by supervisor

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