Ramses Rios
Dallas,TX
Summary
Accounts Specialist with 7+ years of experience at GuideStone Financial Resources in management of participant and employer accounts, offering strong expertise in analyzing account payment histories and communicating with clients to resolve complex inquiries and calculations.
Overview
8
8
years of professional experience
Work History
Lead Retirement Account Specialist
GuideStone Financial Resources
Dallas, TX
07.2015 - Current
- Provide assistance in processing and filing incoming insurance plans.
- Complete routine and complex account updates associated with participant and employer accounts.
- Recorded accurate and efficient records in customer database.
- Reviewed account activity to assess financial status and evaluate discrepancies, including calculation or contributions and earnings.
- Collaborate with Pre-Retirement Administrators to provide feedback in teaching tools, programs, and overall processing.
- Motivate team members as mentor in customer service and organizing strategies.
Client Insurance Support Specialist
GuideStone Financial Resources
Dallas, TX
05.2015 - 06.2015
- Provided excellent customer service and processed filing incoming insurance plans.
- Collaborated with managers and account directors with preparation of account plans.
Client Services and Support
GuideStone Financial Resources
Dallas, TX
01.2015 - 04.2015
- Researching, processing, and managing CRM tasks of church accounts to allow for accessibility of up-to-date account information in ABBS across all departments and improved operations through consistent hard work and dedication.
- Investigate and resolve customer account inquiries quickly.
- Respond to customer requests, offering excellent support and tailored recommendations to address needs.
- Train and mentor new personnel regarding company operations, policies and services.
Education
MBA - Business Administration
Dallas Baptist University
Dallas, TX2016
B.A. - Business Administration
Dallas Baptist University
Dallas, TX2014
Skills
- Strong Leadership and Training Skills
- Account Management
- Analytical Support
- Information Processing
- Program Testing and Troubleshooting
Accomplishments
- Implemented paperless billing in the retirement line of business for mitigating cost reduction.
- 7+ track record of proficient and timely account tasks completion and productivity.
- Mentor new internal and external team members by completing training with accuracy and efficiency.
Languages
Spanish
Native or Bilingual
Timeline
Lead Retirement Account Specialist
GuideStone Financial Resources
07.2015 - Current
Client Insurance Support Specialist
GuideStone Financial Resources
05.2015 - 06.2015
Client Services and Support
GuideStone Financial Resources
01.2015 - 04.2015
MBA - Business Administration
Dallas Baptist University
B.A. - Business Administration
Dallas Baptist University
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