Objective focused on securing position within reputable organization, delivering meticulous attention to detail and accurate information alongside exceptional customer service support to fulfill diverse customer needs.
Overview
20
20
years of professional experience
Work History
General Agent
Globe Life
Frisco
06.2022 - Current
Managed client relationships to enhance satisfaction and retention rates.
Coordinated with underwriting teams for efficient application processing.
Facilitated regular insurance policy reviews and updates for clients.
Led team meetings to identify goals, challenges, and best practices.
Provided training and mentoring to new agents on company policies.
Addressed customer inquiries promptly, ensuring swift resolution of issues.
Calculated premiums established payment methods, and processed customer payments.
Customer Service Representative
Adecco Staffing - ComputerShare
Louisville
01.2021 - 06.2022
Facilitated shareholders in submitting proxy votes for investment decisions.
Updated personal information for shareholders to ensure data accuracy.
Escalated email inquiries to upper management for prompt resolution.
Patient Access Rep II
Memorial Hermann Hospital
Sugar Land
06.2011 - 07.2020
Updated patient accounts and information daily, ensuring accuracy and compliance.
Processed confidential patient information, maintaining privacy and security standards.
Analyzed financial information with patients via phone and in person to obtain payments.
Applied and posted charges daily to patient accounts for timely revenue collection.
Organized files, faxed reports, and scanned documents for efficient record-keeping.
Handled all incoming and outgoing correspondence for a busy medical office.
Data Entry Clerk
Iron Mountain
Houston
02.2009 - 03.2011
Updated customer and account information to ensure accuracy of customer files.
Purged duplicate records while consolidating data from multiple systems.
Created a database for tracking daily correspondence, improving record retention.
Identified data entry errors and escalated issues to supervisors for resolution.
Administrative Receptionist
Risers International Inc
Rosenberg
07.2007 - 10.2008
Processed data entry for all incoming bills and purchase orders accurately.
Facilitated vendor invoice payments to ensure timely processing.
Deposited third-party checks, maintaining accurate financial records.
Opened and assigned new client accounts to enhance organizational efficiency.
Assisted with payroll preparation by entering data into cumulative payroll document.
Scheduled meetings with sales teams and clients, managing communication through emails and outbound calls.
Customer Service Representative
Vertrue Incorporated
Houston
10.2005 - 05.2007
Responded to customer inquiries with accurate and relevant information.
Implemented process changes based on customer feedback, surpassing satisfaction targets.
Improved call flow by effectively managing inbound phone queues.
Established customer loyalty by conducting follow-up calls for product issue reports.