Joseph Reed
Plano
Overview
19
19
years of professional experience
Work History
Customer Service Representative
Afr Services
Plano
04.2022 - 12.2024
- Delivered comprehensive benefits enrollment information to customers.
- Maintained prompt communication by responding to calls and emails.
- Achieved top five ranking in call response metrics among BSRs.
- Demonstrated commitment to exceptional customer service and punctuality.
- Accumulated over seven years of remote experience in insurance sectors.
- Possessed extensive knowledge of health, life, dental, and vision insurance products.
- Pursued necessary licensing with support from a dedicated company.
- Available for immediate employment opportunities.
Customer Service Representative
Afr Services
Plano
11.2015 - 04.2021
- Managed busy phone lines, addressed customer emails, and processed incoming faxes efficiently.
- Developed expert proficiency in Enterprise database, editing requests and understanding impacts on determinations.
- Collaborated with Customer Support Manager for complex issues requiring additional expertise.
- Ensured accurate handling of zone changes, billing issues, and additional fees.
Admin Assistant
Freddie Mac
Carrollton
05.2011 - 12.2011
- Operated accounting software to record, store, and analyze financial information.
- Analyzed corporate invoices, reports, memos, and financial statements using various digital tools.
- Compiled research data and prepared presentations for executives and board consideration.
- Scheduled conference calls and attended meetings for closing team coordination.
- Executed general office duties, including supply ordering and records management.
- Maintained database systems while performing basic bookkeeping tasks.
- Reviewed documents to ensure accuracy and compliance with internal standards.
- Collaborated with teams to streamline communication and enhance operational efficiency.
Document Control Clerk
MGC Mortgage Inc. / Beal Bank
Plano
09.2010 - 04.2011
- Organized and reviewed new loan documents for accuracy in chain of title and Federal Home Loan Policies.
- Compiled statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Ordered missing Title Polices from Title Companies and Authorized Agents.
- Prepared Assignments to secure loan interest and transferred for recording to various County Offices.
- Comply with federal, state, and company policies, procedures, and regulations.
Customer Service Rep
Countrywide Home Loans
Plano
06.2008 - 08.2010
- Responsible for day-to-day communication with branch personnel, borrowers, appraisers and entry contacts.
- Scheduled appraisals, home inspections and assigned missed or delayed appraisals.
- Updated statuses and resolved branch issues with outstanding appraisal request; interacted with branches to resolve complaints and service.
- Processed and updated new insurance policies, modifications to existing policies, and claims forms.
- Obtained information from policyholders to verify the accuracy and completeness of information on claim forms, applications related documents, and company records.
Policy Issue Coordinator/ Refunds Coordinator/ Claims Coordinator
Mass Group Marketing
Richardson
04.2006 - 12.2008
- Controlled and managed inventory logs for Disability and Life Insurance certificates.
- Interviewed clients and took calls to provide customer service and obtain information on new insurance policies and claims.
- Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers.
- Corresponded with insured or agent to obtain information or inform them of account status or changes.
- Modified, updated, and processed existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Notified insurance agent and accounting department of policy cancellation.
- Accomplishments Include: Issued certificates to 750+ insured's for Educators.
Skills
- Exceptional analytical and organizational skillsSuperb communication skills, verbal and written, outgoing and personable personalityStrong attention to detail and problem solverExcellent leadership skills in Database Management, Account Management and Employee SupervisionAdditional SkillsProficient in Windows, 40 WPM Typing, Outlook, Access, Excel, PowerPoint, Word, Lotus, MapInfo, Ms Office, People Soft, Reportlinks, Homesteps Connect Enterprise, Flood Research, Sage Act, Google Earth
Timeline
Customer Service Representative
Afr Services
04.2022 - 12.2024
Customer Service Representative
Afr Services
11.2015 - 04.2021
Admin Assistant
Freddie Mac
05.2011 - 12.2011
Document Control Clerk
MGC Mortgage Inc. / Beal Bank
09.2010 - 04.2011
Customer Service Rep
Countrywide Home Loans
06.2008 - 08.2010
Policy Issue Coordinator/ Refunds Coordinator/ Claims Coordinator
Mass Group Marketing
04.2006 - 12.2008
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