Customer Service Representative
Resume:
Markeita Daugherty
Cincinnati, OH *****
************@*****.***
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Retirement Specialist
Mutual of America-Blue Ash, OH
August 2024 to July 2025
• Strong knowledge of financial markets, retirement account types, planning, and strategies
• Adapt quickly within a fast changing environment
• Strong analytical and problem solving skills that result in higher client satisfaction
• Provide appropriate solutions that meet client needs and result in additional asset gathering opportunities
• Establish rapport quickly and engage in meaningful conversations
• Remain current on all policies, procedures, and training
• Excellent organizational skills and attention to detail; ability to handle multiple tasks
• Consult plan sponsors and newly enrolled participants Revenue service representative
Johnson Service Group Inc-Cincinnati, OH
November 2023 to July 2024
• Resolve HTA Gas meters not estimating in customer accounts
• Sending letters out to Duke customers to have access to meters
• Call customers to set appointments for technicians for reads
• Customer service professionalism for Duke Energy
• Knowledge in Microsoft Teams Trackers, C4C and ISU system Appointment Setter/ Inside Sales CSR
Universal Windows Direct-West Chester, OH
June 2023 to March 2024
• Proven success with past employment
• Servicing 150-200 customers remotely from Inbound and Outbound calls
• Proficient computer skills in a Windows-based environment
• Call customers to schedule and confirm their appointments
• Answer questions about our services and hours • Experience in prospecting and research
• Experience with SalesForce and Customer Relationship Management (CRM)
• Knowledge of MS OutlookWord, and Salesforce
• Attention to detail and accuracy when making notes in the system
• Prior phone salestelemarketing, or appointment setting Inbound Customer Service Representative
Aston Carter-Cincinnati, OH
December 2022 to June 2023
• Responded to telephone inquiries and complaints using standard scripts and procedures.
• Gathered information, researches/resolves inquiries and logs customer calls.
• Communicated appropriate options for resolution in a timely manner.
• Informed customers about services available and assesses customer needs.
• Provided information for the JJPAF Rx products.
• Prepares standard reports to track workload, response time and quality of input. Scheduler
Halo Home Health care-Cincinnati, OH
March 2017 to December 2022
• Greet clients in person and over the telephone
• Scheduling clients with Home health aids with daily/weekly shifts
• Assisted clients with appointments and scheduling transportation
• Verify clients insurance eligibility
• Follow up with clients to ensure their needs are met
• Maintain clients confidentiality and privacy
Collections Representative
Indigo Industries-Cincinnati, OH
July 2017 to March 2019
• Identified delinquent accounts, took appropriate action, and recorded pertinent notes in system.
• Communicated with sales team and customers regarding account status, orders, and payments, builds customer relationships.
• Analyzed credit service bureau data as needed and recommended changes required to credit limit or collection actions.
• Identified high risk /delinquent accounts and initiated collection action.
• Action included but was not limited to placing orders on hold and contacting customer for payment via email, fax, and/or phone.
• Documented customer contact and collection action taken in accounts receivable system and physical file as needed.
• Made recommendations on accounts receivable reserve for accounts within assigned portfolio.
• Provided input when placing accounts with a collection agency or a third party attorney.
• Notified sales department of delinquent accounts and any actions being taken.
• Developed customer relationships and understood how the customer fits into company strategy. Education
Bachelor's degree in Business Administration
Southwestern College-Cincinnati, OH
April 2006 to October 2010
High school diploma or GED in Educational
Harmony Community School-Cincinnati, OH
August 2002 to June 2005
Skills
• EMR systems
• Product management
• Sales
• Negotiation
• Typing
• Product demos
• Front Desk (10+ years)
• Yardi
• Medical Office Experience (10+ years)
• Upselling
• Relationship management
• Microsoft Office
• Writing skills
• B2B sales
• Inside sales
• Typing (10+ years)
• Microsoft Outlook (10+ years)
• Salesforce
• Recruiting
• Medical Scheduling (6 years)
• Marketing
• ICD-10
• Outbound sales
• Customer service
• Customer service (10+ years)
• Time management
• QuickBooks
• Merchandising
• Continuous improvement
• Windows
• Medical terminology
• Data entry (10+ years)
• CRM software
• Customer support (10+ years)
• Cold calling
• Pricing
• Multi-line Phone Systems (10+ years)
• Research
• Front desk
• English (10+ years)
• Sales (10+ years)
• HIPAA
• Microsoft Excel (10+ years)
• Upselling (10+ years)
• Financial services
• Accounts receivable
• Credit analysis
• Vital signs
• English
• Customer relationship management
• Software sales
• Phone etiquette (10+ years)
• Windows (10+ years)
• Telemarketing
• Organizational skills
• Communication skills (10+ years)
• Analysis skills
• SAP CRM
• Retail sales
Certifications and Licenses
CompTIA Network+
CompTIA A+
Series 7
CompTIA Security+
Contact this candidate