Julie a Halvorson

2

Executive Administrative Secretary

22 Century Technology - State of Wisconsin Dept. Of Veterans Affairs

Nov 2023 - Mar 2024 (5 months)

As an Executive Administrative Secretary, I effectively handled incoming and outgoing calls, ensuring seamless communication within the organization. I conducted daily reporting in meetings and scheduled appointments for staff, optimizing workflow and time management. Utilizing Microsoft Office and Google Workspace, I assisted in various projects for administrative staff, enhancing overall productivity. I managed daily reporting and updates, ensuring all information was current and accessible. Leveraging CRM tools, I facilitated communication by dictating morning meetings, updating physician licensing, and managing correspondence through email and chat to address inquiries. Additionally, I contributed to projects for other departments, fost

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BDC Service Scheduler and Sales

International Automotive Hyundai

Oct 2023 - Current (2 years 8 months)

As a BDC Service Scheduler and Sales professional, I was responsible for scheduling recalls, service, and warranty appointments, ensuring efficient use of time and resources to meet customer needs. I utilized project management software to streamline operations, working across multiple screens to verify vehicle and customer information, as well as scheduled appointments, which enhanced overall service delivery and customer satisfaction. Additionally, I engaged in digital marketing efforts to attract prospective customers, educating clients on product features and warranties, which not only improved customer onboarding but also contributed to higher customer retention rates. My experience in contract management allowed me to effectively nego

Assistant Manager

Security Finance

Mar 2023 - Nov 2023 (9 months)

As an Assistant Manager, I conducted refinances for current customers, ensuring a smooth and efficient process tailored to individual needs. Additionally, I qualified customers for short-term loans, maintaining constant communication to provide updates and gather necessary information. I utilized CRM tools to input customer data and track interactions, which enhanced the overall customer experience and streamlined account management. Furthermore, I managed call communications effectively to address customer inquiries and assist with the collection of past due accounts, contributing to improved financial outcomes for the organization. I leveraged Microsoft 365 for documentation and communication, ensuring efficient administrative support and

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Resolution Specialist

OPTUM,

Oct 2021 - Oct 2022 (1 year 1 month)

As a Resolution Specialist, I demonstrated proficiency in proprietary software (Mednet) to effectively manage patient information and resolve inquiries. Additionally, I utilized my customer service skills to answer patient questions and ensure accurate updates in both the CRM and Mednet systems, enhancing overall patient satisfaction and operational efficiency. I managed customer software daily, resolving issues and escalating complex problems to the appropriate personnel. Leveraging Microsoft 365 for internal communications, I facilitated seamless operations through effective email correspondence and tracking shipments. I consistently managed software applications within the medical field, adhering to industry standards and practices to ma

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Customer Service

Dovenmuehle Mortgage Inc., 360 Distribution Inc.,

Feb 2020 - Apr 2021 (1 year 3 months)

• Answered and resolved clients' questions regarding changes to their mortgage, including unemployment, while documenting information accurately. Additionally, utilized call management skills to ensure efficient handling of client inquiries and updates in the CRM system, which facilitated timely resolution of issues and enhanced overall customer satisfaction.

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Business Development Agent – Internet Sales

Oct 2017 - Jan 2020 (2 years 4 months)

• Generated 50+ leads per month and worked to convert customers with a 75% success rate. Utilized Microsoft 365 daily to compare pricing and analyze financing rates from other dealerships, ensuring competitive offers for customers. Conducted daily surveys with customers who had recently serviced or purchased a vehicle, enhancing customer engagement and feedback collection. Managed data entry by logging new customer accounts and inquiries to efficiently set up appointments, ensuring all information was double-checked for accuracy before quoting customers. Additionally, leveraged digital marketing strategies to enhance inside sales efforts for dealerships, educating clients on available products and services, while effectively scheduling appo

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Audit Log Clerk

ATC Transportation - Myco USA Staffing

Jan 2015 - Jan 2016 (1 year 1 month)

As an Audit Log Clerk, I improved operations by collaborating with team members and customers to identify and implement workable solutions. I maintained accurate and updated driver information, licensing, and personal details in CRM software and AS400, which enhanced overall data integrity and operational efficiency. While customer service and call management skills were not the primary focus, they contributed to effective communication and relationship-building with clients, ensuring their needs were met throughout the auditing process. Additionally, I collected data on new employees and ensured that all information remained current, which supported our commitment to maintaining accurate records. Furthermore, I utilized project management

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Customer Service

Jan 2013 - Jan 2015 (2 years 1 month)

As a Customer Service representative, I was responsible for taking orders and checking product availability, ensuring a seamless experience for customers. I collaborated closely with the sales manager and representatives to address and resolve customer issues effectively. My role also involved tracking shipments via FedEx and UPS, which required meticulous attention to detail and strong organizational skills. Additionally, I utilized CRM tools to manage client relationships and enhance customer onboarding processes. While educational client relations may not seem directly relevant, I consistently educated customers about our products and services in every position I held, fostering a deeper understanding and satisfaction among clients. My p

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Customer Service Representative

Time Warner CableManpower

Jan 2012 - Jan 2013 (1 year 1 month)

As a Customer Service Representative, I was responsible for contacting current customers to upsell bundle packages, effectively utilizing my skills in upselling and call management to enhance customer satisfaction and drive sales. I provided pricing comparisons of competitors by leveraging my proficiency in Internet usage and Microsoft 365, ensuring that customers received the best possible options tailored to their needs. Additionally, I maintained accurate data entry and report generation to track customer interactions and sales performance. My role also involved fostering strong client relationships through effective customer onboarding and management, which contributed to a seamless experience for our clients. While my experience in dig

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Customer Service

Market Call Management LLC

Jan 2011 - Jan 2012 (1 year 1 month)

• Update client accounts and spreadsheets Up sell new product lines.

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Customer Service / Receptionist /Call Center Representative

Jan 2011 - Jan 2014 (3 years 1 month)

As a Customer Service / Receptionist / Call Center Representative, I consistently met or exceeded revenue objectives through effective service, account management, and sales follow-up calls. My role involved utilizing CRM tools to enhance client relationship management and ensure seamless call management, which contributed to high levels of customer satisfaction. Additionally, I leveraged Microsoft 365 for performance reporting and report generation, providing valuable insights into our service effectiveness. While digital marketing and educational client relations were not my primary focus, I collected data for trade shows and made arrangements that supported our outreach efforts, further enhancing our customer engagement strategies.

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Account Manager

Airgas Inc.,

Jan 2004 - Jan 2009 (5 years 1 month)

As an Account Manager, I was responsible for maintaining current accounts, answering questions, placing orders, and checking inventory while prospecting and qualifying new accounts nationwide. I effectively upsold products, provided quotes, and managed sampling through the use of internet systems and multiple screens. Additionally, I utilized project management software to efficiently update customer information, streamline order placement, and manage shipping processes, ensuring a seamless experience for clients and enhancing overall operational efficiency. My role also involved visiting client sites to relay critical data on safety and compliance, which reinforced client relationships and supported customer onboarding and retention effort

Julie a Halvorson

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