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Customer Service Administrative Assistant

Philadelphia, Pennsylvania, United States
March 12, 2019

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Justin Jagirdar

*** *. **** ****** ***. **** Philadelphia, PA 19102 856-***-****

Finance/Client Service Professional

Analytical, client-focused professional with cross-industry experience supporting and growing business operations in fast-paced environments. Advanced training and expertise in financial processes and data gathering/analysis. Bilingual (English/Spanish) customer service agent with a corporate full service mail pharmacy. Experience supporting underserved citizens through work with United Way Volunteer Income Tax Assistance (VITA) program. Areas of Expertise:

Client Service & Support

Business Operations

Data Gathering/Analysis

Financial Services

Tax Compliance/Regulations

Budget Practices/Functions

Inbound Customer Service


Statistical/Financial Data

Cross-Team Collaboration


Bilingual (English/Spanish)

Professional Experience

marketing analyst, 2018-present

Philadelphia technician training institute, philadelphia, PA

Researches and analyzes the market to determine appropriate strategies to increase the student body and create awareness; Create online/social media marketing campaigns

Establish relationships and network with potential clients

Develop and conduct student surveys to determine their needs and satisfaction levels

Analyze data, activity and campaign effectiveness to make actionable recommendations for future strategic planning; consult on marketing strategy initiatives

client service provider, 2017-2018

the mcs group, philadelphia, PA

Performed a variety of legal services based on the specific needs of the client assigned to our team, while remaining in compliance with all regulations

Meet assigned targets while proactively monitoring customer needs on an ongoing basis

Establish working relationship with client contact or client representatives to improve the level of overall service

Coordinate internal projects and determine the best utilization of resources to increase client satisfaction and meet the needs unique to each project; retrieve medical and financial records and any other relevant records requested by the client

-Accurately document all actions taken when handling a customer account.

Account Representative, 2015-2017

Philidor pharmacy, HATBORO, PA

Processing prescription insurance orders using a combination of off the shelf and customized computer-based applications while providing high level customer service to our patients

Perform insurance verifications to ensure valid coverage and assist the adjudication dept.

Service existing accounts, obtain orders, and determine charges for requested products, quote prices

Maintain correct and comprehensive documentation of all queries in order to continuously improve the customer service process while inputting sensitive information such as credit card payment, medical history, etc. into system

Answer inbound and place outbound calls to physician offices and patients to verify patient information

Medical Administrative Assistant, 2013-2015

Vineland Dental Arts, Vineland, NJ

Support daily office operations by executing front-desk and clerical duties, communicating with customers and maintaining documentation/reports. Research and gather information to resolve insurance discrepancies or client requests. Support inventory and cost control procedures.

Key Contributions

Integral in reviewing and maintaining all office financial records, billing, charges and payments

Synthesize and interpret data to select and disseminate appropriate forms

Account Executive, 2011-2013

Data-Q-Direct, King of Prussia, PA

Maintained and updated comprehensive database of client and IT infrastructure information (via Utilized various electronic database systems, and customized/integrated software solutions for vendors and new clients

Built extensive pipeline of new and prospective clients through consistent and effective networking

Collections/Customer Service Representative, 2011

Professional Recovery Services, Vineland, NJ

Executed high volume of account-related calls and built client trust through strategic communications. Maintained monthly budgets and conducted preliminary investigations/audits of credit records.

Compiled and analyzed collection data for monthly preparation of loan loss reports

Account Manager, 2010

Marketing Partners & Associates, Philadelphia, PA

Planned and conducted B2B sales processes, including cold calls and customer outreach. Developed territory sales strategy, sales goals, marketing campaigns, sales presentations and financial statements.

Tax Advisor, 2008-2009

A&M Berk Accounting, Philadelphia, PA

Directed tax compliance assignments, including tax returns and provisions for state and federal returns. Researched tax/IRS issues to fully answer client questions. Assisted clients in audit preparation.

Technical Expertise

Mac OSX; Windows; MS Access, Excel, Outlook, PowerPoint, Project, Word;; VM Ware, PDA; QuickBooks


High School Diploma: Saint Augustine Prep Richland, NJ

BS, Business Administration, Marketing/Finance, 2010, Drexel University, Philadelphia, PA

License: Health & Life Insurance Producer

Active Member, United Way of America Volunteer Income Tax Assistance (VITA) Program, Drexel Marketing Association

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