Jenna Farley
Davidson,NC
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Share Broker
Computershare
Chicago , IL
03.2022 - 07.2024
- Built professional partnerships with brokers to enhance the growth of the business.
- Created customized investment plans tailored to each individual's goals and objectives.
- Promoted strong problem-solving skills by efficiently communicating with users, colleagues, and management to resolve issues and ensure customer satisfaction.
- Prepared detailed reports on market trends, stock prices, economic indicators.
- Researched and identified potential opportunities for clients to maximize their investments.
Claims Processor
Allianz Global Assistance
Florida City , FL
07.2021 - 03.2022
- Analyzed policy coverage to calculate claim amounts accurately.
- Organized claim forms, verified accuracy of information, and maintained communication with agents and beneficiaries
- Conducted investigations to determine liability, negotiated settlements with involved parties, and managed claim payment procedures.
- Processed a high volume of incoming claims in accordance with established policies and procedures.
- Applied knowledge of coding systems such as CPT-4 and HCPCS codes for proper reimbursement.
Member Service Representative
United Nations Federal Credit Union
New York , NY
12.2019 - 07.2021
- Conducted deposit and withdrawal transactions along with wire transfers and loan payments for members
- Ensured customer satisfaction by handling inquiries and resolving disputes
- Consistently adhered to limits and guidelines while delivering error-free client support.
- Processed loan applications and documented loan decisions according to policy requirements.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Adhered to all applicable policies, procedures, regulations, and laws.
Call Center Representative
Agero Roadside Assistance
Arizola , AZ
10.2018 - 07.2020
- Efficiently handled roadside assistance inquiries, ensuring prompt resolution of issues and displaying empathy towards customers.
- Adhered strictly to all applicable laws and regulations pertaining to customer privacy rights.
- Attended regular training sessions on updates and changes within the industry or organization.
- Maintained records of customer interactions, transactions, comments, and complaints.
- Maintained high levels of professionalism while interacting with customers via phone or email.
Education
High school diploma -
Newton Conover High School
Newton, NC06.2015
Skills
- Work Ethic
- Market trend expertise
- Financial Analysis
- Sales strategy development
- Documentation abilities
- Relationship Management
- Financial Planning
- Trustworthiness
- Communication proficiency
- Compliance requirements
Certification
- Certified Nursing Assistant
- Certified Phlebotomist
- Community Health Worker
Timeline
Share Broker
Computershare
03.2022 - 07.2024
Claims Processor
Allianz Global Assistance
07.2021 - 03.2022
Member Service Representative
United Nations Federal Credit Union
12.2019 - 07.2021
Call Center Representative
Agero Roadside Assistance
10.2018 - 07.2020
- Certified Nursing Assistant
- Certified Phlebotomist
- Community Health Worker
High school diploma -
Newton Conover High School
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