Lisa D Allen
Woodlawn,MD
Summary
Experienced Customer service Specialist with a strong focus on resolving client concerns in a timely manner. Self motivated and hard working team player versed with excellent verbal and written communication skills. Strong critical thinking, problem solving and analytical skills. Several years of retail experience has enabled me to have exemplary customer relations and excellent interpersonal skills with people at all levels. I am able to establish, and maintain strong working relationships with internal and external clientele. I am detail oriented with excellent time management and multitasking skills. Progressive experience in all phases of internal banking & finance: processing, researching, and accounting adjustments and reconciliation.
Work Director with background as a Supervisor and Operations Lead looking to join a growing entrepreneurial organization as part of the Executive team.
Motivated Experienced Customer service Specialist with 10 years of Customer Service expertise. Recognized for assessing operational needs and developing solutions to save costs, improve revenues, and drive customer satisfaction. Resourceful and well-organized with excellent leadership and team building record.
Overview
38
38
years of professional experience
Work History
Premium Specialist Accounts Receivables
Aon Corporation
Owings Mills, MD
01.2007 - Current
- Primary point of contact for communication with: Field offices and Insurance carriers as related to premium insurance accounting Ensure accurate and timely response to all incoming requests for service
- Complete Service Request after thorough detailed account analysis and research
- Perform duties with heightened sense of urgency
- Perform other duties as assigned
Customer Service Representative
YMCA
Ellicott City, MD
01.2015 - 12.2016
- Greets all persons with a positive and cheerful greeting, using their name and offering to assist them with information or program/membership registration
- Sells membership and programs appropriate to the needs of the members, current and prospective
- Demonstrates current knowledge of all programs, services and events contained in our seasonal program brochure
- Responsible for handling, receiving,batching and accountability of checks, cash and charges presented during shift
Kohl's
Ellicott City, MD
01.2014 - 01.2015
- Answer customer inquiries, place new items out for sale, cashier.
Premium Research Specialist
Aon Corporation
Owings Mills, MD
01.2005 - 01.2007
- Researched and responded to insurance carriers on various inquiries regarding client payments.
- Researched open Service Requests and took appropriate action to resolve carrier concerns.
- Maintained responsibility for the Carrier Connection Mailbox emails and responded to the carriers' concerns in a courteous and timely manner.
- Reviewed and addressed various spreadsheets, client advance reports, due-us balances.
- And aged invoices to ensure timely and consistent carrier payments.
- Processed carrier payments to ensure consistent client coverage.
- Reviewed daily settlement reports to ensure carriers were paid in a timely manner.
- Processed carrier payments to ensure timely and consistent carrier payments.
Workflow Coordinator/Proof Operator
Fidelity I.F.S
Baltimore, MD
01.2002 - 01.2007
- Oversee distribution of incoming Bank Branch work.
- Inform staff of institutional changes ,problems or discrepancies.
- Train new hires for the encoding/receiving area.
- Ensure quality service while meeting deadlines.
- Operates a NCR machine to encode bank documents processing 32,000 key- strokes and maintaining a speed of 3,000 fields per hour (numerical).
Lead Clerk
Provident Bank
Baltimore, MD
01.1998 - 01.2002
- Review, research and correct internal banking errors.
- Monitor internal operations thru daily settlements.
Proof Operator/Lead Clerk
AllFirst Bank
Baltimore, MD
01.1994 - 01.1997
- Ensure quality service while meeting deadlines.
- Operates a NCR machine to encode bank documents processing 32,000 key- strokes and maintaining a speed of 3,000 fields per hour (numerical).
Reconcilement Clerk
Sovran, Bank
Hyattsville, MD
01.1988 - 01.1994
- Verify and balance transactions making appropriate adjustments.
- Prove proof of deposit and in-clearing work.
- Separates pre-encoded checks and non-systems items.
- Prepare and examine checks for quality inscription.
Work Director
Aon Risk Services
Owings Mills, MD
10.2017 - Current
- Proactively identified and solved complex problems impacting operations management and business direction
- Provided onsite training for new hires
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions
Education
General Education Courses Completed -
Frostburg State University
Skills
- Windows (XP), MS Office Suite (Outlook, Word, Excel, PowerPoint), Lotus Notes
- Balance
- Banking
- Coaching and mentoring
- Lotus Notes
- Excel
- Outlook
- PowerPoint
- Windows (XP
- Word
- Research
- Settlements
- Spreadsheets
- Reporting and documentation
- Process and procedure development
- Staff leadership and direction
Affiliations
Timeline
Work Director
Aon Risk Services
10.2017 - Current
Customer Service Representative
YMCA
01.2015 - 12.2016
Kohl's
01.2014 - 01.2015
Premium Specialist Accounts Receivables
Aon Corporation
01.2007 - Current
Premium Research Specialist
Aon Corporation
01.2005 - 01.2007
Workflow Coordinator/Proof Operator
Fidelity I.F.S
01.2002 - 01.2007
Lead Clerk
Provident Bank
01.1998 - 01.2002
Proof Operator/Lead Clerk
AllFirst Bank
01.1994 - 01.1997
Reconcilement Clerk
Sovran, Bank
01.1988 - 01.1994
General Education Courses Completed -
Frostburg State University