Linda Marquis
San Antonio,TX
Summary
Hardworking employee with over a decade of experience in accounts receivable coordination and customer service in the insurance industry, along with managerial training in high volume consumer produce. I'm highly-motivated with the desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. A leader amongst peers while adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
Work History
Accounts Receivable Coordinator
Claim Assist Solutions
Boerne, TX
10.2023 - Current
- Identified areas for implementation of changes to enhance efficiency in the Accounts Receivable process.
- Performed daily data entry of financial transactions into accounting software.
- Worked collaboratively with other departments such as Sales and Customer Service to resolve outstanding issues quickly.
- Analyzed customer accounts to identify and resolve discrepancies.
- Investigated past due accounts and contacted customers to arrange payment plans when necessary.
- Created aging reports on customer accounts receivable balances and communicated with customers regarding overdue payments.
- Reconciled customer statements against internal records to identify any discrepancies or errors.
- Maintained accurate records of all accounts receivable transactions.
- Reviewed customer contracts for pricing accuracy prior to invoicing customers.
- Performed weekly audits of AR data entry accuracy for errors or omissions.
- Prepared monthly aging reports for review by management.
- Researched disputed invoice items for resolution of payment delays.
- Assisted in month-end closing process, including account reconciliations, journal entries, and accruals.
- Provided training and guidance to Accounts Receivable staff members as needed.
- Researched claim denials, identified causes and resolved issues to promote prompt insurance payment.
- Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.
- Upheld strict quality and accuracy standards through daily process adjustments.
- Established priorities for time-sensitive projects while managing multiple deadlines.
Sales Development Specialist
The Hartford Insurance
San Antonio, TX
03.2022 - 08.2023
- Direct accountability for enabling the business growth throughout the sales acquisition process.
- Strong communicator who can quickly build rapport with customers.
- Actively participated in cross-functional teams focused on driving meaningful change within the organization.
- Pre-qualify accounts, screen calls, assign leads, and schedule call backs to small business owners.
- Puts customers first by building strong relationships, being responsive to the customer - including throughout online chat, follow ups on open quotes, closes the sale and communicates outcomes.
- Supports a high performing sales culture. Acts with confidence, operates nimbly, prioritizes and managers daily work activities.
Tier II Billing Specialist III
The Hartford Insurance
San Antonio, TX
04.2020 - 03.2022
- Provides Verbal as well as written billing breakdowns for customer service representatives, insureds, and agents.
- applies payment arrangements when needed/necessary.
- Moves money and apply balances when audits and process changes are processed.
- Issues disbursement checks when applicable.
Audit Service Coordinator III
The Hartford Insurance
San Antonio, TX
03.2019 - 03.2022
- Provides low customer effort experiences for both insureds and agents through offering step by step process on completing an audit in a timely manner
- Leverage knowledge and resources to provide breakdown of completed audits in verbiage understood by even a new employee of the company.
- uses prior customer service abilities to go further in helping with process changes that would apply to audits completed, officer exclusion backdates, and further research needed for the customer.
- Assists with audit related billing questions.
- Manages and assists with escalation work orders and research as needed.
Customer Relations Specialist
The Hartford Insurance
San Antonio, TX
09.2016 - 03.2019
- Utilize active listening and critical thinking skills to quickly analyze and clearly understand a specific request or customer need, then leverage knowledge and resources to provide the appropriate solutions.
- Member of the advanced skill team to rewrite full policies and apply specialized coverages.
- Top escalation representative for the team, applied people skills to de-escalate hairy situations as well as able to lead and teach fellow co-workers to do the same.
Perishables Representative
H-E-B Grocery
San Antonio, TX
04.2013 - 09.2016
- Team Lead who managed a team of 6.
- Responsible for scheduling, period inventory, sales reports, and ordering product with effectively maintaining a budget.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Managed product rotation activities based on expiration dates and FIFO principles.
- Conducted regular audits on refrigeration units to ensure proper functioning.
- Inspected and monitored product quality, shelf life, and temperature of perishable items.
- Maintained accurate records of stock levels and expiry dates.
- Supported marketing initiatives by promoting new products in the perishables section.
- Created labels for all incoming packages containing perishable goods.
- Ensured compliance with food safety regulations during handling operations.
- Developed strategies to minimize spoilage and waste of perishables.
- Helped customers select products best fitting personal needs.
- Assisted in ordering perishable products to ensure adequate supply.
- Verified incoming shipments against purchase orders for accuracy.
- Generated reports on daily sales figures for perishables items.
- Maintained neat and clean equipment and facilities.
- Organized storage areas for efficient retrieval of perishables.
- Monitored customer complaints concerning quality or availability of perishables.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
- Greeted customers to determine wants or needs.
Education
Associate of Arts - Criminal Justice
05.2015
Skills
- Marketing Support
- Professional Demeanor
- Lead Qualification
- Sales Forecasting
- Relationship Development
- Processing Payments
- Account Updating
- Complaint Resolution
- Data Entry
- Customer Service
- Call Center Operations
- Problem-Solving Skills
- Verbal and Written Communication
- Call Center Customer Service
- Providing Customer Support
- Documentation and Reporting
- Microsoft Office
- Invoice Processing
- Billing automation
- Customer Relations
- Report reviewing
Timeline
Accounts Receivable Coordinator - Claim Assist Solutions
10.2023 - Current
Sales Development Specialist - The Hartford Insurance
03.2022 - 08.2023
Tier II Billing Specialist III - The Hartford Insurance
04.2020 - 03.2022
Audit Service Coordinator III - The Hartford Insurance
03.2019 - 03.2022
Customer Relations Specialist - The Hartford Insurance
09.2016 - 03.2019
Perishables Representative - H-E-B Grocery
04.2013 - 09.2016
Northwest Vista College - Associate of Arts, Criminal Justice
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