Eric Swarts
Surprise,AZ
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sr. Enhanced Specialist
Charles Schwab
01.2020 - Current
- Help with advisors needs through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and many other account maintenance topics required for the advisor to run their book of business
- Provides outstanding client service with a “one call resolution” mentality while demonstrating a strong sense of empathy and problem-solving skills that ensure client satisfaction
- Manage advisors needs through to completion by means of follow-up, detailed research, advisor advocacy, and collaboration with Schwab business partners to ensure timely and accurate delivery of information and resolution for our clients
- Practice listen first, open-ended dialogue, and rapport building to gain a thorough understanding of advisors’ needs, while documenting conversations in our internal CRM
- Understand clients needs they didn't know they had and proactively take necessary steps to prevent such problems from occurring
- International subject matters expert assisting advisors and team with complex international account issues
- Helped to encourage and understand client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools and products.
Customer Service Representative
Blue Cross Blue Shield of Arizona
03.2018 - 01.2020
- Basic claims processing
- COB processing – interpret COB values submitted to accurately pass data for Host processing
- Use of systems, reference databases, applications and tools to research claims questions and inquiries
- Resolution of routine system and adjudication edits using HMSA internal claims systems
- BlueCard Program, processing standards, policies, inter-plan processing requirements and resources
- Use if ITS and Blue2 systems which specifically supports inter-plan processing
- Knowledge of ITS specific coding structure, data values, system transactions and the requirements of each unique transaction to support the different types of claims processing and communications between plans
- Prioritization of work to meet Inter-plan Performance measures
- Via the Blue2 system or emails, initiate or respond to contacts with other Blue plans to resolve claims inquiries, or requests
- As needed, via simple/routine verbal or written communication
- Coordinate with internal departments
- Contact providers’ offices or other Blue Plans
- Complete or participate in corporate training, compliance certification or initiatives as directed by management.
Wireless Sales Consultant
Cellular Sales
07.2017 - 04.2018
- Provide home and mobile technology products to new and existing customers
- Develop customized consumer and business technology solutions to help maintain industry leading reputation as the most respected provider of concierge-level service.
Digital Sales Executive
YP
09.2016 - 06.2017
- Responsible for finding and securing new SMB clients/business for YP digital and print advertising/ marketing products and services
- Target prospective SMB customers within my territory and create 100% new business development
- Advised customers on how to optimize their revenue through YP marketing/advertising in digital and print media.
Dairy Manager
Safeway
01.2016 - 09.2016
- Work under the direction of Katie Hogan, Store Director
- Order and fill and dairy department on a daily basis
- Track and control shrink
- Maintain quality standards that exceed customers expectations.
Internet Sales & Service Consultant
GoDaddy.Com
07.2014 - 01.2016
- Consult, recommend and enable the right online product and service strategies to help customers with their business and personal needs
- Met or exceeded sales expectations through a metrics driven performance standard
- Assisted customers with knowledge of internet, social media support
- Delivered stellar customer service while troubleshooting technical support during call.
Administrative Coordinator
Sprouts Farmers Market
03.2012 - 06.2014
- Prepared bank deposits and records all data for cash, checks, food stamps, WIC instruments, charges vendor coupons
- Create over and short report for previous day's sales
- Prepared all daily and weekly sales and cash reports
- Issued, collect and verified cash tills from Cashiers at beginning and end of shift; verified the change drawer with opening Front End Manager
- Ordered change delivery as needed
- Also verified change order
- Entered Store Schedules on a weekly basis
- Maintained current knowledge of office procedures and policies relating to cash reports, register checkups, deposits, and checks
- Assisted new hires with new-hire paperwork; reviewed for completeness and forwards to corporate HR in a timely manner.
Merchandising Manager
Bashas' Supermarkets Phoenix
02.1999 - 10.2012
- Oversaw the ordering of general department products and supplies, and ensured proper shelf stock levels for our customers and minimum levels of product shrink
- Supervised night crew chief and the night crew to ensure general department merchandising meets the expectations of our customers and the company
- Execute, communicate and support all company merchandising programs
- Supervised and aided department managers in their efforts to merchandise their perimeter department according to store and company guidelines
- Observe and enforce all store rules and company policies
- Assist in the selection and training of new members.
- Optimized store displays and appearance via strategic merchandising.
- Designed displays to deliver interactive, engaging, and memorable store experiences for shoppers.
Education
Bachelor of Science - Business Management
Grand Canyon University
Phoenix, AZ10.2021
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Mountain View High School Tucson
Tucson, AZ1996
Skills
- Microsoft Office Suite
- HR Systems
- Complex Problem-Solving
- File and Records Management
- Conflict Management
- Disciplinary Action
- Employee Supervision
- Data Accuracy
Certification
Technical Support
Kronos (2 years)
10 Key Data Entry (10+ years)
Databases
Human Resources
Conflict Management (10+ years)
Microsoft Outlook (9 years)
Payroll (2 years)
Management
Account Management
Administrative Experience (2 years)
Merchandising (10+ years)
Office Management
Help Desk
Customer Service (10+ years)
Call Center (6 years)
CSR
Customer Support (5 years)
CRM Software (6 years)
Cold Calling (1 year)
Salesforce (6 years)
Timeline
Sr. Enhanced Specialist
Charles Schwab
01.2020 - Current
Customer Service Representative
Blue Cross Blue Shield of Arizona
03.2018 - 01.2020
Wireless Sales Consultant
Cellular Sales
07.2017 - 04.2018
Digital Sales Executive
YP
09.2016 - 06.2017
Dairy Manager
Safeway
01.2016 - 09.2016
Internet Sales & Service Consultant
GoDaddy.Com
07.2014 - 01.2016
Administrative Coordinator
Sprouts Farmers Market
03.2012 - 06.2014
Merchandising Manager
Bashas' Supermarkets Phoenix
02.1999 - 10.2012
Bachelor of Science - Business Management
Grand Canyon University
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Mountain View High School Tucson
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