Seeking a position in a company where my skills, experience & abilities will be fully utilized.
Overview
9
9
years of professional experience
Work History
Account Service Representative
Security Benefit
Topeka, USA
04.2023 - 04.2024
Handled high volume inbound calls from policyholders, beneficiaries, and agents, delivering comprehensive customer support with accuracy and timeliness;
Processed withdrawal requests, surrender, death claims, RMD, and 1099R while ensuring clear and concise information delivery.
Researched & analyzed issues for successful outcomes and resolutions.
Customer Service Representative
Corebridge Financial
Woodland Hills, USA
03.2020 - 04.2023
Ensured secure access for callers through comprehensive identity verification. utilizing multiple monitors & applications for identification.
Managed high volume inbound calls from policyowners, beneficiaries & agents.
Assisted with partial/full withdrawal requests, death claims, RMD, and 1099R providing clear and concise information.
Supplied accurate policy value information to assist client decision-making., RMD Distributions, penalty for early withdrawals.
Authorization Coordinator
MedPOINT Management
Woodland Hills, USA
08.2018 - 03.2020
Authorized initial sessions in accordance with company guidelines;
Demonstrated excellent empathy and patience dealing with difficult callers;
Authorized initial sessions in accordance with company guidelines.
Referred cases requiring clinical review to reviewing nurse.
Logged fax referrals from providers into the EZ Cap system to ensure accurate tracking. from providers into EZ Cap system.
Customer Service Representative
Prudential
Westlake, USA
11.2016 - 12.2017
Received and answered customer inquiries promptly using multiple applications while entering information into automated system to ensure accurate records;
Employed a computerized system for data management for tracking, gathering & provided information.
Processed Death No Pay claims and initial overpayment letters for beneficiaries to facilitate timely resolution of sensitive accounts.
Authorization Coordinator
McKesson
Oxnard, USA
03.2015 - 11.2016
Initiated authorization/referral requests in accordance with criteria while verifying eligibility & benefits.
Facilitated the referral of cases needing clinical review to the nurse reviewer requiring clinical review to nurse reviewer.
Responded to telephone and written inquiries from providers, clients, and internal departments.
Executed data entry for authorization requests using the EZ Cap platform of authorization requests into EZ Cap.
Education
Certification Of Completion - Legal Secretary
Pacific Career College
Camarillo, CA
Oxnard College
Oxnard, CA
Skills
Typing (75wpm)
Data Entry
Multi-Tasker
Knowledge of Windows based PC
Microsoft Office Suites: Word, Excel & Outlook
Knowledge of Medical Terminology
Excellent Customer Service Skills
Customer Focused
Self-Motivated
Results-Oriented
Well-Organized
Attention to Detail
Excellent Communication Skills: Written, Oral & Listening