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Customer Service Representative

Kansas City, Missouri, United States
January 13, 2017

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Rosalyne Thomas

Mutual Fund /Corporate Securities Representative

Grandview, MO - 816-***-****

Seeking a position in Business Office Administration, utilizing the skills I have obtained through my training and past work experience. Skilled within the area of Business Office Administration including, customer support, claims processing and management, inventory and quality control, supply and materials management and telephone operations.

Customer Service/Support

* Ability to analyze and resolve client needs and recommend alternative options and solutions.

* Solid computer skills as well as excellent speaking, trouble-shooting and active listening skills

* Demonstrate an excellent ability to anticipate problems and effectively manage complex projects. Clerical Support/Operations

* Knowledge of administrative and clerical procedures and systems such as word processing, data entry, Microsoft Office Suite, 10-key by touch, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. WORK EXPERIENCE

Insurance Risk Assessment Interviewer I

Quest Diagnostics/LabOne - Lees Summit, MO - August 2015 to Present Responsibilities

Responsible for phone teleunderwriting interviews with applicants gathering medical, financial, occupational, and avocation histories. Maintains knowledge necessary to process orders for all customers or clients. Accomplishments

Received customer satisfaction recognition rewards and points for having good customer service experience. Skills Used

Used professional skills of communication with applicants and agents. Demonstrate excellent Insurance qualifications for assessment of medical questionnaire for insurance. Mutual Fund /Corporate Securities Representative

DST Systems - Kansas City, MO - May 2013 to May 2014 Corresponded with customers and conferred with coworkers to answer inquiries, or resolve account problems.

* Recorded and documented security transactions, such as purchases, conversions, redemptions, and payments.

* Scheduled/coordinated transfer/delivery of security certificates between companies, departments/customers. Customer Service Representative

Sallie Mae Incorporated - Kansas City, MO - May 2011 to November 2012 Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments.

* Resolved customers' service or billing complaints by performing activities such as exchanging merchandise.

* Completed contract forms, prepare change of address records, or issued service discontinuance orders. Senior Customer Service Representative

H & R Block Service - Center, Kansas, US - October 2005 to May 2010 Maintained customers' records for each case, including contacts, telephone numbers, and actions taken.

* Checked data input or verify totals on forms prepared by others to detect errors in data entry, or procedures.

* Contacted taxpayers by mail or telephone to address discrepancies and to request supporting documentation. Claims Representative

CBIZ/MHM - Leawood, KS - January 2002 to January 2004 Interviewed clients and took their calls to provide customer service and obtain information on claims.

* Reviewed and verified data, such as age, name, and address on insurance applications and policies.

* Transcribed data to worksheets and entered data into computer for use in preparing documents. EDUCATION

Diploma in Culinary Arts

Westport High school - Center, Kansas, US

1981 to 1982


¬Customer Service/Support/Clerical Support/Operations

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