Detail oriented professional with experience in Finance, Customer
Service, and Leadership. Seeking to take the next career step using excellent analytical skills and the ability to think critically and solve complex problems.
• Assist brokers with member eligibility status, plan benefits,
provider information, monthly premium and billing, and plan
changes.
• Terminate and reinstate insurance policies per broker request.
• Navigate multiple computer systems, applications, and utilize
search tools to find information.
• Provide accurate, valid, and complete information regarding
underwriting guidelines for Individual and Family, Small Business,
and Medicare plans.
• Processed tickets concerning customer order and product inquiry
in Zendesk via call and emails.
• Provided excellent customer service and provided answers to
client questions within set standards.
• Educated clients on various financial matters and provided
recommendations on products and services based on each clients'
individual needs.
• Completed weekly inventory of cashier's checks, money orders,
and gift cards.
• Balanced cash drawer and vault at end of day and secured monies
in accordance with established procedures.
• Opened, closed, and updated accounts for customers.
• Established rapport with new clients to increase satisfaction and
loyalty.
• Trained new hires on procedures and system navigation, answered
questions and provided guidance.
Analytical
Attention to Detail
Calm and Professional Under
Pressure
Policy and Procedure Adherence
Sorting and Filing
Rapid 10-Key Data Entry
High Quality Customer Service
Pleasant and Personable
Problem-Solving Ability
Effective Communicator
Proficient Computer Skills
Time Management