Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tami Rocco

Erie,PA

Summary

Seasoned Insurance Specialist with excellent planning and problem solving abilities. Offering 22 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments. I have skill sets spanning insurance, personal , life lines of business, administrative, banking operations, clerical, and data entry functions. I have extensive experience in customer service and database troubleshooting. Demonstrated proficiency in call center operations, adeptly managing a high volume of 50 calls daily while delivering exceptional communication and critical thinking skills. Processes all applicable customer account documentation in our CRM system to ensure an accurate trace of customer interaction. I excel in problem analysis and determination, consistently providing recommended resolutions to callers, thus maintaining a reputation for meeting, or exceeding established call center metrics, attendance standards, and quality levels. Additionally, I am skilled in managing billing processes for peers with precision and efficiency, ensuring compliance with professional and industry standards. Provided training, and assistance to ensure procedural and service consistency. I was promoted to mentor and was an important resource to less experienced new hires. My commitment to upholding corporate values is evident in my strong passion and dedication, coupled with a history of personal and professional integrity in operational support roles. I work closely with key departments, prioritize activities, and excel in seamless multitasking. Prompt escalation and resolution of processing, system issues within multiple databases within a 24 hour timeframe. Maintaining accuracy in typing and data entry tasks. I am valued, trusted, and respected for my exceptional work ethic, quality performance metrics, integrity, confidentiality, and due diligence.

Overview

15
15
years of professional experience

Work History

Customer Advocate

Erie Insurance
Erie, PA
11.2011 - 03.2023
  • Ensured compliance with HIPAA regulations by maintaining customer confidentiality and safeguarding sensitive data
  • Oversaw a wide range of customer inquiries, from basic to complex, to ensure customer satisfaction and retention
  • Assisted agents with website troubleshooting with the agent portal
  • Take ownership of my work and every customer interaction
  • Perform problem analysis, problem determination and recommended resolutions to the callers
  • Collaborated with the team to streamline processes, improve efficiency, and while critically thinking, address escalated concerns within a 24-hour return call back period
  • Provided insurance agents with processing documents, assisting with Insurance products, assisted with missing requirements for seamless policy sales
  • Processed changes, sent endorsements and amendments, post issue requirements
  • Managed overdue work queues, communicated with customers and agents through emails, outbound phone calls, and tackled complex problems
  • Additionally, performed administrative tasks such as typing, letter writing, and faxing electronic documents
  • Provided support to other departments by assisting with claims, heavy backlog and conducting in-depth research
  • Mentored new hires in the department using Microsoft Teams to chat with the new representatives and give feedback in their training
  • Continuously used screen sharing software to watch the software trainees were using and information provided to the customers and stakeholders from multiple systems
  • Identified areas for process improvement to enhance the functionality of existing or proposed systems
  • Gathered and analyzed third-party reports to facilitate decision-making
  • Thrived in a fast-paced call center environment, working remotely and independently with minimal supervision
  • Managed and entered data for customers, detailing conversations, while toggling between ticketed systems and multiple computer applications
  • Maintained exceptional 9-10 Voice of Customer ratings via effective customer engagement and issue resolution
  • Received numerous accolades for consistently exceeding metrics in both available and average handle time, while highlighting accurate documentation, efficiency, and effectiveness, in customer interactions and SLA
  • Surpassed performance expectations by implementing strategic approaches and improving key metrics
  • Took inbound phone calls and made outbound calls for follow up displaying professionalism and empathy
  • Utilized Virtual Faxing System, Printer and Copier
  • Demonstrated leadership and expertise by obtaining mentor certification, and actively contributing to successful onboarding and development of new hires
  • Strong skills in using computer systems (MS Office, Excel for data management
  • Top performer via agent emails to the Supervisor
  • Acknowledged for outstanding metrics, specifically requested to join the Resolution Team to resolve complex issues and increase overall team performance
  • Exceeded expectations for written chat and verbal communication skills
  • Received Certificates for Compliance with HIPAA laws and regulations
  • Promoted to work remotely due to independently achieving high metrics with availability and first call resolution.

Cash Processor

Erie Insurance
Erie, PA
08.2008 - 11.2011
  • Managed customer and agent payments in person and over phone, while ensuring accuracy and verifying details for ACH billing and bank changes
  • Prepared and verified cashier register tills to guarantee accuracy in monetary transactions in line with established procedures
  • Verified entries, calculations, and billing codes for accuracy by analyzing data and information
  • Posted journal entries in accounting software, while demonstrating proficiency in maintaining up-to-date financial records
  • Tracked overages and shortages as well as reconciled daily cash variance reports
  • Addressed potential causes by compiling summary reports and comparing them against historical variances
  • Optimized daily cash deposits and vault inventory with flawless zero error rate to ensure precision and reliability
  • Contributed to collaborative and efficient work environment by fostering positive working relationships with colleagues and management.

Education

Some College (No Degree) - Medical Billing And Coding

Ashworth College
Norcross, GA

Skills

  • Administrative Support
  • Operational Excellence
  • Customer Service
  • HIPAA
  • Life Insurance
  • Annuities
  • Rollovers, Transfers
  • Remote worker,3 years
  • Technical Support
  • Active Listening
  • Medicare/Medicaid
  • Multi-tasking
  • Conflict Resolution
  • Sharepoint
  • Communication
  • Call Center
  • Google Suite
  • Data Analysis
  • Leadership and Team Trainer
  • Time Management and Organization
  • Strong Attention to Detail
  • Analytical Skills
  • Microsoft 365
  • Medical Terminology & Anatomy
  • Data Management
  • Critical Thinking
  • Inbound Call Management
  • Retention Strategies
  • Complaint Handling
  • Data entry skills
  • Documentation coordination
  • Personal lines industry expertise
  • CRM Software
  • Conflict Resolution
  • Billing Resolution
  • Document review skills

Timeline

Customer Advocate

Erie Insurance
11.2011 - 03.2023

Cash Processor

Erie Insurance
08.2008 - 11.2011

Some College (No Degree) - Medical Billing And Coding

Ashworth College
Tami Rocco