Amelie Doridant
Colorado Springs,CO
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of professional experience
Work History
CS&S Small Business Retirement Services Operations
Charles Schwab & Co
Colorado Springs, CO
07.2022 - 04.2024
- Worked with complex small business retirement accounts such as SEP IRAs, SIMPLE IRAs, and Individual 401k plans.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Identified needs of customers promptly and efficiently.
- Conducted retirement plan reviews and provided guidance to participants on their available options.
- Researched and responded to inquiries from customers related to their retirement accounts.
- Processed rollover requests from other qualified plans or employer sponsored plans into IRAs.
- Reviewed account statements for accuracy of information prior to delivery to clients.
- Identified discrepancies between client records and resolved issues accordingly.
CS&S Unlicensed FSR
Charles Schwab & Co
Colorado Springs, CO
04.2022 - 07.2022
- Assisted clients with the navigation of both our online site at Schwab.com as well as the Android and Apple apps that we offer.
- Answered any questions clients may have about their accounts with Schwab and helped clarify certain conditions with each account (Schwab One brokerage, High Yield Investor Checking, and IRA accounts.)
- Fostered relationships with new and existing customers through excellent customer service skills.
- Assisted clients in understanding complex financial concepts and instruments.
- Educated customers about different types of products available from the company's portfolio.
- Processed transactions quickly and accurately in accordance with established procedures.
- Ensured that all customer inquiries were answered promptly and completely.
Group Inquiry Representative
Blue Cross Blue Shield of Michigan
09.2018 - 04.2022
- Satisfied employer group customers with efficient payment processing in coordination with Accounts Receivable.
- Helped employer group customers understand any sort of billing issues they were experiencing.
- Answered group customers' questions about membership for their employees and their dependents.
- Hit 100% quality quotas frequently with continuous support and attention to client needs.
- Greeted customers and responded to inquiries in a timely manner.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
Education
Some College (No Degree) - Nursing
Colorado State University - Pueblo
Pueblo, COSkills
- Quality assurance
- Calm demeanor
- Experience with inbound calls
- Data Entry
- Positive and professional
- Quality standards
- Excellent Communication
- Team building
- Remote Office Availability
- Teamwork and Collaboration
Languages
German
Native/ Bilingual
Prior to 2018 Employment History
More information about duties and responsibilities from past employment experience available upon request.
References
References available upon request.
Timeline
CS&S Small Business Retirement Services Operations
Charles Schwab & Co
07.2022 - 04.2024
CS&S Unlicensed FSR
Charles Schwab & Co
04.2022 - 07.2022
Group Inquiry Representative
Blue Cross Blue Shield of Michigan
09.2018 - 04.2022
Some College (No Degree) - Nursing
Colorado State University - Pueblo