
Adaptable, conscientious professional with an extensive customer serving background in health and welfare. Strong communicator with a passion to help for helping others and solving issues. Organized and dependable candidate seeking to apply experience in a client service associate role that will contribute Fidelity's continued success as a premier provider in the customer service industry.
• Effectively served as an internal consult to support Tier I phone reps; assisting with help desk questions and resource navigation for multiple clients.
• Performed advanced transaction processing to maintain and correct customer records.
• Performed emergency carrier updates, and processed literature requests.
• Processed work items efficiently by using User Procedure Documents and effectively managed service level agreement items to communicate resolutions to customers in a timely manner.
• Effectively demonstrated leadership by taking ownership of client escalations and handling customer issues through resolution.
• Responsible for triaging work items to team members' queues and effectively managing the service monitor to meet service level agreements.
• Consistently built relationships with team members and the client service team to enhance my knowledge of the product and client expectations.
• Served as the subject matter expert to Barnabas Health and point of contact amongst the team for customer issues.
• Served as a mentor for associates transitioning to the tier II role.
• Manage a health and welfare team of 17 phone representatives supporting multiple health and welfare clients.
• Effectively lead by outlining expectations, conducting side by side call monitoring, and meeting with associates in regular 1:1 sessions as well as additional performance coaching.
• Actively serve as a point of contact on the floor to support my team with questions and feedback pertaining to the product, the needs of the team, as well as that of the customer.
• Responsible for managing timesheets, absences, and all performance issues. • Consistently increased call quality scores for multiple client's month over month by coaching to behaviors. • Contributed to a key client becoming referenceable by increasing call quality and CEI to all-time highs.
• Responsible for taking inbound calls to assist customers with health and welfare questions and benefits enrolment.
• Maintained a high level of customer focus while effectively utilizing resources and following procedures in processing transactions.
• Trained for and supported all health and welfare clients as an R2