Skilled team player with strong background in Managerial and Sales Work Environments.Works well independently to handle assignments and always ready to go beyond basics assignments. Skills to drive growth .Quick learner with good computer abilities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Claims Specialist
Liberty Mutual
09.2023 - Current
Processed new claims, verifying data and documentation prior to submitting for approval or review
Review insurance coverage to calculate policy limits
Provided account information, claims procedure guidance and additional resources to support policyholders throughout claims process
Used system tools to keep track of proper reserving time frames for assigned cases
Interviewed insured within performance standards and guidelines
Supported agents with claims issues, documentation needs and general questions.
Senior Escalation Specialist
Wells Fargo
11.2020 - 09.2023
Answer inbound calls and submitting escalated complaints/inquiries that require special handling
Managed daily tasks consistently and sought out opportunities to go beyond requirements and support business targets
Handle The initial intake of customer complaints by thoroughly locating the entirety of a customers account in various systems to ensure a complete record is provided
Rerouted Complaints to other executive complaints offices or line of business complaint offices within SLA guidelines as appropriate
Verified Customers Identity and looked for any flagged events
Adhere to schedule and participate in all required meetings/trainings to ensure i am capable of conducting my job effectively
Conduct a Pre-Risk Assessment by reviewing complaint for regulatory and non regulatory flags and classifying risk appropriately in the case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards and/or agency or government regulations
Cross trained in multiple Departments within the company.
Teller
Insight Credit Union
01.2019 - 11.2020
Consistently met sales quotas by discussing bank products with customers, including loans, credit cards and lines of credit
Collected payments for mortgages, loan balances and public utilities on behalf of the bank's customers
Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy
Helped managers improve area operations by sharing customer feedback and contributing new ideas
Smoothly opened, closed and updated accounts and savings plans for customers
Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud
Supported customers by coordinating special actions like ordering new bank cards and personal checks
Customer Service
Cross Trained in all departments.
Territory Manager
Trekker Group
10.2016 - 01.2019
Managed All Central Florida Rental Accounts
Developed excellent knowledge of territory's customers, applying strong networking skills and deep understanding of customers' growth plans
Visited Different Construction sites for new business opportunities
Expanded contact lists for each client and looked for new opportunities
Planned efficient routes to serve the maximum number of customers each day
Contacted established accounts to offer new services and boost revenue
Recorded sales or delivery information on daily sales records
Listened to and resolved service complaints in a timely manner; handled product returns and credits
Followed prescribed routes and time schedules to meet 100% on-time delivery
Customer Service.
Account Manager
Rent A Wheel
07.2013 - 10.2016
Communicated with clients to build strong connections and improve account strategy
Managed Collections Dept
Received warehouse shipments
Data Entry
Worked with customers, sales team and agencies to plan advertising campaigns
Prepared meetings and Trainings on products and polices
Established relationships with existing clients while developing strategies to build new clientele
Attended client meetings, trade shows and industry association meetings to promote business
Sustained revenue by bringing in new customers and continuously connecting with established accounts.