Customer Service Representative

I have hands-on experience using Salesforce to manage patient interactions, document information, and support efficient case coordination. In my role as a Health Advocate with UnitedHealth Group, I used Salesforce to conduct patient intake interviews, collect relevant information, update patient records, and document details needed for follow-up and proper resolution. On a daily basis, I used Salesforce to review patient information, track conversations, record concerns, and maintain accurate interaction notes. The platform helped me stay organized and provide more personalized support by giving me a clear view of each patient’s needs and history. Through accurate documentation and timely follow-ups, I was able to help create a smoother experience for patients while ensuring their concerns were handled with care and efficiency.