Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Veronica Felix

Plant City,FL

Summary

Qualified Customer Service with over 10 years in fast-paced customer service and call center environments. Personable and professional under pressure. Call Center Representative versed in customer support in high call volume environments. Superior computer skills and telephone etiquette. Motivated customer service specialist with over 6 years retail experience in a fast-paced, team-based environment. Customer Service/Sales excelling at customer satisfaction and retention. Pre and post-sales support specialist. Flexible and hardworking in deadline-driven environments. Excellent communicator with 3 years in a demanding call center environment as a Customer Service Representative. Customer service professional seeking a Management role. Skilled in training staff and establishing rapport with clients. Self-motivated with exceptional communication and computer capabilities. Friendly Sales Associate adept at working in diverse retail and customer service environments. Patient and empathetic Individual with extensive background in conflict resolution and customer care. Desires a Management/Customer Service role.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

17
17
years of professional experience

Work History

Senior Advocacy Coordinator

Capital One
07.2018 - Current

Senior Advocacy Coordinator

Capital One, N.A
07.2018 - Current
  • Utilized problem-solving skills to address customer complaints.
  • Managed high levels of call flow and responded to technical support needs.
  • Researched product and issue resolution tactics to address customer concerns.
  • Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Responded to customer inquiries to address concerns and maintain customer satisfaction and loyalty.
  • Monitored and analyzed customer feedback to track patterns in feedback and report areas for improvement to management.
  • Collaborated with other departments to meet customer needs and gained feedback to incorporate into sales strategy.
  • Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Trained customers on product usage for increased brand loyalty.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Identified issues, analyzed information and provided solutions to problems.

Small Business Banker

Bank of America
05.2017 - 03.2018
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Maintained up-to-date knowledge of competitors' products.
  • Monitored and verified suspicious activity on customer accounts.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Generated monthly reports on customer activity and customer feedback.
  • Educated customers on online banking and mobile banking applications.
  • Executed wire transfers, stop payments and account transfers.
  • Calculated fees due, interest and change for customer transactions.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Referred customers to other banking departments for specialized services.

DMS Sales Agent

Humana
06.2016 - 11.2016
  • Followed up with potential clients regarding online information requests
  • Prepared necessary paperwork to process insurance sales and renewals
  • Promoted agency products to customers on the telephone and in writing
  • Retained 50% of policyholders during annual renewal period
  • Processed applications, payments, corrections, endorsements and cancellations
  • Called 30 warm leads each week to expand client base
  • Compiled coverage and rating information in an accessible format
  • Presented and clearly explained insurance policy options to clients based on their needs and goals
  • Researched coverage and premium options and supplied clients with the best coverage available
  • Promoted client retention through high-quality service and follow through.

Billing Support Specialist

Tampa Electric Company
12.2015 - 06.2016
  • Researched portals issues related to non-payment within e-billing vendor portals.
  • Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to customers and providers.
  • Functioned as key point of contact for billing data integrity matters for clients, vendors and various internal departments.
  • Submitted alternate billing for clients belonging to special demographics using Tsys software portal.
  • Verified daily coupon extraction process to enable correct execution of process.
  • Reviewed full history of past due accounts and contacted client or attorney regarding collection, implementation of payment plan or pursuit of legal remedies on unpaid accounts.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Developed and maintained billing procedures to make timely payments.
  • Researched and resolved billing discrepancies to enable accurate billing.
  • Worked with multiple departments to check proper billing information.
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
  • Maintained accurate records of customer payments.
  • Processed payment via telephone and in person with focus on accuracy and efficiency.
  • Processed vendor and supplier payments on weekly basis.
  • Used data entry skills to accurately document and input statements.
  • Handled account payments and provided information regarding outstanding balances.
  • Responded to customer concerns and questions on daily basis.
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.

Customer Service Representative

AT&T
12.2014 - 11.2015
  • Answered an average of 25 calls per day by addressing customer inquiries, solving problems and providing new product information
  • Greeted customers entering the store to ascertain what each customer wanted or needed
  • Described product to customers and accurately explained details and care of merchandise
  • Politely assisted customers in person and via telephone
  • Communicated with vendors regarding back order availability, future inventory and special orders
  • Successfully acquired an average of 200 new customers per month, generating a 50% growth in revenue
  • Provided an elevated customer experience to generate a loyal clientele
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests
  • Answered product questions with up-to-date knowledge of sales and store promotions
  • Effectively communicated with and supported sales, marketing and administrative teams on a daily basis.

Provider Relations Coordinator

United Health Care: CSR
03.2013 - 06.2015
  • Fostered strong, positive relationships with key providers by coordinating, facilitating and leading partnership meetings and identifying on-site enrollment opportunities.
  • Managed provider relations mailbox by triaging inquiries, facilitating resolution of incoming requests and forwarding requests to appropriate parties.
  • Researched and resolved disputes, billing discrepancies, and claims efficiently to maintain customer satisfaction, boosting satisfaction ratings Number%.
  • Contributed to and enhanced audit processes to maximize quality management standards.
  • Reviewed expenses and fund allocations for accounts at regular intervals to verify credited surplus and deficits based on payment schedules and claim submissions.
  • Answered provider inquiries via email, telephone and written correspondence.
  • Assembled reports and presentations to share insights and recommendations with stakeholders.
  • Utilized specialized software to capture and process data.
  • Used various market research tools and techniques to gather, analyze and interpret data.
  • Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
  • Conducted primary and secondary research to better understand customer needs and behaviors.

Claims Review Analyst

Convergys
08.2013 - 09.2014
  • Interacted with clients and employees, which helped cultivate positive working relationships.
  • Identified key areas not performing well and implemented effective, new processes.
  • Viewed reports regularly to make sure processing was conducted efficiently.
  • Maintained strict confidentiality with all personal data as per company guidelines.
  • Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
  • Analyzed information gathered by investigation and reported findings and recommendations.
  • Followed up with insured individuals regarding premium and deductibles payments.
  • Evaluated original investigation reports and documents to resolve secondary concerns.
  • Conducted day-to-day administrative tasks to maintain information files and process paperwork.
  • Clarified coverage of losses to policyholders and provided assistance in itemizing damages and finding alternative living arrangements.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.

Customer Service Financial Advisor

Bisk Education
02.2013 - 08.2013
  • Planned and led activities to develop students' physical, emotional and social growth
  • Tailored lesson plans for students with emotional and cognitive disabilities
  • Prepared instruction materials, including making copies, constructing bulletin boards and setting up work areas
  • Closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs
  • Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor
  • Monitored developments in the fields of industrial technology, business, finance and economic theory
  • Audited and documented all processes and procedures for the new accounts department.

Companion/Care Giver

05.2008 - 04.2012
  • Documented patient information obtained from interviews
  • Guided clients in effective therapeutic exercises integrated from Cognitive Behavior Therapy and Dialectical Behavior Therapy (DBT)
  • Aided parents in arranging medication evaluations and psychological testing
  • Kept abreast of new and developing information in the mental health field by regularly attending professional conferences and workshops
  • Developed goal-oriented psychoeducational and activity therapy groups to improve clients' level of functioning
  • Involved clients' family members in planning social service programs
  • Prescribed and monitored psychiatric medications and recommended clinical interventions when needed
  • Ran outpatient clinic serving adult, geriatric, child and adolescent patients.

Education

High School Diploma -

Howard W. Blake
Tampa, FL
05.2008

High School Diploma -

Florida Schools of Real Estate
Tampa, FL
12.2024

Skills

  • Training manual contributor
  • Employee relations specialist
  • Thrives under pressure
  • Self-motivated
  • Excellent communication skills
  • Dedicated to process improvement
  • Organized
  • Series 240 license
  • Complaint handling and resolution
  • Call center management experience
  • Placed up to 20 new lead calls per day
  • Managed call flow with up to 25 calls in queue per minute
  • Exceeded corporate target for customer satisfaction for 3 months in a row
  • Qualified for 288 quarterly sales bonuses by exceeding sales target by 44%
  • Portfolio Management
  • Underwriting knowledge
  • Customer Service
  • Fraud Detection
  • Quality Control
  • Account Retention
  • Account Security
  • Discrepancy Resolution
  • Regulatory Compliance
  • Fee Calculations

Accomplishments

  • 06/01/16, Humana, DMS Sales Agent, Followed up with potential clients regarding online information requests., Prepared necessary paperwork to process insurance sales and renewals., Promoted agency products to customers on the telephone and in writing., Retained 50% of policyholders during annual renewal period., Processed applications, payments, corrections, endorsements and cancellations., Called 30 warm leads each week to expand client base., Compiled coverage and rating information in an accessible format., Presented and clearly explained insurance policy options to clients based on their needs and goals., Researched coverage and premium options and supplied clients with the best coverage available., Promoted client retention through high-quality service and follow through., Tampa, FL
  • 12/01/14, AT&T, Customer Service Representative, Answered an average of 25 calls per day by addressing customer inquiries, solving problems and providing new product information., Greeted customers entering the store to ascertain what each customer wanted or needed., Described product to customers and accurately explained details and care of merchandise., Politely assisted customers in person and via telephone., Communicated with vendors regarding back order availability, future inventory and special orders., Successfully acquired an average of 200 new customers per month, generating a 50% growth in revenue., Provided an elevated customer experience to generate a loyal clientele., Recommended, selected and helped locate and obtain out-of-stock product based on customer requests., Answered product questions with up-to-date knowledge of sales and store promotions., Effectively communicated with and supported sales, marketing and administrative teams on a daily basis., Tampa, FL
  • 01/01/14, Dish Network Installations, Customer Service Representative, Effectively communicated with and supported sales, marketing and administrative teams on a daily basis., Developed reputation as an efficient service provider with high levels of accuracy., Scored in top 10% of employees in successful resolution of issues., Investigated and resolved customer inquiries and complaints in a timely and empathetic manner., Recipient of multiple positive reviews acknowledging dedication to excellent customer service., Directed calls to appropriate individuals and departments., Riverview, FL

Timeline

Senior Advocacy Coordinator

Capital One
07.2018 - Current

Senior Advocacy Coordinator

Capital One, N.A
07.2018 - Current

Small Business Banker

Bank of America
05.2017 - 03.2018

DMS Sales Agent

Humana
06.2016 - 11.2016

Billing Support Specialist

Tampa Electric Company
12.2015 - 06.2016

Customer Service Representative

AT&T
12.2014 - 11.2015

Claims Review Analyst

Convergys
08.2013 - 09.2014

Provider Relations Coordinator

United Health Care: CSR
03.2013 - 06.2015

Customer Service Financial Advisor

Bisk Education
02.2013 - 08.2013

Companion/Care Giver

05.2008 - 04.2012

High School Diploma -

Howard W. Blake

High School Diploma -

Florida Schools of Real Estate
Veronica Felix