Jeffrey Witt

Kew Gardens, NY 917-***-**** jeffreywitt63@gmail.com LinkedIn Profile Link

Customer Service Representative

Client-Centric Focused Analytical Problem Solver Critical Thinker Forward-thinking client and customer service specialist with in-depth expertise across various industries, including healthcare and finance. Adept in analyzing and resolving complex customer issues while maintaining high productivity. Key liaison across multiple departments, developing relationships with colleagues and across various levels of leadership. Skilled in managing multiple tasks simultaneously and confident working in fast-paced, ever-changing environments. Excellent organizational, communication, and interpersonal skills. Core Competencies

Customer Service Account Management Sales Support Analysis Benchmark Data Research Project Management Call Center Team Leadership Microsoft Office Salesforce SmartOffice Medical/Dental Coding: CPT, CDT, HCPCS Histograms Professional Experience

CLIENT SERVICE SPECIALIST FAIR Health Inc. New York, NY 2017 – 2024 Managed prospective and current client inquiries related to healthcare data products and online tools leveraging benchmark data. Assisted commercial customers, consumers, healthcare professionals, and academic researchers while working closely with internal teams such as product management, sales, marketing, statistics, technical, and legal teams. Ø Handled incoming calls and emails related to technical and data issues, maintained and developed client relationships to resolve issues promptly, and accurately recorded all calls in Salesforce. Ø Proficiently qualified data leads through purposeful questioning, determining the suitability of forwarding to Account Managers, resulting in optimized lead management efficiency.

Ø Engaged with healthcare providers in conducting benchmark data calls, providing company overview and product benefits. Ø Assisted commercial clients by creating explanatory histograms to support their decision-making process. Ø Streamlined processes and procedures and enhanced the consumer website by contributing resources and creating content, including dental schools and the Department of Aging per state. CLIENT SUPPORT SPECIALIST Capital Management Group New York, NY 2015 - 2017 Facilitated client and advisor requests, ensuring high-level production and client service excellence. Routine oversight and response to service issues and management of financial transactions. Monitored system alerts utilizing Pershing NX360 and LPL BranchNet. Series 7/63. Ø Conducted daily monitoring and resolution of investment and insurance issues for top-producing financial advisors and high-net-worth clients, improving client satisfaction and retention. Ø Fielded phone calls and emails and managed an average of 40 account approvals daily while accurately logging data into the SmartOffice CRM system with accuracy and completeness. Ø Opened various accounts, including brokerage, advisory, and annuities, while processing ACH and paper check deposits and withdrawal plans.

Park Avenue Securities (A Division of Guardian Life) New York, NY 2007 – 2015 TEAM LEAD, Direct Subscriptions 2008 – 2015

Provided team leadership, reviewed and processed new accounts, managed projects delivering within/before the deadline, and resolved conflicts and escalations. Cross-collaborated with compliance in conducting investigations and research to resolve customer complaints and internal audits. Served as the Operations liaison to the Compliance and Commissions department. Series 7/63. Ø Secured over $5 Billion in new selling agreements between Park Avenue Securities and 125 mutual fund sponsors within one year through cross-collaboration with mutual fund representatives and firm attorneys. Ø Selected by Senior Management to manage deadline-driven projects, including transitioning to a new clearing firm, completed ahead of schedule, and chosen to cross-train in multiple departments, including Customer Service and Operations. Ø Delivered team leadership exceeding individual and team goals, measured productivity utilizing workflows and reports, and spearheaded continuous improvement initiatives through staff training on various topics, including AML and suitability. Ø Managed processes for handling 144 restricted stock and valueless securities, and Direct to Fund and Variable Annuities new business with a NIGO rate of less than 1%.

Previous Role: Senior Customer Service Research Representative 2007 – 2008 Staffed phone queues in a call center, handling 60-80 calls daily, ensured department staffing, and trained customer service representatives and management in sales processes. Contributed content to training resources, instituted a write-off policy, saved $25K in clearing fees, and liaised with management to resolve escalated client issues. Education

SUNY Binghamton, New York Undergraduate coursework in Political Science