Summary
Overview
Work History
Education
Skills
Timeline
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Heather Richmond

Benefits Counselor
Austin,TX

Summary

Dynamic Benefits Counselor with expertise from the Teachers Retirement System of Texas, adept at enhancing employee satisfaction through effective communication and problem-solving. Proven ability to manage vendor relationships and guide retirees, leveraging critical thinking and adaptability to ensure seamless transitions and optimal benefits selection.

Overview

8
8
years of professional experience

Work History

Benefits Counselor

Teachers Retirement System of Texas
09.2021 - Current
  • Answered questions and built interest with friendly and knowledgeable support.
  • Collected documents and checked applications for completeness before submission.
  • Provided subject matter expertise on eligibility, coverage, and other benefits matters.
  • Assisted employees in navigating open enrollment periods, providing guidance on plan selection and changes.
  • Provided comprehensive support to retirees, ensuring smooth transitions from active employment into retirement status regarding their benefits options.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Handle between 70- 90 calls per day.

Team Lead

Teleperformance USA
06.2020 - 09.2021
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
  • Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
  • Coached team members in techniques necessary to complete job tasks.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Influenced positive change within the organization through .
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Manged a team of 12

Mortgage Loan Originator

Quicken Loans
10.2019 - 02.2020
  • Explained different types of loans pertaining to client situations.
  • Participated actively in weekly team meetings discussing market trends and sharing best practices among peers.
  • Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
  • Chosen for power banking
  • Handled 30-40 calls per day.

Leasing Agent

Suburban Collection Showplace
09.2019 - 10.2019
  • Responsibilities included checking in vehicles when leases were completed.
  • Inspected vehicles when they were returned.
  • In charge if lease paperwork.
  • Responsible for closing out the leases.
  • Manged over 100 leases.

Tech Support Agent

Spectrum
03.2019 - 08.2019
  • Walked individuals through basic troubleshooting tasks.
  • Resolved issues with systems, hardware and telephones quickly and accurately.
  • Resolved complex technical issues for better client experience and smoother operations.
  • Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
  • Handled over 50 calls per day.

Commercial Billing Agent

Spectrum
08.2018 - 03.2019
  • Enhanced customer satisfaction with detailed explanations of charges and prompt resolution of disputes.
  • Dealt with problems with calm and professionalism to deliver optimal resolutions.
  • Worked effectively under pressure to meet tight deadlines, prioritizing tasks according to urgency and importance.
  • Maintained up-to-date client records, ensuring that all relevant information was accurately documented in the database.
  • Handles over 50 calls per day.

Education

Bachelor of Science - Doubled Major Art And Science

Texas State University
San Marcos, TX
12-2021

Associate of Arts -

Schoolcraft College
Livonia, MI
05.2001 -

Skills

    Researching issues

    Goal setting

    Conflict resolution

    Professionalism

    Critical thinking

    Time management abilities

    Self motivation

    Adaptability and flexibility

    Decision-making

    Excellent communication

    Multitasking Abilities

    Problem-solving abilities

Timeline

Benefits Counselor

Teachers Retirement System of Texas
09.2021 - Current

Team Lead

Teleperformance USA
06.2020 - 09.2021

Mortgage Loan Originator

Quicken Loans
10.2019 - 02.2020

Leasing Agent

Suburban Collection Showplace
09.2019 - 10.2019

Tech Support Agent

Spectrum
03.2019 - 08.2019

Commercial Billing Agent

Spectrum
08.2018 - 03.2019

Associate of Arts -

Schoolcraft College
05.2001 -

Bachelor of Science - Doubled Major Art And Science

Texas State University
Heather RichmondBenefits Counselor