Detail-Oriented problem-solver focused on identifying areas of improvement, building strong and impactful relationships, training design and execution, monitoring, and analyzing data to identify trends to drive company success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Benefit Specialist II - Organizational Readiness
ADP
Salem, NH
12.2023 - Current
Developed project plans, identified risks, set objectives and monitored progress towards completion.
Coordinated with internal stakeholders to ensure successful implementation of the program initiatives.
Conducted regular meetings with team members to review progress and address any issues or concerns arising from the program execution process.
Identified areas of improvement in existing Call Quality analysis, successfully redesigned call scoring rubric, yielding more productive manager/associate coaching sessions.
Led monthly Call Callibration meetings with leadership team.
Developed new hire training program.
Analyzed data collected during the course of the program operations and reported results accordingly.
Developed scorecards that tracked performance data related to new hire training progress.
Facilitated workshops designed to improve client satisfaction.
Prioritized tasks and managed teams throughout multiple projects.
Collaborated with functional managers to develop program resource plans and assign program resources.
Benefit Services Specialist II
ADP
Salem, NH
06.2019 - 12.2023
Ranked #2 in the country for highest client satisfaction surveys in 2019.
Client's point of contact for resolving benefits based needs revolving around: COBRA, FMLA, benefit offerings, change in status/qualifying life events and Open Enrollment liaison.
Effectively manage case load, inbound calls, emails and additional projects assigned.
Consistent follow up.
Extensive knowledge of Workforce Now.
Ask probing questions to determine service needs.
Handle client inquiries with exceptional professionalism, empathy and positivity.
Deliver fast, friendly and knowledgeable service for routine questions and service needs.
Keep detailed records of client accounts, including actions taken and issues resolved.
Build exceptionally strong relationships with internal and external partners.
Helped create and facilitate national new hire training program.
Financial Associate Tax Exempt II
Fidelity Investments
Merrimack, NH
01.2016 - 06.2019
Build lasting relationships with participants via inbound call center.
Manage multiple tasks simultaneously while staying efficient and accurate.
Have effective conversations with participants including: Building rapport, conveying empathy, presenting options to solve an issue, case management and delivering outstanding customer service.
Quickly adapt to changes with IRS law and regulation.
Consistently meet metric goals revolving around Customer Satisfaction, Average handle time, Call Quality and Safeguards
2018 General Manager Club Member Top 5% performer for 3rd Quarter 2018, 2018 Superlative Winner - Highest CEI (Customer Experience Index) and 3rd Quarter MVP.