Summary
Overview
Work History
Education
Skills
Middle Initial
Skills Honors Affiliations
Timeline
Generic

AMY FERGUSON

Harrisonville

Summary

Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.

Overview

12
12
years of professional experience

Work History

Personal Caregiver

State Of Missouri
Raymore
05.2025 - Current
  • Coordinated doctor appointments, exercise, recreation, and family visits to maintain schedule..
  • Contributed to case reviews of client status and progress.
  • Contacted medical providers on behalf of clients to follow up on appointments.
  • Tracked and reported clients' progress based on observations and conversations.
  • Administered medications according to prescribed schedules and instructions.
  • Developed personalized care plans in consultation with healthcare providers..
  • Assisted with activities of daily living, including bathing, dressing, grooming, toileting, and transferring.

Family Support Professional

COMPASS HEALTH
Raymore
08.2024 - 11.2024
  • Provided guidance to families on accessing community resources and support services.
  • Developed individualized care plans tailored to family needs and goals.
  • Conducted home visits to assess family dynamics and support requirements.
  • Maintained accurate records of client interactions and service progress in databases.
  • Demonstrated effective, culturally sensitive engagement with patients, families and partners.
  • Participated in weekly staff meetings to discuss caseloads and best practices.
  • Maintained detailed records of client interactions, progress, and outcomes.

Line Technician

CHURCH & DWIGHT
Harrisonville
02.2024 - 05.2024
  • Operated production machinery and ensured proper functioning during shifts.
  • Monitored production processes to maintain quality standards and efficiency.
  • Collaborated with team members to troubleshoot operational issues effectively.
  • Supported inventory management by organizing materials and supplies efficiently.
  • Carefully examined all products for efficiency and quality.
  • Handled multiple simultaneous deployment projects against strict deadlines.

Senior Loan Representative

ONE MAIN FINANCIAL
Blue Springs
09.2023 - 01.2024
  • Assisted clients in understanding loan products and terms.
  • Evaluated loan applications to determine borrower eligibility.
  • Processed loan documentation to ensure compliance with regulations.
  • Collaborated with underwriting team to facilitate timely loan decisions.
  • Resolved client inquiries regarding application status and loan details.
  • Developed strong relationships with clients for repeat business opportunities.
  • Evaluated loan requests to ensure accuracy of all supporting documentation and completeness of application packages.
  • Identified opportunities for cross-selling additional services or products that could benefit customers.

Order Processor

CARDINAL HEALTH
Remote
06.2022 - 10.2023
  • Processed customer orders efficiently using proprietary software systems.
  • Verified order details and resolved discrepancies with customers promptly.
  • Implemented best practices for data entry accuracy and efficiency improvements.
  • Answered customers' questions about products, prices, and availability.
  • Provided excellent customer service by responding promptly to inquiries and requests.

Insurance Sales Agent

SELECTQUOTE
Overland Park
07.2019 - 07.2020
  • Analyzed client needs to recommend appropriate coverage solutions.
  • Utilized CRM systems to track leads and manage client information efficiently.
  • Collaborated with underwriters to ensure accurate policy processing and approvals.
  • Monitored industry trends to provide informed advice to clients consistently.
  • Identified cross-selling opportunities among existing customers.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Provided advice on financial planning and insurance policies.
  • Pursued continued professional development through insurance workshops, course and webinars.

Client Manager & Advisor

TRUSS/ HUB
Kansas City
10.2013 - 04.2019
  • Facilitated communication between clients and internal teams for project alignment.
  • Mentored junior staff on best practices in client relationship management.
  • Developed and maintained relationships with clients to understand their needs and provide solutions.
  • Provided support to clients during implementation of new products or services.
  • Conducted research into competitive markets to stay up-to-date on industry trends and developments.
  • Developed long-term rapport with clients to cultivate loyalty.
  • Maintained accurate records of all interactions with customers including emails, phone conversations.
  • Organized and led client meetings to discuss project progress, timelines, budgets, and other pertinent information.

Education

Trade Certification - Business and Clerical

EXCELSIOR SPRINGS TECHNICAL
Excelsior Springs, MO
03-2001

High School Diploma - general education

EXCELSIOR SPRINGS TECHNICAL
Excelsior Springs, MO
03-2001

Skills

  • Ability to type 65 words per minute
  • HIPAA compliance training
  • Proficient in Microsoft suite
  • In depth knowledge of CRM systems
  • Client assessment
  • Case management
  • Community resource navigation
  • Data entry accuracy
  • Empathetic communication
  • Team collaboration
  • Conflict resolution
  • Cultural sensitivity
  • Customer relationship management
  • Compliance knowledge
  • Customer service
  • Empathetic listening
  • Active listening
  • Microsoft office suite expertise

Middle Initial

C

Skills Honors Affiliations

  • Ability to type 65 words per minute
  • HIPAA compliance training
  • Proficient in Microsoft suite
  • In depth knowledge of CRM systems

Timeline

Personal Caregiver

State Of Missouri
05.2025 - Current

Family Support Professional

COMPASS HEALTH
08.2024 - 11.2024

Line Technician

CHURCH & DWIGHT
02.2024 - 05.2024

Senior Loan Representative

ONE MAIN FINANCIAL
09.2023 - 01.2024

Order Processor

CARDINAL HEALTH
06.2022 - 10.2023

Insurance Sales Agent

SELECTQUOTE
07.2019 - 07.2020

Client Manager & Advisor

TRUSS/ HUB
10.2013 - 04.2019

Trade Certification - Business and Clerical

EXCELSIOR SPRINGS TECHNICAL

High School Diploma - general education

EXCELSIOR SPRINGS TECHNICAL
AMY FERGUSON