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Client Service Specialist with CRM Expertise

Location:
Elk Grove, CA
Posted:
January 14, 2026

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Resume:

JUANITA

OROZCO

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

Elk Grove, CA 95624

Bold Profile

Adept at enhancing customer satisfaction and retention, my tenure at ACUMEN LLC honed my skills in complaint handling and CRM software, achieving a notable increase in client loyalty. Leveraging exceptional communication and problem-solving abilities, I excel in fast-paced environments, consistently meeting deadlines and exceeding service expectations.

PROFESSIONAL SUMMARY

SKILLS

Complaint Handling with High

Volume inbound calls

• Performance Tracking

• updating insurance information

processing new orders and

verification of insurance

• Client Support

• Follow-up skills

• Payment Processing

• Meeting deadlines

• Order Processing

• Customer Education

• Account Management

• Service Recommendations

• Database Management

• System Documentation

• Escalation management

• Customer Service

• Teamwork and Collaboration

• Problem-Solving

• Time Management

• Attention to Detail

• Multitasking Abilities

Calm and Professional Under

Pressure

• Reliability

• Excellent Communication

• Computer Skills

ACUMEN LLC - Client Service Agent- WFH

Mesa, AZ • 12/2023 - 09/2024

EDD/ MANPOWER - Internal Auditor-Fraudulent Claims- WFH SACRAMENTO, CA • 10/2021 - 11/2023

WORK HISTORY

Developed strong relationships with clients, resulting in increased loyalty and repeat business.

Enhanced customer satisfaction by addressing and resolving complex inquiries in a timely manner.

Maintained detailed records of client interactions, ensuring accurate documentation for future reference.

Reduced response time to client inquiries by implementing an efficient ticketing system.

Actively participated in cross-functional teams focused on improving overall company performance.

Conducted regular follow-ups with clients to ensure satisfaction and address any concerns promptly.

Implemented process improvements that resulted in increased efficiency within the Client Service department.

Delivered comprehensive product knowledge to clients, enabling informed decision-making on their part.

Provided exceptional support to clients by identifying their needs and offering tailored solutions.

Supported sales efforts by providing pre-sales assistance and post-sales follow-up as needed.

Developed customized reports for clients that provided valuable insights into their account activity.

Coordinated with other departments to resolve client issues efficiently and effectively.

Collaborated with other departments to develop ways to increase customer satisfaction.

• Investigated and resolved customer inquiries and complaints quickly. Coordinated with operations staff to resolve service problems and boost client satisfaction.

Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

• Understanding Customer Needs

• Customer service excellence

• Organizational Skills

• CRM software knowledge

• Client Retention Strategies

ASHER COLLEDGE

1215 Howe Ave Ste 101,

Sacramento, CA 95825 • 10/2015

Associate of Science: Medical

Billing And Coding

EDUCATION

Awarded Helping others when

needed

TriWest Healthcare Alliance - Schedule Coordinator- Call Center WFH 15810 N 28th Ave, Phoenix, AZ 85053 • 10/2016 - 07/2021 Updatingpdating records with updated notes for tracking conversation purposes.

Assisted in the preparation of audit reports that clearly communicated findings and recommendations to key stakeholders.

Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.

• Identified and reported audit issues.

• Investigated discrepancies discovered during auditing process. Contributed to a positive work environment by collaborating effectively with colleagues across all levels of the organization.

Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.

Improved operational efficiency by identifying and addressing financial discrepancies through meticulous examination of financial records.

Conducted training sessions for staff members on best practices in internal auditing, fostering a culture of continuous improvement.

Enhanced customer satisfaction with timely coordination of appointments and updating patients records.

• Answered high volume inbound calls on a timely basis. Navigated through 5 systems to build, track and monitor patients request.

Oversaw appointment scheduling and itinerary coordination for both clients and personnel.

Streamlined internal communication, ensuring accurate and up-to-date schedule information for all team members.

Managed last-minute schedule changes with minimal disruption to daily operations or customer service levels.

Enhanced customer satisfaction with timely coordination of appointments and service requests.

• Improved organization by maintaining comprehensive schedule logs. Managed multiple calendars to support diverse team needs and priorities.



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