Amanda Shelton
Wonder Lake,IL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Retirement Specialist
TransAmerica Retirement Solutions
01.2024 - Current
- Assisted clients in navigating complex pension regulations, helping them make informed decisions about their options.
- Provided ongoing support to retired clients by monitoring their income streams, adjusting distributions as needed based on changes in living expenses or taxes owed during the year.
- Established strong rapport with clients through regular communication and follow-ups, fostering long-term relationships.
- Consistently exceeded performance targets related to new business development, client retention, and overall profitability within the firm''s retirement specialist division.
- Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
Customer Service Specialist
Working Solutions
01.2019 - 01.2024
- Managed high volume of claims, prioritizing tasks to meet deadlines without sacrificing quality.
- Reviewed and analyzed claims to ensure accuracy, completeness, and compliance with company policies.
- Streamlined appointment scheduling for better patient flow and reduced wait times.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Coordinated annual open enrollment events, providing opportunities for employees to learn about their options and make informed decisions regarding their coverage selections.
Restaurant Manager
Ginny O’s
01.2017 - 01.2019
- Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
- Carefully interviewed, selected, trained, and supervised staff.
- Organized and implemented coursework, oversaw scheduling and monitored attendance. Created the schedule and monitored sales.
- Managed inventory levels efficiently by establishing reorder points, reducing stockouts, and minimizing excess inventory costs.
Education
Associates - Office Management
McHenry County College
Crystal Lake, ILSkills
- Claims processing
- Project Management
- Budget Planning
- Communication
- Scheduling
- Appointment Scheduling
- Insurance Verifications
- Problem-solving
Additional Information
I have done several contracts during my time with Working Solutions for multiple companies like Southwest Airlines, Turbo Tax, Benefeds, Planet Art, Sabre, and Hy-Vee. Each experience was unique based on the clients needs. I was able to adapt to changes quickly and provide excellent customer service, and problem resolution for those with escalated issues.
Communication
Implemented new procedures and technologies that improved efficiency and streamlined operations.
Leadership
Successfully managed employees and exceeded sales goals/expectations.
Timeline
Retirement Specialist
TransAmerica Retirement Solutions
01.2024 - Current
Customer Service Specialist
Working Solutions
01.2019 - 01.2024
Restaurant Manager
Ginny O’s
01.2017 - 01.2019
Associates - Office Management
McHenry County College
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