Customer Service Sales Representative

Yulanda A. Wallace

*** ******* ** **** ********, NY 13057 / (HM) 315-***-**** / (Cell) 315-

***-**** *****: **********@*****.***

Objective: To obtain an entry to mid-level position within a professional

environment that will establish, broaden and develop my career advancement.

Employment Experience:

Distinctive Personnel/ Davis Vision

Latham, NY

CSR

Nov. 18-Present

Responsible for providing members with information on their vision

benefits.

Provide excellent customer service while conveying vision benefit

information, fulfilling requests and acting as a liaison with internal and

external Davis Vision business partners for customer encounters.

Access and function with proficiency through proprietary administration

systems in order to respond to customer inquiries and requests in

accordance with customer service responsibilities (ex. Knowledge of in/out

of network co-pays, non plan allowances/retail value as well as the various

network relationships).

Maintain individual KPI's at acceptable departmental levels.

Adhere to privacy and confidential and proprietary company policies and

procedures (i.e. HIPAA).

CNY Outsourcing/ Verisma

East Syracuse, NY

CSR

Oct. 2012-Dec. 2012

Responsible for providing excellent customer service

Responsible for providing accurate status for medical, billing records

request

Responsible for making sure that the proper HIPPA documents are received

Correspond with facilities and patients in regards to request

Made outbound calls to third parties in regards to status of their request

Received incoming calls in regards to medical, billing, X-Ray request

Followed proper protocol in regards facility

Responsible for keep all PHI confidential

Responsible for making sure records were HIPPA compliant

Took payment to obtain records

All other duties as assigned

Medical Answering Service (MAS)

Syracuse, NY

CSR /MRT

July 23, 2012- Present

Responsible for setting up Medicad recipient transportation for over 50

counties

Informing the recipient of the rules and regulations of Medicad

Responsible for adding new and existing Medicad recipients

Responsible for being a liason between Medicad recipients and the vendors

Responsible for checking and verifying Medicad eligibility

Keep all recipient information accurately documented and updated in company

database

Provided verification forms to medical providers to accommodate recipients'

proper form of transportation

Natures Intentions/ Pro-Aqua

Syracuse, NY

Dealer

Jun. 11, 2012-Jul. 20, 2012

Responsible for setting up appointments to clients

Responsible for closing sells

Sell Cleaning Systems for the home

Provides exceptional customer service by direct client facing

Kelly Service/ AXA Advisor

Syracuse, NY

Administrator

Jan 17, 2012- Jan 2012

Responsible for obtaining proper documentation for finding lost holders of

insurance policies

Keep all contact information confidential; research and validate holder's

personal information in database

Accurately file policy documentation so that other departments can send

additional information as necessary

All other duties as assigned

Randstad Staffing/ ADP Liverpool, NY

Payroll/CSR Nov 7,

2011- Dec 29, 2011

Responsible for providing general information to clients in regards to

payroll activity

Make required changes and updates necessary to ensure accuracy of client's

payroll

Process request for new and existing clients; maintain accuracy in the

database

Provide exceptional customer service to all clients

Initiate call backs for clients who required extensive research for payroll

activity

Keying payroll by internet, fax, or phone as well as assist in other areas

as assigned

Randstad Staffing/Morgan Stanley Smith Barney Syracuse, NY

Receptionist July 6, 2011- Oct 18,

2011

Responsible on a day-to-day basis of answering a switchboard consisting

seventy employees

Provide excellent customer service to all walk-ins; Set up appointments for

clients

Incoming and out going mail, distribute among the accurate departments

All other duties as assigned

Bank of New York Mellon/ Bondholder Relations East

Syracuse, NY

BHR Representative/Client Service Feb 9,

2009 to May 15, 2011

Responsible for providing daily support and information to clients and

investors

Process clients and investors request regarding redemptions, disbursements,

and transfers

Ensure the accuracy of trust as received from administration, also

responsible for tracking and reporting tax information

Knowledgeable of corporate entities, regulatory compliance and anti-money

laundering laws and procedures

Serve as liaison between financial institutions and bond administrators

Conduct research for clients and investors requesting updates on

redemptions, transfers, and disbursements

Sutherland Group / AT&T Bronze East & Midwest

Syracuse, NY

Sales Representative / Customer Service and Billing July 30, 2006

to Feb 6, 2009

Receives orders for installation, turn on, discontinuance, or change in

service

Solicits sale for additional services and introduce promotional products

and services

Adjusts complaints concerning billing or service rendered, referring

complaints of service failure to designated departments for investigation

Establish wireless service, DSL service, Dish and Residential service for

new and existing customers

Update and modify service for current customers, update customer

information in Company database

Education:

ESM / Early Childhood Education 9/2002 - 6/2004

East Syracuse-Minoa High School Graduate 2004

Onondaga Community College August 2004-2005

Suny Empire State College May 2013-Present

Professional References:

Will be provided upon request

Contact this candidate