Detail oriented and organized data entry clerk with over eight years of experience in data entry and record-keeping. Proven ability to accurately enter and organize large volumes of data in various systems. Skilled in developing efficient processes to streamline data entry and ensure accuracy. Strong knowledge of data analysis as well as database software. Dedicated to providing exceptional customer service and always striving to exceed expectations.
Overview
14
14
years of professional experience
Work History
Policy Support Representative
Farmers Insurance
Remote, TX
02.2023 - Current
Maintains accurate system documentation of customer interactions 50+ transactions, details of inquiries, complaints, or comments, as well as actions taken
Processes moderately complex inbound policy administration requests received through non-phone channels from internal and external customers. Uses knowledge and understanding of documented learning resources to provide written responses that anticipate and eliminate the need for further responses.
Works in multiple systems to access information, process transactions, and document important notes in customer file. Reports systems or process issues to supervisor
Proactively identifies process improvement opportunities and makes suggestions to optimize efficiency, increase quality, and reduce costs. Performs other duties as assigned
Monitor data/image quality of scanned documents
Consults effectively throughout insurance life cycle relating to coverage, renewals, cancellations, pricing, and other general service-related requests
Utilizes multiple system platforms to conduct research, identify processes review prior transactions to make sound decisions and recommendations to customers.
Handle billing transactions. Update and create manual invoices as needed
Associate Operations Processor
Wells Fargo Bank N.A
Irving, TX
12.2015 - 01.2023
Performs high volume, time-sensitive tasks requiring immediate research and coordinated skills with 12,000+ KSPH
Processing payments, tickets, documents requiring high degree of accuracy and control
Data entry of documents according to customer instructions 50+ wpm
Key 3,000+ check amounts with minimal error and adequate time
Received and routed business correspondence to correct departments and staff members
Examined reports, accounts, and evidence to determine integrity and accuracy of information.
Insurance Verification Specialist
Transamerica Life Insurance Company
Plano, TX
10.2013 - 11.2015
Instructed clients on amounts covered under benefits plans in easy-to-understand terminology.
Navigated through multiple online systems to obtain documentation.
Updated patient and insurance data and input changes into company computer system.
Received reviews and communicates new insurance applications for missing information, i.e.forms, signatures, policy criteria
Organized and prioritizes 8+ hour workload to ensure case is processed, issued, and placed ina timely manner, while maintaining frequent communication to manage customer expectations
Collaborated with claims department and industry anti-fraud organizations to resolve claims
Worked productively in fast-moving work environment to process 100+ calls
Prepared insurance claim forms or related documents and reviewed for completeness.
Billing Representative
The Exchange
Dallas, TX
08.2010 - 10.2013
Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
Trained new hires on company-specific billing software, policies, and procedures, promoting team cohesion and productivity.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Disputed processing and initiation on customer billing statements or orders
Answered customer questions about product availability and shipment times
Collected customer feedback and made process changes to exceed 100% customer
satisfaction goals
Managed 100+ incoming calls each day with utmost professionalism and knowledgeable
service.
Education
Bachelors - Business Administration Human Resources Management
Capella University
Minneapolis, MN
06.2026
Skills
Typing 50 wpm
Imaging
Data Entry and 10-Key
Call Documentation
New Policies Processing
File Management
Call Center Operations
Data Entry
Training and Development
Inbound and Outbound Calling
Microsoft Office Expertise
Multi-Tasking
Collections/Claims
Avaya
Zoom/Teams/Skype
Training and mentoring
Customer Billing
Email support
Remote Support
CRM Software
Accomplishments
Consistently maintained high customer satisfaction ratings.
Initiated a project that significantly impacted efficiency and improved operations.
Timeline
Policy Support Representative
Farmers Insurance
02.2023 - Current
Associate Operations Processor
Wells Fargo Bank N.A
12.2015 - 01.2023
Insurance Verification Specialist
Transamerica Life Insurance Company
10.2013 - 11.2015
Billing Representative
The Exchange
08.2010 - 10.2013
Bachelors - Business Administration Human Resources Management
Administrative Support Assistant/ Geriatrics, Hospice and Palliative Office at Veterans Affairs Medical CenterAdministrative Support Assistant/ Geriatrics, Hospice and Palliative Office at Veterans Affairs Medical Center