Skilled specialist with exceptional communication, client servicing, and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Work History
Credit Assistance Specialist
2 Years
Bank of America | Kennesaw, GA | 10.2024 - Current
Analyzed customer accounts to identify needs and recommend appropriate financial products
Followed up on outstanding balances and initiating collection efforts in order to mitigate risk
Delivered excellent customer service to maintain positive client relationships during billing inquiries and disputes
Collaborated cross functionally to maintain billing/payment accuracy and streamline client requests
Health Insurance Advisor
1 Year 6 Months
United Healthcare | Atlanta, GA | 02.2023 - 08.2024
Administered health insurance benefits responded to complex member increase regarding group employer plans
Utilized multiple technical applications to optimize member experience via phone and email communication
Provided detailed explanation of healthcare benefits and plan coverage, ensuring member understanding and satisfaction
Processed clerical & administrative requests efficiently while consistently meeting project deadlines and exceeding client expectations
Sale & Service Representative
4 Years 1 Month
New York Life Insurance Co | Tampa, Florida | 01.2019 - 02.2023
Delivered tailored approaches to meet Client needs, increasing new client acquisition and revenue.
Conducted health questionnaire, interviews for underwriting team to assess risk and eligibility for life insurance policies
Processed clerical task, including loan, premium payment and policy modification to support client servicing
Processed claims intake requests for insureds, ensuring claims processing accuracy