Brandon White
Kansas City,MO
Summary
Committed customer service expert with a well-established history in providing exceptional service and building strong client relationships. Adept at delivering superior customer service in fast-paced environments. Seeking a position to leverage my expertise in handling diverse member/customer inquiries across multiple channels, resolving issues, and ensuring accurate data entry while upholding strict confidentiality standards. Committed to surpassing service level goals and exceeding member/customer satisfaction expectations.
Overview
8
8
years of professional experience
Work History
Operations Specialist
New York Life Insurance Co
10.2022 - Current
- Daily processing of incoming and outgoing mail, including, facilitating mailing of policy confirmations and statements, produced, and mailed policy owners bills and statements.
- Process correspondence for clients requesting changes to address, owner, and policy beneficiaries.
- Handle disbursement of payments and execution of outbound communications in response to policy transactions.
- Handle all incoming and outgoing wire transfers.
Data Operations Analyst
Epiq Global
04.2021 - 10.2022
- Demonstrate proficiency in data entry, maintaining high standard of accuracy and efficiency while adhering to established protocols and data management procedures.
- Communicate project status and updates effectively with all levels of management.
- Resolve or elevate issues that arise during data processing.
- Proactively addressed and resolved data processing challenges, ensuring seamless workflows.
- Accountable for the daily management and resolution of ten cases with a focus on precision, adherence to established protocols, and consistent delivery of high-quality outcomes.
Sales Associate
Best Buy
10.2019 - 02.2021
- Maintain current knowledge of new technological trends for Home Connected area increasing sales by 10%
- Assist customers in selecting products that best fit their lifestyles, preferences, and personal needs.
- Handle technical task such as transferring contacts and photos.
- Setting up new phones with updates and account connections.
Insurance Processor
SWBC
11.2017 - 05.2019
- Process and track insurance documentation for client lending institutions.
- Thoroughly verify accuracy of insurance documentation to ensure compliance.
- Efficiently handle incoming phone calls, addressing borrower inquiries related to their insurance.
- Manage 50-75 customer calls per day
- Provide professional education to both borrowers and lenders as needed.
Loan Support Associate
PNC
12.2015 - 10.2017
- Ensure that all documents are in correct order, free of any physical defects or imperfections that could affect scanning quality, and properly labeled for identification.
- Operate data capture technology to import, index, and digitize documents to upload into document management system.
- Provide internal customer service delivering high level of support, assistance, and collaboration within organization.
Education
High School Diploma -
Southwest Charter
Kansas City05.2007
Skills
- Adobe Acrobat Reader
- Salesforce
- Microsoft Office
- Lotus Notes
- NUIX
- Relativity
Timeline
Operations Specialist
New York Life Insurance Co
10.2022 - Current
Data Operations Analyst
Epiq Global
04.2021 - 10.2022
Sales Associate
Best Buy
10.2019 - 02.2021
Insurance Processor
SWBC
11.2017 - 05.2019
Loan Support Associate
PNC
12.2015 - 10.2017
High School Diploma -
Southwest Charter
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