BEATRICE ROGERS
San Diego,Ca
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
Work History
Retirement Plan Specialist-unlicensed
Infosys BPO / Vanguard
Scottsdale, AZ
06.2022 - 08.2024
- Develops basic knowledge of client funds, products and services, the overall financial services industry through classroom training, on-the-job training, and self-study.
- Provides high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing account and plan information from various information systems.
- Provide fund and investment performance information
- Respond to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.
- Identifies routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the problem using current workflow procedures.
- Initiates transactions for participants including loans, exchanges, allocations, and terminations.
- Works with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies.
- Appropriately utilizes management, resources and specialty resolution teams needed to resolve participant inquiries.
Patient Enrollment/Engagement Coordinator
Apricus Medical Group
Phoenix, AZ
03.2021 - 01.2022
- Inbound/outbound calls for prospective patients
- Process new appointments or change existing appointments
- Oversaw member information reconciliation procedures and paperwork
- Researched and resolved discrepancies in enrollment activities
- Verified insurance and submitted prior-authorization when needed
- Ensured accurate documentation.
Behavior Therapist
Autism Spectrum Therapies
03.2020 - 04.2021
- Tracked goals and kept accurate documentation for individual service plan
- Provided quality care to children with Autism while working in a home environment
- Worked one on one Applied Behavior Analysis (ABA) with children to create lasting change
- Conducted all work in accordance with guidelines set forth by the Health Insurance Portability Accountability Act.
Education
High School Diploma -
Mission Bay High School
San Diego, CASkills
- Emotional intelligence and people skills
- Attention to details
- Administration
- Problem solving
- Time management
- Microsoft Word (25 wpm), Excel, Powerpoint proficient
Professionalaccolades
- Optimizing Employee Performance - Completed training provided to enhance employee performance and promote teamwork and diversity within the work environment.
- Served customers in a positive way, receiving two customer service awards in the past year
Timeline
Retirement Plan Specialist-unlicensed
Infosys BPO / Vanguard
06.2022 - 08.2024
Patient Enrollment/Engagement Coordinator
Apricus Medical Group
03.2021 - 01.2022
Behavior Therapist
Autism Spectrum Therapies
03.2020 - 04.2021
High School Diploma -
Mission Bay High School