Breasia Richardson
McKesson
Irving,TX
10
years of professional experience
Work History
Financial Services Representative
1 Year 2 Months- Provided exceptional customer service, resolving inquiries and enhancing client satisfaction.
- Advised clients on financial products and services, tailoring solutions to meet individual needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assisted clients in navigating life-changing financial decisions, such as retirement planning and estate management.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Conducted financial planning workshops, empowering clients with knowledge to make informed investment decisions.
- Facilitated resolution of complex client inquiries, ensuring high level of service and client trust.
Customer Service Representative
3 Years 11 Months- Process applications for clients who require medication, whether they have insurance or not, and making it easy and inexpensive for them to obtain their medicines for chronic illnesses or disabilities.
- Utilizes tools and resources to help guide members along a clear path to care while engaging, consulting
- Educating customers based on their individual requirements, preferences, and understanding.
Customer Service Representative
8 Months- Telephone interviews with each applicant for unemployment insurance benefits to gather and record information about their background, employment history, and earnings.
- Conducts information analysis to identify the proper claim category for employment insurance benefits.
- Takes first claims by assessing the evidence and identifying eligibility problems.
- Conducts Eligibility Review Interviews (ERIs) with claimants and looks over their work search records to discuss continued eligibility for benefits and re-employment assistance.
Receiving Associate
1 Year 11 Months- Processing returns for defective or faulty goods.
- Verifying that deliveries adhere to the requirements of the order and the invoice.
- Communicating any delays or issues with vendors and keeping track of orders, delivery information, etc.
Customer Service Representative
2 Years 11 Months- Answer incoming calls for roadside assistance and other services, such as those for vehicles that won't start, have flat tires, have their keys locked inside, are running low on gas, or have been in accidents.
- Inquire about the customer's needs in light of the vehicle's circumstances.
- Detail the insurance coverage and send a service provider to the customer's aid.
- Provide clients with status updates.
Material Handler
1 Year 3 Months- Assure the accuracy of the delivery, materials are received into an organization and checked against invoices.
- When the shipment is incorrect, get in touch with the vendor to fix the errors.
- Selected the components for shipment, packaged them in accordance with shipping standards, and completed the necessary paperwork to ship the goods.
- Performed activities in the inventory system to add new quantities and remove stock during shipping transactions.
Education
High School Diploma
Skills
Financial services
Customer relationship management
Cash management
Cash handling
Account documentation
Regulatory compliance
Customer relationship building
Account maintenance
Relationship management
Risk management
Financial planning
Account performance reviews
Account retention
Technical solution analysis
Investment analysis
Timeline
Financial Services Representative
Bank of America
07.2025 - CurrentRead More
Customer Service Representative
McKesson
10.2022 - CurrentRead More
Customer Service Representative
Navient
10.2021 - 06.2022Read More
Receiving Associate
CTDI warehouse
10.2019 - 09.2021Read More
Customer Service Representative
Direct Dialog
11.2016 - 10.2019Read More
Material Handler
Image Microsystems
07.2016 - 10.2017Read More
Lamar High School
High School Diploma
Read More