Ashilee Boyer
Orlando,FL
Summary
Skilled Financial Representative with exceptional financial acumen and a customer service-oriented mindset. Dedicated to exceeding performance metrics on a consistent basis while pursuing professional development opportunities that enhance knowledge and abilities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Financial Services Representative
Charles Schwab
Orlando, FL
06.2022 - Current
- Dedicated licensed stock broker with expertise in advanced brokerage, trading products, retirement accounts and tax/reporting
- Acted as a subject matter expert for financial products in a customer facing role, provided account management, education to clients via phone
- Utilized Salesforce to assist customers
- Concentrated on compliance and regulation within my role to adhere to industry best practices, utilizing best business judgment in difficult situations while focusing on maintaining a positive client relationship
- Financial Industry Regulatory Authority (FINRA) licensed with Series 7 and 63.
Territory Manager
Medicaid Done Right
Remote
08.2021 - 06.2022
- Visited Skilled Nursing Facilities to determine eligibility for Medicaid
- Utilized strong customer service skills, and written/verbal skills to be successful
- Implemented different processes with nursing homes for success
- Maintained a caseload of 50+ plus cases focusing on consistency and ensuring accuracy for cases to be approved by Department of Children Family Services
- Reviewed financial and legal documents daily before submitting
- Over 85% of cases approved
- Utilized strong communication and project management skills with business partners, along with daily documentation and problem solving skills to overcome difficulty and meet deadlines
- Assembled different training and learning materials for nursing homes and families about our services.
Customer Success Agent
Aerotek - Princess Polly
Remote
05.2021 - 08.2021
- Focused on the success and customer satisfaction via inbound calls and responding to chats
- Utilized Excel to log data daily, along with collaborating with external business partners for customer success
- Maintained records and documentation of customer experiences, utilized strong technical and time management skills with several systems such as Salesforce, Gorgias, Shopify and Microsoft Suite
- Reviewed product images for quality and company standard, instilled confidence in customers with product knowledge and problem solving skills.
Coverage Consultant
Invicta Health Solutions
Orlando, FL
05.2020 - 05.2021
- Worked as a liaison between hospitals revenue cycle department and government agencies to secure a payor for medical services rendered
- Acted as a subject matter expert pertaining to Medicaid and Social Security Disability requirements, met with patients bedside to screen and process applications
- Documented interactions with patients and processes to ensure progress, utilized several systems such as EPIC, and STAR to document.
Integrated Case Manager
Zepf Center
Toledo, OH
06.2019 - 05.2020
- Provided case management services to clients with mental health conditions within their homes and communities
- Created and followed Individualized Service Plans, completed full assessments on clients mental well being
- Advocated for clients with different agencies to ensure safety and basic necessities are met
- Utilized crisis management and empathy in difficult situations
- Documented interactions, and utilized appropriate billing measures to avoid inaccuracies.
Education
Bachelor of Science in Human Development Family Studies -
Bowling Green State University
05.2019
Skills
- Time Management
- Customer Service
- Microsoft Suites
- Conflict-Resolution
- Emotional Intelligence
- Technical Support
- Customer Retention
- Documentation and Reporting
- Account Management
- Conflict Resolution
- Call Center Operations
- Team Collaboration
Certification
- Series 7 and 63 licensed.
Timeline
Licensed Financial Services Representative
Charles Schwab
06.2022 - Current
Territory Manager
Medicaid Done Right
08.2021 - 06.2022
Customer Success Agent
Aerotek - Princess Polly
05.2021 - 08.2021
Coverage Consultant
Invicta Health Solutions
05.2020 - 05.2021
Integrated Case Manager
Zepf Center
06.2019 - 05.2020
Bachelor of Science in Human Development Family Studies -
Bowling Green State University