Essence Tatum
Financial Services Representative
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About
Motivated and detail-oriented healthcare professional transitioning into Medical Assisting with experience in patient support, scheduling, customer service, documentation, and healthcare administration. Skilled in maintaining confidentiality, coordinating client care, managing high-volume communications, and building positive relationships in fast-paced environments. Seeking an opportunity to contribute strong organizational and patient-focused skills within a clinical setting.
Experience
Financial Services Representative - New York Life - Franklin, TN
(2025-07 - 2026-04)
- Managed client outreach, scheduling, and follow-up communications using Salesforce CRM.
- Maintained accurate client documentation and confidential records.
- Assisted clients with policy information, account updates, and customer support.
- Demonstrated professionalism, organization, and strong communication skills in a fast-paced office environment.
Life Spa Coordinator - Lifetime Fitness - Franklin, TN
(2025-04 - 2025-07)
- Coordinated client scheduling and managed high-volume appointment bookings.
- Maintained accurate client records and handled payment processing.
- Provided exceptional customer service while assisting members with questions and concerns.
- Communicated professionally with clients and staff in a fast-paced wellness environment.
- Followed up with clients using SalonBiz CRM system.
Inside Sales Representative & Team Lead - Adapt Health - Brentwood, TN
(2017-09 - 2025-04)
- Managed high-volume inbound and outbound communication with patients and clients.
- Maintained detailed documentation and updated customer information in CRM systems.
- Assisted customers with healthcare-related products and account support.
- Handled confidential information while ensuring professionalism and accuracy.
- Collaborated with team members to improve workflow efficiency and customer satisfaction.
- Demonstrated strong communication, problem-solving, and organizational skills in a healthcare environment.
Sales Associate - Workout Anytime - Spring Hill, TN
(2016-12 - 2017-10)
- Assisted members with account information, scheduling, and customer service needs.
- Maintained knowledge of policies, services, and safety procedures.
- Supported daily front-desk operations in a fast-paced environment.
Education
Associate's Degree - Healthcare Administration - Ivy Tech
