Client-focused finance associate with excellent relationship building and communication skills. Track record of delivering high-quality client services through education and advocacy. Offering strong critical thinking skills and deep understanding of requirements.
Overview
4
4
years of professional experience
Work History
Premium Finance associate
Confie Administrative Services
Baton Rouge, Louisiana
10.2024 - Current
Received and verified payments for accuracy before reconciling accounts.
Logged and processed NSF payments, applying returned premium to settle contracts and issuing refunds as necessary.
Performed flat cancellation of premium finance contracts.
Reviewed account discrepancies and corrected ledger entries.
Answered customer finance inquiries with clear, professional communication.
Utilized various software applications such as Microsoft Excel to create spreadsheets for tracking information and preparing reports.
Provided support in the review of contracts for pricing accuracy and compliance with company policies.
Provided support through service now tickets on a variety of policy issues including fixing premium
Set up AutoPay
Reviewed account balances and resolved discrepancies with internal teams.
Auto Premium Finance Associate
Go Auto Insurance
02.2024 - 09.2024
Assisted customers and agents with policy-related issues through inbound and outbound calls, enhancing customer satisfaction
Assisted customers and agents with policies that are not updating after payments
Collected payment information over the phone from customers and agents to ensure accurate transactions
Negotiating and performing due date changes
Assisting customers and agents with online account recovery
Streamlined processes by utilizing dual computers for simultaneous tasks.
Processed voids for payments to correct transaction errors. and spoiled policies through APAC Utilities
Telephone Operator
Lucys Answering Service
Baton Rouge, LA
09.2022 - 01.2024
Manage and answer multiple telephone lines with courtesy and empathy while maintaining confidentiality and adhering to HIPAA regulations for 100+ clients daily
Answer phones and relay information and messages accurately to clients via telephone, email , and /or text message (i.e., doctors, lawyers, construction companies, etc.)