Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Heather Clay

Rockford

Summary

Highly motivated, upbeat and friendly customer service representative with with a background in administration, reception, sales, finance, account management, logistics, and manufacturing.

Proficient knowledge of Quickbooks, CRM software, Microsoft Office, Excel, Microsoft Access, Outlook and etc. I have worked with many business professionals and senior management of large corporations to effectively and efficiently take care of their ever growing needs. Very committed to delivering high quality results needing very little supervision. Flexible, hard working, with an eagerness to learn and contribute to team success.

Overview

21
21
years of professional experience

Work History

Scheduling & Treatment Coordinator

Lake Minnetonka Orthodontics
Minnetonka
09.2021 - 12.2022
  • Duties include but not limited to gathering and reviewing patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment. Documented dental care services by charting in patient records. Interviewing individuals and thoroughly studied patients' x-rays to help determine best treatments for orthodontic conditions. Prepared tools used for procedures by sanitizing and arranging.
  • Briefed patients on dental procedures and payment plans to help make informed decisions. Kept track of treatment information in patient records Documented patient records during procedures and added notes taken to treatment chart.
  • Sent out frequent telephone, email, & SMS reminders to patients about upcoming appointments. Communicated schedule changes to the Doctors, assistants and other ancillary areas.
  • Followed prescribed list of questions and provided appropriate responses to get and give information during scheduling calls.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Copied and faxed important information for patient and client records.
  • Greeted patients and guests upon entering lobby areas. Answered patient phone calls and took messages for Doctors.

Account Management/Customer Service Representative

Eagle Mouldings
Loretto
08.2018 - 09.2021

Providing sales and customer service support for a quickly growing aluminum extrusion company. Duties include taking in bound customer service and sales calls, providing service to existing customers, setting up new customers, and quoting large volume custom and stock extrusions. Tracking orders with our mills to keep on task with lead times to ensure customers receive their materials in timely fashion. Over the course of working for this company I have built and maintained knowledge of evolving products and services which in turn I am able to best educate my customers and ensure they are purchasing exactly what they need for their projects. I am very meticulous in my processes to provide my customers with the best level of service.

I started with the company as the Logistics Coordinator, scheduling in bound and outbound shipments, closely working with the warehouse staff to ensure all orders were shipped out in a timely and orderly manner. I also processed invoices and payments for these orders as they ship out

Schedule Coordinator

Scherer Window & Door Consultants
Hopkins
07.2016 - 08.2018

Schedule and manage installations of Marvin windows and doors with consumers. Assist salesmen with projects and ensuring that their customers needs are met through out the entire process from start to finish. I also coordinate needed service to items after their installation is competed. Manage multiple contractors schedules, assign projects, and support them through the installation of the projects I assign to them. Refer finishers to consumers and manage referrals given. manage required inspections with the city inspectors the consumers reside in. Assist Operations Manager and General Manager on additional tasks needed.

Account Management & Sales Manager

TRI Marketing
Plymouth
07.2005 - 07.2016

Daily duties include customer account support to clients, basic administrative duties, generate new business, assist returning customers, processing payments, and assisting on projects with the CEO and Office Manager. I was also a liaison for TRI Marketin company communicating and meeting with corporate heads of one of the leading insurance companies in the United States. I have also traveled around the country representing TRI Marketing Company to promote the products they offer to insurance agents to help grow their book of business and retain current customers.

Finance Manager

Denny Hecker Automotive Group
Roseville
07.2003 - 07.2005

Processed and approved loans and preformed final sign outs with customers in the finance office. Read credit bureaus and explained them to customers. Sold aftermarket warranties and products to customers. Processed titling paperwork.

Job Coach/Day Center Employee For Vulnerable Adults

Chisago Lakes Achievement Center
Chisago City
10.2001 - 07.2003

I oversaw the cares of vulnerable adults in a day job type setting. Helped them perform duties for compensation and preformed needed cares and medication distribution of the consumers. Drove them to and from their living facilities to their place of work.

Education

High School Diploma -

Frederic High School
1999

Skills

  • Microsoft Office proficient
  • Excel spreadsheets
  • Meticulous attention to detail
  • Results-oriented
  • Self-directed
  • Time management
  • Professional and mature
  • Strong problem solver
  • Resourceful
  • Dedicated team player
  • Experience with HR and Insurance
  • Creative
  • Understands grammar
  • Strong customer service background
  • Scheduling
  • Tele sales
  • OEM knowledge
  • Account development
  • Contract negotiation expertise

Accomplishments

  • Successfully planned and executed corporate meetings, lunches and special events for groups of 100 + employees.
  • Creating a new efficient system for scheduling and tracking the status of window installations with consumers and builders.
  • Managing multiple consumer accounts.
  • Planned all meetings and travel for CEO.
  • Scheduling
  • Facilitated on-boarding of new customers by scheduling training, answering questions and processing paperwork.
  • Research
  • Investigated and analyzed client complaints to identify and resolve issues.
  • Administration
  • Answered multiple phone lines, transferred calls to corresponding departments, filed customer records and billed accordingly.
  • Customer Service
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Reporting
  • Maintained status reports to provide management with updated information for client projects.
  • Payroll Assistance
  • Assisted with payroll preparation and entered data into cumulative payroll document.

Timeline

Scheduling & Treatment Coordinator

Lake Minnetonka Orthodontics
09.2021 - 12.2022

Account Management/Customer Service Representative

Eagle Mouldings
08.2018 - 09.2021

Schedule Coordinator

Scherer Window & Door Consultants
07.2016 - 08.2018

Account Management & Sales Manager

TRI Marketing
07.2005 - 07.2016

Finance Manager

Denny Hecker Automotive Group
07.2003 - 07.2005

Job Coach/Day Center Employee For Vulnerable Adults

Chisago Lakes Achievement Center
10.2001 - 07.2003

High School Diploma -

Frederic High School
Heather Clay