Adept at complaint resolution and proficient in computer use, I excelled at Capital Group/American Funds by enhancing customer satisfaction and streamlining account updates. My proactive approach and ability to multitask led to significant improvements in operational efficiency, showcasing my high-energy attitude and commitment to excellence.
Overview
25
25
years of professional experience
Work History
Customer Service Representative II
Capital Group/American Funds
Carmel, IN
07.2019 - 08.2024
Company Overview: http://www.indianapolisgigs.com/job.asp?id=45272828
Accurately and efficiently handled requests from advisors and clients
Collaborating with our custodians and internal team members to follow up on and execute operational items in a timely manner
Monitored and mitigated daily time sensitive requests such as money movements, trade requests, and custodian changes as well as any legal matters
Process new account applications
Provided legal requirements to inbound call center
Provided helpdesk support as needed
Updated one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations
Researched and resolved routine billing questions and discrepancies
Ensured billing parameters match the customer’s contractual agreement as applicable
Document/verify requested changes to customer billing parameters
Provided internal/external communication on accounts billing status discussions via meeting(s) conference calls and written communication
Maintain documentation in designated central files
Utilized multiple JCI systems to ensure accurate billing of invoices
Used creative techniques and flexibility to provide any specialized billing requests of the customer within JCI systems
Reviewed and contributed to daily, weekly, and monthly reports
Other duties as assigned
National Account Manager - Collections
Tyco Integrated Security - Johnson Controls
Fishers, IN
07.2016 - 03.2019
Managed assigned portfolio of delinquent accounts through relationship building and the ability to innovatively problem solve collection activities, billing disputes, and payment options
Managed account resolution to resolve debts in the manner most beneficial to customers and company needs
Account Manager-Auxiliary Team (Team Lead)
Car Now Acceptance Company (CNAC)
Carmel, IN
02.2014 - 01.2016
Managed all current and delinquent insurance accounts and contractual within the company stores
Responsible for educating the buyer on the importance of maintaining insurance at all times
Responsible for contacting all delinquent borrowers and eliciting a plan of action to get them brought current
Responsible for contacting customers within the first three days of purchase to verify the accuracy of information on accounts and welcome them to our company
Educated the customer and made sure they understand the expectations and the guidelines of the program to advance
Support other teams as needed to meet company goals
Customer Account Executive
Comcast
Fishers, IN
10.2012 - 02.2014
Interacted with customers via telephone; assisted with a variety of customer inquiries and issues
Elicited and recorded customer information and inquiries
Corrected errors and discrepancies on customers’ billing statements, as necessary
Demonstrated good oral and written communication skills, with the ability to articulate relevant information and directions in an organized and concise manner
Explained billing cycles, processed, and prorates effectively to ensure that customers understood their statements
Generated copies of billing statements and researched billing history using computerized systems
Facilitated interactions with customers in a way that was in accordance with the company's service strategy
Established rapport and promoted effective relationships
Maintained awareness of company policies and procedures while applying sound judgment, when necessary
Attempted to collect delinquent account balances
Prepares work orders accurately; processed payments and entered credit card information accurately
Promoted and recommended products and services based on a logical relationship to the customer's needs and interests when appropriate
Maintained and coordinated interdepartmental communications as they apply to customer problem resolution
Office support in an inbound call center, processed incoming calls and scheduled delivery services and established payment arrangements on past due accounts
Provided customer service for incoming inquiries, data entry, payment tracking, reports, order supplies, assisted accounting department
Provided comprehensive secretarial duties for departments, clinics, or large program areas director or equivalent in performing administrative details, projects, and duties of highly confidential nature in using independent judgment, analytical ability, and self-direction
Works independently and research technical issues with little or no assistance
Payroll/Benefits Coordinator
Marion Superior Courts/City and County of Indianapolis
Indianapolis, IN
02.2002 - 05.2008
Provided internal and external customer service by answering court staff questions concerning eligibility of benefits, premiums etc
Scheduling of appointments of outside vendors
Trained internal staff on any updated changes to payroll system
Process payroll bi-weekly exempt and non-exempt, issues check, administered new hire orientation
Assisted with open enrollment
Tracked time and attendance accruals, processed any payroll changes, and benefit related changes and unemployment verifications
Train new employees, managers, and judges on how to appropriately use payroll system
Process all payment increases changes and or demotions
Maintain database regarding available sick leave and benefit leave accruals
Customer Service Supervisor
Brightpoint, NA
Plainfield, IN
03.1999 - 03.2001
Hired as a CSR and promoted to Call Center Supervisor within seven months for a third-party planning company
Supervised employees in an inbound call center
Track all lost cellular phones and processed credits as needed
Managed all escalations pertaining to returned cellular phones for repair and or lost shipments
Scheduled return merchandise for pick-up, call coaching and monitoring, processed bi-weekly payroll in Kronos system, employee performance appraisals
Product tracking, interviewing, weekly reporting
Generated salary history verification and wage statements as requested
Education
Bachelor Science - Business Management
Indiana Wesleyan University
Marion
12.2009
Associate Science - Business Administration
Indiana Wesleyan University
Marion
12.2007
Skills
Complaint resolution
Account updating
Professional telephone demeanor
High-energy attitude
Complaint handling
Computer proficiency
Problem resolution
Call center operations
Data entry
Multitasking and organization
Opening and closing accounts
Follow-up skills
10-key
Typing 50 wpm
Timeline
Customer Service Representative II
Capital Group/American Funds
07.2019 - 08.2024
National Account Manager - Collections
Tyco Integrated Security - Johnson Controls
07.2016 - 03.2019
Billing Coordinator
Tyco - Johnson Controls Security Solutions
01.2016 - 07.2019
Account Manager-Auxiliary Team (Team Lead)
Car Now Acceptance Company (CNAC)
02.2014 - 01.2016
Customer Account Executive
Comcast
10.2012 - 02.2014
Administrative Assistant-Contractor
Manpower Staffing
05.2008 - 02.2011
Payroll/Benefits Coordinator
Marion Superior Courts/City and County of Indianapolis
02.2002 - 05.2008
Customer Service Supervisor
Brightpoint, NA
03.1999 - 03.2001
Bachelor Science - Business Management
Indiana Wesleyan University
Associate Science - Business Administration
Indiana Wesleyan University
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