SHELIA JACKSON
Greensboro,NC
Summary
Experienced customer-focused professional with a passion for delivering exceptional service and a track record of improving customer satisfaction. Strong interpersonal skills drive positive outcomes by effectively addressing concerns.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Real Estate Broker-Realtor
Keller Williams One
Greensboro, NC
07.2021 - Current
- Manage client transactions from initial contact to closing.
- Actively participated in networking events as well as community activities such as homebuyer seminars or workshops in order to increase visibility within the industry.
- Prepared documents including representation contracts, purchase agreements, closing statements, deeds, and leases.
Claims Examiner-Short Term Disability
Lincoln Financial Group
Greensboro, NC
07.2021 - 10.2022
- Utilized expert knowledge of HIPAA guidelines and ICD-10 Codes for short-term claims determination.
- Reviewed complex medical records to determine eligibility for disability benefits, appropriate approval durations, and future action plans throughout the life of the claim.
- Delivered exceptional customer service and proactively recognized customer needs and areas of opportunity.
New Business Associate
Lincoln Financial Group
07.2019 - 07.2021
- Coordinated with agents and underwriters on new business application processing.
- Reviewed and processed insurance applications, verifying accuracy of information submitted.
- Generated payment schedules according to policy terms and conditions.
Credential Specialist
National Board for Certified Counselors
Greensboro, NC
04.2017 - 07.2019
- Reviewed, researched, and processed over 400 transcripts monthly with CRM database for timely certification application reviews.
- Streamlined documentation processes via a centralized digital repository.
- Maintained database integrity.
Premium Administration Service Provider
Lincoln Financial Group
01.2014 - 08.2016
- Handled setup, maintenance, and cancellation of EFT requests.
- Executed payment processing and debt corrections.
- Handled reimbursement transactions promptly.
Sr. Customer Service Representative
Bank of America
Greensboro, NC
01.2010 - 01.2014
- – processed transactions for clients with home equity loans; responded to email and telephone inquiries.
Education
Degree of Certificate – General Business Administration - Business Administration
Alamance Community College
Graham, NC01-2020
Associate Degree - Business Administration
Central Piedmont Community College
Charlotte, NCSkills
- Proficient in Microsoft Office
- NetForum Database Management
- Adobe Acrobat Document Management
- Streamlined Workflow Management
- Meticulous Attention to Detail
- Financial Transaction Processing
- Accounting Fundamentals
- Revenue Collection Processes
- Invoice Processing
- ACH and EFT Transaction Processing
- Project Management Skills
- Clear Communication Skills
- Strategic Marketing Skills
- Skilled in Graphic Design
- Diverse Social Media Management
- Effective Online Research Techniques
Certification
- Alamance Community College – Degree of Certificate – General Business Administration, 2020
- Microsoft Office Specialist – Microsoft PowerPoint and Word, 2018
- LOMA – FLMI Level 1: Insurance Fundamentals, 2016
Timeline
Licensed Real Estate Broker-Realtor
Keller Williams One
07.2021 - Current
Claims Examiner-Short Term Disability
Lincoln Financial Group
07.2021 - 10.2022
New Business Associate
Lincoln Financial Group
07.2019 - 07.2021
Credential Specialist
National Board for Certified Counselors
04.2017 - 07.2019
Premium Administration Service Provider
Lincoln Financial Group
01.2014 - 08.2016
Sr. Customer Service Representative
Bank of America
01.2010 - 01.2014
Degree of Certificate – General Business Administration - Business Administration
Alamance Community College
Associate Degree - Business Administration
Central Piedmont Community College
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