Riley Gall
BUFFALO
Summary
Detail-oriented professional with strong analytical skills and a focus on compliance. Experienced in managing documentation and conducting regulatory reviews, ensuring adherence to standards while optimizing service delivery and client interactions.
Overview
4
4
years of professional experience
Work History
Employee Benefits Internal Specialist
Sun Life Financial
Remote
03.2024 - Current
- Analyzed client data to enhance service delivery and improve customer satisfaction.
- Developed and implemented process improvements for streamlined operations and efficient workflow.
- Collaborated with cross-functional teams to design effective financial solutions tailored to client needs.
- Conducted regular compliance reviews, ensuring adherence to regulatory standards and company policies.
Implementation Consultant
Sun Life Financial
Remote
06.2023 - 02.2024
- Analyzed client requirements to create best onboarding process for each individual client.
- Collaborated with cross-functional teams to streamline implementation processes.
- Facilitated welcome calls with clients and brokers to ensure accuracy and timely implementation
Member Service Representative
Sun Life Financial
Remote
01.2023 - 06.2023
- Assisted clients with inquiries about short term disability claims and overall claim process.
- Processed client requests efficiently using Sales Force
- Educated clients on online services available through Sun Life Financial.
- Collaborated with team members to resolve client issues, enhancing overall satisfaction.
Employee Benefits Internal Specialist
Sun Life Financial
Remote
06.2022 - 12.2022
- Collaborated with team members to streamline processes and provide proposals
- Maintained organized records of client interactions and transactions using Salesforce
- Processed request for proposals from brokers and employees benefit representatives in a timely and accurate manner
Education
Bachelor of Science - Health Informatics
University of Pittsburgh
Pittsburgh, PA05-2022
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Proficient in all Microsoft Office tools
- Proficient in Salesforce
Accomplishments
Member Services Employee of the Month
Timeline
Employee Benefits Internal Specialist
Sun Life Financial
03.2024 - Current
Implementation Consultant
Sun Life Financial
06.2023 - 02.2024
Member Service Representative
Sun Life Financial
01.2023 - 06.2023
Employee Benefits Internal Specialist
Sun Life Financial
06.2022 - 12.2022
Bachelor of Science - Health Informatics
University of Pittsburgh