Customer Service Representative

Gerald R. Temmel

* ****** ***** ***** * Danville, PA 17821 s 570-***-**** s ***********@*****.***

Committed and goal-oriented with a proven work ethic; excellent active listening skills coupled with excellent customer service skills; strives for a “win-win solution” to satisfy both client and employer; critical thinking and problem solving skills

Key Skills

Communication

Client Service

Team-Player

Detail-Oriented

Time Management

Sales

Records Management

Case Notes

Multitasking

Experience

J.&J. Financial, Danville, PA

To Present

Apprenticeship

Strategic advising for retirement accounts

Focus on market trend analysis and selection of investment portfolios

Obtaining Series 65 License, anticipated completion September 2016

MetLife Premier Client Group, Moosic, PA

Registered Representative, Financial Services Representative

Provide clients with advice and assistance for designing sound financial strategies

Collaborate with a team to determine client needs based on client goals

Prospect to qualified clientele

Establish and maintain relationships to manage current and future investment and life insurance needs

Geisinger Health System, Danville, PA

12/2013 – 05/2015

Pharmacy Customer Service Representative, 05/2014 – 05/2015

Received fax from healthcare providers to request insurance coverage for drug prescription, handled up to 50 call requests per day

Gathered previous computerized medical history to determine eligibility coverage

Contacted health care customer with outcome of medication authorization request

Claims Processor, 12/2013 – 04/2014

Investigated medical insurance claims for insurance provider responsibility

Processed all claims through Amisys computer software

Licenses

FINRA Series 7

FINRA Series 63

Life, Accident, and Health

Education

Bachelor of Science in Business Management, Cum Laude 2013

Finance Minor

West Chester University, West Chester, PA

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