Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Hi, I’m

LaTrise Bean

Customer Service
Milwaukee,WI
LaTrise Bean

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.

Overview

8
years of professional experience

Work History

Optum Serve
La Crosse, WI

Resolution Healthcare Specialist
10.2021 - 02.2023

Job overview

  • Preserved a professional rapport with medical doctors regarding physician billing, collection, or Medicare.
  • Provided exceptional customer service to medical providers/patients needing assistance via chat, phones and emails.
  • Utilized proactive listening skills, attentive to detail to provide a one call resolution.
  • Quickly triaged incoming calls, and escalated calls when necessary.
  • Exceeded quantitative metrics on customer satisfaction and resolved customer issues for 98% satisfaction rate.
  • Actively maintained and updated customer accounts in Mednet.
  • Sustained a can-do attitude to problem solve and provide a resolution for the customer.
  • Tracked issues through completion & properly documenting final resolutions.

FIS Global Solutions
Milwaukee, WI

Fraud Specialist
01.2020 - 12.2020

Job overview

  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Performed risk assessments to determine level of fraud risk and prioritize investigations.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

HSA Bank, Webster Bank
Milwaukee, WI

Customer Service Representative
10.2018 - 07.2019

Job overview

  • Used banking product knowledge to expand customer relationships
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
  • Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.
  • Used CRM system daily to maximize service opportunities and enhance communication.
  • Processed paperwork for new accounts and transactions with high degree of accuracy.
  • Completed transactions for customers and capitalized on opportunities to cross-sell products and services
  • Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards
  • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support
  • Received loan and utility payments, sending funds to correct destinations
  • Handled various accounting transactions
  • Executed wire transfers, stop payments and account transfers

Zillah One Daycare
Milwaukee, WI

Administrative Assistant
04.2015 - 10.2018

Job overview

  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
  • Developed strategies to streamline and improve office procedures.

Education

Douglas MacArthur High School
Decatur, IL

High School Diploma
05.2003

University Overview

Skills

  • Customer Service
  • Multitasking and Prioritization
  • Verbal and Written Communication
  • Upbeat and Positive Personality
  • Efficient and Detail-Oriented
  • Courteous with Strong Service Mindset
  • Customer Data Confidentiality
  • Call Documentation
  • Creative Problem Solving
  • Building Customer Trust and Loyalty
  • Microsoft Word
  • Microsoft Excel
Availability
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Quote

"You never know how strong you are until being strong is the only choice you have"

Timeline

Resolution Healthcare Specialist
Optum Serve
10.2021 - 02.2023
Fraud Specialist
FIS Global Solutions
01.2020 - 12.2020
Customer Service Representative
HSA Bank, Webster Bank
10.2018 - 07.2019
Administrative Assistant
Zillah One Daycare
04.2015 - 10.2018
Douglas MacArthur High School
High School Diploma
LaTrise BeanCustomer Service