Customer Service & Learning Specialist

Max Perry

Ocala, FL ***** 609-***-**** **********@*****.***

Professional Summary

Experienced Learning Specialist and Customer Service Representative with a strong background in training, payroll management, and client support. Skilled in onboarding new hires, resolving customer inquiries, and managing office operations. Demonstrated ability to streamline processes, support banking and healthcare clients, and maintain accurate records in fast-paced environments.

Work Experience

Brand Ambassador

Vip Desk Connect Alexandria, VA

November 2020 to Present

MSR for AARP campaign. Rewards and web registration as well as trained in chat and Medicare certification. Learning Specialist

Sitel

August 2017 to October 2020

• Trained new hire agents for PSCU and Best Buy, achieving onboarding goals by delivering comprehensive training programs

• Managed payroll and agent training, ensuring accurate compensation and compliance with company standards Customer Service Representative

Sitel Ocala, FL

May 2016 to August 2017

• Answered calls for clients and enrolled participants into health coverage, ensuring accurate and timely processing

• Collaborated with clients to order phones and cable television, troubleshooting and activating cell phones to resolve issues efficiently

• Reviewed orders and bills for customers, ensuring accuracy and resolving discrepancies

• Help members with their personal and business banking needs, providing tailored support and solutions Office Worker

PM Respiratory Services, Inc Ocala, FL

May 2007 to October 2015

• Entered new patient information, maintaining accurate and up-to-date records

• Processed bank deposits, ensuring timely and accurate financial transactions

• Scanned documents and filed records, supporting transition to a paperless office

• Created paperless office by digitizing records and streamlining document management

• Assisted customers, providing prompt and courteous service

• Set up CPAP and nebulizer machines, ensuring proper equipment use for patients

• Ordered inventory and tracked select items, maintaining optimal stock levels

• Paid bills, ensuring timely vendor payments and accurate bookkeeping

• Performed light typing and managed company e-mail, facilitating internal and external communication

• Credentialed with insurance companies, supporting compliance and patient billing processes

• Monitored nebulizer closets with several doctors' offices, ensuring equipment availability

• Recorded patient payments, maintaining accurate financial records Education

High School Diploma

Mattoon Senior High School Mattoon, IL

May 1975

Skills

Training Delivery Order Processing Payroll Processing Credentialing Inventory Management

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