Aundrea Elliott
Greensboro,NC
Summary
Professional with a strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and a proactive approach to meeting customer and organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Executive
Ascensus
02.2025 - Current
- Help clients understand contribution types
- Provide tools or support for calculating and tracking allowable contributions.
- Ensure accurate and timely processing of contributions and transactions.
- Facilitate rollovers, distributions, loans (if allowed), and other account changes.
- Address client questions about investments, account access, and plan maintenance.
- Investigate and resolve any issues with contributions, transactions, or account activity.
- Maintain accurate client records, including plan documents, amendments, and transaction history.
- Assist clients with recordkeeping best practices for IRS compliance.
- Provide secure methods for document sharing and retention.
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Collaborated with cross-functional teams to deliver tailored financial solutions for clients.
Customer Service Representative
Lincoln Financial Group
11.2022 - 11.2024
- Provide excellent customer service by answering inbound calls and building rapport with plan participants and plan sponsors, while addressing customer inquiries with accuracy.
- Offer detailed information about retirement plans while navigating multiple software systems and databases.
- Ensure customer needs are met with tailored solutions, demonstrating flexibility and responsiveness.
- Resolved customer inquiries through multiple channels, enhancing overall satisfaction and loyalty.
- Developed and maintained comprehensive knowledge of products and services to provide accurate support.
HealthCare Billing Specialist
LabCorp
09.2020 - 11.2022
- Prepared and verified billing statements, ensuring correct diagnostic coding for patients.
- Managed and updated patient information and medical records with precision.
Sales Associate/Cashier
DSW
05.2019 - 06.2021
- Maintained customer satisfaction with quick and professional handling of products.
- Handled daily credit and cash transactions to facilitate customer satisfaction.
- Used POS system to enter orders, process payments, and issue receipts.
- Learned duties for various positions and provided backup at key times.
Education
Associate of Arts - Arts
Guilford Technical Community College
Jamestown, NCBachelor of Business Administration - Business Administration
Guilford Technical Community College
Jamestown, NC12-2026
Skills
- Problem Sensitivity
- Conflict Resolution
- Claims Resolution
- Medical Billing
- Data Entry
- Call center experience
- Microsoft Excel
- Account management
- Written and verbal communication
- Customer service
- CRM software expertise
- Interpersonal skills
- Time management
- Attention to detail
- Multitasking
Certification
Microsoft Excel- Level 2
Certificate of Completion-Business Administration Human Resources
Timeline
Account Executive
Ascensus
02.2025 - Current
Customer Service Representative
Lincoln Financial Group
11.2022 - 11.2024
HealthCare Billing Specialist
LabCorp
09.2020 - 11.2022
Sales Associate/Cashier
DSW
05.2019 - 06.2021
Associate of Arts - Arts
Guilford Technical Community College
Bachelor of Business Administration - Business Administration
Guilford Technical Community College