Customer advisor with 20 years of experience in customer care within call center environments - Actively and empathetically listens to customer concerns - Proficiently uses and navigates multiple computer systems and applications with speed and agility to efficiently process customer requests and resolve or escalate issues
Work History
Member Experience Specialist
5 Months
Civic Federal Credit Union | 03.2026 - Current
Facilitated resolution of member inquiries to enhance overall member satisfaction and engagement.
Educated and engaged customers with new bank products and services.
Investigated and resolved accounting, service and delivery concerns for Members accounts proficiently using Fiserv DNA, Nautilus, Docuserv, Sharepoint and Salesforce tools.
Customer Assistance Specialist
1 Year 7 Months
TEK Systems | 01.2025 - Current
Analyzed, categorized and efficiently processed patient support renewal applications, confirming eligibility for continuance in the program.
Medical Information Associate
3 Years 7 Months
Thermofisher | 09.2021 - 04.2025
Analyzed and researched inquiries and documents interactions according to organizational, client and regulatory guidelines
Processed medical information inquiries, documented adverse events and product complaints
Provided technical assistance to patients and caregivers related to pharmaceutical devices proper use and storage
Responds accurately and professionally to technical and medical information inquiries received via phone, email, internet or mail in reference to pharmaceutical or device products
Processes fulfillments and provides clinical trial information or after-hours on call support
Customer Service Associate
1 Year 3 Months
Thermofisher | 06.2020 - 09.2021
Analyzed and researched inquiries and documents interactions according to organizational, client and regulatory guidelines
Senior Tier 2 Advisor
1 Year 11 Months
Conduent | 04.2018 - 03.2020
Receive escalations from Tier 1 and solve more complex technical or customer issues
Tier 1 Advisor
8 Months
Conduent | 08.2017 - 04.2018
Educated customers on software possibilities and resolved functional computer issues
Navigated multiple applications with speed and agility to efficiently process customer requests, resolve technical issues or transfer calls to appropriate departments.
Informatively guided customers ways to improve functionality of devices to improve user experience
Appropriately escalated more complex issues to Tier 2 Advisors
Retirement Benefits Coordinator/Customer Service Representative
4 Years 10 Months
Fidelity Investments | 08.2005 - 06.2010
Managed caseload of retiring IBM employees at a human resources call center
Proactively kept up with processing of health insurance, pension and 401k selections and paperwork. Attained series 6 and 63 licenses.
Educated customers on all aspects of different available benefit options.
Provided support to Annual Enrollment Program for employee benefit selections.
Actively and empathetically listened to customer concerns.
Educated callers on their benefits concerning health insurance and pension plans.
Walked customers through filling out insurance forms and set proper expectations on processing time.
Proficiently used multiple computer systems to set appointments, update benefit database and process pension paperwork.
Education
B.A. - Psychology
University of Tennessee at Knoxville | 01.1991
Master of Arts - Theology
Duke University | Durham, NC | 12.2002
Timeline
Member Experience Specialist
Civic Federal Credit Union
03.2026 - CurrentRead More
Customer Assistance Specialist
TEK Systems
01.2025 - CurrentRead More
Medical Information Associate
Thermofisher
09.2021 - 04.2025Read More
Customer Service Associate
Thermofisher
06.2020 - 09.2021Read More
Senior Tier 2 Advisor
Conduent
04.2018 - 03.2020Read More
Tier 1 Advisor
Conduent
08.2017 - 04.2018Read More
Retirement Benefits Coordinator/Customer Service Representative