Stacey Sorgius
Eureka,CA
Summary
Quality-oriented professional with 7+ years of experience and proven knowledge of conflict resolution, customer service, and process simplifications. Aiming to leverage my skills to successfully fill the Life Insurance Customer Service Associate position at Prudential Financial.
Overview
8
8
years of professional experience
Work History
Customer Service Associate
Prudential Financial
12.2023 - Current
- Providing efficient and accurate customer service, maintaining an average of 98% in Customer Service Experience and Accuracy and Compliance in the Drive Program
- Updating participant accounts with bank, address, tax information and providing benefit details
- Troubleshooting online issues and assisting participants to self-serve on the website
- Assisting with additional department needs; training new hires through shadowing and call coaching, supporting back office with case work
Customer Service Representative & Social Media Outreach Specialist
The Tea Spot
03.2021 - 08.2023
- Provided engaging and patient customer service, answering all types of customer inquiries via phone, email, and live chat
- Drove engagement and creating content on social media accounts including Instagram, Twitter, and Facebook
- Effectively supported Management Team with special projects throughout the week
Front of House Manager/Server
Lucile's Creole Cafe
07.2019 - 10.2020
- Managed 5-10 employees and Front of House activities in a high volume, local restaurant
- Created content for Instagram and Facebook accounts, maintained continual online presence, increased viewer following, and actively engaged with viewer comments and reviews
- Educated employees on procedures to streamline tasks, while maintaining an energetic and fun working environment
- Built valuable customer relations, while maintaining exceptional customer service
Administrative Assistant
Peleton Cycles
03.2019 - 07.2019
- Directly supported the owner with back-end administrative work
- Liaison between sales & service department; adequately communicated department needs to upper management
- Managed floor operations; ensured high customer satisfaction and service
Front Desk Receptionist & Insurance Billing Assistant
Rocky Mountain Physical Therapy
07.2018 - 02.2019
- Tracked insurance for 5 clinics, submitted insurance authorizations for new and existing patients, consistently communicated with medical/insurance providers and patients
- Ensured excellent customer service; maintained telecommunications, developed patient relationships, and scheduled patients
Office Manager
Rocky Mountain Spine & Disc
01.2017 - 07.2018
- Communicated with insurance providers to estimate patient reimbursement/coverage, reviewed patient treatments, insurance
coverage, and financial payment options with patients - Managed accounts receivable, online marketing, new patient tracking, and all aspects of daily business
Education
Bachelor of Science (B.S.) - Exercise Science, Psychology Minor
Indiana University Bloomington
Bloomington, IN05.2015
Skills
- Excellent verbal & written communication
- Meticulous attention to detail
- Strong creative thinking & problem solving
- Exemplary multi-tasking
- Fully accepts all responsibilities & meets deadlines
- Proficient with technology and software systems (Microsoft, Teams, Mainframe, Excel, Google Docs/Sheets, Google Drive, G-Chat, Shopify, Fishbowl, ShipStation, Tidio, Gorgias, and Slack)
- Adept at troubleshooting online/software systems (internally or directly with customers)
- High level of initiative
- Ability to learn rapidly and adapt quickly to changes
Timeline
Customer Service Associate
Prudential Financial
12.2023 - Current
Customer Service Representative & Social Media Outreach Specialist
The Tea Spot
03.2021 - 08.2023
Front of House Manager/Server
Lucile's Creole Cafe
07.2019 - 10.2020
Administrative Assistant
Peleton Cycles
03.2019 - 07.2019
Front Desk Receptionist & Insurance Billing Assistant
Rocky Mountain Physical Therapy
07.2018 - 02.2019
Office Manager
Rocky Mountain Spine & Disc
01.2017 - 07.2018
Bachelor of Science (B.S.) - Exercise Science, Psychology Minor
Indiana University Bloomington
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