Results-driven specialist with a focus on customer care and process improvement. Expertise in strategic planning and conflict resolution, ready to leverage skills to enhance client experiences and drive operational excellence.
Overview
28
28
years of professional experience
Work History
Independent Agent
ASB Financial
Tarpon Springs, FL
03.2025 - 01.2026
Assisted clients in understanding financial products and services.
Processed customer transactions efficiently while ensuring compliance with regulations.
Collaborated with team members to enhance customer service delivery.
Maintained up-to-date knowledge of industry trends and financial solutions.
Supported marketing efforts by promoting financial literacy programs to clients.
Developed rapport with customers, contributing to a welcoming environment.
Executed administrative tasks, ensuring accurate record-keeping and documentation.
Client Services Specialist I - Health Concierge
SGS Consulting
Princeton, NJ
03.2021 - 02.2022
Delivered exceptional client support by addressing inquiries and resolving issues promptly.
Collaborated with team members to enhance service delivery processes and improve customer satisfaction.
Managed client accounts, ensuring accuracy in documentation and timely follow-ups on requests.
Utilized CRM software to track client interactions and maintain updated records for effective communication.
Benefit Enrollment Service Rep
Aon Inc.
Lake Mary, Fl
06.2020 - 02.2021
Processed enrollment applications efficiently to ensure timely access to benefits.
Responded to inquiries regarding policy details and eligibility requirements, enhancing client satisfaction.
Maintained accurate records in enrollment management systems, improving data integrity and accessibility.
Analyzed enrollment trends to identify areas for process improvement and increased efficiency.
Input accurate payment details and managed reports in [Software].
Provider Enrollment Rep. June 2019- May 2020
Zelis Payments
Clearwater, Fl
06.2019 - 06.2020
Managed enrollment processes to ensure compliance with industry regulations
Assisted clients in navigating payment systems, enhancing user experience
Collaborated with cross-functional teams to streamline enrollment workflows
Resolved inquiries and disputes efficiently, maintaining high customer satisfaction
Implemented best practices for enrollment accuracy, reducing processing errors
Investigated issues and created solutions for new customers.
Classification Specialist
Digital Media Specialties
Clearwater, FL
02.2018 - 06.2019
Analyzed digital media content for accurate classification and compliance with industry standards.
Developed and implemented classification guidelines to enhance data consistency across platforms.
Collaborated with cross-functional teams to streamline content categorization processes, improving workflow efficiency.
Conducted regular audits of classified materials to ensure adherence to quality control measures.
Maintained open lines of communication between colleagues while reviewing cases together over company''s online platform.
Technical Sales and Client Service Expert
Sycom Surge Protection Inc/ Turner Solutions
Largo, FL
09.2015 - 10.2017
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Demonstrated strong organizational and time management skills while managing multiple projects.
Owner/Operator
Sanjo Enterprises Ltd.
Dunedin, Fl
04.1998 - 04.2016
Consulting, Liquidations, Contract Sales Manufacturing Representative Services. I specialized and consulted in power protection products for commercial / industrial applications, designing and implementing power surge protection, electrical power generation and commercial battery backup products.
Oversaw inventory management, optimizing stock levels to reduce costs and improve efficiency.
Negotiated contracts with suppliers, securing favorable terms to enhance profitability.
Managed day-to-day business operations.
Consulted with customers to assess needs and propose optimal solutions.
Education
High School Diploma -
Pennsbury High School
Fairless Hills , Pa
Associate of Arts - Business Administration
Bucks County Community College
New Town, Pa
1976
No Degree - Power Management Safety
National Power Regulatory Cert
Orlando, FL
1992
Skills
Problem-solving skills
Positive attitude
Customer service and care
Problem-solving
Relationship building
Clear communication
Service support
Conflict resolution
Product sales
Sales closing
Industry expertise
Contract negotiation expertise
Strategic planning
Interests
Electronics and Circuit Building
Sustainable Tech Innovations
Robotics
Gym Workouts
I participate in low-impact exercises to strengthen core muscles