Overview
Work History
Education
Skills
Timeline
Generic

Cheryle K. Jones

Jacksonville,FL

Overview

14
14
years of professional experience

Work History

Financial Services Representative

Prudential Retirement
Jacksonville, FL
11.2020 - Current
  • 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
  • Strong active listening skills
  • Ability to type 48 wpm accurately
  • HIPAA Rules and Regulations
  • Medical Terminology, Billing and Coding
  • Financial markets
  • Customer relationship building
  • Financial services
  • Claims reporting systems
  • Pre-registration

Timeline

Financial Services Representative

Prudential Retirement
11.2020 - Current

Customer Service/ Beneficiary

Prudential Retirement
10.2018 - 11.2020

Customer Service/Claims

Florida Blue
08.2017 - 03.2018

Member Service/ Provider Claims

AmeriHealth Caritas
08.2015 - 06.2017

Customer Service Specialist

Jacksonville Electric Authority
04.2007 - 02.2015

Associate - Science Business Administration

Degree - undefined

Columbia College of Missouri
Cheryle K. Jones