Adept at transforming customer service standards, I leveraged my expertise in call center management and creative problem-solving at Prudential and Retirement Clearinghouse to enhance team performance and customer satisfaction. My leadership significantly improved service delivery, evidenced by a notable increase in quality metrics, showcasing my ability to mentor and manage remote teams effectively.
Overview
12
12
years of professional experience
Work History
Customer Service Manager
Retirement Clearinghouse LLC.
Charlotte, NC
06.2022 - Current
Hiring and terminating Customer Service Reps
Assisting Trainer with training all new hires
Provide quality, average handle time, and stats on a weekly, biweekly, or monthly basis
Complete 90 day and 1-year reviews for all Customer Service Reps
Create schedules for business needs
Create processes to assist all Customer Service reps to perform at their best
Assist with tech issues they may have at home
Meeting with VP and SVP monthly about progress of CSRs
Annuity Specialist
Pacific Life Retirement Solutions Division
Remote
04.2021 - 06.2022
Confer with customers by telephone to provide information about products or services, cancel accounts, or obtain details of complaints
Check to ensure that appropriate changes were made to resolve customers' problems
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers
Answered customer telephone calls promptly to avoid on-hold wait times
Evaluated account and service histories to identify trends, using data to mitigate future issues
Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns
Responded to customer requests for products, services and company information
Customer Service Representative
Prudential
Horsham, PA
11.2015 - 04.2021
Confer with customers by telephone to provide information about products or services, cancel accounts, or obtain details of complaints
Check to ensure that appropriate changes were made to resolve customers' problems
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers
Answered customer telephone calls promptly to avoid on-hold wait times
Evaluated account and service histories to identify trends, using data to mitigate future issues
Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns
Responded to customer requests for products, services and company information
Senior Customer Service Associate
Prudential
Horsham, PA
09.2015 - 04.2021
Stretch STS for new hires
Assist with return referrals
Review quality scores
Write trend reports weekly for CSRs
Help CSRs meet their goals for Quality and AHT
Provide additional trainings as needed
Sit in on coaching sessions/listening to calls being pulled
Escalated issues to proper supervisors when standard processes were not effective
Greeted customers and listened closely to problems described to determine solutions
Coached new telephone agents on service techniques and provided scoring through quality assurance program
Resolved customer service issues using company processes and policies and provided updates to customers
Stepped up to assist customer service manager with complaints and issues during times when department was short-staffed
Escalated calls and case handling
Creating refresher trainings for call center
Customer Service Representative
Optum 360 United Healthcare
Horsham, PA
02.2014 - 11.2015
Company Overview: Optum360
Confer with customers by telephone to provide information about products or services, take or enter orders, cancel account, or obtain details of complaints
Check to ensure that appropriate changes were made to resolve customers' problems
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
New hire mentoring
Optum360
Customer Service Representative
PeopleShare
Horsham, PA
07.2013 - 02.2014
Confer with customers by telephone to provide information about products or services
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
Refer unresolved customer grievances to designated departments for further investigation
Determine charges for services requested, collect deposits or payments, or arrange for billing
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Solicit sales of new or additional services or products
Compiled customer feedback and recommended service delivery improvements to management
Offered advice and assistance to customers, paying attention to special needs or wants
Cultivated customer loyalty, promoted repeat customers and improved sales