Summary
Overview
Work History
Education
Skills
Timeline
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Robert Bush

Greensboro,NC

Summary

Motivated professional with strong analytical thinking skills and expertise in data entry. Personable team player known for exceptional customer service abilities. Committed to continuous, self-directed learning.

Overview

17
17
years of professional experience

Work History

Customer Service Representative

The Hartford
Greensboro, USA
04.2021 - 02.2024
  • Directed clients on optimal claim submission methods
  • Enhanced complaint resolution process
  • Tailored insurance plans according to client assessments
  • Efficiently handled application processing, endorsements, and cancellations.
  • Completed continuous professional development in auto and home insurance products
  • Generated thousands of dollars for the company weekly through exceptional sales performance

Insurance Specialist

McGriff Insurance Services
Greensboro, USA
04.2020 - 03.2021
  • Evaluated policies to align with corporate standards
  • Executed thorough reviews of insurance company finances to validate records
  • Created in-depth reports summarizing audit results.
  • Recorded audit actions, findings, and outcomes following established guidelines.
  • Coordinated with multiple teams for effective resolution of audit concerns
  • Clarified information for better customer understanding

HEALTH CONCIERGE

Aetna
High Point, USA
07.2018 - 04.2020
  • Guided clients in addressing their health care needs
  • Coordinated interactions among patients, healthcare providers, and insurance firms
  • Facilitated the organization of patient specialist appointments
  • Managed detailed logs of client engagements while upholding stringent confidentiality standards
  • Arranged necessary appointments for clients with medical staff
  • Guided clients in accessing medical data including lab results
  • Facilitated agreement between conflicting parties in client care

CUSTOMER SERVICE SPECIALIST

Branch Banking And Trust Company
Greensboro, USA
10.2015 - 07.2018
  • Handled inbound customer queries about product details
  • Handled customer complaints efficiently when necessary
  • Cross-sold various financial products including credit cards, loans and insurance
  • Clarified banking processes for customer understanding
  • Updated customer account records regularly
  • Handled calls regarding bank services provided to customers
  • Enforced compliance by ensuring identification checks adhered to regulations

CUSTOMER CARE ASSOCIATE

Lincoln Financial Group
Greensboro, USA
08.2013 - 10.2015
  • Cultivated strong client connections for enhanced satisfaction
  • Delivered tailored assistance via phone, email, and in-person meetings
  • Negotiated policy terms, optimizing benefits for all parties involved.
  • Managed client data, covering policies plus payment history
  • Guided clients on different life insurance options
  • Delivered top-notch service during issue resolution.
  • Determined premium amounts and set up payment plans

Mortgage Servicing Specialist

Bank of America
High Point , NC
11.2010 - 08.2013
  • Handled customer inquiries regarding loan status or requirements via phone or email.
  • Defined repayment terms to consumers and educated on default consequences.
  • Confirmed on-time mortgage payments as per signed agreements, reviewing records monthly to reduce past-due accounts.
  • Verified all necessary forms were completed accurately according to company standards.
  • Analyzed customer financial data to determine eligibility for mortgage programs.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Collections Agent

Citi
Mcleansville, North Carolina
01.2007 - 11.2010
  • Researched customer accounts for any discrepancies or outstanding payments.
  • Negotiated payment plans with customers to ensure timely repayment of debt.
  • Conducted skip-tracing activities to locate delinquent customers.
  • Provided guidance on legal matters concerning collection procedures.
  • Processed payments through various methods such as credit cards, online banking and cash transactions.
  • Resolved complex issues that arose during the collections process.
  • Attended weekly meetings with internal departments to discuss progress on collections efforts.

Education

High School Diploma -

Hugh M Cummings High School
Burlington, NC
01.2000

Skills

  • Sales Expertise
  • Client Relations Expertise
  • Effective Communication
  • Document Preparation
  • Proficient in Microsoft Office
  • Healthcare Billing
  • Insurance Eligibility Verification
  • Technical Proficiency
  • Accurate Typing
  • Client Retention Strategies
  • Effective Negotiation
  • Effective Time Management
  • Professional Demeanor
  • Teamwork and collaboration
  • Works well under pressure
  • Accurate Data Input
  • Proofreading
  • Dedicated team player
  • Maintains confidentiality
  • Business administration
  • Insurance eligibility
  • MS Windows proficient

Timeline

Customer Service Representative

The Hartford
04.2021 - 02.2024

Insurance Specialist

McGriff Insurance Services
04.2020 - 03.2021

HEALTH CONCIERGE

Aetna
07.2018 - 04.2020

CUSTOMER SERVICE SPECIALIST

Branch Banking And Trust Company
10.2015 - 07.2018

CUSTOMER CARE ASSOCIATE

Lincoln Financial Group
08.2013 - 10.2015

Mortgage Servicing Specialist

Bank of America
11.2010 - 08.2013

Collections Agent

Citi
01.2007 - 11.2010

High School Diploma -

Hugh M Cummings High School

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Robert Bush