Responsible for assisting Retirements accounts with the participation accounts
Receive inbound calls from active and retirees’ participants accounts to initial withdrawals, rollovers, and hardship request
Communicating with the participants to provide information about the status of the follow up request.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Educated and worked with clients on ROI terms to find accurate solutions.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Gathered customer information and maintained in CRM database.
Kept energy distribution in balance between energy generating operators and trading hubs.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Contacted prospective customers to present service options and explain details.
Maintained regular contact with clients to inform about transactions and performance.
Customer Service/ Beneficiary
Prudential Retirement
Jacksonville, FL
10.2018 - 11.2020
Responsible for assisting the beneficiary with the Report of Passing and reviewing over the claims for death benefits for Retirement accounts
Communicating orally to clients to provide information about the participant retirement death benefit and Social Security benefits cases that have already been filed and supply them follow-up information
Able to resolve and analyze all death related issues related to benefit claims
Manage service requests for follow-up calls on the death claims; and offer resolutions to assist the beneficiary receive their claim
Troubleshoot to reconcile discrepancies, and associated documents with related files/records needed from the beneficiary or the Executor of the Estate to process claims.
Customer Service/Claims
Florida Blue
Jacksonville, FL
08.2017 - 03.2018
Responsible for servicing members, with their eligibility, benefits, reviewing over the status of the claims with the members
Performed adjustments to claims via telephone or fax
Navigated various computer applications to research and resolve provider issues
Adjudicated claims for medical benefits for Medicare Part B
Accurately documented, researched, and resolved customer service issues.
Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
Shared knowledge and expertise with co-workers to foster awareness and increase staff productivity.
Maintained current product knowledge to meet customer needs and increase sales.
Member Service/ Provider Claims
AmeriHealth Caritas
Jacksonville, FL
08.2015 - 06.2017
Responsible for assisting the Members, Providers with member’s eligibility, benefits, reviewing over the status of the claims with the providers
Assisted members and providers with inquires pertaining to claims payments, status, and eligibility
Reviewed pending claims to process payments, denial or awaiting investigation information for claims payments
Provided accurate and appropriate written correspondence in response to member’s inquiries.
Assisted clients in finding various opportunities for success.
Customer Service Specialist
Jacksonville Electric Authority
04.2007 - 02.2015
Responsible for assisting Customers with their services and communicating with the customers about JEA policy and procedures
Answered all inbound calls and secure emails from existing JEA, customers regarding utility services and billing inquiries
Reviewed applications for new and existing services that were under investigation or in collection for fraudulent accounts
Audited and tracked accounts that were filed for further investigation of service risk, to ensure the customer was following the credentialing requirements
Read incoming correspondence to ascertain nature of writers’ concerns to determine disposition of correspondence.
Education
Associate - Science Business Administration
Degree - undefined
Columbia College of Missouri
Skills
Problem-solving skills
Claims Handling and Investigation
Analyze and Spell Medical Terms
Proficient in Microsoft office programs including Word, PowerPoint and excel
Sr. Human Resource Associate, Administration at Empower (Acquired Prudential Retirement)Sr. Human Resource Associate, Administration at Empower (Acquired Prudential Retirement)