Summary
Overview
Work History
Education
AREAS OF EXPERTISE
Timeline
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Myldred Leon

Boca Raton,FL

Summary

Customer-focused expert with a passion for delivering exceptional experiences to clients. Known for building strong relationships and effectively addressing customer needs with empathy and professionalism. Skilled at resolving issues promptly and maintaining composure in high-pressure situations. Proficient in utilizing CRM systems and communication tools to manage customer interactions.

Overview

4
4
years of professional experience

Work History

401K Specialist - Remote

Slavic Integrated Administration
Boca Raton, FL
06.2023 - Current
  • Manage a diverse portfolio of 401k accounts, overseeing the distribution of over $5 million in funds with a 99% accuracy rate.
  • Handle an average of 50 daily phone calls and emails, providing prompt and knowledgeable responses, resulting in a 20% increase in client satisfaction scores.
  • Identify and resolve technical problems for participants navigating the website.
  • Assist in reviewing and processing distribution request documents with meticulous attention to detail, resulting in a significant reduction in processing time and enhanced accuracy.

Customer Care Case Manager

Ford of Canada
Boca Raton, FL
02.2022 - 11.2022
  • Managed a portfolio of 500+ customer cases, surpassing company goals and ensuring efficient resolution of inquiries and issues.
  • Gathered data for various programs to assess eligibility for financial assistance tools, contributing to a high customer satisfaction rate of 95%.
  • Served as a liaison between clients, dealerships, and subject-matter experts (SME), facilitating the resolution of customer issues and ensuring smooth communication channels.
  • Demonstrated extensive knowledge of Ford's products, services, and warranty policies, enabling effective handling of customer inquiries and concerns.

Broward Health Medical Center

Contact Patient Access Representative
Fort Lauderdale, FL
03.2020 - 07.2021
  • Effectively handled a high volume of patient appointments and inquiries during the COVID-19 pandemic, contributing to a 95% appointment confirmation rate.
  • Exhibited leadership skills by training and supervising a team of new hires, leading to a 25% increase in team productivity and a 50% reduction in patient wait times.
  • Conducted thorough interviews with patients, gathering insurance information and verifying eligibility for COVID-19 vaccine administration.
  • Upheld patient privacy and confidentiality, strictly adhering to HIPAA regulations and maintaining the security of sensitive information during the registration process.

Education

Associate of Business Management & Administration -

Florida Atlantic University
Boca Raton, FL
04.2021

AREAS OF EXPERTISE

CRM | Microsoft Office Suite | Project Management | Data Entry | Zendesk | Data Analysis | Document Management | Bilingual in French | SalesForce | Client Relationship Management | QuickBooks | Account Management | Technical Support | Customer Satisfaction | Analytical Problem-solving

Timeline

401K Specialist - Remote

Slavic Integrated Administration
06.2023 - Current

Customer Care Case Manager

Ford of Canada
02.2022 - 11.2022

Broward Health Medical Center

Contact Patient Access Representative
03.2020 - 07.2021

Associate of Business Management & Administration -

Florida Atlantic University

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Myldred Leon