Dedicated professional with expertise in customer service, time management, and trend tracking. Skilled troubleshooter and problem solver with a proven track record of building successful solutions. Strong communicator with a background in cultivating positive relationships and consistently exceeding goals.
Overview
25
25
years of professional experience
Work History
JFS Caseworker I, JFS I & II
Montgomery County Job & Family Services
Dayton, OH
09.2018 - Current
For the past 5 years I have Interview 7 applicants about their Medicaid, SNAP, or Case applicants per day to determine eligibility for public assistance programs (Medicaid, SNAP, & Cash; compute budgets; verify documents submitted to support public assistance requests; approve or deny applications for public assistance; explain to recipients their rights, procedures, programs, policies, and available services; refer customers to other government or private agencies; review eligibility determination in quality control capacity; determine file accuracy; prepare reports; compute over/under payments; report findings and amounts of improper payments; make referrals to the investigative-recovery unit; conduct in-house and field investigations relative to public assistance
Developed digital databases to effectively hold and analyze large amounts of information
Helped security identify suspected thieves and merchandise stolen
Strategized alternative procedures based on collected data
Completed mathematical calculations of income and costs
Supported fair and transparent public assistance programs by interviewing and investigating applicants
Provide follow-up; produce relative correspondence; receive and investigate complaints related to services provided; prepare and maintain case records; review and retain all relevant documents; prepare notification letters to recipients of suspension, reduction or termination of assistance; prepare documents when necessary to refer customer to another unit; assist customer with completion of assistance or appeal forms; attend hearings; prepare summaries; process corrections; answer routine inquiries, complete special assignments; cooperate with law enforcement agencies; judicial and governmental officials and agencies; testify in court when necessary; maintain investigative records and prepare reports on findings
Maintained enrollment spreadsheets for tracking and statistical purposes
Triaged high volume of inquiries and assigned cases to personnel for review
Reviewed member files for discrepancies and updated electronic records
Audited group administration services for enrollment and eligibility records
Processed enrollment and service change forms for program participants
Managed rolling caseload of eligibility assessments for economic service assistance programs
Collected applicant and beneficiary information to make timely eligibility determinations
Interpreted and communicated policies and procedures to applicants
Obtained outstanding information through professional and timely communication
Verified employment data and personal references by reaching out to listed individuals
Identified and investigated suspected cases of fraud or abuse of system
Helped applicants understand requirements, application procedures and legal rights
Scheduled benefits claimants for adjudication interviews to address questions of eligibility
Certified recipients to continue receiving benefits based on routine interviews
Determined and authorized appropriate amounts of program assistance based on specific applicants' information
Maintained impeccable records of assigned cases, using data to determine eligibility and prepare reports
Interviewed and investigated applicants for public assistance to gather information pertinent to applications
Assisted applicants with obtaining program support or gaining assistance from outside services
Answered applicants' questions about benefits and claim procedures
Kept records of assigned cases, and prepared required reports
Planned study of organizational change, information flow and cost analysis
Documented organizational problems and procedures by compiling and modeling data
Evaluated functions, work and methods of personnel through observation and interviews
Trained workers in updated processes, leading classes and preparing manuals for ongoing support
Completed studies and presented findings for review
Managed effective implementation, monitoring personnel and reviewing progress
Recommended implementation strategies for new systems, procedures and organizational changes
Documented findings of studies and prepared recommendations for implementation of new systems, procedures and organizational changes
Carried out work problem and procedure studies to assess communication and information flow
Approached and solved problems with initiative and sound judgment
Documented, researched and resolved customer service issues
Kept work and common areas neat and organized to maximize productivity, alleviate potential accidents and promote professional workspace
Collaborated positively with peers and other staff members to maintain friendly, supportive and cooperative work atmosphere
Identified issues and solutions to eliminate backlog and maximize workflows
Organized files and records and handled other support tasks, freeing up managers to take on more pressing responsibilities
Performed manual labor tasks to detailed instructions from supervisors
Delivered fast and friendly service to handle questions and service complaints
Helped office personnel with errands, paperwork and data entry
Planned and executed strategies to increase business and drive profit growth
Maintained positive work atmosphere through professional communication and results-driven mindset focused on empowering drivers to accomplish objectives
Handled daily phone calls and service requests with great client relationship management skills
Responded quickly to customer queries through email, phone, social media and corporate website
Enhanced customer satisfaction with fast, knowledgeable service
Collaborated across departments to resolve customer-related issues
Managed customer calls efficiently in fast-paced call center environment
Built trusting relationship with customers to better understand needs
Handled customer inquiries, payments and service requests
Collaborated with colleagues and co-workers to deliver quality customer experience
Met personal, team and company goals in customer service environment
Followed up with customers to offer additional support and check resolution satisfaction
Anticipated needs and resolved problems to keep customers happy
Addressed and resolved customer concerns and complaints
Processed customer exchanges, refunds and bill adjustments to correct product or service problems
Created and entered enrollment applications for new consumers in company database
Kept records of customer interactions or transactions, recording details of inquiries and actions taken
Collaborated with internal departments to find resolutions and conduct further research on customer account
Resolved customers' service or billing complaints by exchanging merchandise, refunding money or adjusting bills
Set up customer accounts in system and updated details to reflect current information
Updated records with details of customer interactions and transactions
Attended regularly scheduled video conferences for team meetings and one-on-one coaching
Gathered and verified required customer information for tracking purposes
Analyzed call volume and average call time to monitor performance and productivity
Referred unresolved customer grievances to designated departments for further investigation
Acknowledged and directed customer requests for additional products or services to appropriate licensed representatives
Used various tools and resources to identify trend behaviors to improve individual and team performance
Conferred with customers by telephone or in-person to provide information about products or services
Contacted customers to respond to inquiries or notify of claim investigation results or adjustments
Documented all call information according to standard operating policies and procedures
Completed contract forms, prepared change of address records, or issued service discontinuance orders with computer and job-related software
Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints
Navigated multiple computer systems and utilized search tools to find information
Supported fellow team members with regular tasks and activities
Adapted to operational needs, taking on different roles to support workflow
Participated in meetings by sharing concerns and ideas for improvements
Assisted newly hired team members by explaining safety requirements and company procedures and protocols
Completed assigned tasks under minimal supervision and to desired standard
Collaborated closely with coworkers and managers to meet strategic objectives and deliver on targets
Offered flexible working schedule and hours to support fluctuations in operational demand
Addressed customer needs by responding to specific requests
Remained current and informed of company updates from leadership
Worked closely with other team members on projects to achieve desired results
Worked hard to quickly learn required tasks to maximize performance
Boosted production with automation to achieve objectives with lower material and time requirements
Organized data and documentation to support accurate business forecasting
Tracked and analyzed reports covering budgets, operational activities and department metrics
Used administrative and operational expertise to help team meet deadlines and long-term objectives
Supported business operations by preparing and processing documentation
Handled large and complex data to analyze business operations and needs
Enhanced operations as lead on different development and integration projects
Developed successful project goals and strategies in collaboration with team members
Trained staff in job roles, business policies and industry best practices
Evaluated feasibility of proposed measures, employing knowledge of and analytical techniques to break down options
Assisted front-line personnel with delivering timely service to customers by expertly managing support needs
Enabled strong and consistent team sales with organized schedules and materials
Kept accurate inventory records and tracked costs against budget targets
Implemented clear policies governing routine and special business operations
Recommended and deployed data-driven improvements to systems
Improved processes to reduce and streamline workflows and optimize scheduling for business teams
Optimized policies to better handle current and expected needs
Protected organization in event of emergencies with well-planned crisis management strategies
Determined client needs by observing consumers, collecting surveys and analyzing customer feedback
Identified and addressed business vulnerabilities in areas governing asset protection and physical security
Collaborated cross-functionally to tackle and resolve wide-ranging business issues
Verified quality of final work, checking completeness, accuracy and clarity before submission
Built system maps showing relationships between sources and warehouse locations
Complied with corporate regulations, policies and procedures to maximize safety, security and overall trust in organization and employees
Coordinated prevention programs and instructional classes covering different topics
Maintained confidentiality of data by following strict information security protocols
Trained staff in proper techniques for obtaining, compiling and reporting on health data
Insurance Sales Agent
State Farm Insurance Agent
Dayton, OH
07.2017 - 03.2018
Maintain customer accounts and record account information
Determined client needs before selecting insurers to underwrite policies
Oversee customer financial accounts and process customer adjustments
Make product recommendations or services to customers based on their needs and preferences
Oversee a team of customer service representatives and ensure they meet monthly quotas
Follow communication guidelines, policies and procedures
Upgrade and cancel customer accounts by customer request
Handle customer complaints and provide alternatives and/or solutions to ensure resolution of complaints
Assisted callers with navigating corporate website and self-service options
Reach out to customers via email and telephone to verify account information
Ensure customers are satisfied with their purchases or service
Assist customers in placing orders, fulfilling refunds and handling exchanges
Use sales computer technology to maintain customer records and orders
Cold call potential customers
Inform existing customers of promotions and deals
Sought information from clients for claim processing
Set up clients with new policies, calculated premiums and established payment methods
Helped clients obtain funds via completed and filed policy claims
Contacted policyholders and modified plans to reflect changing requirements and preferences
Gathered financial resources and needs data from potential clients through interviews
Cross-checked and met policy requirements to fast-track request processing
Checked compensation and payouts for fairness to clients and insurers
Responded quickly to customer queries through email, phone, social media and corporate website
Drove customer retention by providing pricing information, delivery updates and account data
Collaborated with colleagues and co-workers to deliver quality customer experience
Documented, researched and resolved customer service issues
Enhanced customer satisfaction with fast, knowledgeable service
Handled customer inquiries, payments and service requests
Built trusting relationship with customers to better understand needs
Answered inbound calls to handle various concerns, set appointments and close sales
Met personal, team and company goals in customer service environment
Anticipated needs and resolved problems to keep customers happy
Delivered fast and friendly service to handle questions and service complaints
Addressed and resolved customer concerns and complaints
Determined charges for services requested, collected deposits and payments, or arranged for billing
Referred unresolved customer grievances to designated departments for further investigation
Completed contract forms, prepared change of address records, or issued service discontinuance orders with computer and job-related software
Kept records of customer interactions or transactions, recording details of inquiries and actions taken
Collaborated with internal departments to find resolutions and conduct further research on customer account
Documented all call information according to standard operating policies and procedures
Acknowledged and directed customer requests for additional products or services to appropriate licensed representatives
Attended regularly scheduled video conferences for team meetings and one-on-one coaching
Updated records with details of customer interactions and transactions
Conferred with customers by telephone or in-person to provide information about products or services
Insurance Sales Agent
Farmers Insurance Group
West Chester, OH
01.2017 - 06.2017
Contacted policyholders and modified plans to reflect changing requirements and preferences
Maintained clients through personalized acquisition and retention strategies
Promoted policy sales with explanations of plan features and advantages over competitor products
Cross-checked and met policy requirements to fast-track request processing
Customized insurance programs for customers to cover target risk types
Networked at events and dinners to obtain new clients
Determined client needs before selecting insurers to underwrite policies
Selected company by requested coverage type to underwrite policy
Provided world-class insurance services to existing customer base, boosting client satisfaction and retention
Developed new policy quotes and explained requirements and limits to potential policyholders
Built loyal clientele and sought out new business
Communicated with customers to evaluate assets, lifestyle and financial health to make catered insurance recommendations for individual needs
Handled exchanges, returns and refunds
Sought information from clients for claim processing
Scheduled appointments with prospective customers to provide consultative advice
Served as primary point of contact for customer inquiries and questions
Used POS systems to calculate and complete customer orders and transactions
Offered customers information about products, services, prices and special offers
Processed customer transactions according to established policies and procedures
Drove sales by identifying customer needs and making product and service referrals
Enhanced customer satisfaction with fast, knowledgeable service
Answered phones and resolved customer issues and complaints
Addressed and resolved customer concerns and complaints
Recommended potential products or services to management by collecting customer information and analyzing customer needs
Set up customer accounts in system and updated details to reflect current information
Updated records with details of customer interactions and transactions
Gathered and verified required customer information for tracking purposes
Acknowledged and directed customer requests for additional products or services to appropriate licensed representatives
Determined charges for services requested, collected deposits and payments, or arranged for billing
Contacted customers to respond to inquiries or notify of claim investigation results or adjustments
Collaborated with internal departments to find resolutions and conduct further research on customer account
Completed contract forms, prepared change of address records, or issued service discontinuance orders with computer and job-related software
Resolved customers' service or billing complaints by exchanging merchandise, refunding money or adjusting bills
Life Insurance Agent
Lincoln Heritage Life Insurance Company
Dayton, OH
09.2014 - 10.2016
Maintained partnerships with insurance company representatives and underwriters
Educated clients about different whole- and term-life policies available for purchase
Scheduled on-site visits and presentations to connect with new, established and potential clients
Promoted company products and services across assigned territories through networking and cold calling
Gathered financial resources and needs data from potential clients through interviews
Set up clients with new policies, calculated premiums and established payment methods
Determined client needs before selecting insurers to underwrite policies
Checked compensation and payouts for fairness to clients and insurers
Promoted policy sales with explanations of plan features and advantages over competitor products
Assessed insured property value to calculate premiums and payment period
Developed marketing strategies to compete with insurance companies
Sought information from clients for claim processing
Cross-checked and met policy requirements to fast-track request processing
Maintained clients through personalized acquisition and retention strategies
Obtained binder coverage after contacting insurers and submitting application forms
Customized insurance programs for customers to cover target risk types
Increased revenue by converting over [Number] patients per year to whole-life plans
Contacted policyholders and modified plans to reflect changing requirements and preferences
Acquired new product and service knowledge for promotional efforts and client engagements
Customer Service Representative
Metropolitan Life Insurance
Dayton, OH
10.1999 - 10.2009
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
Processed applications, payments, corrections, endorsements and cancellations
Presented and clearly explained insurance policy options to clients based on their needs and goals
Anticipated needs and resolved problems to keep customers happy
Developed, implemented and monitored new underwriting guidelines for the agency
Pursued continuing education and training programs to continue professional development
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
Followed up with customers to offer additional support and check resolution satisfaction
Delivered fast and friendly service to handle questions and service complaints
Collaborated with colleagues and co-workers to deliver quality customer experience
Met personal, team and company goals in customer service environment
Documented, researched and resolved customer service issues
Enhanced customer satisfaction with fast, knowledgeable service
Collaborated across departments to resolve customer-related issues
Kept records of customer interactions or transactions, recording details of inquiries and actions taken
Resolved customers' service or billing complaints by exchanging merchandise, refunding money or adjusting bills
Created and entered enrollment applications for new consumers in company database
Contacted customers to respond to inquiries or notify of claim investigation results or adjustments
Solicited sales of new or additional services or products
Addressed and resolved customer concerns and complaints
Processed customer exchanges, refunds and bill adjustments to correct product or service problems
Built trusting relationship with customers to better understand needs
Handled customer inquiries, payments and service requests
Managed customer calls efficiently in fast-paced call center environment
Education
Diploma - Political Science
Jefferson High School
Dayton, OH
05.1996
Coursework Towards Life, Health, Property, & Casualty License -
Wright State University
Dayton, OH
Polical - Science -
Hondros College of Business
Dayton, OH
Skills
Communication
Dedicated
Detail-oriented
Problem Solving
Teamwork
Adaptability
Time management
Interpersonal skills
Customer service
Sound judgment
Customer relations
Positive attitude
Team leadership
Scheduling
Basic math abilities
Relationship building
Work planning
Tech-savvy
Application support
Critical thinking
Recordkeeping
Attention to detail
Math competency
Materials organization
Analytical thinking
Decision making
Task Prioritization
Project Planning
MS Office
Clerical Support
Organization and Time Management
Microsoft Word
Networking
Problem Resolution
Customer Relations
Analytical Thinking
Cultural Awareness
First Aid/CPR
Quality Assurance
Collaboration
Relationship Building
Calm Under Pressure
Leadership
Analytical and Critical Thinking
Organizational Skills
References
References available upon request.
Awards
Montgomery Job & Family Service Awards
Adaptability and Flexibility - Unit 80 (5th Award)
Medicaid and Net Application Timeliness (4th Award)
SNAP Application Timeliness (8th Award)
CSS Queue Leaders (3rd Award)
Timeline
JFS Caseworker I, JFS I & II
Montgomery County Job & Family Services
09.2018 - Current
Insurance Sales Agent
State Farm Insurance Agent
07.2017 - 03.2018
Insurance Sales Agent
Farmers Insurance Group
01.2017 - 06.2017
Life Insurance Agent
Lincoln Heritage Life Insurance Company
09.2014 - 10.2016
Customer Service Representative
Metropolitan Life Insurance
10.1999 - 10.2009
Diploma - Political Science
Jefferson High School
Coursework Towards Life, Health, Property, & Casualty License -
Wright State University
Polical - Science -
Hondros College of Business
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JFS Caseworker I, JFS I & II at Montgomery County Job & Family ServicesJFS Caseworker I, JFS I & II at Montgomery County Job & Family Services