Summary
Overview
Work History
Education
Skills
Timeline
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Monica Burns

Pawtucket,RI

Summary

Dynamic client services professional with a proven track record at Fidelity Investments, excelling in relationship building and project management. Adept at enhancing customer satisfaction through effective communication and problem resolution. Skilled in processing complex requests while maintaining compliance, ensuring a seamless experience for clients and colleagues alike.

Overview

11
11
years of professional experience

Work History

Senior Representative, Client Services

Fidelity Investments
11.2021 - Current
  • Processing NASUs, MNASUs, Monetary, TOA, Chorusda items.
  • Assist our Rollover Retention team with sitting up their Nasu's.
  • Part of the processing buddy program where I sit with our colleagues to build best practices for processing.

Leave of Absence Representative

CVS Health
01.2018 - 11.2021
  • Enhanced employee satisfaction by effectively managing leave of absence requests and providing timely responses.
  • Evaluated medical documentation to determine eligibility for various types of leaves, maintaining strict confidentiality standards.
  • Maintained up-to-date knowledge on federal and state laws governing employee leaves, ensuring companywide compliance at all times.

Patient Care Coordinator

Performance Physical Therapy
03.2016 - 09.2017
  • Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
  • Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the clinic.
  • Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
  • Streamlined communication between patients and healthcare providers, ensuring timely responses to inquiries and concerns.

Customer Service Representative

Blue Cross & Blue Shield Of RI
10.2015 - 03.2016
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Customer Engagement Specialist

HealthSource RI
09.2014 - 09.2015

· Maintain a mature, engaging and positive attitude while assisting customers face to face and over the phone with enrolling for coverage.

· Educate customers on insurance plans and processes.

Education

GED -

Community College of RI
Lincoln
01-2010

Skills

  • Relationship building
  • Customer rapport
  • Client services
  • Paperwork processing
  • Account servicing

Timeline

Senior Representative, Client Services

Fidelity Investments
11.2021 - Current

Leave of Absence Representative

CVS Health
01.2018 - 11.2021

Patient Care Coordinator

Performance Physical Therapy
03.2016 - 09.2017

Customer Service Representative

Blue Cross & Blue Shield Of RI
10.2015 - 03.2016

Customer Engagement Specialist

HealthSource RI
09.2014 - 09.2015

GED -

Community College of RI