Luna Joachin
Arlington
Summary
Versatile professional with 5+ years of experience in customer support, healthcare, and financial services. Skilled in managing high-volume communications, scheduling, and recordkeeping with proficiency in Microsoft Office, Teams, and CRM systems. Eager to apply transferable skills while gaining new experiences and contributing value across a variety of roles.
Overview
7
7
years of professional experience
Work History
Shareholder Outreach Specialist
Computershare
04.2024 - Current
- Conducted outbound calls to shareholders on behalf of prominent investment companies, including BlackRock, Fidelity, and Nuveen, to obtain voting directions for their shares.
- Consistently achieved an average of 120% connect rate per shift, making over 30 calls per hour.
- Provided clear and accurate information to shareholders regarding voting procedures and deadlines.
- Maintained detailed records of shareholder interactions and voting outcomes in the company database.
- Collaborated with team members to improve call scripts and strategies, contributing to increased team performance.
Social Media Evaluator
Appen Global
10.2018 - 04.2024
- Evaluated photos, search queries, advertisements, relevancy and intention of a social media post.
- Evaluated user-generated content to ensure compliance with brand standards
- Determined if a social media post is an advertisement based on the criteria given.
Call Center Representative
TalentoHCM
09.2020 - 02.2022
- Processed over 30 calls per day, ensuring service level agreements (SLAs) were met or exceeded.
- Answered telephones, responded to customer questions, and forwarded calls to appropriate personnel.
- Processed customer requests via various communication methods, including faxes and telephone messages.
- Performed data entry and matched documents to appropriate accounts to ensure up-to-date and accurate information.
Engagement Specialist
HMSA, Hawaii Medical Service Association
04.2019 - 04.2020
- Processed new patient registrations and entered data into appropriate systems.
- Utilized Aerial and other software applications to manage complex files and medical records efficiently.
- Conducted outreach to 150+ HMSA QUEST members, effectively communicating program benefits and enrollment processes.
- Promoted superior experience by addressing patient concerns, demonstrating empathy, and resolving problems swiftly.
Education
Associates - Business Administration
Community College of Pennsylvania
Philadelphia, PABachelor of Arts - Management Information Systems
Temple University
Philadelphia, PA01-2027
Skills
Data Entry
Microsoft Office Suite
Inbound & Outbound Call Management
Microsoft Teams & Zoom
Conflict Resolution
Maintaining client records
HIPAA Compliance
Citrix
Teamwork
Aerial
Time Management
Timeline
Shareholder Outreach Specialist
Computershare
04.2024 - Current
Call Center Representative
TalentoHCM
09.2020 - 02.2022
Engagement Specialist
HMSA, Hawaii Medical Service Association
04.2019 - 04.2020
Social Media Evaluator
Appen Global
10.2018 - 04.2024
Associates - Business Administration
Community College of Pennsylvania
Bachelor of Arts - Management Information Systems
Temple University
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