Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dayvette Fynn

Houston,TX

Summary

Detail-oriented in client servicing, offering 15 years of customer service experience. Dedicated to thoroughly and accurately resolving customer concerns with forward-thinking and knowledgeable solutions. Skilled in mentoring new employees on processes and policies in support of team and business objectives.

Overview

8
8
years of professional experience

Work History

Medical Records Auditor

LifeGift Organ Donation Center
Houston, TX
09.2023 - 03.2024
  • Reviewed patient medical records to ensure accuracy and completeness of documentation.
  • Conducted audits of patient medical records for compliance with regulatory requirements.
  • Performed internal reviews to assess the effectiveness of current processes related to patient medical records management.
  • Identified areas where improvements can be made in the organization's policies and practices related to medical record keeping.
  • Collaborated with physicians, nurses, and other healthcare providers on issues related to clinical documentation improvement initiatives.
  • Developed reports summarizing audit findings and recommendations for improvement.

Insurance Broker

Family First Life
Boston, MA
02.2021 - 01.2023
  • Develop effective marketing strategies to sell insurance plans to new clients or upsell to current clients
  • Use methods such as networking, cold calling etc., to spot opportunities and cultivate trust with potential customers
  • Gauge the condition of business or individual customers and discover plans according to their requirements
  • Conduct risk management audits to ensure compliance with state regulations and company policies
  • Collaborate with underwriters on policy review processes to determine coverage eligibility and limits
  • Maintain client relationships by responding promptly to inquiries via phone or email
  • Key Contributions: Developed referrals, accounting for over 70% of new business
  • Converted 70-80% of all leads utilizing the sales technique of matching needs to the benefit of clients
  • Received 100% customer service satisfaction ratings.

Lead Fraud Specialist

Santander Bank
Boston, MA
05.2018 - 09.2019
  • Assisted in the investigation and handling of ATMs and checked fraud using transaction history data and other analytical tools
  • Analyzed suspected transactions and reported discrepancies to managers and law enforcement agents
  • Documented investigative reports and followed up on planned actions to ensure completeness
  • Periodically performed all administrative and clerical duties ensuring accountability and efficiency.

Customer Service Representative

CareScout
Waltham, MA
09.2016 - 04.2018
  • Addressed customers' concerns via email and telephone, ensuring complete satisfaction
  • Educated customers and provided them with available options to assist them in making better choices
  • Accurately input and managed customers' records ensuring compliance with Information Privacy laws
  • Frequently counseled and educated clients about their general benefits, eligibility for company programs and their requirements
  • Reported customers' concerns about company programs to management to make informed decisions about future programs
  • Facilitated company meetings, wrote meeting minutes, and distributed action items to teams
  • Welcomed company guests and logged daily entries ensuring efficient accountability of all persons entering company property
  • Received company mails and distributed them to their respective addressees
  • Key Contributions: Increased customer satisfaction rate by 10% by providing timely and accurate customer service
  • Developed/maintained strong relationships with clients, resulting in an increase in client satisfaction rating from 83% to 92%.

Personal Banker/Teller

TD Bank
Wellesley, MA
05.2016 - 08.2016
  • Provided banking products and services such as trusts, investments, or check processing services
  • Prepared forms and agreements to complete sales and banking transaction
  • Identified customers' financial services needs and prepared proposals to sell services that addressed those needs
  • Cashed checks and pay out money after verifying signatures and other details
  • Processed transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
  • Key Contributions: Led an initiative to improve customer service by implementing new processes and procedures within the branch resulting in improved efficiency and productivity by 10%
  • Increased sales team performance metrics by 5% while maintaining 100% client satisfaction rates.

Education

Associate Degree - Business Management -

Las Positas College
11.2015

Skills

  • Customer Service Excellence
  • Relationship Building & Management
  • Customer Engagement
  • Prescriptive, Consultative, & Credible
  • Business Development
  • Customer Retention
  • Strategic Planning & Management
  • Client Scheduling
  • Coordination & Collaboration
  • Highly Detailed Oriented
  • Persuasion & Negotiation
  • Critical Thinking & Decision-Making
  • Extensive Computer Work
  • Team Leadership
  • Self-motivation & Initiative
  • Supervision & Follow-up
  • Call Center
  • Positive And Professional

Timeline

Medical Records Auditor

LifeGift Organ Donation Center
09.2023 - 03.2024

Insurance Broker

Family First Life
02.2021 - 01.2023

Lead Fraud Specialist

Santander Bank
05.2018 - 09.2019

Customer Service Representative

CareScout
09.2016 - 04.2018

Personal Banker/Teller

TD Bank
05.2016 - 08.2016

Associate Degree - Business Management -

Las Positas College
Dayvette Fynn