Detail-oriented professional with experience managing client accounts, payment arrangements, and settlement discussions. Strong customer relationship management, clear communication, and follow-through support efficient service and trusted client experiences. Focused on resolving issues accurately and maintaining compliance.
Overview
8
8
years of professional experience
Work History
Client Success Representative
National Debt Relief
New York, New York
09.2023 - Current
Guided debt relief clients through account reviews and payment plan changes, ensuring alignment with their financial goals.
Answered client questions about settlement options and program requirements.
Supported account updates with clear communication and timely follow-up, enhancing client understanding of their accounts.
Collaborated with teams to address client concerns regarding payment status.
Explained National Debt Relief processes with empathy and professionalism
Provided technical support to resolve complex customer queries.
Participated in team meetings to discuss progress on various initiatives.
Monitored client accounts for any changes or updates, ensuring accuracy of data.
Analyzed customer feedback surveys to determine satisfaction levels among clients, identifying areas for service improvement.
sagility
customer service representative
Carrollton, Texas
04.2020 - 09.2023
Enhanced customer satisfaction by resolving issues with knowledgeable and friendly service.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Addressed customer requests and answered questions to boost satisfaction.
Resolved client concerns through effective communication.
Clarified benefits details to clients during consultations.
Coordinated inbound and outbound calls to support client needs.
Reach out to physician offices for referrals and Prior authorizations
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
collection agent
Capio Partners
North Richland Hills, Texas
02.2019 - 04.2020
Negotiated payment arrangements with customers, facilitating adherence to company guidelines and improving debt recovery.
Negotiated payment plans with customers to ensure timely repayment of debt.
Adhered to company policies and applicable laws while collecting debts from customers.
Reviewed delinquent account details and payment status in collection systems.
Documented call notes and account updates, ensuring accurate client records for future reference.
Verified account information before discussing balances or repayment options.
Processed payments through various methods such as credit cards, online banking and cash transactions.
Recorded account status updates and collection efforts, maintaining thorough documentation for compliance and performance tracking.
Escalated disputed accounts to supervisors for further review.