Summary
Overview
Work History
Education
Skills
References
Timeline
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Robin Lewis

Forney,TX

Summary

Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

19
19
years of professional experience

Work History

Tax Preparer

Intuit
Dallas, TX
01.2024 - Current
  • Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds
  • Provided guidance on financial decisions related to taxes.
  • Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
  • Filed electronically through approved software programs.
  • Compiled data from clients to accurately complete tax forms.

Customer Service Representative

Arise
Dallas, TX
12.2017 - 11.2023
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Maintained a high level of professionalism when dealing with difficult customers.
  • Provided accurate information about products and services to customers.
  • Answered customer inquiries via phone, email, and chat.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.

Customer Service Representative

United Health Group, Optum
Earth City, MO
06.2005 - 04.2012
  • Educated customers on their rights under state and federal regulations governing insurance policies.
  • Analyzed trends in claim denials or delays to identify areas for improvement within the organization.
  • Adhered to strict guidelines pertaining to confidentiality while handling sensitive personal information.
  • Provided clear explanations of benefits, eligibility requirements, and applicable laws when communicating with customers.
  • Attended continuing education seminars related to insurance industry best practices and new legislation.
  • Ensured timely submission of required documentation from claimants prior to approval of payment.
  • Maintained detailed records of all communication with customers, claimants, providers, and internal departments.
  • Reviewed and verified claim information to ensure accuracy of data and compliance with established policies.

Education

Associate of Science - Medical Coding And Billing

Sanford-Brown
Hazelwood, MO
01-2008

Skills

  • Individual returns preparation
  • Tax advising
  • Document Preparation
  • Regulatory Compliance
  • Documentation filing
  • Tax Return Preparation
  • Organization skills
  • Tax law knowledge
  • Multi-state tax filing
  • Organizational abilities
  • Data Entry
  • Appointment Scheduling
  • Account updating
  • Inbound and Outbound Calling
  • Call Management
  • Complaint resolution
  • Product Knowledge
  • Scheduling
  • Problem Resolution
  • Customer Education
  • Customer Service
  • Adaptive team player
  • Typing proficiency
  • Documentation
  • Call Center Operations
  • Medical terminology knowledge
  • Conflict Mediation
  • Microsoft Outlook
  • Multi-Task Management
  • Building rapport
  • Reading Comprehension
  • Order Processing
  • Customer Relations

References

References available upon request.

Timeline

Tax Preparer

Intuit
01.2024 - Current

Customer Service Representative

Arise
12.2017 - 11.2023

Customer Service Representative

United Health Group, Optum
06.2005 - 04.2012

Associate of Science - Medical Coding And Billing

Sanford-Brown

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Robin Lewis