As a Quality Assurance Director my primary objective is to support the functioning of business operations by quality controlling our assistance call center teams. Along with managing staff’s KPIs on auditing calls, chats and emails to providers and members ensuring exceptional customer service. QA setting clear goals, monitoring performance, and communicating with the executive team, managers, supervisors, and member service coordinators, I strive to create a positive and productive work environment. Veteran Quality Assurance Lead provides critical support maintaining QMS standards. Over 5] years of experience performing necessary QA audits and pulling key data to assemble detailed analytical reports. Maintained high quality threshold levels, overseeing comprehensive technical framework drafts and reviews. Issued detailed calls-to-action, noting criteria and obstacles to quality management system effectiveness.
Overview
18
18
years of professional experience
Work History
Quality Assurance Director
Global Benefits Group – GBG Assist (Call Center Support)
04.2019 - 03.2024
Quality Assurance supported the GBG Assist Call Center which offered 24/7 customer support to GBG’s members who were insured under a group or individual health, life, disability, travel policy
GBG Assist was a central point for providers and members to contact for policy benefits and emergency evacuation
Analyzes and sets productive goals for MSC (member services coordinators)
Assist new hire candidate selection, onboarding new hires, training, coaching, and identifying those high performing MSC with quality customer service skills
Monitor daily MSCs calls, chats and emails to members and providers ensuring professional customer service
Monthly audits to call center managers provide coaching, individual audit trends; provide SLA reports and ensuring KPIs are met
Strategizing for continuous quality improvement
Work closely with Training Manager to provide trends identified with MSC’s as a whole or individual where corrective action needed
Share scorecard audits on monthly basis which impacts mid-year and annual evaluations
Provide support during disciplinary or termination of a MSC
Resolving customer/provider complaints which may entail investigation of root causes, policy understanding, management involvement or procedural changes
This may entail varies department such as Legal, Claims and Sales team
Established a corporate quality assurance process that promotes member satisfaction
Work closely with executive customer service officer and stakeholders
Weekly and monthly meeting to provide SLA reports, auditing scorecards, new and updated P and P, and complaint reporting from all regions
Created, maintained and reported monthly customer service satisfaction improvement (NPS) via SurveyMonkey to the executive team and call center managers
Served with project team as SME on a quality proprietary system application.
Client Services Manager (promoted to Director)
Global Benefits Group
09.2006 - 03.2019
GBG provided individual and group policies direct or reinsured basis across US, Latin America, Europe and part of Asia
With offices in US, Belgrade, London, Hyderabad, and Shanghai
The Client Service Department managed international educators/inbound scholastic students, Employee Group and Individual Health, Life, Disability and Travel policies to expatriates
The department’s goal is to provide exceptional customer service to existing and new clients, brokers, agents, TPAs, and members
Highlight of the department: Create teamwork within the department, internal and regional offices
Meeting target dates by ensuring our international educators receive their enrollment packets as educators return to school
Time management to ensure our clients, brokers and members are enrolled and providing billing
Meeting expectations of new, renewing, extension policies
Collaborating with departments on bids/RFPs
Retaining staff with opportunities to grow
Working closely with other departments and the regional offices
Monthly meetings with Sales team to analyze client data, identify trends, and develop strategies to implement policies for prospective new clients and returning clients
Monthly meetings with Claims team to ensure P&L are reviewed and identified
Managing expectations, deadlines, resolving complaints, and staff evaluations
Reporting to executive committee adhoc reports, spreadsheets and DOMO reports of current trends
Project team as SME (subject matter expert) on proprietary system applications.
Education
Associates in Business Administration -
Cypress Community College
Cypress, CA
Skills
Proficient Microsoft Office
Creating Policy and Procedures
Project Management
Communication
Analytical Skill
Customer Service
Problem-Solving
Teamwork
QA
Professional References
Scott Sanders, Executive Head Customer Service, Global Benefits Group – GBG Assist, 603-465-8292, scottesanders@hotmail.com
Teresa LaVecchia, VP, Underwriter (retired), Global Benefits Group, 714-928-1037
Clifford “Ford” Allen, President and CEO, CAA – Clifford Allen Associates, 843-342-3150, ford@cliffordallen.com
Teri Frank, VP, Human Resources, Total Scholastic Solution (formerly Global Benefits Group), 949-636-4131, teri.frank@gbg.com
Mitra Labarre, Head Counsel, Legal, Total Scholastic Solution (formerly Global Benefits Group), 949-290-9630, mitra.labarre@gmail.com
Personal Information
Title: Quality Assurance/Client Services Director
Timeline
Quality Assurance Director
Global Benefits Group – GBG Assist (Call Center Support)
04.2019 - 03.2024
Client Services Manager (promoted to Director)
Global Benefits Group
09.2006 - 03.2019
Associates in Business Administration -
Cypress Community College
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