Customer Service Agent with Client Relations

Stephanie McKinney

Minneapolis, MN ***** 507-***-**** ************@*****.***

Professional Summary

Motivated and versatile professional with extensive experience in client relations, administrative support, and healthcare coaching. Skilled in financial aid advising, appointment scheduling, candidate screening, and customer engagement. Adept at managing multiple priorities with professionalism and attention to detail. Seeking a dynamic role where my skills can contribute to organizational success and client satisfaction. Core Competencies

Customer Service & Relationship Management

Financial Aid & FAFSA Support

Recruitment & Candidate Screening

Appointment Scheduling & CRM Management

Data Entry & Record Keeping

Effective Communication & Problem Solving

Healthcare Coaching & Wellness Support

Professional Experience

Healthcare Coach

United Healthcare – Minneapolis, MN Sep 2025 - Feb 2026 Successfully guided clients in achieving health and wellness goals through personalized coaching. Maintained accurate records and adhered to safety and compliance protocols. SEC Advisor

FA Solutions – Minneapolis, MN August 2024 – January 2025 Guided students through financial aid options and eligibility criteria. Supported students in completing FAFSA documentation and managed aid appeals. Appointment Setter

Home Service Connect – Minneapolis, MN November 2023 – April 2024 Scheduled and coordinated client appointments, utilizing CRM systems. Promotions Appointment Setter (Remote)

NexGen Virtual Office – Minneapolis, MN August 2023 – December 2023 Researched business opportunities and scheduled client meetings. Photographer & Client Coordinator

Life365 Portraits – Remote, MN June 2022 – August 2023 Managed client communications, scheduled photo shoots, and maintained CRM records. Conducted outbound calls, generated leads, and scheduled appointments for sales teams.

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Education & Certifications

CNA Certification – Minneapolis Community Technical College Certificates: HIPAA Certification, OSHA Certification, FAFSA Certification Technical Skills

CRM Software: Salesforce, Oracle Communication: Slack, RingCentral, Zoom Chat, Teams

Administrative: Data Entry, Scheduling, MS

Office

Service: Customer Interaction, Email Marketing

Contact this candidate