Shawnay Jackson

Detail-oriented professional with experience in account management, data accuracy, and financial support in remote environments. Proven track record of improving sales forecasts, increasing revenue, and boosting customer retention. Strong organizational, communication, and CRM/Salesforce skills with a focus on efficiency and results.

• Eliminated data duplication by purging unnecessary files to enhance database accuracy.
• Updated clients on account status to ensure transparency and foster trust.
• Managed projects in a fully remote environment using Teams and Zoom
• Organized company files and developed a support system that reduced account manager workload and enhanced productivity.
• Collaborated with cross-functional teams to provide comprehensive commercial support for key accounts, which improved the accuracy of sales forecasts by 25% and directly contributed to a 15% increase in quarterly revenue
• Assisted with financial reporting and documentation
• Improved customer accounts retention by 25% and increased customer satisfaction scores by 30%
• Educated customers on their accounts and created an understanding of the accountVerified entered customer and account data by reviewed, corrected, deleted, or reentered data
• Organized company files and created a support system to decrease account manager workload and increase productivity
• Collaborated with distributed teams across multiple time zones
• Provided successful results while working in a fully remote environment

Customer service professional with experience supporting Medicare beneficiaries and resolving complex insurance inquiries. Skilled in educating clients on benefits, handling claims issues, and maintaining accurate CRM documentation. Proven ability to deliver timely, compliant support while enhancing the customer experience.

• Assisted members with Medicare inquiries and eligibility verification.
• Collaborated with team members to improve customer service processes and workflows.
• Utilized CRM software to document member interactions and resolve issues efficiently.
• Managed complex claims inquiries, providing step-by-step guidance to members for clarity and adherence to regulations.
• Delivered exceptional support, ensuring compliance with Medicare regulations and guidelines.
• Responded promptly to member requests via phone, email, and chat channels effectively.
• Answered incoming calls from Medicare beneficiaries, providing them with information regarding their benefits.
• Resolved customer complaints and concerns promptly, improving member satisfaction and trust.

Detail-oriented professional with experience managing broker data, maintaining internal controls, and improving data integrity within Salesforce. Skilled in reporting, system monitoring, and supporting internal and external stakeholders to enhance satisfaction. Proven ability to drive accuracy, streamline processes, and maintain high performance in remote environments.

• Implemented internal controls for broker data to ensure compliance and reliability.
• Developed, maintained, and monitored reports for departmental standards and requirements
• Monitored system work queues, addressing inquiries from internal stakeholders and external clients to enhance satisfaction.
• Accelerated efforts to improve the quality and depth of the broker information in salesforce.com to enhance broker satisfaction
• Validated broker data in Salesforce to guarantee accuracy for dependable reporting.
• Successfully balanced checks with 98% accuracy
• Knowledge of Salesforce, SAP, and File bound