Manager Customer Service

David L. Fishman

*** ********* *** 770-***-**** (H)

Atlanta GA 30350 770-***-**** (C)

*********@*******.***

SUMMARY

A customer service industry specialist with extensive expertise in defined benefit qualified & nonqualified benefit plan administration. Customer and client satisfaction in both Annuity payment and audit control functions. Strengths include problem solving, project management and people skills. Also skilled in initiating and running payroll for Small Business clients in a call center setting while answering customer questions and concerns regarding both new and existing payroll products.

Roadrunner Application

RUN Powered By ADP

TOPS San Dimas Tax Application

Clarify Storage Application

Experian Credit Application

Start Manager Application

PROFESSIONAL EXPERIENCE

Capital Financing January 2020-Present

Accounts Receivable Account Manager

Responsible for collecting lien payoffs from law firms/adjusters once a settlement has been reached in a lawsuit.

Contacting law firms and attorneys to ensure the payoff of debts in the pre-settlement loan field.

Perform for prospective clients and obtain information based on the type of pre-settlement case

said client has and determining whether or not the case qualifies for a lien.

Assists the Sales Department in contacting law firms throughout the country to go through the benefits of the pre-settlement industry and help determine if they are interested in our services.

Interlogic Outsourcing Incorporated Payroll May 2016-December 2019

Team Lead Payroll Specialist

Responsible for handling payroll for over 200 clients, answering questions, resolving issues & coming up with solutions.

Experienced in answering questions and training both internal and external customers on the IOI payroll platform.

Responsible for handling tax related questions and concerns in both a timely and efficient manner.

Assists with General Ledger setups and various retirement options such as 401K, 401R, IRAs and Medical Deductions.

Simos Insourcing Solutions August 2014-February 2016

Payroll Coordinator

Responsible for payroll processing for employees of companies such as Walmart, Del Monte, Nike & William Sonoma.

Responsible for maintaining direct deposit files to ensure all additions/changes are handled in both a prompt and accurate manner.

Experienced in processing employment verifications for our employees for the various agencies requesting them while meeting or exceeding the appointed deadline.

Responsible for answering both client and employee questions and concerns both over the phone and via email and researching the issues to achieve a successful outcome.

Responsible for processing multi state payrolls for in excess of 5,000 employees on a weekly basis.

Processed payroll with the company’s internal TKO Payroll System.

David L. Fishman

Automatic Data Processing (ADP) Alpharetta GA December 2012 -June 2014

Small Business Payroll Analyst

Provided employee support on questions and concerns regarding clients’ payrolls including, but not limited to, resolving payroll conflicts, implementing payroll and satisfying customer inquiries.

Consistently ranked in the top third in number of calls handled with a high satisfaction rate.

Responsible for Quality Control of payrolls migrated over to new ADP products to guarantee a smooth and seamless transition.

Experienced in researching new payrolls to verify a complete order.

Responsible for processing payrolls, bank account, address and other client changes.

Processed payroll for multiple pay periods using Run Powered By ADP and handled General Ledger Accounting per client needs.

Metropolitan Life Alpharetta GA June 2010 – October 2012

Institutional Business Administrator

Administered a client book of business in both the retirement and investment industry. Additional experience in audit controls and government reporting documentation.

Processed both guaranteed and non-guaranteed annuity retirements and financial transactions to fund the client’s monthly pensions benefits.

Kept an up to date listing of the IPG Team’s Schedule A, Schedule C and 408(B)(2) government reporting documentation on an annual basis.

Experienced in researching and completing company audit and income verification requests for my book of business.

Recognized by management for dependable and consistent attendance throughout my career.

Metropolitan Life Alpharetta GA (continued)

Received one of three monetary bonuses awarded annually for cross supporting a key $350 million dollar client in addition to successfully managing own $400 million dollar client base.

Responsible for daily processing of financial transactions per client’s request in the areas of deposits, withdrawals and/or transfers between investment accounts.

Processed monthly transactions to keep client’s investments within their target range as stated contractually.

Approval Analyst July 2007 – May 2010

Responsible for reviewing and, if correct, approving transactions that include retirements, structured settlements and financial investment transactions.

One of eight individuals selected to join the Approval Team out of a possible 75 candidates due to both experience and knowledge of the products serviced.

Selected by management to audit all financial transactions on a daily basis to ensure the integrity of the approval process.

Awarded employee of the month awards for most transactional errors caught saving the company thousands of dollars in possible fines and monetary losses.

Assisted team members in adjusting priorities and resolving pressing issues.

David L. Fishman

Account Representative December 1994 – June 2007

Responsible for total client satisfaction including: account administration and problem solving for over 300 clients generating in excess of $400 million dollars annually.

Challenged to manage additional workload due to the closing of two corporate offices while continuing to maintain exceptional customer service.

One of five employees selected by manager from a peer group of 65 to standardize critical customer correspondence which greatly enhanced written client communication.

Recognized by department manager for achieving near perfect client satisfaction by resolving 99% of all client conflicts and inquiries without management intervention.

Interacted with consulting firms during the transition of terminated pension plans and/or asset spinoffs.

EDUCATION

Albright College: Reading Pennsylvania - Bachelor of Science: Marketing

PROFESSIONAL DEVELOPMENT

Additional education, both web based, and in person, to further my development in Diversity, Effective Business Communication, Problem Solving and Managing Conflict.

PROFESSIONAL ASSOCIATIONS

Multiple volunteer and leadership roles supporting organizations such as United Way for ten years, Multiple Sclerosis Walk-A-Thon, Big Brother-Big Sister committee and volunteer work at Atlanta area animal shelters.

REFERENCES AVAILABLE UPON REQUEST

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