Jordan Cannon
Chattanooga,TN
Summary
Experienced customer service professional skilled in policy administration, invoice accuracy, and billing resolution for diverse client segments. Adept at collaborating across teams, managing high volumes of inquiries, and driving customer satisfaction. Proficient in Salesforce, Excel, and client education, with strong problem-solving and leadership abilities.
Overview
9
9
years of professional experience
Work History
Client Coordinator
Unum Life Insurance
05.2023 - Current
- Received an award for designing templates that significantly boosted team productivity and efficiency keeping the team on a 2 day turnaround on responses.
- Selected as a team mentor, leading regular training sessions and Q&A forums to support colleague development and knowledge sharing.
- Resolved complex billing inquiries and discrepancies through thorough research, clear communication, and precise processing of payments and refunds.
- Performed comprehensive audits and analyzed policy provisions, fostering cross-departmental collaboration to achieve departmental objectives and elevate customer satisfaction.
- Monitored and analyzed nine financial reports daily, handled high volumes of customer inquiries, and contributed to improvement projects and the successful rollout of new products.
AP Specialist
SA Recycling
11.2022 - 05.2023
- Promoted to position due to performance in previous position with the company
- Prepared vendor invoices and processed incoming payments with monthly average from 900 to 1,000 invoices.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Reviewed invoices for appropriate documentation and approval prior to payment.
- Maintained payable shared email inbox and digitized invoices for processing.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Commercial Administrator
SA Recyclying
08.2018 - 11.2022
- Articulated intricate cloud technologies and big data in easy-to-understand terminology.
- Researched industry metrics and presented informational analytic reports for upper management daily
- Processed at least 100 A/R Invoices daily, created live contact portal of several hundred customers, and database to store them for audit purposes
- Customer liaison on pricing inquiries and urgent requests
- Created system to cut down on outstanding unbilled orders
- Performance lead to promotion into current position
Office Manager
Edwin Bohr
01.2017 - 08.2018
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Developed standard operating procedures for all administrative employees for more than 20 positions.
- Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns.
- Updated reports, managed accounts and generated reports for company database.
- Moderated quarterly meetings with all staff members
- Provided administrative assistance to various departments
Customer Service Representative
T-Mobile
01.2016 - 01.2017
- Provided primary customer support to internal and external customers.
- Met and exceeded monthly quotas of sales, customer service surveys, call times, and at least 5 new customer lines per day
- Recorded account information to open new customer accounts.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer adjustments to maintain financial accounts.
- Managed confidential account information
- Audited each account in order to pitch applicable individualized sales offers
Education
Bachelor of Arts - Business Administration And Management
Lee University
Cleveland, TN07.2015
Skills
- Customer Service Excellence
- Salesforce Expertise
- Advanced Excel Skills
- Policy Administration
- Cross-Functional Collaboration
- Training and Mentorship
- Problem Solving
- Audit and Compliance
Accomplishments
- Cross-Functional Collaboration: Led a project that improved interdepartmental communication, decreasing billing discrepancies by 25% and ensuring timely resolution of issues.
- Award Recognition: Received multiple performance awards, including the Caring Spirit Award, Team Spotlight Award, and Ownership Award, for exceptional service and teamwork.
- High-Impact Training: Conducted training sessions that improved team knowledge on policy administration and technology, contributing to a 30% increase in team productivity.
- Financial Management: Monitored and analyzed critical financial reports daily, leading to a 10% reduction in outstanding client balances through proactive follow-up.
Timeline
Client Coordinator
Unum Life Insurance
05.2023 - Current
AP Specialist
SA Recycling
11.2022 - 05.2023
Commercial Administrator
SA Recyclying
08.2018 - 11.2022
Office Manager
Edwin Bohr
01.2017 - 08.2018
Customer Service Representative
T-Mobile
01.2016 - 01.2017
Bachelor of Arts - Business Administration And Management
Lee University
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