Lisa Schoenfeld
Bloomfield
Summary
Adept at managing client relations and ensuring confidentiality, I excelled in customer support roles at companies like NPPG, enhancing customer satisfaction through effective communication and meticulous file management. My proactive approach and ability to meet deadlines fostered significant improvements in service delivery and operational efficiency.
Overview
17
17
years of professional experience
Work History
Client Service Representative
NPPG
06.2023 - 07.2024
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
Reception/Service Contract Administrator
Altigro
09.2021 - 06.2023
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Assisted in gathering and inputting information regarding retirement plan contracts
- Maintained detailed reports regarding prospective and current clients
Customer Service/Bond Administrator
Professional Insurance Associates
03.2017 - 10.2017
- Coordinated daily operations to ensure smooth functioning of the office.
- Managed correspondence and communications to support executive team.
- Preparation of paperwork necessary for producing Surety Bonds
- Filing, organizing and gathering of financial information for the determination of Bond eligibility
Quality Control Specialist/Bond Administrator
Colonial Surety
10.2007 - 03.2017
- Improved quality control processes by implementing feedback.
- Collaborated with team members to address quality issues.
- data entry
- claims processing
- preparation of necessary paperwork to process Surety Bonds
- Developed productive working relations with approximately 200 clients, their banks, unions, organizations and municipalities to meet their bonding requirements.
- Worked with underwriting department to annually gather, enter and analyze client business financials to determine their bonding line.
Education
Associate of Science - Computer Programming
DeVry Technical Institute
Woodbridge, NJ05-1989
Skills
- Customer support
- Follow-up skills
- Client relations
- Call center experience
- Customer focus
- File management
- Meeting deadlines
- excellent phone skills
Certification
- Licensed Insurance Agent/Broker - NJ Department of Insurance.
- License# NJDQ0HB8Q5
Timeline
Client Service Representative
NPPG
06.2023 - 07.2024
Reception/Service Contract Administrator
Altigro
09.2021 - 06.2023
Customer Service/Bond Administrator
Professional Insurance Associates
03.2017 - 10.2017
Quality Control Specialist/Bond Administrator
Colonial Surety
10.2007 - 03.2017
Associate of Science - Computer Programming
DeVry Technical Institute
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