Summary
Overview
Work history
Education
Skills
Certification
Affiliations
References
Timeline
Generic

CHARLOTTE JEPSON

KIRK MICHAEL

Summary

A hardworking professional with knowledge of customer service, data entry, and records management. Highly organized and self-motivated, with excellent communication and interpersonal skills. Demonstrated ability to prioritize tasks and meet deadlines. Excellent communication, interpersonal, and organizational skills to complete tasks. Highly reliable with a good work ethic and have the ability to quickly adapt to new tasks and environments.

Overview

13
13
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work history

Receptionist/Optical Assistant

Tracy Vanderplank Opticians
Douglas, Isle of Man
06.2025 - 11.2025
  • Assisted patients in selecting appropriate eyewear to enhance satisfaction.
  • Adjusted and repaired spectacles and eyeglasses to maintain quality standards.
  • Identified and resolved issues for dissatisfied patients promptly.
  • Handled patient records in compliance with practice standards and HIPAA regulations.
  • Organised appointment schedules while effectively managing patient volume.
  • Displayed professionalism in communication, positively representing our organisation.
  • Greeted visitors, assessed their needs, and directed them accordingly.
  • Responded to customer inquiries regarding products and services via phone or email.

Medical Administrator

Peel Medical Centre
Peel, Isle of Man
05.2024 - 06.2025
  • Care navigated patients using person centred and coordinated care
  • Processed referral request from doctor's and sent them to all relevant departments, such as routine, urgent, 2 week wait.
  • Followed up on referral status if patients haven't received contact within recommended time frame.
  • Managed multiple telephone calls from patients with a variation of queries
  • Signposted patients to the correct clinician/service within the practice
  • Chased up correspondence from departments and hospitals for patient records
  • Filed and removed paper notes for patients joining or leaving the practice
  • Regular scanning of documentation onto patient records
  • Sending back documents that are not required for patients not registered within the practice
  • Receiving death notifications and advising the relevant clinicians and departments
  • Scanning documentation, results, information, ect, onto patient records
  • Covering staff sickness and annual leave and lone working phone calls
  • Providing and labelling sample bottles and printing test request forms for these
  • Confirming patients have the correct sample container to the respective request form

Receptionist/Administrator/QOF Lead

West Street Surgery
Dunstable, Bedfordshire
08.2020 - 03.2024
  • Managed over 50 incoming calls from multi-line telephone system whilst documenting messages.
  • Offered advice on additional services to best meet patient needs.
  • Updated patient records for continued compliance with policies.
  • Protected patient rights through continued confidentiality
  • Scheduled patient appointments using SystmOne booking system.
  • Managed digital as well as manual filing systems.
  • Communicated results to patients
  • Read coding patient documents with new diagnosis.
  • Updating recalls on patient records
  • Filing scanned letters onto patient records then assigning them to correct members of surgery clinical staff
  • Accessed QOF where patients with long term conditions were contacted then booked in for their appointments.
  • Whilst bringing patient count up this changes each patient count from amber to green which equates to points on the system
  • Making sure points are continuously going upwards.
  • Went above and beyond and also surpassed on all QOF duties to make sure all long term conditions were green across the board.
  • Made sure all points are surpassed as that would mean the practice would receive full funding at the highest point.

Receptionist and Production Assistant

The Sign Shop
Dunstable, Bedfordshire
03.2020 - 06.2020
  • Greeting prospective customers and advising them of the available products and services
  • Answering phone calls and directing them to the appropriate department when required and responding to enquiry emails
  • Providing quotes where necessary and raising orders and invoices
  • Helped the Production Manager with day to day operations, including processing and producing orders
  • Monitoring and maintaining stock levels and ensuring that the workplace was kept in a clean and orderly manner.

Receptionist

Thurlow Nunn Vauxhall
Dunstable, Bedfordshire
11.2018 - 02.2020
  • Welcomed visitors and directed them to the appropriate person or area within the business
  • Maintained the day to day handling of phone calls that came through and directed them to the correct member of staff and department
  • Adhered to security procedures by ensuring all visitors signed in and were provided with a visitors badge
  • Kept a safe and clean reception area and complied with all regulations
  • Followed data protection by filing documentation correctly and safely and keeping it up to date.

Sales Coordinator

Essential Embroidery Design
Dunstable, Bedfordshire
10.2018 - 11.2018
  • Dealt with my own specific clients regarding their orders and quotes
  • Liaised with customers via email and over the phone and fulfilled their requests
  • Navigated around a system based on providing different processes to be put onto different garments
  • Converted quotes into orders and liaised with the dispatch, embroidery and process teams to find out if we could work to certain time frames with regard to the process needed
  • Obtained updates on delivery and kept our clients informed.

Collections Officer

Heartland Bank
Auckland, New Zealand
12.2017 - 05.2018
  • Called customers who hadn’t kept up with repayments
  • Extensive account maintenance and work
  • Used skip tracing links including Veda, PPSR, Motochek, White Pages, Companies Office and Insolvency register
  • Navigated through the Oracle system, to access documentation for customers, locating missed payments and uploading documentation In charge of documentation and admin delivery Data entry and administration.

Bartender

HeadQuarters
Auckland, New Zealand
10.2017 - 11.2017
  • General upkeep and cleaning of the bar area and dining area
  • Helping new starters and advising them if they needed help
  • Mixed and served cocktails, stocked up all spirits and wine behind the bar
  • Making sure customers were served efficiently and felt welcomed into the bar whilst maintaining good customer service
  • Doing table service for customers and taking their drinks to them when orders came through.

Clothing Supervisor

DW Sports Store
Milton Keynes, Buckinghamshire
11.2016 - 09.2017
  • Visual merchandising of the clothing and footwear within the store
  • Day to day running of the store and supervising other members of staff
  • Opening and closing the store, cashing up, having access to the safe and doing daily paperwork
  • Dealt with clothing deliveries coming into the store and checking sock levels were correct
  • Finding the correct places to put the items once they were checked and prepared for the shop floor

Records Coordinator

Equifax
Sydney, Australia
09.2016 - 10.2016
  • Ran performance history checks on candidates for potential jobs as requested by clients Checked and cross referenced qualifications, employment history and professional membership within Australia and overseas
  • Verified information provided by the candidate was correct
  • Performed drivers licence checks for selections of all Australian states to confirm there weren’t any points on drivers licences, also it was checked for validity Data entry and administration.

Call Centre Representative

2evolve
Sydney, Australia
07.2016 - 08.2016
  • Executed telephone calls to long term donors of The Australian Red Cross
  • Spoke with them in regards to increasing their donation with The Australian Red Cross foundation
  • Provided constant customer service and maintained perfect telephone manner
  • Reached and surpassed targets daily
  • Embraced fast paced and full on environment.

Customer Service Representative

F.Hinds Jewellers
Dunstable, Bedfordshire
03.2015 - 05.2016
  • Calculated weekly and monthly sales targets whilst reaching and exceeding them
  • Merchandised and filled stock whilst confirming it was displayed correctly and kept clean
  • Daily running of duties in store when management was away from branch
  • Building rapport with customers to increase return custom whilst promoting items to so it would result in higher purchases
  • Keeping the store clean and well presented at all times
  • Training up new members of staff
  • Preparing for sales and admin work

Customer Service Representative

The Money Shop
Dunstable, Bedfordshire
03.2013 - 03.2015
  • Dealing in foreign exchange from different countries
  • Providing payday loans, cheque cashing, cash for gold, pawnbroking
  • Meeting daily targets
  • Keeping our store well presentable and staying on top of general housekeeping
  • Changing POS within our branch which coincided with current advertisements and offers
  • Helping train new members and guiding them through each process within store
  • Running our store by myself at times when I had to lone work
  • Handling large amounts of money and making sure it was correct for loomis collections.

Education

GCSES - Religious Studies, Food Technology, English Language, Science, Child Development, Art and Design, History, English Literature, Mathematics

Marlborough School Science College
Saint Alban's
09.2002 - 06.2007

Skills

  • Document management
  • Tech-Savvy
  • Scheduling appointments
  • Product upselling
  • Customer service
  • Glasses repair
  • Supply restocking
  • Patient relationship management
  • Records management
  • Office administration

Certification

  • University of Chester
  • Certificate of Credit in recognition of studies successfully completed: MD4201 General Practitioner Assistant Skills-10 HE Credit Points at Level 4

Affiliations

  • Travelling
  • Lego
  • Tattoos
  • Concerts/Festivals
  • Socialising with friends
  • True crime

References

References available upon request.

Timeline

Receptionist/Optical Assistant

Tracy Vanderplank Opticians
06.2025 - 11.2025

Medical Administrator

Peel Medical Centre
05.2024 - 06.2025

Receptionist/Administrator/QOF Lead

West Street Surgery
08.2020 - 03.2024

Receptionist and Production Assistant

The Sign Shop
03.2020 - 06.2020

Receptionist

Thurlow Nunn Vauxhall
11.2018 - 02.2020

Sales Coordinator

Essential Embroidery Design
10.2018 - 11.2018

Collections Officer

Heartland Bank
12.2017 - 05.2018

Bartender

HeadQuarters
10.2017 - 11.2017

Clothing Supervisor

DW Sports Store
11.2016 - 09.2017

Records Coordinator

Equifax
09.2016 - 10.2016

Call Centre Representative

2evolve
07.2016 - 08.2016

Customer Service Representative

F.Hinds Jewellers
03.2015 - 05.2016

Customer Service Representative

The Money Shop
03.2013 - 03.2015

GCSES - Religious Studies, Food Technology, English Language, Science, Child Development, Art and Design, History, English Literature, Mathematics

Marlborough School Science College
09.2002 - 06.2007
CHARLOTTE JEPSON