Experience

DentalPlans.com

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Provider Marketing Professional (PMP)

  • Sep 2018 - Present

   Service incoming calls from Providers daily  Coach, inform and assist accounts with providing verbal and written education on all services and programs offered Provide a high-quality customer service experience with each call interaction to achieve account retention and growth Engage and connect with each office on a professional level and provide them with an excellent DP.com experience Actively service dental office accounts participating with our network partners Investigate, troubleshoots, and resolves account problems and issues; serves as a liaison between dental offices, network operations team, and tech department to reconcile problems and to maintain a high level of customer service Seek to improve dentists experience and productivity by collecting, identifying, and presenting information Ensure that the data in CRM system (AgentSales Tool) accurately reflects account  Work with manager, team lead, and trainer on weekly call calibrations to ensure quality assurance on calls to accounts Follow up with phone calls, voicemails, and emails within 1 business day Follow communication “scripts” when handling different topics Follow processes and procedures according to department training materials Demonstrate :DentalPlans Core Values and follow established policies and procedures  Other tasks and duties as assigned by management Show less

• Customer Relations Manager

  • Jul 2010 - Present



Vertafore

• Deerfield Beach, Florida

• Technical Support Product Specialist

  • Jan 2016 - Jan 2018

  My role directly impacts the customer’s ability to improve productivity, manage account needs, standardize and streamline processes, as well as capture data for strategic decision-making. I also ensure proper computer operations so that end users can accomplish organizational tasks. This includes receiving, prioritizing,documenting and actively resolving end user help requests. My role directly impacts the customer’s ability to improve productivity, manage account needs, standardize and streamline processes, as well as capture data for strategic decision-making. I also ensure proper computer operations so that end users can accomplish organizational tasks. This includes receiving, prioritizing,documenting and actively resolving end user help requests.



Dental Plans

• Plantation, Florida

• Broker & Group Sales

  • Jul 2011 - Jan 2016

  • Provide training, webinars, and continued education for broker sales associates • Consultations and enrollment • Meeting monthly department marginal’s consistently. • Recruit Brokers and Groups for business expansion •Creates marketing materials for promotional and education use • Provide training, webinars, and continued education for broker sales associates • Consultations and enrollment • Meeting monthly department marginal’s consistently. • Recruit Brokers and Groups for business expansion •Creates marketing materials for promotional and education use