Lacree Harris
Charles City,VA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the customer service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Provider Services Representative
Virginia Premier/Optima/Sentara
11.2022 - 04.2024
- Enhanced customer satisfaction by efficiently resolving provider inquiries and concerns.
- Improved communication between providers and insurance companies, leading to better understanding of policy coverage and claim status.
- Managed high volume of incoming calls upwards 100 plus daily for medical providers seeking information or assistance.
Licensed Insurance Producer
Elephant Insurance
06.2022 - 10.2022
- Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
- Answered up to 80 calls daily while maximizing first call resolution.
- Analyzed risk factors to recommend appropriate coverage levels.
Mortgage Agent
Citizens Bank
07.2020 - 06.2022
- Responded to customer calls and emails to answer questions about delinquent accounts and escrow.
- Processed debit and credit card and electronic check payments.
- Conducted post-closing follow-ups with clients to maintain relationships and encourage future referrals.
Business Banker
Wells Fargo
07.2020 - 05.2021
- Assisted clients in securing loans or lines of credit by guiding them through application process.
- Handled up 100 plus customer complaints and disputes daily to maintain satisfaction and loyalty
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Insurance Customer Service Specialist
Anthem BCBS
09.2019 - 06.2020
- Answered upwards of 100 plus incoming phone calls to support current policyholders with inquires regarding benefits.
- Assisted clients with policy updates and modifications, ensuring accurate coverage.
- Achieved performance targets by consistently meeting or exceeding key performance indicators for call handling metrics.
Banking Associate
Bank Of America
02.2019 - 08.2019
- Received inbound customer calls related to credit and accounts receivable.
- Identified opportunities for upselling or cross-selling additional products based on customer needs analysis during calls.
- Enabled smooth transitions for customers switching between different credit card options by guiding them through process step-by-step.
Mortgage Customer Service Representative
SunTrust/Truist
03.2018 - 09.2018
- Assisted clients in navigating online platforms for easy access to account information.
- Managed high call volume upwards to 80 calls a day while maintaining professionalism and empathy towards distressed customers facing foreclosure or other challenges.
- Ensured accuracy in data entry tasks, minimizing errors that could result in costly delays or misinformation within mortgage process.
Mortgage Coordinator/Team Leader
TPUSA
03.2015 - 03.2017
- Maintained strong relationships with clients, providing timely information on how mortgage process is started and addressing concerns promptly.
- Facilitated smooth communication between borrowers, real estate agents, lenders, and other involved parties during entire mortgage process.
- Contributed to increased business revenue by consistently meeting or exceeding monthly targets for upselling to licensed real estate agents.
Education
High School Diploma -
Charles City County High School
Charles City, VA06.2011
Skills
- HIPAA Compliance
- Healthcare Industry Knowledge
- Medicare and Medicaid knowledge
- Call center experience
- Policy analysis
- Problem-solving abilities
- Active Listening
- Customer Service
Certification
- Licensed Producer Personal Lines
Timeline
Provider Services Representative
Virginia Premier/Optima/Sentara
11.2022 - 04.2024
Licensed Insurance Producer
Elephant Insurance
06.2022 - 10.2022
Mortgage Agent
Citizens Bank
07.2020 - 06.2022
Business Banker
Wells Fargo
07.2020 - 05.2021
Insurance Customer Service Specialist
Anthem BCBS
09.2019 - 06.2020
Banking Associate
Bank Of America
02.2019 - 08.2019
Mortgage Customer Service Representative
SunTrust/Truist
03.2018 - 09.2018
Mortgage Coordinator/Team Leader
TPUSA
03.2015 - 03.2017
High School Diploma -
Charles City County High School
- Licensed Producer Personal Lines
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