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
Similar Profiles
Christy GravesChristy Graves
Referral Clinical Specialist at LifeGift Organ Donation CenterReferral Clinical Specialist at LifeGift Organ Donation Center