[Kathleen T. Miller]

[**** Warm Springs Ct. Apt A] [Columbus, Georgia 31909 [469-***-****]

[ad3g2y@r.postjobfree.com]

My goal is to continue to educate myself but, to educate all customers that have questions and concerns that need to be answered or directed to the appropriate sources. To keep a pleasant and open mind an approach to every call or contact with a customer, by phone, email. Or chat. To also carryout as quickly as possible without delay.

Education

• Strayer University, Smyrna, Georgia 2007-2010

• 94 credits completed - no degree

• Business administration/ Accounting

Experience

Balance Staffing 09/23 -12/07/2023 License Agent Broker for AEP enrollment

WIS/Crossmark 12/2022 to present Event Specialist

Everise 08/22 - 08/22 Health License Agent

[09-20 to 05-21 -2021

[License Agent [Spectra-force [Jackson, Florida]

[Took inbound and outbound calls. Explain insurance benefits and enrolled. Documented all calls and updated any information. Sent request for new benefit cards. Recognized for my timeliness. 12-2019 to 12-2019 Inbound Underwriter - License Agent for Final Expense Direct - Dallas, Tex 08-2019 to 09- 2019 - License Customer Service Retention – Dallas, Texas Inbound calls Only – Solve a variety of problems with customers to retain them as customers. 01/2019 to 07/2019 - Altran –Collection Specialist –Secure room- Took inbound calls from Customers paying on variety of business. Updated information as warranted. Setup payment Arrangements. Some customers were transferred for more extensive assistance. 2

01/2018 to 03-2018 – Simple Healthcare – Dallas, Texas Enroll clients in supplemental plans as well as Medical, vision and dental plans. All inbound Calls.

09-2017 to12/2017 Teleperformance – Dallas Texas

License PDP enrollment Agent. Inbound calls and enrolled in Prescription Drugs Programs Verified geographical and medical information.

08/2014 to 08/2017 Optum (Connextion) Richardson, Texas Took inbound calls, verify medical benefits

Help clients identify a medical insurance plan for the upcoming year. Assist patients with ordering their medications.

Work with customers to set up House calls. Worked also in authorization Dept. 01/2000 to 05/2003- A. Miller Group, Inc- Lathrup Village, Michigan Obtained scanned records and uploaded them into the database. Monitored payments due from clients and promptly contacted clients with past due Invoice payments. Reconciled discrepancies between accounts receivable and general ledger account. Verified Trial Balance account.

Reconcile vendor statements and handled payment complaints or discrepancies. Review all expense reports for accuracy and proper expense disclosure. 08/1999 to 05/202 Credit Acceptance Corporation – Southfield, Michigan 48034-Auditing Department. Verified payments using Excell spreadsheets. Contacted clients with corrected amount due. Created Trial Balance of account. Research and resolved accounts payable discrepancies. Worked in also legal collection locating of recovering products for nonpayment's of contract. Coded invoices as warrant into the in-house accounting software. 3

08/1989 to 06/1992 Lewis College of Business of Detroit –17360 Meyers Rd. Detroit, Michigan - Worked as a Financial Aid Counselor/Assist Title III Administrator. Registered and completed financial packages for new and returning students. Worked on Department of Education loan for due diligence. Implemented process of collection and updating & collecting 20-year-old loans for due diligence. Created detail ed expense reports and requests for capital expenditures. Managed office supplies, vendors, organization, and upkeep. Ordered and distributed office supplies while adhering to a fixed office budget. Answered and managed incoming and outgoing calls for the financial aid office. Organized all new hire, security and temporary paperwork. Obtained signatures for all financial documents internal and external invoices. Coordinated board an committee meetings, including schedules and information for preparation and distribution.

Process clients rebate reconciliation, report, and check request. 4

Skills:

Microsoft Word

Excel

QuickBooks

Turbo Tax Software

Type:37

Team Player

Systems:

Slack

Teams

Salesforce

Citrix

Awards & Acknowledgements

• City of Detroit Award from State Progressive Baptist Convention & National Progressive Baptist Church (2)

• Christian Education Director of Calvary Baptist Church