Taylor Stanizzi
Yonkers,NY
Summary
Detail-oriented professional with expertise in insurance operations, account resolution, and customer support. Skilled in resolving complex policy and billing issues, analyzing data, and collaborating to deliver timely solutions. Proficient in Salesforce, Microsoft Excel, and policy administration systems, with a strong focus on effective cross-functional communication.
Overview
15
15
years of professional experience
Work History
Resolution Specialist
Sun Life Financial
04.2024 - Current
- Manage and resolve complex inquiries related to group insurance policies, billing, premium payments, and account maintenance.
- Review premium payments and account activity to ensure policies remain accurate and in good standing.
- Investigated payment discrepancies and account issues, collaborating with employers, brokers, and internal departments to develop effective resolutions.
- Analyzed policy and billing information to identify root causes, ensuring timely and accurate resolution of issues.
- Handle escalated cases requiring detailed research, problem-solving, and cross-functional collaboration.
- Maintain accurate documentation of account activity, communications, and case outcomes.
- Contributed to process improvements by identifying recurring issues and recommending actionable solutions that enhanced overall workflow.
Preschool Teacher
Manchester Early Learning Center
10.2023 - 03.2024
- Develop and implement weekly lesson plans.
- Designed and implemented activities aligned with children's interests to enhance engagement and learning.
- Maintained a safe environment for children, promoting well-being and security.
- Complete all required documentation and prepare progress reports.
- Contributed to weekly staff meetings, aligning team objectives with classroom needs.
Accounting
Dave and Busters
09.2023 - 03.2024
- Analyzed funds and prepared deposits along with change order information to ensure proper cash flow.
- Recorded all money transactions in excel and company database for accurate financial tracking.
- Investigated and reported register discrepancies to management for resolution.
- Balanced cash safe daily to ensure secure storage of funds. and prepare register bags for next sales date.
- Review and transmit sales information for a multimillion-dollar company.
Paraeducator
Consolidated School District of New Britain
09.2022 - 10.2023
- Prepared students for instruction, ensuring attentiveness and focus on lesson objectives and classroom activities.
- Assisted teacher in controlling behavioral and emotional outbursts by employing techniques such as systems of rewards, behavior checklists, and time-outs. Assist teacher in administering discipline, behavior intervention plans, and implementing crisis prevention intervention techniques.
- Supervised recess activities and facilitated students' participation in organized trips and community site programs.
- Planned classroom activities such as assembling displays and bulletin board information and operating equipment.
- Coordinated non-instructional projects and responsibilities, enhancing overall school environment engagement.
Client Service Account Manager
Fosdick Fulfillment
09.2020 - 06.2022
- Manage 40+ client accounts.
- Facilitated resolution of client concerns, improving satisfaction and trust.
- Developed relationships with clients to identify and address their specific needs.
- Guided clients through onboarding processes to ensure a smooth transition.
- Acted as primary contact for communication between clients and various departments. between clients and warehouse operations, billing and programming.
- Work with clients through email, phone and zoom meetings.
- Work with programming and data control to determine the root causes of clients' frustrations.
- Maintain positive working relationship with operations team to ensure clients' products are shipped quickly and efficiently.
Program Associate
C.A.S.T Childrens Theatre
09.2011 - 12.2017
- Solicited donations from businesses to support organizational initiatives.
- Compiled data to create detailed reports for management review.
- Organized correspondence by reading, routing, and collecting relevant information for effective communication.
- Maintained department schedule by maintaining calendars for personnel, arranging meetings.
- Completed requests by greeting customers, in person or on the telephone, answering or referring to inquiries.
- Maintained customer confidence and protected operations by keeping information confidential.
Education
MBA - Finance
Southern New Hampshire State University
Manchester, NH06-2026
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NY11-2023
Skills
- Customer Escalation Resolution
- Resolution Management
- Root Cause Analysis
- Process Improvement
- Account Management
- Salesforce CRM
- Data Analysis
- Microsoft Excel
- Cross-Functional Collaboration
- Problem Solving
- Attention to Detail
- Policy Administration
Timeline
Resolution Specialist
Sun Life Financial
04.2024 - Current
Preschool Teacher
Manchester Early Learning Center
10.2023 - 03.2024
Accounting
Dave and Busters
09.2023 - 03.2024
Paraeducator
Consolidated School District of New Britain
09.2022 - 10.2023
Client Service Account Manager
Fosdick Fulfillment
09.2020 - 06.2022
Program Associate
C.A.S.T Childrens Theatre
09.2011 - 12.2017
MBA - Finance
Southern New Hampshire State University
Bachelor of Science - Business Administration
Southern New Hampshire University