Lucky Mataele
Saratoga Springs,UT
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Call Center professional offering polished communication skills. Brings excellent organizational skills and talent for overcoming customer objections. Self-motivated and true team player.
Overview
18
18
years of professional experience
Work History
Patient Advocate
Smith Rx
09.2022 - Current
- Guiding members on how to maximize savings with drug manufactures and international sourcing.
- Followed up with members regularly via phone and email and text to obtain members trust while providing the white glove treatment.
- Creating a respectful culture where co-workers and team mates feel welcomed and appreciated regardless of race, religion, sex or political views.
- Facilitated communication between patients, families and healthcare providers to support comprehension.
- Contacted pharmacies and medical providers to verify account information and maintain accuracy, resulting in increase of transitions.
- Exceeding in organizational and operational KPIs to provide world class customer experience.
Life Insurance Broker (Part Time)
Family First Life Insurance
09.2021 - Current
- Provided coverage option information to assist clients in protecting assets.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Obtained underwriting approval by completing application for coverage.
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Tax Consultant (Seasonal)
Tongan Alliance Of America (non Profit)
01.2011 - Current
- Utilized TurboTax software to prepare returns and meet deadlines.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
Customer Care Representative
Nationwide Insurance
06.2006 - 08.2021
- Resolved concerns with products or services to help with retention and drive sales
- Responded to customer needs through competent customer service and prompt problem-solving
- Logged call information and solutions provided into internal database
- Coordinated timely responses to online customer communication and researched complex issues
- Assisted call-in customers with questions and orders
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information
- Mentor new hires and assisted in the Team Lead Que
- Responded to customer needs through competent customer service and prompt problem-solving.
- Trained new employees on best practices and customer care procedures to eliminate inefficiencies.
Education
Some College (No Degree) - Computer Tech
Arapahoe Community College
Littleton, COHigh School Diploma -
Frontier High School
Whittier, CASkills
- Strengths
- Skills
- Honest, Team Player, Dedicated, Positive Attitude, Creative, Customer Service Oriented, Analytical and Efficient
- Microsoft Office
- Typing 50 wpm
- 10 key touch
- Public Speaking
- Excellent Customer Service
- Verbal and Written Communication
- Computer Savvy
- Financial Counseling
- Quality Assurance
Languages
Tonga
Native or Bilingual
Timeline
Patient Advocate
Smith Rx
09.2022 - Current
Life Insurance Broker (Part Time)
Family First Life Insurance
09.2021 - Current
Tax Consultant (Seasonal)
Tongan Alliance Of America (non Profit)
01.2011 - Current
Customer Care Representative
Nationwide Insurance
06.2006 - 08.2021
Some College (No Degree) - Computer Tech
Arapahoe Community College
High School Diploma -
Frontier High School
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