Jaeline Ortez
FREDERICKSBURG
Summary
Enthusiastic bilingual client services professional with strong background directly interfacing with industry customers. Well-versed in products, services, and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust. Also currently obtaining a DOD interim security clearance.
Overview
1
1
Language
1
1
Certification
4
4
years of professional experience
Work History
Costumer Service Representative
Revelations
FREDERICKSBURG
07.2024 - Current
- Assisted customers with inquiries and product information.
- Resolved customer complaints through effective communication and problem-solving.
- Utilized CRM software to track customer interactions and feedback.
- Advised policyholders on coverage options and claims process procedures.
- Analyzed data to determine claim validity and appropriate resolution methods.
- Coordinated patient referrals between healthcare providers and specialists.
- Reviewed patient information to determine appropriate specialist assignments.
- Communicated with patients to explain referral procedures and options.
- Ensured compliance with insurance requirements for referrals and authorizations.
Costumer Service Representative
Quarlesinc
FREDERICKSBURG
08.2022 - 08.2024
- Provided exceptional customer support through phone and email communication.
- Resolved customer inquiries by utilizing product knowledge and problem-solving skills.
- Assisted in order processing and tracking to ensure timely deliveries.
- Collaborated with team members to enhance service delivery and efficiency.
- Answered customer inquiries and provided accurate information regarding products and services.
Education
Stafford High School
FREDERICKSBURG, VASkills
- Customer relationship management
- CRM utilization
- CRM software
- Referral processing
- Claims analysis
- Data analysis
- Assurance compliance
- Bilingual Spanish Speaking
Languages
Spanish
Professional
Certification
- DOD Interim Security Clearance
Timeline
Costumer Service Representative
Revelations
07.2024 - Current
Costumer Service Representative
Quarlesinc
08.2022 - 08.2024
Stafford High School