Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Petra Perez

Peoria

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions based on customer needs to build both community and loyalty.

Overview

11
11
years of professional experience

Work History

Personal Illness

N/A
09.2023 - 04.2025

Leave of absence due to a chronic medical condition that is now properly regulated. Cleared to be able to work full time

Client Technical Support Associate

Charles Schwab
07.2022 - 09.2023
  • Quickly assimilated technical concepts and new technology using available tools and resources to troubleshoot and interpret data to solve client needs.
  • Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
  • Ensured client requests are completed within required time frames that align to client satisfaction goals.
  • Recognize challenging conversations and demonstrate positive language to resolve client needs.

Patient Appointment Specialist

Mayo Clinic
12.2018 - 07.2022
  • Acted as first point of contact and set appointments for prospective clients.
  • Complied with HIPAA regulations in authenticating callers and sharing account information
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Acted as a liaison between medical professionals, staff, and clients in order to properly schedule appropriate appointments
  • Managed over 45 customer calls per day

Patient Care Advocate

Express Scripts
08.2017 - 12.2018
  • Document issues and resolutions in a common database
  • Handles inbound customer service phone inquiries from members, providers, physicians and internal and external clients related to pharmacy benefits
  • Work with other operational departments to research and resolve mail order and claims issues and respond to members within performance agreement guidelines.

Cashier

Goodwill
09.2014 - 08.2017
  • Helped customers complete purchases, locate items and join reward programs.
  • Restocked and organized merchandise in front lanes.
  • Answered questions about store policies and addressed customer concerns.
  • Used POS system to enter orders, process payments and issue receipts.
  • Trained incoming cashiers

Education

High School Diploma -

Saguaro High School
Scottsdale, AZ
05-2013

Skills

  • High-volume customer engagement
  • Customer relations and communications
  • Scheduling and calendar management
  • Administrative support
  • Customer rapport
  • Organized groups of individuals to work towards common goals
  • Adaptability and flexibility
  • Product knowledge

Interests

Dungeons & Dragons- Playing Dungeon & Dragons has allowed me to develop experience working in a group setting - including encouraging exceptional communication and problem solving skills In addition it has given me experience in record keeping and referencing multiple data points

Timeline

Personal Illness

N/A
09.2023 - 04.2025

Client Technical Support Associate

Charles Schwab
07.2022 - 09.2023

Patient Appointment Specialist

Mayo Clinic
12.2018 - 07.2022

Patient Care Advocate

Express Scripts
08.2017 - 12.2018

Cashier

Goodwill
09.2014 - 08.2017

High School Diploma -

Saguaro High School
Petra Perez