Experienced with specialized task execution and strategic implementation. Utilizes effective problem-solving techniques to enhance operational processes. Track record of fostering team collaboration and ensuring project success.
Overview
13
13
years of professional experience
Work History
Specialist I CX Operations
Protective Life Insurance Company
06.2021 - 11.2024
Reviewed submitted request forms via email, fax and mail for accuracy and processing from the back office
Updated new information including beneficiaries, change of address and transfer of ownership in the database
Performed file audits to determine if the in-forced policies have the correct named policyholders
Processed and set up pre-authorized premium payments and authenticate newly created logon accounts
Responded to phone calls from customers inquiring about general policy and billing information
Client Support Specialist
CDK Global Communications, LLC
04.2018 - 03.2021
Created help tickets for clients who need to order new laser forms for their dealerships via calls and/or chats
Helped clients to get accessibility to the laser library by creating User ID logons and passwords
Corrected any errors on the laser forms including wrong verbiage and adjusting itemized amounts properly
The clients print tested the forms for any corrections and billing authorization is required for the changes
DMV Vehicle Registration Auditor
CDK Global Communications, LLC
02.2016 - 04.2018
Reviewed and thoroughly audited clients' DMV paperwork for the state of California
Analyzed information for errors including missing data, signatures and other vital status
Audits were performed in a high volume production environment meeting critical mandatory deadlines
Contacted clients regarding questions and status of errors submitted back for corrections
Appraisal Quality Review Auditor
Southwest Financial Services, Ltd
02.2012 - 10.2015
Analyzed incoming desktop appraisals from affiliate appraisers to ensure that reports are accurate
Worked in a high-volume environment while meeting deadlines within USPAP and lender requirements
Documents with errors are returned for corrections and then resubmitted for further auditing
The reviewed appraisals are sent to the lender for reviewing and financial decisions
Education
Associate of Applied Science - Business Management
Lincoln College of Technology
Cincinnati, OH
11-2011
Skills
Customer relations
Expert problem solving
Analytical thinking
Documentation management
Timeline
Specialist I CX Operations
Protective Life Insurance Company
06.2021 - 11.2024
Client Support Specialist
CDK Global Communications, LLC
04.2018 - 03.2021
DMV Vehicle Registration Auditor
CDK Global Communications, LLC
02.2016 - 04.2018
Appraisal Quality Review Auditor
Southwest Financial Services, Ltd
02.2012 - 10.2015
Associate of Applied Science - Business Management
Lincoln College of Technology
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CANDACE WILLIAMSCANDACE WILLIAMS
CLIENT SERVICE CONSULTANT IV at Protective Life Insurance CompanyCLIENT SERVICE CONSULTANT IV at Protective Life Insurance Company