Summary
Overview
Work History
Education
Skills
Timeline
Generic

Richard Fantin

Phoenix,AZ

Summary

Collaborative, inspirational team member who is interested in working together to implement CDH plans for clients and members. Skilled at understanding the needs and priorities of others and talented at building relationships. Results-driven professional focused on delivering exceptional support for member and client needs. Successfully manages concerns and resolves conflicts to maximize member and client satisfaction. Offers strong background in member relations, communication, analytics, and problem solving.

Overview

9
9
years of professional experience

Work History

Member Service Specialist II

HealthEquity
10.2020 - Current
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Was on the beta team to crossover and take calls on both platforms. ( V5 and Classic)
  • Trained in Commuter, general Electric, and SF MRA, also a part of the SF MRA Tier 2 team.
  • On the case rework project team
  • Project Roadrunner to help improve SalesForce
  • Was a SME for Commuter and V5 training classes
  • Nature Sunshine Callbacks
  • 7X 100% Club Inductee for CSTAT , Service award for 2nd quarter 2023
  • Multiple Side by Sides and Peer 2 Peers
  • Proficient in meeting SLA's and deadlines
  • Self starter with the ability to work as a collaborator with cross functional teams and peers.


Customer Service Representative

OnTrac
10.2018 - 10.2019
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responder Team: I would pull service requests from the CSR work them and follow up with customer with a resolution
  • Took customer calls to find and track packages update account information and a variety of shipping questions

Customer Service Representative/Application Data Processor

Willis Tower Watson
09.2017 - 08.2018
  • Took Customer calls to assist with their Health Reimbursement Accounts
  • Processed Insurance Applications
  • Called insurance companies on behalf of member to help with EOB's, premium payments, cancellations

Rods Department

Powers Steel And Wire
08.2015 - 05.2016
  • Measured, cut, bent steel rods to customers specifications
  • Handled customers complaints with missing or wrong items

Customer Service Representative

LogistiCare
12.2014 - 05.2015
  • Took inbound calls from members to schedule transportation to and from their medical appointments


Education

No Degree - Psychology

Colby Community College
Colby, KS
08.1998

High School Diploma -

Tempe High School
Tempe, AZ
05.1997

Skills

  • HCSZ
  • TSYS
  • PORTAL
  • SERVICE SITE
  • VPAY
  • SALESFORCE
  • SCOOP
  • EXCELL
  • MICROSOFT
  • TEAMS

Timeline

Member Service Specialist II

HealthEquity
10.2020 - Current

Customer Service Representative

OnTrac
10.2018 - 10.2019

Customer Service Representative/Application Data Processor

Willis Tower Watson
09.2017 - 08.2018

Rods Department

Powers Steel And Wire
08.2015 - 05.2016

Customer Service Representative

LogistiCare
12.2014 - 05.2015

No Degree - Psychology

Colby Community College

High School Diploma -

Tempe High School
Richard Fantin