Customer Service Sales
Resume:
SARAH YASIN
Orlando, Florida 32807
*****-***@*******.***
OBJECTIVE
Highly competent, motivated and professional, equipped with broad-based experience in account management,
customer service, banking and brokerage. Seeking opportunity to contribute my skills and expertise to an
organization with growth potential.
SUMMARY OF QUALIFICATION
•Excellent customer service skills.
•Extensive knowledge in brokerage operation and Healthcare.
•Self-motivated, highly energetic, with ability to work well under pressure.
•Consistently successful in reaching goals and departmental deadlines.
•Enjoy challenges and able to multi task in fast-paced, fiercely competitive environment.
•Proficiency in Computer Skills
AREAS OF EXPERTISE
Strong organizational skills
Investigation
Problem Solving
Compliance
PROFESSIONAL EXPERIENCE
Optum, Orlando, Florida Inbound Sales and Retention Specialist (September 2013 to current)
•Utilizes effective sales and service skills to capture and discover Aetna and Independence BlueCross member’s
medical health insurance needs, while empathizing with their concerns on future premium rate adjustments.
•Effectively uses consultative skills and in-depth knowledge of National Aetna health products to move members
to more cost effective plans, while retaining their membership.
•Consistently meets or exceed retention targets and qualitative goals.
•Fully understands HIPPA and PHI regulations, and remains in compliance with the policies.
•Able to understand and communicate fundamentals of the Affordable Care Act, while striving to keep abreast of
current and new information on how this federal law impacts my responsibilities and the client(s) we serve.
•Navigate through multiple system applications to assist customers with inquiries regarding their plan
information, enrollment and status.
•Receive inbound calls from customers responding to TV commercials, direct mail, print advertisements and
Internet search who are interested in individual and family health insurance plans.
•Responsible for updating and creating records for callers, pre-qualifying customers for the appropriate health
plans and closing the sale by enrolling the customer.
•Enroll customers who are not eligible for tax credit directly with Independence Blue Cross and
customers who are eligible for the subsidy is enrolled via the Exchange.
•Assisted with customer billing payments and escalating billing discrepancies to the escalation
department for resolution.
•Outbound call campaign to customers for payments, documents for subsidy, SEP, children aging
off policies due to age 26 and members who show duplicate plans with different carriers.
•Assisted Providers with patient information.
•Assist Group Employer coverage employees to understand their plans an handled any customer
service type of questions
Charles Schwab & Company, Orlando, Florida
Account Administrator (Nov 1993 to April 2003)
Provides excellent customer service to financial advisors and clients for the products and services offered by
Charles Schwab.
Responds to client needs accurately and resolve their problems/request in a timely manner.
Effectively utilize technology to assist with answering questions, problem solving and tracking information.
Handled high call volumes providing market rates, account balances and all other account
information.
Opening all types of new accounts, transferring customer existing account from other institutions, processing
checks (incoming, outgoing, stop-payment, 3rd party checks) wire funds transfers, moving funds from one
account to another within the firm.
Sign outgoing checks to customers or 3rd party recipients.
Processing transfers for mutual funds and all types of stocks, bonds and other securities.
Scrutinizing documents for required signatures or information needed for compliance and comply with Charles
Schwab internal established rules and regulations.
Update financial advisors and their clients with changes to existing rules, policies and procedures
Provide administrative support to the financial advisors, regional marketing managers, co-workers and other
employees within the firm.
Assist the compliance department with the investigation of management fees to financial advisors and 3 rd party
money movement out of Charles Schwab & Company.
Equifax Mortgage information Services, Orlando Florida
Loan Processor (April 1993 to November 1993)
Verify credit information and processing data to generate credit report to designated mortgage companies.
Auditing loan application for accurate and necessary information.
Provide clerical duties within the department as needed.
Nationar Trust Company, New York, NY
Income Clerk (May 1989 to June 1992)
Responsible for the control and collection of funds including billing for receivables and payables on custodian
accounts.
Received, delivered and process securities (stocks, municipal and corporate bonds, Gynny Maes, Fanny Maes
and Freddy Macs etc).
Delivered and received securities via the DTC automated system.
Reconcile and balance various end of day proof reports.
Florida National Bank, Orlando, Florida
Consumer Loan Representative (March 1998 to March 1989)
Responsible for processing paid off consumer loans.
Filing lien releases and mailed paid off titles and documents to customers.
Provide loan information to branch personnel and clients via telephone, fax or letter.
Irving Trust Company, New York, NY
Securities Clerk (May 1985 to February 1988)
Responsible for receive, deliver and withdraw securities from the automated system (DTC).
Identify, check and initial securities without cusip numbers.
Prepared auctions for the Federal Reserve Bank and calculate dollar amount for accounts payable and
receivable.
Bank of New York, New York, NY
Accounting Clerk (July 1983 to March 1985)
Responsible for collect, research and analyze debt securities.
Maintain records of sales and redemptions for various securities.
Monitor payables, expenses, distributions and fees.
Compile information for interim and annual reports to shareholders.
Education:
2013 – 215 License - Life, Health and Annuity
1984 – Certificate - American Institute of Banking, New York
1983 – Diploma - Graduate from John Adams High School, New York
COMPUTER SKILLS
Microsoft Office
Windows Applications
Microsoft Outlook.
Contact this candidate