Cindy Jean Charles
Pawtucket,RI
Summary
Dedicated customer service expert with a focus on the finance sector, skilled in educating clients about benefit plans and financial products. Consistently resolves inquiries and issues efficiently while fostering strong client rapport. Committed to exceeding customer expectations and driving company success through quality service.
Overview
4
4
years of professional experience
Work History
Customer Care Representative
AmWINS Group Benefits
North Kingstown, Rhode Island
02.2025 - Current
- Assisted clients with inquiries regarding benefit plans and coverage options.
- Processed claim submissions and resolved issues in a timely manner.
- Educated customers on policy provisions and enrollment procedures.
- I assisted with educating members about their Medicare supplement
- I assisted with educating members about their life insurance policies
Financial Customer Associate
Fidelity Investments
05.2022 - 06.2024
- I answered questions about their personal 401k accounts
- Answered inquiries on their pensions
- I reviewed legal documents like divorce decree and housing contracts
- I advised on loans
- I provided excellent customer service
Education
Bachelors - English
Rhode Island College
Providence, Rhode IslandBlackstone Academy Charter School
Pawtucket, Rhode IslandSkills
- Maintaining customer satisfaction
- Microsoft Office including advanced outlook
- Adobe Acrobat
- Exceeding customer expectations
- Sales Transactions
- Data Entry
- Account Updates
- Project management abilities
Timeline
Customer Care Representative
AmWINS Group Benefits
02.2025 - Current
Financial Customer Associate
Fidelity Investments
05.2022 - 06.2024
Bachelors - English
Rhode Island College
Blackstone Academy Charter School