Accommodating Customer Support Specialist with documented history of exceeding customer and patron expectations. Calm and composed in stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Claim Specialist
HN1
Boca Raton
03.2024 - Current
Reviewed claims for accuracy and completeness to ensure compliance with company policies.
Investigated discrepancies in claims by gathering relevant documentation and information.
Communicated with clients to explain claim processes and gather necessary details.
Customer Care Advocate (CPht)
GoodRx
Boca Raton
02.2020 - Current
Monitored customer emails and responded in a timely manner to inquiries.
Assisted customers with technical issues on a wide range of products and services via live chat.
Reviewed patient profiles for drug interactions, allergies, and appropriateness of medication therapy.
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Maintained accurate records of all prescriptions filled, including the amount and type of medication dispensed.
Participated in the training of new pharmacy technicians and interns.
Requested scripts from doctors and verified insurance and coding.
Created new customer profiles and updated demographics, allergies and new medications in pharmacy computer systems.
Prepared prescription transfers to other pharmacies.
Entered prescription information into computer databases.
Insurance Agent
Nsure insurance
Boca Raton
04.2019 - 11.2019
Assisted clients with filling out insurance applications and providing information about the different types of policies available.
Provided customer service by answering questions regarding policy coverage, pricing, and other related topics.
Maintained accurate records of all client interactions in the company database.
Processed payments for insurance premiums and updated account information as needed.
Handled incoming calls from customers to provide assistance with existing policies or to answer inquiries about new products.
Conducted research on prospective clients to determine eligibility for specific insurance plans.
Coordinated with underwriters to ensure timely processing of claims and payment of benefits.
Prepared presentations for potential new clients outlining the features and benefits of various insurance products.
Insurance Agent
Universal Property and Casualty Insurance
10.2018 - 04.2019
Provided advice to clients on the most suitable insurance policies for their individual needs.
Developed and implemented strategies to maximize customer satisfaction.
Researched and analyzed market trends, competitor offerings, and industry regulations.
Conducted interviews with potential customers to assess their insurance needs.
Generated detailed quotes for prospective customers based on their requirements.
Maintained accurate records of client profiles, policy details, and payment histories.
Educated clients on the features of various insurance products and services.
Negotiated terms and conditions of policies with clients to obtain best possible coverage at lowest cost.
Ensured compliance with legal regulations related to insurance policies.
Mortgage Loan Processor
Crestmark Bank
09.2018 - 10.2018
Reviewed loan applications and verified accuracy of borrower information.
Assessed credit reports to determine eligibility for mortgage loans.
Processed loan documents and ensured compliance with federal regulations.
Provided customer service by responding to inquiries regarding loan status.
Prepared closing documents, including title policies, deeds, and other related items.
Verified that all conditions of the loan have been met prior to disbursement of funds.
Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
Submitted completed loan packages to underwriting department for approval or denial decisions.
Mortgage Loan Processor
Bluegreen Vacations
07.2014 - 09.2018
Reviewed loan applications and verified accuracy of borrower information.
Assessed credit reports to determine eligibility for mortgage loans.
Processed loan documents and ensured compliance with federal regulations.
Provided customer service by responding to inquiries regarding loan status.
Prepared closing documents, including title policies, deeds, and other related items.
Verified that all conditions of the loan have been met prior to disbursement of funds.
Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
Submitted completed loan packages to underwriting department for approval or denial decisions.
Ordered appraisals and title services on behalf of borrowers when necessary.
Accounting Specialist
Ocwen Loan Servicing
02.2013 - 07.2014
Reviewed, processed and reconciled accounts payable invoices and payments.
Analyzed financial data to ensure accuracy of information and compliance with accounting principles.
Performed monthly, quarterly and annual closing activities for assigned areas.
Created journal entries as needed to record transactions in the general ledger.
Developed reports to support month-end close process including account reconciliations.
Maintained fixed asset system and prepared related journal entries.
Managed intercompany transactions and reconciled all intercompany accounts each month.
Assisted with the preparation of internal audits by providing requested documentation.
Sales Representative
Nordstrom
01.2011 - 02.2013
Developed and maintained relationships with existing clients to ensure customer satisfaction.
Generated new sales leads through cold calling and networking activities.
Conducted market research to identify potential customers and their needs.
Organized client visits, presentations, product demonstrations and trade shows.
Analyzed customer feedback to improve products and services.
Provided technical support for customers using the company's products or services.
Maintained accurate records of all sales and prospecting activities.
Researched competitors' products, prices, and sales techniques.
Created detailed reports on daily, weekly, and monthly sales activity.
Education
Bachelor of Arts - Psychology
Palm Beach State College
Boca Raton, FL
01.2018
Skills
Remote work Tools
Product Knowledge
Typing Speed and Accuracy
Workflow Optimization
Prescription Filling
Insurance Verification
Billing Support
Verifying Orders
Resolving Customer Issues
Problem-Solving Skills
Team Collaboration
Data Analysis
Invoice Verification
Achievements And Professional Skills
Certified Pharmacy Technician (CPhT
Establish priority of work based on management directives regulations and standards and time allotment.
Maintain bookkeeping systems, databases, and records.
Continuously educate myself in the industry and learn about new products and services.
Fulfill all policy requirements.
Proficient with Microsoft Word, Excel, Outlook, One Note, Access and Adobe.