Dynamic professional with a proven track record, excelling in regulatory compliance and operational efficiency. Leveraging strong problem-solving and attention to detail, I successfully managed client business cases, enhancing service delivery and ensuring timely resolutions. Adept at data analysis and fostering collaboration, I drive impactful results in fast-paced environments.
Overview
20
20
years of professional experience
Work History
New Business Case Manager
Symetra
Bellevue, Washington
11.2022 - 09.2024
Prepared documentation for regulatory compliance and internal audits.
Monitored open cases to ensure timely resolution within established service level agreements.
Analyzed data from various sources to inform decision-making during case resolutions.
Managed full life cycle of client business cases, including intake, assessment, resolution, and closure.
Conducted regular audits of existing cases to verify accuracy and completeness of information.
Performed root cause analysis on closed cases to prevent recurrence of similar issues.
Maintained up-to-date knowledge of relevant regulations to ensure compliance with laws.
Advised senior leadership on operational efficiency improvements across departments involved in case processes.
Customer Service Supervisor
Honk Technologies
San Francisco, California
07.2021 - 10.2022
Supervised customer service team to ensure effective support and communication.
Resolved customer inquiries promptly using ticketing software and chat systems.
Trained new staff on company policies and best practices in customer service.
Monitored team performance to maintain high standards of service delivery.
Implemented new processes to improve response times and customer satisfaction.
Collaborated with other departments to enhance service efficiency and effectiveness.
Assisted in developing training materials for ongoing staff development initiatives.
Assisted customers with product inquiries and resolving complaints promptly and professionally.
Answered phone calls and responded to questions and concerns.
Resolved escalated customer disputes in a timely manner while maintaining good relationships with customers.
Supervised and trained customer service staff to ensure excellent customer service delivery.
Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
Ensured all customer inquiries were handled in accordance with company standards and regulations.
Evaluated employee job performance and motivated staff to improve productivity.
Monitored customer service performance metrics, such as call response times, resolution rates, and customer satisfaction ratings.
Addressed customer inquiries to increase customer satisfaction ratings.
Prepared work schedules based on staff availability and forecasted demands to optimize personnel coverage.
Provided guidance and support to junior customer service representatives, including coaching and mentoring.
Collaborated closely with upper management on projects involving new initiatives or improvements within the department.
Customer Service Professional
OnBrand MCI
05.2020 - 06.2021
Managed customer accounts and updated database information to ensure accuracy.
Collaborated with team members to resolve complex customer issues effectively.
Educated customers on product features and services for informed decision-making.
Documented customer interactions accurately for future reference and follow-up.
Handled incoming calls and emails, ensuring prompt response times.
Monitored feedback to identify areas for service improvement.
Processed payments, informed customers about billing procedures, and assisted with payment options.
Resolved customer complaints promptly, promoting high satisfaction through knowledgeable service.
Daycare Owner/Operator
Self-employeed
Savannah, Georgia
04.2011 - 03.2020
Managed daily operations of childcare services and staff schedules.
Developed age-appropriate educational programs and activities for children.
Ensured compliance with health and safety regulations for childcare facilities.
Fostered positive relationships with parents through regular communication and updates.
Handled enrollment processes, including registration and orientation for new families.
Implemented effective behavior management strategies to promote a positive environment.
Coordinated community outreach events to enhance family engagement in programs.
Created a safe, nurturing environment to promote learning and growth in children.
Planned nutritious meals that meet USDA guidelines for nutritional value while also being appealing to young palates.
Implemented age-appropriate curricula designed to stimulate physical, mental and emotional development in young children.
Established relationships with parents and guardians to foster strong communication regarding their child's progress.
Managed budgeting responsibilities related to payroll expenses, rent payments and supplies purchases.
Ensured compliance with local regulations governing child care facilities.
Organized extracurricular activities such as field trips and special events for the children enrolled in the daycare facility.
Maintained accurate records of attendance, immunizations and other relevant information for each child.
Interacted regularly with students throughout the day by playing games, reading stories or engaging them in creative activities.
Conducted regular inspections of the facility to ensure that it is clean, well-maintained and secure at all times.
Reviewed applications from prospective families interested in enrolling their children in the program.
Ordered necessary materials or equipment required by state regulations.
Reviewed and evaluated programs for compliance with state, local and federal regulations.
Maintained current knowledge of applicable codes and required procedures to optimize learning environments.
Achieved budgetary targets by monitoring expenses and resource utilization, cutting waste and strengthening revenue streams.
Established and enforced modern educational standards to support student needs.
Customer Relations Specialist
Pay Day Loans of America
Savannah, Georgia
05.2010 - 01.2011
Assisted customers with loan applications and inquiries efficiently.
Maintained accurate customer records using internal database systems.
Resolved customer issues through effective communication and problem-solving skills.
Educated clients on loan products and terms clearly and concisely.
Collaborated with team members to streamline customer service processes.
Managed appointment scheduling for loan consultations effectively.
Provided feedback to improve service quality and operational efficiency.
Conducted follow-up communications to ensure customer satisfaction consistently.
Provided training sessions for new employees on proper handling of customer relations tasks.
Answered customer inquiries via telephone, email and in person.
Collaborated with other departments to ensure timely resolution of customer issues.
Advised customers on company policies, procedures and regulations related to the product or service they purchased.
Developed relationships with customers to ensure repeat business.
Resolved customer complaints promptly and efficiently.
Identified opportunities for process improvement within the department.
Consulted with customers to resolve service and billing issues.
Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
Helped customers open accounts, make deposits, update information, and carry out range of routine actions.
Performed administrative tasks such as filing, data entry, and document preparation.
Upheld privacy and security requirements for customer information.
Eligibility Coordinator
CBCA Administrators
Savannah, Georgia
09.2004 - 04.2009
Coordinated eligibility determinations for various insurance programs.
Reviewed applications to ensure compliance with program requirements.
Communicated with clients to gather necessary documentation and information.
Maintained accurate records in the eligibility management system.
Assisted team in resolving client inquiries and issues promptly.
Trained new staff on eligibility processes and system navigation.
Collaborated with providers to verify client coverage details efficiently.
Monitored changes in regulations affecting eligibility criteria and procedures.
Developed and maintained eligibility criteria for program applicants.
Maintained up-to-date records of all applicant information including documents submitted as part of the application process.
Responded promptly to inquiries from applicants regarding their status or questions they may have about the process.
Assisted staff in resolving issues related to applicant eligibility decisions.
Compiled reports on changes in policy or procedures regarding eligibility requirements.
Provided assistance to applicants in understanding the application process and eligibility criteria.
Collaborated with other departments within the organization to ensure accurate determination of an individual's program and service eligibility.
Advised management on changes needed to improve the efficiency of the application process.
Assisted in developing new forms that would be used by applicants when submitting their applications for review.
Monitored applicant data to ensure accuracy of information provided.
Ensured compliance with applicable laws, regulations, and standards when making determinations about applicant eligibility.
Interpreted complex rules and regulations related to determining program and service eligibility.
Reviewed applications for completeness, accuracy, and compliance with established guidelines.
Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
Contacted client references and employers to determine legitimacy of applicant information.
Maintained positive working relationship with fellow staff and management.
Proofread documents carefully to check accuracy and completeness of all paperwork.
Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.