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referral specialist: Resume Samples & Writing Guide

Rob Kelly

678 Sunset St., Tappan, NY 10962
[email protected]
897-071-5498

Employment history

Chief Referral Specialist, Amazon Seattle, Washington
March 2021 – Present
  • Provide information and assistance to referral sources
  • Develop and maintain relationships with referral sources
  • Participate in outreach events to promote referrals
Associate Referral Specialist, Bank of America Charlotte, North Carolina
September 2019 – February 2021
  • Coordinate referrals with other departments
  • Develop and maintain relationships with referral sources
  • Respond to inquiries from referral sources
Jr. Referral Specialist, General Electric Boston, Massachusetts
April 2018 – September 2019
  • Identify and pursue new referral sources
  • Monitor referral trends and recommend changes
  • Assist with data entry and other administrative duties

Education

University of Illinois, Urbana, Illinois
Bachelor of Arts in Accounting, February, 2018

Skills

Planning
Troubleshooting
Problem Solving
Stress Management
Scheduling
Telephone Skills
Spreadsheets
Customer Service

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Karl Campbell

909 Countryside Drive, Santa Rosa, TX 78593
[email protected]
717-667-2769

Professional Summary

 Highly organized and motivated Referral Specialist with experience in administrative and clerical work. Possesses excellent communication and customer service skills, with a proven ability to build relationships with clients and colleagues. 

Employment history

Lead Referral Specialist, Apple Cupertino, California
May 2015 – Present
  • Maintain accurate records of referrals and outcomes
  • Participate in outreach events to promote referrals
  • Respond to inquiries from referral sources
Referral Specialist, General Electric Boston, Massachusetts
November 2013 – April 2015
  • Respond to inquiries from referral sources
  • Make outgoing calls to potential referral sources
  • Participate in outreach events to promote referrals
Junior Referral Specialist, UnitedHealth Group Minnetonka, Minnesota
November 2012 – October 2013
  • Maintain accurate records of referrals and outcomes
  • Assist with patient outreach and follow up
  • Assist with data entry and other administrative duties

Education

University of Michigan, Ann Arbor, Michigan
Executive Administrative Assistant, September, 2012

Skills

Creativity
Analytical
Written Communication
Organization
Database Management
Accounts Receivable
Reception
Records Management

Vincent Ingram

892 Oakwood Avenue, Olmito and Olmito, TX 78582
[email protected]
676-889-9266

Employment history

Lead Referral Specialist, Apple Cupertino, California
March 2021 – Present
  • Provide information and assistance to referral sources
  • Assist in the development and implementation of referral programs
  • Respond to inquiries from referral sources
Associate Referral Specialist, UnitedHealth Group Minnetonka, Minnesota
September 2020 – February 2021
  • Maintain accurate records of referrals and outcomes
  • Participate in outreach events to promote referrals
  • Prepare reports on referral activity
Junior Referral Specialist, Apple Cupertino, California
March 2019 – August 2020
  • Follow up with existing referral sources
  • Monitor referral trends and recommend changes
  • Assist in the development and implementation of referral programs

Education

University of Texas, Austin, Texas
Customer Service, February, 2019

Skills

Computer Literacy
Visualization
Training
Professionalism
Office Administration
Database Management
Scheduling
Inventory Management

Ike Davis

523 Hillside Avenue, Gholson, TX 76705
[email protected]
818-815-5637

Employment history

Senior Referral Specialist, Walmart Bentonville, Arkansas
June 2017 – Present
  • Prepare reports on referral activity
  • Provide information and assistance to referral sources
  • Participate in outreach events to promote referrals
Referral Specialist, Apple Cupertino, California
June 2016 – May 2017
  • Provide information and assistance to referral sources
  • Assist with patient outreach and follow up
  • Respond to inquiries from referral sources
Jr. Referral Specialist, JPMorgan Chase New York, New York
December 2015 – May 2016
  • Provide information and assistance to referral sources
  • Coordinate referrals with other departments
  • Monitor referral trends and recommend changes

Education

University of Wisconsin, Madison, Wisconsin
Doctor of Human Resources Management, October, 2015
University of Wisconsin, Madison, Wisconsin
Bachelor of Arts in Medical Office Administration, October, 2011

Skills

Customer Service
Risk Management
Planning
Training
Database Management
Filing
Microsoft Office
Office Administration

Charles Hall

235 Oakwood Court, Millwood, WA 99212
[email protected]
713-437-3199

Employment history

Chief Referral Specialist, JPMorgan Chase New York, New York
February 2020 – Present
  • Assist with patient outreach and follow up
  • Develop and maintain relationships with referral sources
  • Identify and pursue new referral sources
Referral Specialist, JPMorgan Chase New York, New York
February 2019 – January 2020
  • Follow up with existing referral sources
  • Identify and pursue new referral sources
  • Monitor referral trends and recommend changes
Junior Referral Specialist, Amazon Seattle, Washington
August 2018 – January 2019
  • Assist with data entry and other administrative duties
  • Develop and maintain relationships with referral sources
  • Identify and pursue new referral sources

Education

University of Illinois, Urbana, Illinois
Medical Office Administration, June, 2018

Skills

Relationship Management.
Business Acumen
Critical Thinking
Leadership
Database Management
Word Processing
Records Management
Invoicing

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referral specialist Job Descriptions; Explained

If you're applying for an referral specialist position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

1

referral specialist

  •  Referral Specialist Initiate telephonic outreach to members who have been identified by our client as viable candidates for Care Management and engagement.
  •  Educate the member on Humana’s Care Management program and obtain consent for enrollment. 
  • Document per protocol and communicate pertinent information to designated person and/ or persons. Work collaboratively with other members of the clinical leadership team. Relate to a production environment and understand process flows. Use a variety of electronic information processing tools and multiple software programs. 
  • Establish priorities, work independently and proceed with objectives without direct supervision. Solid interpersonal, professional, verbal and written communication skills. 
2

junior referral specialist

  • Contacted leads and current customers by telephone and email to provide information about our products, screened for eligibility, and referred to 3rd party channels when necessary 
  • Keep records of customer interactions, recorded details of inquiries and comments using Salesforce 
  • Established and maintained relationships with business owners using excellent customer service and reached out to them periodically to inquire about their financing needs
  • Developed new marketing strategies to reach potential customers more effectively 
3

referral specialist

  • Schedule appointments for patients to consult with a specialist 
  • Distribute reminder appointments to clients as well as other necessary paperwork

referral specialist Job Skills

For an referral specialist position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Data Entry
  • Scheduling
  • Office Administration
  • Filing
  • Data Analysis
  • Typing
  • Microsoft Office
  • Bookkeeping
  • Reception
  • Records Management
  • Word Processing
  • Invoicing
  • Customer Service
  • Inventory Management
  • Accounts Payable
  • Accounts Receivable
  • Spreadsheets
  • Database Management
  • Telephone Skills
  • Email Management

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management.

How to Improve Your referral specialist Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Steve Foster

559 Hickory Hill Road, Peninsula, OH 44264
[email protected]
678-101-0105

Employment history

Lead Referral Specialist, Google Mountain View, California
May 2010 – May 2022
  • Prepare reports on referral activity
  • Assist in the development of referral marketing materials
  • Maintain accurate records of referrals and outcomes
Referral Specialist, Microsoft Redmond, Washington
November 2009 – April 2010
  • Coordinate referrals with other departments
  • Make outgoing calls to potential referral sources
  • Assist with data entry and other administrative duties
Entry Level Referral Specialist, UnitedHealth Group Minnetonka, Minnesota
November 2008 – October 2009

Education

Harvard University, Cambridge, Massachusetts
Doctor of Human Resources Management, September, 2008
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Medical Office Administration, September, 2004

Skills

Analytical
Customer Service
Teamwork
Critical Thinking
Inventory Management
Customer Service
Data Analysis
Reception

Unexplained Year Gaps and Missing Job Experiences are a No-no

Gaps in your resume can prevent recruiters from hiring you if you don't explain them.

Key Insights
  • It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
  • Use the gap to talk about positive attributes or additional skills you've learned.
  • Be honest and straightforward about the gap and explain it using a professional summary.

How to Optimize Your referral specialist Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Isaac White

961 Pinecrest Avenue, McClellanville, SC 29458

Employment history

Entry Level Referral Specialist, Microsoft Redmond, Washington
December 2021 – September 2022
  • Assist in the develpment and implementaion of referral programs
  • Develop and maintian relationships with referral sources
  • Maintian accurrate records of referrals and outcomes

Education

University of Maryland, College Park, Maryland
Doctor of Human Resources Management, October, 2021
University of Maryland, College Park, Maryland
Bachelor of Science in Office Administration, October, 2017

Skills

Mentoring
Emotional Intelligence
Documentation
Decision Making
Data Analysis
Database Management
Email Management
Microsoft Office

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position.

Key Insights
  • Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
  • Make sure to use a professional email address as part of your contact information.
  • Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

referral specialist Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an referral specialist position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.



Rob
Kelly

[email protected]
897-071-5498
678 Sunset St., Tappan, NY
10962

Chief Referral Specialist
Bank of America
Charlotte, North Carolina

To the Recruitment Team at Bank of America


I am a passionate Referral Specialist with 5 years of experience in Administrative & Clerical. I am excited to submit my application for the Chief Referral Specialist position at Bank of America, where I believe my skills and expertise would be a great asset to your team.


As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Planning and Troubleshooting that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Administrative & Clerical to the role and contribute to your organization's success.


Thank you for considering my application for the Chief Referral Specialist role. I am looking forward to a future where we work together to drive this organization's success.


Kind regards,
Rob Kelly
897-071-5498
[email protected]

Rob Kelly






Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes

Give yourself the best chance of standing out from the competition!

Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.