Summary
Overview
Work History
Education
Skills
Skills - Core Competencies
Certification
Languages
Work Availability
Timeline
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WILL OLIVAS

Dallas,Texas

Summary

Results-oriented Customer Service professional with a strong background in Account Management. Demonstrated success in providing exceptional customer service and leading successful projects. Skilled at identifying and resolving complex problems, driving growth, and cultivating strong client relationships. Known for persistence, drive, and adaptability, with a passion for taking on new challenges. Excellent verbal and written communication skills, with the ability to collaborate effectively both independently and within teams. Committed to supporting organizational goals while continuously advancing personal and professional development. Diligent Customer/Client Support Account Coordinator with a solid track record of managing client relationships and coordinating account activities. Proven ability to foster client satisfaction and contribute to team goals. Highly skilled in streamlining processes and improving communication through effective problem-solving and organizational abilities.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Customer / Client Support Account Coordinator

Assured Benefits Administrators
04.2022 - 05.2024
  • Served as a third-party client advocate in the implementation of corporate health insurance policies, ensuring a smooth onboarding process and seamless client experience
  • Collaborated with medical vendors partnered with Assured Benefits Administrators (ABA), developing and executing implementation strategies tailored to each client's environment, addressing potential issues, and securing buy-in from department heads
  • Directed and supervised all stages of the implementation lifecycle, coordinating with clients and the Implementation Manager to streamline project efficiency and adherence to timelines
  • Prepared and distributed final plan documentation, based on tailored health and medical benefit summaries, to Account Executives and clients, ensuring accuracy and clarity in all deliverables

Client Relationship Specialist / Account Coordinator

Ameriflex
03.2020 - 04.2022
  • Delivered exceptional client care, acting as the primary point of contact and maintaining professional relationships with current, prospective, and former clients to ensure satisfaction and loyalty
  • Managed and serviced the Ameriflex portfolio, supporting both new and existing accounts with a focus on efficient account management and customer success
  • Cultivated and strengthened relationships with Plan Administrators and Brokers, actively driving client retention and contributing to business growth
  • Educated clients on system usage, available tools, and relevant policies to enhance product understanding and optimize their experience with our services
  • Stayed up to date on all industry regulations and compliance requirements to ensure adherence and provide accurate guidance to clients

Post Closing Bank Coordinator

Aspire Financial DBA Texas Lending.com
08.2018 - 05.2020
  • Monitored warehouse bank credit lines to ensure compliance with capacity requirements, optimizing financial resources and supporting regulatory standards
  • Managed warehouse banking functions and maintained strong relationships with banking partners, coordinating fund requests for title companies involved in new home purchases and refinancing
  • Collaborated with the Closing and Underwriting departments to confirm that closing documents align with warehouse credit usage, ensuring balanced and compliant credit line utilization
  • Initiated and processed outgoing money transfers, rigorously verifying authorization and maintaining high accuracy across transactions
  • Reconciled and settled Purchase Advices on warehouse lines, verifying each transaction's accuracy and confirming purchases with designated investors
  • Supported Shipping and Funding departments by addressing and resolving issues related to warehouse lending operations, ensuring a seamless post-closing process

Education

Bachelor of Administration - Business Administration

Eastfield Community College
Mesquite, TX

Diploma - Business Administration

Skyline High School
Dallas, TX
01-1991

Skills

  • Client Communication Skills
  • Service Coordination
  • Effective Communication
  • Critical Thinking
  • Adaptability
  • Problem-Solving Skills
  • Account management
  • Troubleshooting and problem resolution
  • Relationship building
  • Advanced Microsoft Office Skills
  • Phone and email etiquette
  • Client Support Services

Skills - Core Competencies

  • Client Relations, Skilled in building and maintaining strong relationships with clients, ensuring high satisfaction and long-term loyalty.
  • Customer Service, Extensive experience providing exceptional service, resolving issues, and enhancing customer experience.
  • Interpersonal Skills, Collaborating effectively with others, managing diverse viewpoints, and building strong relationships during times of change.
  • Critical Thinking, Proven ability to analyze complex situations, identify issues, and implement effective solutions.
  • Adaptability, Ability to adjust and respond effectively to changing circumstances, new situations, or challenges, often requiring flexibility in thought and behavior.
  • Problem-Solving Skills, Identifying issues, analyzing options, and finding creative solutions to challenges arising from change.

Certification

Insurance Institute of America

Languages

English
Full Professional

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Customer / Client Support Account Coordinator

Assured Benefits Administrators
04.2022 - 05.2024

Client Relationship Specialist / Account Coordinator

Ameriflex
03.2020 - 04.2022

Post Closing Bank Coordinator

Aspire Financial DBA Texas Lending.com
08.2018 - 05.2020

Bachelor of Administration - Business Administration

Eastfield Community College

Diploma - Business Administration

Skyline High School
WILL OLIVAS