Remote Data Entry Assistant

CONTACT

Address : Crawford, MS *****

Phone : 417-***-****

Email : *************@*****.***

SKILLS

Client Service Operations

Sales Systems & Coordination

Insurance & Account Management

• Customer/Patient support

• Active listening

• De-escalation

• Conflict resolution

• Customer follow-up

• Policy explanation

• Needs assessment

• Escalation handling

• Retention support

• Case management

• Salesforce

• CRM documentation

• Appointment scheduling

• Account updates

• Data entry

• Pipeline management

• Insurance policy analysis

• Policy renewal processing

• Claims support

• Cross-selling

• Customer onboarding

PROFESSIONAL SUMMARY

Customer Success Representative with experience guiding customers through issue resolution, clear communication, and dependable follow-up. Uses CRM tools to document interactions, schedule appointments, and keep customers moving toward answers without losing momentum. Builds satisfaction by de- escalating concerns and keeping service organized across high-volume contact channels.

PROFESSIONAL EXPERIENCE

Life Insurance Agent, 08/2024 to 08/2025

Primerica

Volunteer Engagement Specialist, 10/2011 to 07/2014 American Red Cross

Scheduler and Training Coordinator, 11/2007 to 12/2011 Virtual Day Planners

Guided customers in understanding insurance options and selecting plans tailored to their specific needs.

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Handled high-volume inbound and outbound calls along with face-to-face meetings daily, maintaining professionalism and empathy throughout interactions.

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Built strong client relationships through clear communication, follow-up, and dependable service.

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Addressed customers' questions and concerns to improve satisfaction and support positive outcomes.

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• Remote

Provided educational information and aid to volunteers, community members, and event participants to enhance engagement and support.

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Coordinated communication across diverse groups to ensure smooth event support and service delivery.

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Conducted interviews and verified information of new volunteers to ensure accurate records and readiness for service.

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Facilitated onboarding and training by clearly explaining processes and addressing questions to promote effective integration of new volunteers.

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Spoke with people in need, businesses for donations, and communities about being prepared for disasters.

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Taught different classes to help communities learn about the Red Cross, CPR, and other life saving skills.

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Coordinated Wholesaler's calendars by scheduling meetings with Advisors across multiple time zones, ensuring accurate details and minimizing scheduling conflicts.

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Conducted more than 100 daily outbound calls, responded to client inquiries, and provided clear follow-up communication.

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ANGELA GOSSETT

Supervisor / Trainer / Telemarketer, 03/2001 to 12/2004 Valdoro Marketing

Maintained precise customer/client records, call notes, and scheduling details in Salesforce to enhance reliability of customer service.

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Drafted and responded to emails from prospective applicants, Advisors, and businesses to facilitate effective communication.

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• Remote

Provided customer-focused sales support, addressed objections, and navigated callers through service information to enhance customer understanding.

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Met high call-volume expectations with customers while staying productive and seeing that customers have a professional customer experience.

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Achieved high call-volume targets while ensuring productive interactions and maintaining a professional customer experience.

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• Recruited, verified potential customers and employees' information. EDUCATION

High School Diploma

Ray-Pec High School - Peculiar, MO

ADDITIONAL INFORMATION

Experienced working with patients and insurance companies in the billing department of L.E. Cox Hospital about billing discrepancies, prior authorizations, subrogate insurance companies, patient payments and payment arrangements.

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• 2 years of college; majoring in Business Administration

• Experienced in handling high-volume calls and customer inquiries

• Strong ability to de-escalate concerns and provide solutions

• Comfortable using CRM systems and tracking customer interactions

• Flexible schedule, including evenings and weekends

• Strong attention to detail and positive, upbeat attitude

Contact this candidate