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Customer Service Case Management

Location:
Gainesville, GA
Posted:
March 22, 2024

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Resume:

Shaneka Rucker

ad4h64@r.postjobfree.com 470-***-**** Oakwood, GA

SUMMARY Seasoned professional with 7 years of managerial experience seeking Customer Success Manager role. Skilled in client relations, compliance, and case management, demonstrated at Morgan Stanley and ProCare RX. Proven track record in enhancing customer satisfaction and streamlining processes for optimal outcomes.

WORK EXPERIENCE Morgan Stanley

Fiduciary Case Manager Oct 2021 - Jan 2024

• Managed a portfolio of fiduciary cases, maintaining accuracy in all tasks and ensuring adherence to legal standards.

• Conducted thorough analyses of client financial scenarios to develop personalized strategy recommendations.

• Resolved intricate trust and estate issues, delivering timely and meticulous customer service.

• Partnered with cross-functional teams to facilitate effective communication and create tailored case plans, achieving favorable results.

ProCare RX

Triage Manager Jan 2018 - Apr 2020

• Developed and executed improved triage protocols that resulted in expedited response times for case management.

• Enhanced communication with healthcare providers and insurers, leading to increased medication approval rates.

• Conducted thorough evaluations of patient records to ensure adherence to authorization and insurance regulations.

Ingles Grocery Store

Manager Jun 2015 - Dec 2017

• Oversaw daily store operations, ensuring optimal product availability and elevated levels of customer satisfaction.

• Implemented front-end process improvements to enhance overall customer service experience.

• Coordinated team schedules and resource allocation, resulting in improved operational efficiency and adherence to compliance standards.

EDUCATION Johnson High School

Diploma, Top 10% of Class

2009

University of North Georgia

Some College, Analytical Skills Attention to Detail 2010

SKILLS

Time Management • Financial Analysis • Estate Planning • Communication • Technical Skills • Team Collaboration • Research



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