Lynette Pineiro
Allentown,PA
Summary
Versatile and dedicated professional with experience in administrative and client-focused roles, showcasing expertise in account management, tax-related tasks, and high-level administrative support. Adept in organization, client relations, and multitasking.
Overview
10
10
years of professional experience
Work History
Account Manager
Guardian Life Insurance
Bethlehem, PA
06.2024 - 08.2024
- Managed a portfolio of client accounts, ensuring exceptional service delivery and satisfaction.
- Developed strategic plans to increase account growth and retention.
- Coordinated with internal teams to address client needs and resolve issues.
- Assessed account effectiveness by creating various reports for the management team, such as billing records, employee census data, and broker commission summaries.
- Ensured efficient handling of customer inquiries through comprehensive investigation and prompt resolution.
- Cultivated and sustained positive connections with assigned clients and brokers.
- Provided upfront and continuous customer education on Guardian process, policies, and procedures, encompassing self-service functionality and portal navigation.
- Coordinated and led client meetings to successfully address police amendments.
- Leveraged strong communication skills to foster effective collaboration between the company and its customers in the region. This involved coordinating with regional managers, sales teams, and other departments for a seamless service experience.
Regional Service Specialist
Guardian Life Insurance
Bethlehem, PA
11.2022 - 05.2024
- Provided high-level customer service and support within the designated region. This includes addressing customer issues, answering inquiries, and resolving complaints.
- Collaborated with broker and plan holders to ensure smooth renewal procedures through timely communication of crucial details about rates and premiums.
- Communicated information regarding dental, disability, life and vision claim statuses and outcomes.
- Facilitated efficient handling of member eligibility, terminations, and dependents certifications.
- Handled new member enrollments for processing effectively.
- Address and resolve complex service issues that may arise in the region. Develop and implement solutions to prevent recurrence and improve service processes.
Member Services Associate
Guardian Life Insurance
Bethlehem, PA
10.2019 - 10.2022
- Elevated member experience by delivering exceptional customer service and effectively resolving concerns through various communication channels.
- Served members by providing account assistance, ensuring accurate updating of personal information, prompt payment processing, and efficient management of membership preferences.
- Utilized strong problem-solving skills to investigate and resolve membership-related issues or disputes, working in conjunction with other departments for optimal resolution.
- Managed diverse intake claim processes for FMLA, Short-Term, Long-Term, and Paid Family Leave.
- Offered comprehensive information on claim and payment status to facilitate the review process.
- Provided physician's office with the necessary medical records form.
Administrative Assistant
Aerotek Staffing Agency
Allentown, PA
09.2018 - 08.2019
- Assisted executives with scheduling, correspondence management, and ensuring smooth functioning of the office environment.
- Managed office supplies, handled travel arrangements, and organized meetings.
- Assisted in the preparation of reports, presentations, and documentation.
- Serve as a point of contact for internal and external communication. This includes answering phone calls, responding to emails, and handling correspondence.
- Enter and update information in databases or spreadsheets. Ensure data accuracy and manage records according to company procedures.
- Greet and assist clients and visitors, ensuring a professional and welcoming environment. Handle guest check-ins and provide information as needed.
- Handle sensitive and confidential information with discretion and ensure that privacy policies are followed.
Clerk
Santa Barbara Tax Product Group
La Jolla, CA
01.2015 - 05.2018
- Handled sensitive and confidential data to support both clients and professionals in the tax industry.
- Exemplified outstanding customer service skills while working in a Helpdesk/call center capacity.
- Contributed to the success of tax professionals by assisting with enrollment, bank products, and software-related questions.
- Assisted tax professionals in handling client-related inquiries and tasks that they could not handle independently.
- Maintained regular communication with clients by sharing crucial information including legal proceedings and outstanding payments.
- Successfully resolved issues by utilizing excellent verbal communication with tax professionals and clients.
Education
Some College (No Degree) -
San Diego City College
San Diego, CA06-2017
High School Diploma -
Helix High School
San Diego, CA06-2007
Skills
- Account Management
- Administrative Support
- Tax Processing & Compliance
- Personal & Executive Assistance
- Organizational Skills
- Communication & Interpersonal Skills
- Time Management
- Software Proficiency (eg, Microsoft Office Suite, CRM systems)
- Strong data entry (speed 40 WPM)
- Able to maintain confidentiality and comply with company policies
- Customer service oriented, courteous demeanor with strong listening skills
- Experienced while adaptable to various phone systems and programs
- Fast learner but meticulous to ensure accuracy in execution
- Reliable and punctual with an insurmountable work ethic
- Works well under pressure to meet deadlines and an excellent multi-tasker
References
References available upon request.
Timeline
Account Manager
Guardian Life Insurance
06.2024 - 08.2024
Regional Service Specialist
Guardian Life Insurance
11.2022 - 05.2024
Member Services Associate
Guardian Life Insurance
10.2019 - 10.2022
Administrative Assistant
Aerotek Staffing Agency
09.2018 - 08.2019
Clerk
Santa Barbara Tax Product Group
01.2015 - 05.2018
Some College (No Degree) -
San Diego City College
High School Diploma -
Helix High School
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