Anthony Medard

• Provided personalized account updates for clients, including wire setups, invoice delivery, account adjustments, and risk assessments, ensuring accurate and timely service through Tops and FTS/SAP systems.
• Conducted thorough audits across multiple platforms (AOC, Rightfax, Vista Plus) to verify receipt of essential client funds and communications, ensuring prompt action on client requests using tools like Toad, Vista Plus, and Excel.
• Processed and resolved wire transfer issues by coordinating fund returns via Deutsche and Chase platforms, maintaining clear communication with clients to keep them informed of progress.
• Posted return items accurately for work market products, ensuring smooth processing and timely resolution of client requests.

• Guided traffic technicians and laborers in the proper use and setup of traffic control devices, ensuring a smooth and safe experience for both team members and the public.
• Developed clear, customer-focused procedures for street closures and traffic adjustments during repair or construction, prioritizing community safety and minimal disruption.
• Coordinated and executed setup and removal of lane closures to maintain a safe environment, addressing public inquiries and ensuring positive interactions with community members.

• Engaged with clients by phone to provide assistance and gather essential claims information.
• Prepared and submitted forms accurately, including insurance applications for client coverage.
• Processed and recorded new policies and claims efficiently, ensuring client records were up-to-date.
• Communicated with clients and agents on account statuses, updates, and policy changes.
• Verified client data to maintain accuracy across insurance applications and policies.
• Updated policies and claims to reflect changes in coverage, beneficiaries, or policy type based on client requests.

.

• Greeted customers as they entered the store, provided friendly customer service and responded to inquiries.
• Operated cash registers to process payments from customers, handled returns and exchanges of merchandise.
• Performed opening and closing duties such as setting up displays, counting money in register drawers and restocking items.