Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
7
7
years of professional experience
Work History
Property and Casualty Client Account Manager
Brown & Brown
10.2022 - Current
Built relationships with clients using active listening and issue resolution to provide excellent service. Kept meticulous records of all client conversations, implementing new data into computer systems each day.
Responded to customer calls swiftly to resolve issues and respond to insurance inquiries.
Conducted thorough risk assessments for commercial property and casualty insurance clients, resulting in 10% reduction in overall claims frequency.
Conducted fact-finding and investigative appointments and consultations to determine client needs and overall insurance needs.
Obtained underwriting approval by completing applications for coverage.
Implemented risk mitigation strategies, contributing to agency wide 15% decrease in severity of property and casualty insurance claims.
Maintained client retention rate of 85% by providing exceptional service and effectively addressing client concerns related to property and casualty insurance claims.
Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.
Program Specialist
Covance
02.2021 - 06.2022
Formerly known as (Covance) performing insurance verification at request of providers for medical coverage of Botox for migraine treatment.
Performing research about patient medical coverage
Making outbound calls to insurers and documenting call interactions, often pushing back based on previous research to ensure accuracy of information
Creating fax documents with call results to send to providers.
Performed routine administrative support, operational and customer support tasks related to documentation process
Exercised independent judgment while developing knowledge to understand function, policies, procedures, and compliance requirements
Completing average of 3-4 cases per day (department average of 2 cases daily).
Customer Care Representative
Anthem Inc
11.2020 - 02.2021
Managing up to 70-90 calls on average daily.
Respond to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims
Analyze problems and provides information and solutions
Thoroughly document inquiry outcomes for accurate tracking and analysis
Use computerized systems for tracking, information gathering and troubleshooting.
Treasury Service Associate II
Wells Fargo Treasury Management Client Services
08.2017 - 11.2020
Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
Updated accounts with timely maintenance processing to keep records accurate and compliant with ACH, Reg E, and Federal Reserve requirements.
Boosted customer loyalty and improved implementation of solutions by personalizing interactions.
Maintained accurate and current customer account data with manual forms processing and digital information updates.
Maintained high customer satisfaction standards of 98% to meet or exceed targets.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Developed customized solutions of deposit, lending and other products for commercial business customers.
Exceeded sales goals in retention and new business on consistent basis.