Brings proven track record of success in determining eligibility and resolving complex cases. Works professionally with clients to develop and implement successful strategies for maximizing services and benefits. Skilled in problem-solving and identifying solutions meeting clients' needs.
Overview
8
8
years of professional experience
Work History
Eligibility Specialist
UNUM Group
Remote
10.2023 - 06.2024
Ensured compliance with local, state, and federal regulations during all phases of the eligibility determination process.
Enhanced client satisfaction by providing timely and accurate eligibility determination for various assistance programs.
Completed data entry tasks with accuracy and efficiency.
Entered data into various computer systems accurately using Microsoft Office Suite.
Retail Banker II
Woodforest National Bank
Charlotte, North Carolina
03.2023 - 08.2023
Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs
Identified, marketed and recommended bank products and services to achieve individual sales
Trained new hires on customer service policies and procedures
Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Processed wide variety of retail banking transactions for personal and commercial customers.
Centurion Account Manager
American Express
Sunrise, FL
10.2018 - 01.2021
Collaborated with other departments to address customer needs and service requests
Kept detailed records of daily activities through online customer database
Set and achieved company defined sales goals
Received travel request and processed entire trip planning itineraries including: flights, hotel and transportation accommodations.
Sales CAE
Comcast
Miramar, FL
08.2016 - 10.2018
Managed customer accounts, responding to inquiries and resolving customer service issues
Helped cultivate and maintain business relationships by professionally handling partner and customer needs
Learned and frequently used multiple sales systems to investigate, track, and correct customers' issues
Developed working knowledge of CRM to effectively track sales leads and activities
Eligibility Specialist at Department Of Children and Families, State of FloridaEligibility Specialist at Department Of Children and Families, State of Florida