Deiondra N Boyd
Rock Hill,SC
Summary
Experienced Customer Service Representative/ Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
11
11
years of professional experience
Work History
Associate Financial Service Professional
LPL Financial
01.2021 - 07.2023
- Provided continuous support to investors and advisors with a variety of complex topics
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Part of a specialized service team supporting an aggregate high call volume to support Financial Professionals, their assistants, internal business partners and internal employees in the purchase of different trade options
- Collaborate with internal departments in regards to Annuities, Mutual Funds, Alternative Investments, Money Management and many other benefits offered
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Collaborate with internal service partners to achieve resolutions for clients
- Assist managers to ensure successful outcomes
- Process new Trust, Pension, 401K, and Estate accounts and provided account balances
- Created cases sin the CRM system for complex resolutions
- Resolve Customer Identification Program issues
- Update Trust Agreements, POA's and restrict accounts
Customer Service Advocate
AmeriGas
07.2020 - 01.2021
- Respond to and process all customer calls in a prompt and professional manner
- Determine the probable nature of each call by listening carefully, researching customer records, and asking questions for clarification
- Communicate clearly and respectfully with callers, restating information when necessary to ensure the customer's understanding
- Acknowledge and resolve customer concerns; promptly escalate complaints when needed
- Process orders, forms applications, requests, and payments accurately
- Keep records of customer interactions, transactions, comments, and complaints by recording clear, complete, and concise documentation in case management logs
- Attend and collaboratively participate in staff meetings and training sessions
- Work on special project which includes customer escalations, resolving complex customer issues by email, compiling information by excel spreadsheet for tracking purposes, collaboration by group chat with team members etc.
Patient Access Specialist
AmerisourceBergen
11.2018 - 01.2020
- Responsible for case management and interacting with pharmacies, health care providers and patients
- Process patients' enrollment forms for medical programs and follow ups via phone, mail and fax
- Perform queries to identify other sources of health care coverage for patients
- Schedule shipments for patients' and health care providers, and educate clients on their prescriptions
- Verified insurance, benefits, coverage and eligibility
- Collaborated with management to assure issues were being resolved accordingly
- Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
Customer Service Representative
Iqor Holdings US
06.2017 - 11.2018
- Educated customers on billing, payment processing and policies and procedures
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Provided funding resources to customers for financial assistance
- Responded to customer requests for services with resourceful, skilled and advanced knowledge
- Set up extensions and took credit card IVR payments
- Exhibited the highest level and quality and integrity
- Performed with the highest level of communication and customer care.
Office Assistant/Receptionist Administrator -
Head Start School
08.2012 - 01.2017
- Checked parents and visitors in and out in the Raptor System.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Completed clerical tasks such as filing, copying and distributing mail.
- Filed confidential student records.
- Interacted with parents and staff by phone, email or in-person to provide information.
- Collaborated with managers on special projects.
- Answered phone promptly and directed incoming calls to correct offices.
- Provided exceptional communication, customer care and system utilization skills
Education
High School Diploma -
Northwestern High School
Rock Hill, SC06.2014
Skills
- Advising on Investments
- Customer Relationship Management
- Phone Inquiries
- Customer Interaction
- Calm and Professional Under Pressure
- CRM Software
- Clerical Support
- Correcting Discrepancies
- Customer Data Confidentiality
- Written and Oral Communications
- Billing Adjustments and Refunds
- High-Volume Environments
References
- Ridgelle Macius - Supervisor
LPL Financial,
1055 LPL Way.
Fort Mill, SC 27915
(347) 869-6307
Email: ridgelle.macius@lplfinancial.com
- Ivey Birt - Manager
AmeriGas,
5016 Parkway Plaza Blvd
Charlotte, NC 28217
(706) 524 - 4410
Email: ivey.birt@amerigas.com
- Tyerisha Cornwell - CSR Lead
iQor
14401 Carowinds Blvd.,
Charlotte, NC 28273
(803) 209-1706
Email: reisha_tye@yahoo.com
- Demetria Gordon - Patient Access Manager
Amerisource Bergen (Lash Group)
1800 Innovation Pt.,
Fort Mill, SC 29715
(803)493-0265
Email: demetriagordon79@gmail.com
- Sharon Durham - Health Coordinator Supervisor
Head Start
138 S. Oakland Ave,
Rock Hill, SC 29730 (803) 616-4462
Email: sdurham@ccainc.org
Timeline
Associate Financial Service Professional
LPL Financial
01.2021 - 07.2023
Customer Service Advocate
AmeriGas
07.2020 - 01.2021
Patient Access Specialist
AmerisourceBergen
11.2018 - 01.2020
Customer Service Representative
Iqor Holdings US
06.2017 - 11.2018
Office Assistant/Receptionist Administrator -
Head Start School
08.2012 - 01.2017
High School Diploma -
Northwestern High School