Account Manager experienced in fostering long-term client relationships through tailored solutions and effective communication. Achieved high client satisfaction and loyalty by utilizing conflict resolution and problem-solving skills in team-oriented settings. Focused on delivering efficient and empathetic service while maintaining accurate records and adapting to changing client needs.
Overview
2
2
years of post-secondary education
14
14
years of professional experience
Work History
Account Specialist
Discover Financial Services
Chicago, Illinois
05.2024 - Current
Responded to member inquiries via phone, mail, or electronic means in a call center environment with 100% phone-based interaction.
Promptly and efficiently handled 100 – 250 inbound calls a day.
Assist customers with inquiries, manage account updates, and handle billing inquiries.
Managed customer inquiries and resolved issues across multiple communication channels to enhance customer satisfaction.
Collaborated with team members to achieve exceptional member and employee experience in all interactions with Card Services.
Collaborated with team members to streamline account management processes, improving efficiency in service delivery.
Assisted clients in understanding financial products and services offered by the company.
Provided support in onboarding new clients and facilitating account setups.
Maintained accurate records of customer interactions for future reference and analysis.
Ensure all activities comply with relevant regulations and internal policies.
Collaborated with other departments to resolve problems related to customer accounts.
Data Entry Specialist-Remote (Settlement Options)
Prudential
Newark, New Jersey
06.2022 - 05.2024
Set entry priorities to enhance workflow efficiency.
Verified and corrected data discrepancies.
Reviewed referrals to ensure all the data is in good order and processed the request.
Reviewed referrals to ensure all the data is in good order and processed the request.
Collaborated with team members to ensure timely processing of data requests.
Monitored all issues to ensure resolution and/or escalation to an appropriate party for resolution.
Monitored spreadsheet with high priority cases.
Maintained organized files and records for easy retrieval and reference.
Consistently interacted with clients and colleagues in a respectful manner.
Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
Provided policy status letters.
Made beneficiary and ownership changes to policies.
SNAP/DCBS-Remote Caseworker
Conduent
Lexington, Kentucky
07.2018 - 07.2022
Determined applicant eligibility for public assistance programs including SNAP, Cash Assistance, and Medical Assistance through assigned processing queue, ensuring compliance with program requirements.
Professionally scheduled appointments and interviewed clients to determine which services would best fit their needs. Prepared necessary correspondence and documents needed to complete their application.
Evaluated and monitored client cases to ensure they follow applicable rules, regulations and guidelines. Adhered to strict client confidentiality laws and site-specific procedures to uphold privacy and provide the best experience possible.
Guided clients in accessing additional support by referring them to appropriate resources and placement assistance, enhancing their overall service experience.
Consistently interacted with clients and colleagues in a respectful manner.
Promoted positive relationships with clients and colleagues from diverse backgrounds, fostering an inclusive environment and improving client engagement.
Data Entry Specialist
Iron Mountain
Chicago, Illinois
08.2016 - 06.2022
Maintained 100% accuracy rate in medical record entry, measured through regular audits and error tracking.
Entered data into patient files and scanned all reports to ensure comprehensive documentation.
Maintained confidentiality of patient records and ensure accuracy of medical records.
Updated patient information in the medical database.
Generated reports and maintained accurate records of all data entries for timely access.
Completed tasks within deadlines set by supervisor, ensuring efficient data processing.
Managed electronic records according to established compliance standards.
Created reports summarizing data trends for management review.
Assessed medical record retrieval processes to identify inefficiencies.
Customer Service Representative
Orc Protel
Lansing, Illinois
07.2015 - 07.2016
Achieved customer satisfaction rating of 95% within six months.
Delivered polite and detailed customer service, contributing to customer retention and overall satisfaction.
Handled 70+ customer interactions daily, addressing inquiries and explaining products and services thoroughly to enhance customer experience.
Answered inbound calls professionally within guidelines, directing calls effectively to optimize call flow.
Assembly Line Packer
Atlas
Tinley Park, Illinois
03.2013 - 07.2015
Worked on production lines that achieved 100% of quality goals while exceeding production ranges daily.
Ensured precision in assembling parts, goods, and components to meet quality standards.
Processed product requests, created shipping tags, and accurately distributed orders to customers.
Assisted in training new employees on packing procedures.
Created a tidy work environment to facilitate smooth operations.
Maintained safe work environment by consistently using required protective equipment.
Education
Diploma - General Studies
Delta Learning Center
Midlothian, IL
08.2012 - 01.2015
Skills
Account administration
Customer support
Billing resolutions
Client engagement
CRM software
Data entry
Microsoft Excel
Data analysis
Document management
Customer relationship development
Customer engagement
Problem resolution
Issue resolution
Relationship building
Client interaction
Team collaboration
Critical thinking
Payment processing
COMMUNICATION: Effective communicator A highly effective team player who understands the value of working together towards a common goal
Payment processing
Account management
Compliance verification
Financial product knowledge
Problem solving
Time management
Attention to detail
Record maintenance
Client onboarding
Volunteer work
Supported engaging, fun, and smooth-running events by helping with organization and planning.
Assisted with special events and programs.
Strengthened community bonds, participating in interfaith dialogues and events.