Therese Poradek
Little Suamico
Summary
Results-driven professional with extensive experience in customer service, banking, and sales. Proven ability to communicate effectively, build relationships, and deliver personalized financial solutions. Adept at handling complex customer inquiries and promoting financial products to meet client needs.
Overview
9
9
years of professional experience
Work History
Advocate4Me Representative
UnitedHealthcare
09.2019 - Current
- Serve as a primary point of contact for Medicare & Retirement Employer Group members, providing guidance and support for various healthcare inquiries.
- Respond to and resolve, on the first call, customer service inquiries and issues by identifying the topic and type of assistance the caller needs such as benefits, eligibility and claims, financial spending accounts and correspondence.
- Help guide and educate customers about the fundamentals and benefits of consumer-driven health care topics to select the best benefit plan options, maximize the value of their health plan benefits and choose a quality care provider.
- Resolve complex issues, including benefits, claims, and coverage, through effective communication and problem-solving skills.
- Deliver excellent customer service, ensuring member satisfaction and retention.
- Collaborate with internal departments to address and resolve complex member concerns promptly.
- Contact care providers (doctor’s offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance.
- Help guide and educate customers about the fundamentals and benefits of consumer-driven health care topics to select the best benefit plan options, maximize the value of their health plan benefits and choose a quality care provider.
- Assist customers in navigating myuhc.com and other UnitedHealth Group websites and encourage and reassure them to become self-sufficient.
Personal Banker / Teller
Northshore Bank
02.2017 - 09.2019
- Built and maintained strong customer relationships through exceptional service and needs-based solutions.
- Sold personal accounts and credit cards, consistently meeting or exceeding sales goals.
- Processed banking transactions efficiently and accurately as a teller.
- Assisted clients with account management, product selection, and financial education.
- Demonstrated attention to detail and compliance with banking policies and regulations.
Education
General Diploma -
Oconto Falls High School
Oconto Falls, WISkills
- Excellent Customer Service and Communication Skills
- Sales Experience: Personal Accounts and Credit Cards
- Relationship Building
- Problem Solving
- Banking Operations
- Team Collaboration
Timeline
Advocate4Me Representative
UnitedHealthcare
09.2019 - Current
Personal Banker / Teller
Northshore Bank
02.2017 - 09.2019
General Diploma -
Oconto Falls High School