Experience

Bray Whaler International

• United States
• Hospitality
• 1 - 100 Employee

• Assistant Project Coordinator

  • May 2022 - Present

  • Receive, Review, understand & input specifications into database. • RFQ Generation • Closely follow up with Vendors for quotes and following up for open RFQ’s. • Coordinate with vendor and designer to answer any specification questions vendors may have. • Create and submit Purchase Orders for Senior Project Manager review/approval. • Request invoice from vendor in a timely manner. • Communicate with vendors to obtain CFA’s, shop drawings, finish samples and any other requested submittals for design approval. • Coordinate with project designer to obtain CFA, shop drawing and finish approvals to send back to the vendor. • Save all design approvals. • Weekly follow up with vendors for status updates on all orders. Bring attention to any potential issues with vendors meeting installation dates. • Update/Data Entry, Order Status, and Submittal reports weekly. • Monitor submittal process and respective dates. Bring attention to any potential issues. • Work proactively with vendors and logistic/freight companies to coordinate shipment of orders. • Coordinate, track and enter shipping notifications and dates. Ensure PO’s are accessible to all that need viewing. • Reconcile inventory reports from the warehouse. • Request flame certs, warranty information and cleaning instructions. Additional responsibilities include, but are not limited to: • Attend project conference calls (Zoom, Google Meets, on site) • Take meeting minutes for project calls as necessary. • Entry of new vendors and contacts into database Show less



Empower

• United States
• Financial Services
• 700 & Above Employee

• Retirement Specialist

  • Jul 2021 - Apr 2022

  Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Senior Customer Service Representative

  • Nov 2019 - Nov 2020

  Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.



Intelli-Source Solutions

• Colorado Springs, Colorado Area

• First Contact Represenative

  • Jul 2018 - Nov 2019

  This Customer Service Representative is a key role, responsible for the Management of VOSCal offerings associated with delivering exceptional customer service and business solutions. Primary responsibilities are partnering with associated organizations on strategic direction and delivering customized VOSCal solutions. Relationship management with the Delivery teams including the Life Cycle Mangers, Support Sales team and SA business partners is a must. Consistent delivery of quality services and an exceptional customer experience is expected of me. Extensive knowledge of corresponding Work Instructions, Audit compliance, Revenue compliance is critical to my personal success and the teams I support. Extended knowledge of SOM, LCC/PUD’s, Roseville Service Center, COE is extremely valuable. My role interacts with all departments and sections of Support My position requires highly effective verbal and written communication skills, and the ability to interact with all levels of Management. Month end responsibilities include the closure of all VOSCal campaigns prior to the team leaving for the day. Show less



Aerotek

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Customer Service Representative

  • Jan 2018 - Nov 2019

  *2-10* Services existing accounts in their established area, develops and maintains relationships through personal contacts and other communication methods. Skilled in diagnosing customer needs, compel change and lead internal and external teams through that change, as well as building strong, long-term partnerships. Provides appropriate marketing material and provides required training to existing customers. Demonstrates a thorough understanding of the products, pricing and services available through 2-10 HBW New Home division. Develops working relationships with key executive officers of Home Builder Associations (HBAs) and Building Industry Associations (BIAs) in their territories. Communicates with their immediate supervisor and other company representatives their ongoing sales and service needs daily or on an as-needed basis. Documents opportunities, activities and other information as required in Salesforce.com on a daily basis. *Orthofi* Commitment to 100% customer satisfaction Excellent communication skills - written, verbal and active listening Exhibited empathy and compassion for patients Ability to maintain a professional demeanor with all calls Strong technical aptitude; ability to multi-task and navigate multiple systems Ability to adapt to change quickly Strong judgement and decision making abilities Natural curiosity with a strong aptitude to learn quickly Solid organizational skills Show less



Elavon, Inc.

• United States
• Financial Services
• 700 & Above Employee

• specialized customer service

  • Jan 2016 - Jan 2018

  I loved working here and met so many great people! Provided high quality customer service to merchants by responding to inquiries regarding the support of Merchant Credit Card processing as well as other areas as assigned. Responds to telephone inquiries, requests and problems from merchants. Troubleshoots, diagnoses and provides merchants with solutions to resolve problems with service, authorization and credit card processing terminals. Communicates applicable policies, procedures and practices to merchants. Requests exceptions to policies and procedures on behalf of merchant as appropriate, within established limits. Show less



Anthem Blue Cross and Blue Shield

• United States
• Insurance
• 700 & Above Employee

• Customer Service Advocate

  • Jul 2013 - Jun 2015

  Responds to member questions via telephone and written correspondence regards insurance benefits, provider contracts, eligibility and claims. Develops and maintains positive customer relations and coordinates with carious functions within the company to ensure internal and external customer requests are handled properly and in a timely manner. Responds to member questions via telephone and written correspondence regards insurance benefits, provider contracts, eligibility and claims. Develops and maintains positive customer relations and coordinates with carious functions within the company to ensure internal and external customer requests are handled properly and in a timely manner.



Allstate

• United States
• Insurance
• 700 & Above Employee

• Recovery Specialist

  • Feb 2007 - May 2013

  responsible for investigating property claims, corresponding with customers over the phone, and negotiating settlements. I document claim activity on Allstate's state-of-the-art claim system, and following processes that provide fair settlements or claim resolutions, customer satisfaction and excellent cost management. responsible for investigating property claims, corresponding with customers over the phone, and negotiating settlements. I document claim activity on Allstate's state-of-the-art claim system, and following processes that provide fair settlements or claim resolutions, customer satisfaction and excellent cost management.