Customer Service Representative

Mark T. Leist

*** ******** ***. *****, ****** Park, FL 32073-4457 904-***-**** ***********@*****.***

Objective

Dedicated and motivated professional offering to utilize my 10+ years of client experience, relationship building, customer service skills, and expertise in the health care industry to contribute to company success. Proven ability to establish rapport with clients and exceed given quotas/goals. Reliable and driven.

Skills & Abilities

Licensed Series 6 Financial Service Representative

Extensive Customer Service in Insurance, Claims, Policy/Account changes

Proficient with a variety of computer applications including Office, PeopleSoft and others

Patient, detail-oriented self-motived and organized

Team player

Awards and Recognition

Most Dollars Recouped for ARC Project (Ally)

Top 10 CSR (TD Bank)

Employee of the Year/Claims 2002 (Blue Cross)

Top 5 Claims Rep/Production Annually (Blue Cross)

Education

HIGH SCHOOL DIMPLOMA JUNE 1981 N.B. FORREST SR. HIGH, JACKSONVILLE, FL

Experience

FINANCIAL SERVICE REPRESENTATIVE VOYA FINANCIAL 03/2016 – 07/2016

Series 6 Licensed Financial Service Representative

Handled inbound calls from members concerning their accounts and other miscellaneous questions

Addressed inquiries from clients such as processing and executing unsolicited trades, new accounts and account transfers, website navigation, operations, and cashiering

Proposed financial solutions designed to satisfy client goals and implemented the financial plan of choices available, such as IRAs, margin, and options

Explained the different accounts available

OPS III REPRESENTATIVE TD AUTO FINANCE 06/2015 – 11/2015

Inbound/Outbound calls with clients

Demonstrated my commitment to customer service by following up on calls and ensuring superior results

Analyzed customer concerns and needs while balancing company revenue concerns

Always worked at or above company customer service metrics

HIGH RISK COLLECTOR ALLY SERVICES 03/2013 – 08/2014

Work assigned accounts

Detailed skip work using internet tools

Handled inbound and outbound calls with the objective of collecting delinquent accounts

Researched, analyzed, and settled all customer billing disputes

Negotiated settlements and established promise to pay

Adapted to changes at work (products, services, policies)

SERVICE ASSOCIATE III BLUE CROSS BLUE SHIELD OF FLORIDA 04/2000 – 12/2010

Inbound/Outbound calls with Providers and Subscribers

Met all goals setup by management and assisted teammates with their goals and tasks

Managed accounts receivables for over 500+ Part A and Part B provider per the company insurance payment schedule

Utilized PeopleSoft to account for ledger corrections, payment authorizations and any debit corrections

Conducted cash reconciliation and drafted reports for management

Resolved medical claims by conducting document examinations and reviews

Organized, processed and authorized claims payments, negotiated coverage rates with claim filers

Maintained and organized claims documentation including financial, account and medical information

FRAMER BARRIER CONSTRUCTION 08/1998 – 06/1999

Construction of new homes.

ASSISTANT MANAGER CHAR MAR RESTAURANTS 02/1995 – 09/1996

Maintained associate weekly work schedules.

Maintenance and reporting of product cost.

Maintenance of product availability and replenishment.

Maintenance of purchase ledger, payroll and daily/weekly/monthly financial reports.

INFORMATION SYSTEMS SPECIALIST(E4) UNITED STATES AIRFORCE 06/28/1981 – 09/22/1986

Control mainframe console

Ran scheduled jobs and tasks

Maintained Log books

Documented malfunctions that may have occurred during shift

Assisted programmers and analysts with testing and debugging of new programs

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