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Financial Services Customer Care

Location:
Phoenix, AZ
Posted:
January 05, 2024

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Resume:

JACKSON EDWARDS

Phoenix, AZ *****

ad2hni@r.postjobfree.com

+1-602-***-****

To obtain a position that will allow me to use my professional as well as my leadership ability. Authorized to work in the US for any employer

Work Experience

Lease End Specialist

Toyota Financial Services - Chandler, AZ

February 2022 to Present

• To manage a high volume of inbound / outbound calls.

• Educating and servicing the customers account as the lease approaches the maturity date.

• Adhering to the policy and procedures of the department.

• Communicate with customer while providing excellent support.

• Exceeding department standards and goals.

Customer Care Specialist

MEDICAL GUARDIAN - Philadelphia, PA

July 2020 to December 2021

• Receive incoming telephone calls from customers needing assistance with their accounts, product, checking on orders and resolving delivery issues.

• Maintain superior knowledge of Medical Guardian products, services, shipping, and billing practices to ensure that information communicated to the customer is accurate and complete.

• Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments.

• Follow up with customers regularly to ensure appropriate changes were made to resolve customers' problems.

• Display positive attitude while communicating with all internal and external customers.

• Perform other duties and responsibilities as assigned. WFH - Member Service Representative

Teladoc Health - Phoenix, AZ

September 2019 to July 2020

• Provide exceptional service to our members

• Represent Teladoc Health and our services in a professional, member-centric manner through a variety of communication channels including incoming and outgoing calls, emails and chats

• Work with the case team to ensure support of members, facilitate and expedite cases

• Ensure clear, concise and thorough case documentation.

• Gather and confirm eligibility information

• Demonstrate empathy and actively listen to members during all interactions.

• Ensure the highest quality and timeliness for all outgoing expert reports and communications.

• Research medical experts utilizing the expert database and clinical recommendations

• Ensure compliance with HIPAA rules and regulations with all parties encountered in the process Initial Processing Specialist - Contract

Accounting & Finance Professionals - Arizona Corporation Commission (Contract) - Phoenix, AZ October 2018 to January 2019

• To receive, collect and sort documents submitted to the Commission for filing. To input basic information about the document into database. Process checks and other payment instruments by entering payment data then grouping them for deposit. Prepare paper documents for permanent storage to fulfill records retention obligation.

Customer Service & Collections Representative

REMX Staffing Agency - Phoenix, AZ

August 2017 to September 2018

• Responsible for in-bound and out-bound calls, collecting on accounts ranging from 30 - 120days delinquent. To provide top tier support and customer service. Sr. Resource Coordinator

TreeRings - Sun City, AZ

August 2015 to September 2017

• To manage a high volume inbound/outbound calls. To designate interest in senior living or care options for individuals within a specific age parameter. To

• communicate with a knowledgeable advisor while providing assistance nationwide and in Canada.

• Demonstrate empathy and actively listen to members during all interactions. WFH - Customer Finance Representative

RMC Group - Phoenix, AZ

March 2011 to August 2015

• To manage inbound calls while providing financial service assistance to SPRINT customers.

• To provide the customer with assistance in regards to all billing related issues as well as handle escalated calls requiring a supervisor.

• To adhere to company guidelines, policy and procedure for the client while exceeding department goals.

Education

High school diploma

Andon College Stockton - Stockton, CA

Skills

• Collections

• Organizational Skills

• Billing

• Communications

• Excel

• Microsoft Office

• Computer Skills

• Accounting

• Account Management

• HIPAA

• Research

• Cold Calling

• Salesforce

• Insurance Verification

• CRM Software

• Medical terminology

• B2B

• Customer support

Assessments

Customer focus & orientation — Proficient

September 2019

Responding to customer situations with sensitivity. Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

• CUSTOMER SERVICE / COLLECTIONS experience within a call-center environment, Good Communication Skills, Knowledge of FDCPA guidelines, Time Management, Team Player and Professional Business Ethics. Proficient in all Windows based computer programs.



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