Summary
Overview
Work History
Education
Timeline
Generic

Maci Flanigan

Denton,TX

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients.

Overview

7
7
years of professional experience

Work History

Customer Service Representative

AVANTAX (formerly HD Vest Financial Services)
03.2023 - Current
  • Working with our top producing firms to operationally integrate investment management services into their practice
  • Acting as a liaison between back-office staff and external firms to achieve timely problem resolutions on a number of different issues
  • Assisting with implementation of new software and internal processes to maximize efficiencies
  • Oversee the production and maintenance of new accounts
  • Verify licenses for financial representative for proper compensation
  • Verify and/or correct all registration/client information for new accounts
  • Research potential missing compensation for financial representatives.

Client Coordinator

MCMC LLC
09.2022 - 04.2023
  • Handles and responds promptly to inquiries from clients regarding questions, report status, concerns, or general requests for information on all medical insurance claims
  • Schedules teleconferences and coordinates participation/completion
  • Assigns out cases to appropriate MDs based on specialty, availability, and specifications
  • Ensures panel of MDs complete all cases on or before due date
  • Maintaining a pipeline of more than 100 cases per day.

Leasing Consultant

LUMA RESIDENTIAL
04.2021 - 06.2022
  • Maintaining regional marketing reports and implement new marketing strategies
  • Build out and execute resident retention programs
  • Screen all incoming applicants for qualification standards and achieve a 33% conversion rate of prospects to residents
  • Maintains 95% occupancy

Bartender

RT'S BAR AND GRILL
08.2016 - 09.2020
  • Resolved numerous types of customer disputes
  • Attended to multiple customers simultaneously to ensure satisfaction
  • Ensuring the safety of clientele by adhering to governmental regulations regarding the beverage service industry

Client Account Representative

OLYMPUS CONTROLS
04.2018 - 10.2019
  • Working with customers in assigned territories and the corresponding sales engineers
  • Handling everything from order entry to invoicing and shipping
  • Responsible for monitoring the delivery process and trouble-shooting issues proactively
  • Maintaining professional relationships with suppliers.

Platinum Support Specialist

HD VEST FINANCIAL SERVICES
11.2016 - 04.2018
  • Working with our top producing firms to operationally integrate investment management services into their practice
  • Acting as a liaison between back-office staff and external firms to achieve timely problem resolutions on a number of different issues
  • Assisting with implementation of new software and internal processes to maximize efficiencies.

Education

Hospitality Management -

University Of North Texas
Denton, Texas
2015

Hospitality Management -

Collin County Community College
Plano, TX
2013

Timeline

Customer Service Representative

AVANTAX (formerly HD Vest Financial Services)
03.2023 - Current

Client Coordinator

MCMC LLC
09.2022 - 04.2023

Leasing Consultant

LUMA RESIDENTIAL
04.2021 - 06.2022

Client Account Representative

OLYMPUS CONTROLS
04.2018 - 10.2019

Platinum Support Specialist

HD VEST FINANCIAL SERVICES
11.2016 - 04.2018

Bartender

RT'S BAR AND GRILL
08.2016 - 09.2020

Hospitality Management -

University Of North Texas

Hospitality Management -

Collin County Community College

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Maci Flanigan