CLIENT CARE SPECIALIST RESUME EXAMPLE

Updated: Aug 11, 2024 - The Client Care Specialist manages appointment tracking by noting no-shows and cancellations in medical records, ensuring accurate and up-to-date patient data. Coordinates new patient records acquisition by liaising with referring veterinarians and meticulously enters information into the system. Facilitates smooth clinic operations through diligent maintenance of exam rooms and efficient processing of client payments and consent forms.

Tips for Client Care Specialist Skills and Responsibilities on a Resume

1. Client Care Specialist, ABC Healthcare, Orlando, FL

Job Summary: 

  • Daily interaction with customers over the phone and in email communication
  • Order entry either over the phone or by email
  • Responsible for phone queue coverage
  • Send tracking information to customers once orders have shipped
  • Act as a go-between with customers, Relationship Managers, and Sales Reps
  • Maintains customer accounts and records of customer interactions with details of inquiries, complaints, or comments within SalesForce.com
  • Fields customer questions and complaints, when the issue is beyond the representative's knowledge, forwards to the assigned specialist or other appropriate staff.
  • Ensures that appropriate actions are taken to resolve customer's problems and concerns.
  • Continue to grow product and equipment knowledge through training and self-study
  • Maintain positive working relationships with other departments


Skills on Resume:

  • Order Processing (Hard Skills)
  • CRM Software Use (Hard Skills)
  • Record Management (Hard Skills)
  • Product Training (Hard Skills)
  • Communication Skills (Soft Skills)
  • Conflict Resolution (Soft Skills)
  • Team Coordination (Soft Skills)
  • Continuous Learning (Soft Skills)

2. Client Care Specialist, River Tech Solutions, Austin, TX

Job Summary: 

  • Greet clients and patients in a friendly manner.
  • Get weights on patients and update computer.
  • Escorts and place patients in examine rooms. 
  • Place the chart and plastic place marker in the bin located on the front of the exam room door.
  • Notify the doctor of the patient’s arrival.
  • Pull charts for the following day add a new patient history sheet  
  • Confirm appointments for the following day.
  • Prepare drop-off charts by attaching a drop-off form, cage card and name tag to the front of the chart and placing in the drop-off bin located at the front desk.
  • Answer all incoming calls by saying the company name and also the name, then route to the appropriate person.
  • Set up and schedule all appointments for new patients and rechecks.


Skills on Resume:

  • Friendly Client Interaction (Soft Skills)
  • Computer Data Entry (Hard Skills)
  • Patient Escorting (Soft Skills)
  • Chart Management (Hard Skills)
  • Doctor Notification (Soft Skills)
  • Appointment Scheduling (Hard Skills)
  • Phone Etiquette (Soft Skills)
  • Organizational Skills (Soft Skills)

3. Client Care Specialist, Green Horizons Energy, Denver, CO

Job Summary: 

  • Track no shows and canceled appointments by making a note in the medical record.
  • Gather new patient’s records by calling the referring veterinarians office.
  • Enter new client and patient information into computer.
  • Type new client name labels for charts 
  • Enter into the computer all correspondence into patient’s medical record.
  • Keep existing client and patient information up to date.
  • Light cleaning of the exam rooms and front lobby area.
  • Check clients out by receiving and processing payment for services rendered. 
  • Receive signed surgery/treatment consent forms and euthanasia forms.
  • Monitor incoming faxes and distribute appropriately.


Skills on Resume:

  • Medical Record Management (Hard Skills)
  • Data Entry (Hard Skills)
  • Payment Processing (Hard Skills)
  • Document Handling (Hard Skills)
  • Attention to Detail (Soft Skills)
  • Client Communication (Soft Skills)
  • Organizational Skills (Soft Skills)
  • Multitasking Ability (Soft Skills)

4. Client Care Specialist, Blue Ridge Realty, Charlotte, NC

Job Summary: 

  • Complete customer care from the greeting to taking and completing the floral orders to the follow-up.
  • Following all protocols in the day-to-day shop tasks and activities in beautiful flower shop
  • Frequent and direct communication with clients. 
  • Scheduling and follow up with Subcontractors 
  • Tracking of all claims and services.  
  • Reviewing and approving all invoices and costs
  • Attach laboratory results to the front of chart and place in the designated area for doctor’s reviews.
  • Learn opening and/or closing procedure if scheduled on shift.
  • Fax out referral letters to referring veterinarians to assure are informed of patient’s progress.
  • Directing appointments and processing payments.


Skills on Resume:

  • Order Management (Hard Skills)
  • Invoice Processing (Hard Skills)
  • Document Tracking (Hard Skills)
  • Payment Handling (Hard Skills)
  • Customer Communication (Soft Skills)
  • Subcontractor Coordination (Soft Skills)
  • Detail Orientation (Soft Skills)
  • Adaptability to Procedures (Soft Skills)

5. Client Care Specialist, Wellness Path Clinics, Sacramento, CA

Job Summary: 

  • Act as the main point of contact related to questions, requests, and operational planning
  • Partner with Training and Marketing in the planning of events including but not limited to grand opening projects and open houses
  • Support preparation of reporting and qualitative analysis for Business Review and Brand update meetings and other adhoc reporting.
  • Create, manage, and own Organization charts
  • Manage center opening timelines through weekly/monthly meetings with all field
  • Assist with permits and orders and distribute monthly targets
  • Coordinate any new or special projects 
  • Creating professional presentations and assist in research
  • Participate in the development of inspiring products & services
  • Establish relationships with colleagues and clients to grow and retain diverse client base.


Skills on Resume:

  • Event Coordination (Hard Skills)
  • Qualitative Analysis (Hard Skills)
  • Organizational Chart Management (Hard Skills)
  • Presentation Creation (Hard Skills)
  • Interpersonal Communication (Soft Skills)
  • Relationship Building (Soft Skills)
  • Project Management (Soft Skills)
  • Collaborative Teamwork (Soft Skills)

6. Client Care Specialist, Sunrise Senior Living, Tampa, FL

Job Summary: 

  • Complete clerical and administrative tasks and assist daily management
  • Make recommendations for business performance improvement
  • Place inventory and supply orders  
  • Manage employee schedules and rosters including vacation time
  • Assist in sourcing and screening candidates
  • Support the development and implementation of center level incentives and initiaves
  • Partner with Marketing, Training, Field Operations and Clinical regarding operational planning that impacts the centers
  • Maintain and share the operational and training calendar with field management and center teams
  • Act as the main point of contact for vendors, filters information to field management and advises corporate partners on timing for any initiatives impacting centers
  • Create and post any communications on the proper communication platform


Skills on Resume:

  • Administrative Management (Hard Skills)
  • Inventory and Supply Chain Management (Hard Skills)
  • Employee Scheduling (Hard Skills)
  • Vendor Management (Hard Skills)
  • Communication (Soft Skills)
  • Team Collaboration (Soft Skills)
  • Problem-Solving (Soft Skills)
  • Time Management (Soft Skills)

7. Client Care Specialist – Group Sales Calgary, Cedar Grove Veterinary Services, Portland, OR

Job Summary: 

  • Provides ongoing client services to the Group Sales Representative’s book of business
  • Assisting in account enrollments, plan revisions, and policy renewals.
  • Ensures prompt follow-up to all requested service.
  • Set priorities, plan and coordinate work activities to complete work efficiently and obtain and manage resources so that work objectives are accomplished on time and within budget.
  • Be timely in identifies problems, recognize the causes, and identify potential solutions.
  • Performs telephone, in-person and online service calls or visits to assigned accounts.
  • Provides benefits and administrative proposals and/or presentations
  • Existing and prospective clients, looking for opportunities to add new lines of benefits.
  • Provides back up support for Sales Representatives 


Skills on Resume:

  • Account Management (Hard Skills)
  • Client Service (Soft Skills)
  • Problem Solving (Soft Skills)
  • Communication Skills (Soft Skills)
  • Presentation Skills (Hard Skills)
  • Time Management (Soft Skills)
  • Sales Support (Hard Skills)
  • Opportunity Identification (Soft Skills)

8. Client Care Specialist, Harbor Financial Services, Seattle, WA

Job Summary: 

  • Act as an account manager for the organisation outsourced callcentres for all questions and analyze performance and active
  • Design and provide metrics and regular reports to follow up on team performance (headquaters and europen call centers)
  • Conduct root cause analysis and corrective actionmanagement for improvements in, for example, web-forum, online messenger, FAQ, Call Center training
  • Support call centers and individuals to exceed company objectives through positive coaching and mentoring
  • Contribute to consumer complaint handling: identify resources needed to provide solutions and ensure timely execution
  • Drive Call Center readiness for product launches, including procedures, training materials, KPI,s and more
  • Initiate and lead projects to improve overall customer satisfaction
  • Work on the continuous improvement with various departments and worldwide Headquarters
  • Review and negotiate Call Center contract and monthly invoice
  • Back up for in-house contact center leader


Skills on Resume:

  • Performance Analytics (Hard Skills)
  • Report Generation (Hard Skills)
  • Root Cause Analysis (Hard Skills)
  • Contract Negotiation (Hard Skills)
  • Mentoring and Coaching (Soft Skills)
  • Project Leadership (Soft Skills)
  • Cross-Department Collaboration (Soft Skills)
  • Problem Resolution (Soft Skills)

9. Client Care Specialist, Meadowbrook Insurance, Richmond, VA

Job Summary: 

  • Create records of customer interactions and follow up to ensure all questions have been answered
  • Maintain customer accounts and update with new account information  
  • Reply to incoming calls from customers including products and service questions, general information, and complaints
  • Follow scripts when managing challenging customer issues and escalate to the appropriate party  
  • Regularly meet with sales lead to receive the newest service and product knowledge
  • Communicate frequent customer suggestions to the team to troubleshoot
  • Responsible for activities related to requirements and needs of active sellers and buyers to ensure smooth, well informed, and stress-free selling and moving experience with the Freedom Reps Team
  • To assist Manager - Sales and the Sales Team with all matters pertaining to listings, purchases, and sale of properties
  • Provide outstanding service to all buyers and sellers involved, taking a proactive and responsible role in helping the Freedom Reps Team achieve its goals
  • Answer phones, direct callers, respond to needs, maintain an “It My Pleasure” attitude at all times


Skills on Resume:

  • Customer Relationship Management (Hard Skills)
  • Account Maintenance (Hard Skills)
  • Call Handling (Hard Skills)
  • Product Knowledge (Hard Skills)
  • Conflict Resolution (Soft Skills)
  • Team Communication (Soft Skills)
  • Proactive Service (Soft Skills)
  • Positive Customer Engagement (Soft Skills)

10. Client Care Specialist, Peak Performance Physical Therapy, Boise, ID

Job Summary: 

  • Answer all inquiries that come in through the internal messaging system or by phone
  • Convey bidder requests for images or additional information to listing partners
  • Produce all end-of-auction reports to pass along to listing partners and be available if have any questions or need a walkthrough
  • Follow up with bidders to make sure they pay for items in a timely fashion
  • Guide any bidders who may need assistance in paying for items or getting shipped
  • Organize the payout schedule to make sure listing agents are paid in a timely manner
  • Call bidders regarding post-sale offers and extend those offers to the listing partners to lock down additional sales after the auction ends
  • Maintain a professional and courteous manner when interacting with bidders and listing partners, and always be willing to go the extra mile
  • Help improve products and services by contributing ideas regularly
  • Understand how the different teams in the mortgage process impact the client experience and can change communication tactics based on the information


Skills on Resume:

  • Report Production (Hard Skills)
  • Payment Processing (Hard Skills)
  • Schedule Coordination (Hard Skills)
  • Communication Management (Hard Skills)
  • Customer Service Excellence (Soft Skills)
  • Proactive Follow-Up (Soft Skills)
  • Innovative Thinking (Soft Skills)
  • Adaptive Communication (Soft Skills)

11. Client Care Specialist, Crystal Clear Water Co., Las Vegas, NV

Job Summary: 

  • Assist clients with online banking registration, online banking access, reset passwords, and online wires ensuring the customer’s identity is verified through the established process.
  • Handle all types of inquiries ensuring the request is completed in a timely manner.
  • Address all follow-ups as needed to maintain SLA goals
  • Answer client emails as needed concerning, online banking (FXIM) messages
  • Effectively communicate with clients using written and verbal communication methods
  • Understand the conditions needed to close to obtain final loan approval and review with the client
  • Consistently meet minimum production goal numbers and quality metrics
  • Preparing and reviewing medical records
  • Assisting with general information
  • Share proactive feedback with Merchandising, highlighting relevant After-Sales trends and potential areas of opportunity.


Skills on Resume:

  • Online Banking Support (Hard Skills)
  • Customer Verification (Hard Skills)
  • SLA Management (Hard Skills)
  • Medical Record Handling (Hard Skills)
  • Written and Verbal Communication (Soft Skills)
  • Client Education (Soft Skills)
  • Performance Metrics Analysis (Soft Skills)
  • Trend Analysis and Feedback Sharing (Soft Skills)

12. Client Care Specialist, Redwood Community Health, Madison, WI

Job Summary: 

  • Lead successful interactions with Clients in-store or remotely (phone and email contacts as well as leveraging digital tools such as Zoom or FaceTime interactions).
  • Educate Clients on product care instructions, offer trouble-shooting and recommend the appropriate services to specifically address each issue, managing Client expectations throughout the process (initial diagnosis, services explanation, lead time and estimate).
  • Own the Repair process from start to finish, from welcoming the clients to the store, creating repair files, ensuring transfer to the workshop, returning the products to the clients and keeping them informed throughout the Service journey.
  • Maximize pre-approval rate and Service conversion as per the set KPIs.
  • Work closely with the Client Advisors, sharing updates and best practices from the After-Sales Service and create new purchase opportunities through the relevant touchpoints.
  • Manage the Client’s communication with empathy, professionalism and a proactive approach to achieve total client satisfaction.
  • Process and manage repairs with National Service Center based in Miami as well as with local parties for specific services.
  • Monitor and update information in SAP for Spare Parts inventory and Repair Orders.
  • Manage end-to-end workflow (estimates, confirmations, updates and logistics flow) and react appropriately with a constant focus on the quality of the Client experience.


Skills on Resume:

  • Digital Communication Platforms (Hard Skills)
  • Client Relationship Management (Hard Skills)
  • Repair and Service Management (Hard Skills)
  • SAP System Utilization (Hard Skills)
  • Educational Outreach (Soft Skills)
  • Empathetic Communication (Soft Skills)
  • Workflow Coordination (Soft Skills)
  • Quality Focus (Soft Skills)