Seasoned professional with over twenty years of office and customer support experience within high-volume call center and remote environments. Possess expertise in health insurance, medical billing, and financial support. Exceptional communicator with strong time-management and customer needs assessment skills. Proficient in operational and administrative management across technical, service, and medical support domains. Committed to ongoing training and adherence to state and federal regulations to achieve organizational objectives.
Overview
22
22
years of professional experience
Work History
Processing Representative - Brokerage
New York Life Insurance Co
08.2022 - Current
Electronically process money movement transactions including check and stock deposits, disbursements, and periodic investment plans
Provide timely and professional responses to inquiries from agents and customers.
Demonstrate advanced knowledge of operational procedures and industry principles
Assist agents and clients in resolving sensitive financial issues
Ensure accuracy of paperwork and documentation.
Managed high volumes of applications with exceptional organizational skills, ensuring timely completion of assigned tasks.
Established excellent rapport with clients by addressing concerns promptly and professionally during the application process.
Improved data accuracy for client records through meticulous attention to detail and thorough verification processes.
Maintained up-to-date knowledge of industry regulations, ensuring compliance in all aspects of my job role and company policies.
Reviewed files, records and other documents to obtain information to respond to requests.
Input data into spreadsheets and databases.
Customer Benefit Advisor
UNUM
04.2022 - 07.2022
Provide customers with timely and accurate information regarding policy and coverage-related questions
Obtain information from multiple systems and administrative processes
Create detailed documentation for internal business partners
Ensure accuracy and completeness of benefits applications and documents.
Maintained up-to-date knowledge of market trends and regulatory changes, allowing for accurate advice on complex benefit-related issues.
Checked employees' benefits enrollment for accuracy and inputted all data into [Software].
Implemented innovative strategies to streamline claims processing, reducing administrative burdens for clients.
Financial Services Representative
TD AMERITRADE
01.2020 - 03.2022
Deliver exceptional customer service and financial advice
Assist clients with account inquiries and issue resolution
Conduct online demonstrations to support product understanding
Provide email and phone support during high call volume periods
Utilize remote login tools to assist clients with technical questions.
Developed and maintained database of financial records for clients.
Managed time efficiently in order to complete all tasks within deadlines.
Demonstrated strong organizational and time management skills while managing multiple projects.
Developed strong communication and organizational skills through working on group projects.
Client Service Advisor
AETNA
06.2005 - 11.2019
Act as single point of contact for members regarding health care needs.
Explain member benefits, rights, and responsibilities.
Build trusting relationships with members to understand their needs and aspirations.
Coordinate with clinicians to compile and follow up on care plans.
Proactively engage members through outbound calls.
Developed and implemented customer satisfaction surveys to measure customer service quality.
Investigated and resolved customer inquiries and complaints quickly.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Guided clients through account setup processes, ensuring smooth transition to company's services and offerings.
Handled sensitive client information with discretion, maintaining strict confidentiality standards in accordance with company policies.
Actively participated in ongoing professional development programs aimed at refining skills necessary for continued success as Client Service Advisor.
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
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