Profile: Very disciplined, work well with others, and a quick learner. Punctual and needs little or no supervision in completing any assigned task. Goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.
Overview
11
11
years of professional experience
10
10
Customer Service Experience
4
4
Technical Support Experience
3
3
Accounts Receivable
2
2
Fraud Analyst
Work History
Participant Services Representative
Ascensus Retirement Services
Remote, Texas
06.2023 - Current
Advised clients on investments, retirement and estate planning.
Collaborated with clients to develop customized investment
portfolios.
Assisted clients with Retirement withdrawals, loan request and
hardship distributions.
Presented financial plans and investment recommendations to
clients.
Developed and maintained strong relationships with clients to
maximize satisfaction.
Monitored and updated financial plans to comply with client goals.
Managed approximately 40 incoming calls a day
Title Specialist
Insurance Auto Auctions, IAA
Remote, Texas
10.2021 - 02.2023
Verified that funds have been collected and the correct lien holder
has been paid o before processing title applications
Processed all vehicles for registration in the state in which the
vehicles will be titled
Received incoming calls from insured regarding status of payouts;
after verification provided clear updates on accounts an payouts
Examined and verified 50 titles weekly.
Technical Support Representative
Brinks Home Security
Remote, TX
08.2020 - 10.2021
Resolve the functional and technical errors, provide update patches
to the clients on application; establish remote desktop connection
to install and update applications.
Perform quality checks, develop and review performance reports,
identify areas to improve, and implement measures to improve
performance levels and meet objectives
Demonstrated problem-solving ability in both enterprise and technical environments, proven ability to identify problems and
anticipate future conflicts.
Managed approximately 80-100 calls on an average
Collections Agent (60 Day Accounts)
State Farm Insurance Inc
Richardson, TX
10.2013 - 01.2018
Received incoming calls from insured clients reporting vehicle
insurance claims
Input details of loss on insureds account and provided Claim Agent
with updates regarding loss
Reviewed Intake notes to determine COL(cause of loss)
Assigned Insured to rental vehicles when needed
Provided Insured with Claim updates and Total Loss status.
Reviewed new files to determine current status of injury claim and
to develop plan of action.
Followed up with customers on unresolved issues.
Reviewed insurance and claims documents to verify required
information and secure any missing data for settlements.
Checked documentation for accuracy and validity on updated
systems.
Managed approximately 30 calls daily
Education
High School Diploma - undefined
Dallas Can Academy
2010
Associate of Applied Science - undefined
El Centro
Current
Skills
45 WPM typing speed
Professional phone etiquette
Database management
Articulate and well-spoken
Customer service-oriented
Flexible
Pleasant demeanor
Advanced clerical knowledge
Filing and data archiving
Self-starter
Fast learner
Multi-tasking
Able to lift up to 60 pounds
Safety-oriented
Timeline
Participant Services Representative
Ascensus Retirement Services
06.2023 - Current
Title Specialist
Insurance Auto Auctions, IAA
10.2021 - 02.2023
Technical Support Representative
Brinks Home Security
08.2020 - 10.2021
Collections Agent (60 Day Accounts)
State Farm Insurance Inc
10.2013 - 01.2018
High School Diploma - undefined
Dallas Can Academy
Associate of Applied Science - undefined
El Centro
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