Experience

LifeWorks (acquise par TELUS Santé | acquired by TELUS Health)

• Canada
• Human Resources Services
• 700 & Above Employee

• Clinical records/Fulfillment

  • Jan 2021 - Present

  InvoicingInputting data from spreadsheets into appropriate systemPrinting, gathering and shipping promotional items. InvoicingInputting data from spreadsheets into appropriate systemPrinting, gathering and shipping promotional items.



Morneau Shepell

• Canada
• Human Resources Services
• 700 & Above Employee

• Account Services Representative at LifeWorks by Morneau Shepell

  • Jan 2013 - Sep 2021



LifeWorks Wellbeing (acquise par TELUS Santé | acquired by TELUS Health)

• Canada
• Wellness and Fitness Services
• 300 - 400 Employee

• Account Services Representative

  • Feb 2013 - Jan 2021

  • Office management• Office move• Wrote step by step instructions for various tasks in an easy-to-follow manner• Database cleanup • Created new accounts in database• Helped determine the best way to set up new account with special needs• Effectively prioritized and balanced multiple responsibilities in a fast-paced environment• Setting up, updating, terminating accounts, ordering/mailing promo materials, Employee engagement, finding information, data analysis.

• Customer Service Rep/Health Coaching Asst at LifeWorks

  • Jan 2013 - Feb 2018

  Health Coaching triage, outreach & engagement and follow-up. Life planning enrollment and follow-up. Customer Service. Data entry.General Customer Service



Ceridian

• United States
• Software Development
• 700 & Above Employee

• Health Coaching Asst/Customer Service Rep

  • Jan 2013 - Feb 2018

  (LifeWorks Department) Customer Service intake for Ceridian. Unum Life Planning enrollment calls, including tracking results.. Fulfillment. Online Chat. Assisting LifeWorks Canada with Referrals email inbox. TTY machine. Escalating urgent issues. Zen Desk for LifeWorks UK, Canada and US. Health Coaching triage for people joining the TN Tobacco Quitline. (LifeWorks Department) Customer Service intake for Ceridian. Unum Life Planning enrollment calls, including tracking results.. Fulfillment. Online Chat. Assisting LifeWorks Canada with Referrals email inbox. TTY machine. Escalating urgent issues. Zen Desk for LifeWorks UK, Canada and US. Health Coaching triage for people joining the TN Tobacco Quitline.



Kelly Services

• Temporary Worker

  • May 2012 - Jan 2013

  • Various temporary positions doing administrative tasks and projects. • Temped at Target.com assisting with competition research, organization and various duties.This is where I started working at Ceridian, • Various temporary positions doing administrative tasks and projects. • Temped at Target.com assisting with competition research, organization and various duties.This is where I started working at Ceridian,



AppleOne Employment

• Temporary Worker

  • Sep 2011 - Jan 2013

  Various positions, office, retail. Various positions, office, retail.



Minnesota Spokesman-Recorder

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Back-up Associate Editor, Sister Spokesman Coordinator

  • Mar 2011 - Sep 2011

  • Wrote step by step instructions for various tasks in an easy-to-follow manner• Effectively prioritized and balanced multiple responsibilities in a fast-paced environment• Assist in editing weekly newspaper when Senior Editor is on vacation.• Evaluating copy for suitability, and editing copy for content, factualness, style, grammar, mechanics and clarity.• Coordinate monthly Sister Spokesman event, including: Arranging speaker and entertainer, contacting vendors, volunteers, venue and producing radio script, playbill, program and maintaining mailing lists.• Performed photojournalism assignments with reporters to provide illustrations for articles.



Kaplan Professional

• United States
• Education Administration Programs
• 200 - 300 Employee

• Student Services

  • May 2002 - Nov 2010

  •Go-to person for Online Courses. Effectively handled enrollment and completion activities. Buffered students from significant internal system limitations.•Wrote step by step instructions for various tasks in an easy-to-follow manner• Effectively worked with escalated students. • Positively represented student perspective and needs in all decision making.• Regularly anticipated and proactively resolved customer facing issues.• Positively represented the school by creating exceptional service experiences and providing academic and career counseling to students throughout the entire service cycle.•Explained and ensured understanding of complex licensing requirements. Assisted with questions and scheduling.•Excelled at understanding the individuality of each student and identifying with their unique needs.•Maintained in-depth personal knowledge across an extensive offering of courses and products•Provided both formal and informal leadership to a group of 14 student service and administrative professionals.•Mentored and trained new student services representatives.•Effectively prioritized and balanced multiple responsibilities in a fast-paced environment.• Developed existing staff knowledge by identifying areas of need, addressing them, and capitalizing on training opportunities.•Collaborated with other departments to ensure accuracy of all internal training materials. Created and maintained company resource manual and reference sheets.•Coordinated company efforts to obtain payment from past due customer accounts. Created and implemented effective internal collection procedures. Worked directly with students to creatively resolve issues. Negotiated all agreements and managed successful outcomes. •Back up resource for Accounts Receivable Manager. Accurately posted large payments to multiple student records for key business accounts. •Back-up resource for Accounting Manager. Reconciled daily sales. Created and distributed detailed reports for senior leadership.



Walman Optical

• Customer Service Coach/Return Dept Manager

  • Oct 1995 - Apr 2002

  Department expert on accounting policies and proceduresCreated a variety of spreadsheets and databasesSupervised and trained staffMotivated team to reach personal goals as well as management goalsLiaison between ten sales reps, 2500 customers, and manufacturersRewrote customer service policy book and training manualInventory control including ordering productAdvised customers in all aspects of ordering merchandise and solving problemsSet up data bases to track customer participation in various programsAssisted in developing and implementing staff policies



Norhaven, Inc

• Outcome Facilitator

  • Aug 1992 - Sep 1995

  Motivated clients to learn daily living skills or other skills they choseTaught clients personal accountingTrained staffTailored teaching techniques to individual learning stylesAttended motivational seminars Motivated clients to learn daily living skills or other skills they choseTaught clients personal accountingTrained staffTailored teaching techniques to individual learning stylesAttended motivational seminars