Experience

Swagelok Penn

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Customer Service Representative

  • May 2018 - Present

  Supporting customer for quotes, order entry, delivery information, stock checks, etc. via phone, fax, electronic sources (e-mail, EDI, e-Store, etc.) Developing knowledge of the distributor product line and continuing to increase product knowledge over time Supporting sales staff with customer issues Utilizing CRM system to track selling activities & update account information Backup purchasing agent Safety team leader Supporting customer for quotes, order entry, delivery information, stock checks, etc. via phone, fax, electronic sources (e-mail, EDI, e-Store, etc.) Developing knowledge of the distributor product line and continuing to increase product knowledge over time Supporting sales staff with customer issues Utilizing CRM system to track selling activities & update account information Backup purchasing agent Safety team leader



Spike's Nationally Famous, Ltd.

• Customer Service Representative Team Lead

  • May 2007 - May 2018

  Streamlined company policy on the handling of inbound phone calls, complaints, order entry and organization Liaison between upper management and customer service department. Hired, trained and terminated customer service representatives. Provided top quality support to the President and VP of outside sales representatives Monitored, supported and marketed to over $2,000,000 in annual business Conducted product research & presentation development for outside and inside sales staff Managed executive calendars Scheduled in office meetings/ conference calls and confirmed attendance Coordinated travel arrangements on an as needed basis Booked/confirmed flight and hotel reservations Created and kept up to date department manual which included how-to guides. Coordinated and managed ASI catalog library Sent out ASI catalog mailings to customers as requested by sales reps Assisted with yearly in house ASI VIP show by welcoming and checking in guests Placed order with outside vendors Communicated with factories daily to arrange timely delivery of goods Assisted CFO with collection of payments for outstanding invoices. Managed online stores and processed the orders Processed payments for orders Show less



Penn Medicine, University of Pennsylvania Health System

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Patient Service Representative

  • Apr 2004 - Sep 2006

  ● Greeted and checked-in patients in friendly and courteous manner ● Arrived, cancelled and no showed patients in IDX system ● Obtained demographic and insurance information ● Checked out patients at the end of their appointment ● Collected copayments ● Posted payments ● Updated basic patient account information ● Scheduled new and follow-up patient appointments ● Noted referrals in EPIC ● Maintained cleanliness of waiting area ● Distributed magazines and information packets in waiting area ● Answered multiple phone lines, answered general patient questions and/or routed to the appropriate person Show less



Penn Medicine, University of Pennsylvania Health System

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Medical Records Clerk

  • Apr 2001 - Jan 2004

  ● Filed labs, pathology reports and any loose correspondence into patient’s chart. ● Maintained alphabetical filing system by organizing patients charts on shelves prior to EPIC ● Printed appointment schedules daily and pulled charts for patients who were scheduled for appointments ● Processed medical record release requests to patients, insurers, other physicians or hospitals. ● Mailed, faxed and emailed copies of records ● Scanned all records/paperwork for patients into EPIC ● Archived patients charts when needed to Iron Mountain ● Complied with HIPAA regulations Show less