Service Representative Customer
Resume:
Leticia Beck
***** ****** **., ****, *******, Texas 77072
Cell: 832-***-****
************@*****.***
Summary
High-performing, respected and dedicated professional with experience in elementary education, compliance, healthcare and customer service. Looking to use my transferable skills to transition into recruiting and continue to serve my passion for diversity and inclusion in the workplace.
Transferable Skills
• Managing cross-functional relationships
• Time management
• Organizational leadership • Team player • Effective listening
• Computer Competent
• Exceeding weekly metric goals • Customer Service
• Building relationships with customers
• Problem Solving
• Proactive and reactive thinking
• Zendesk and Jira experienced
• Industry Knowledge
Experience
Next Financial
January 2022-August 2022
Customer Service Representative -Advisor Support
Answer questions, solve problems and interpret policies and procedures for financial advisors
Initiate outreach campaigns to financial professionals to gather feedback in order to improve services, processes and procedures.
Assistant financial advisors with commissions inquiries
Occasionally process check, ACH inquiry, Fed Fund wires, adding and updating new accounts, resetting passwords and entering service center request.
Submit tickets using Zendesk and Jira ticketing systems..
Attend daily scrum meetings and perform UAT for new UNIO platform
Houston Independent School District
August 2019 -present
Elementary Educator – Associate Teacher
• Improved student engagement by implementing student-centered classroom management techniques to foster academic curiosity
• Utilized district standards to plan lessons that addressed all requirements and prepared students to take standardized assessment tests
• Attended in-service training and professional development courses to stay on top of policy and education changes
• Maintained safe, clean, and organized classroom environment
• Involved parents in student education by cultivating strong relationships
• Instructed students in standardized subjects, as well as general learning strategies and skills for social development and character
• Instructed students individually and in groups, using varied teaching methods such as group lectures, hands-on activities and individual skill work
• Prepared, administered and graded daily work and tests to evaluate student's progress
Alltran Financial
February 2018 to May 2019
Client Service Representative-Compliance Investigator
Houston, TX
• Ensure that agents are in compliant with client’s as well as company guidelines regarding collections, complaints and disputes
• Document and maintain procedures for all tasks
• Provided cross training to other Client Service team members
• Provide summary communications to the Assistant Managers and Manager of Client Services as well as client
• Researched issues and made quick decisions to achieve efficient and effective resolutions • Balanced the needs of multiple clients simultaneously in a fast-paced office environment • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills
Sutherland Global Healthcare Services
September 2017 to January 2018
Customer Service Representative
Houston, TX
• Make outbound calls to members whose health insurance has lapsed
• Locate a convenient location and schedule appointments for renewals and new prospects • Pre-qualify new prospects for health plans
• Transfer misdirected calls to the correct department
• Escalated customer concerns to supervisors
• Consulted with upset customers to determine best methods to resolve service issues
Varnett Public School
September 2016 to August 2017
Elementary Educator
Houston, TX
• Improved student engagement by implementing student-centered classroom management techniques to foster academic curiosity
• Utilized district standards to plan lessons that addressed all requirements and prepared students to take standardized assessment tests
• Attended in-service training and professional development courses to stay on top of policy and education changes
• Maintained safe, clean, and organized classroom environment
• Involved parents in student education by cultivating strong relationships
• Instructed students in standardized subjects, as well as general learning strategies and skills for social development and character
• Instructed students individually and in groups, using varied teaching methods such as group lectures, hands-on activities and individual skill work
• Prepared, administered and graded daily work and tests to evaluate student's progress
United Health Group
April 2013 to September 2016
Intake Coordinator
Houston, TX
• Log all calls received into a computer database, and manage conflict resolution with difficult personnel, handle complaints and issues in diplomatic and professional manner
• Authorize Behavioral Health visits for Medicaid patients
• Direct call to correct department based on provider needs
• Quote benefits for Medicare and Medicaid patients as needed, notate accounts appropriately • Research claims for members and providers per their request
Medix-Cigna Healthspring
December 2012 to April 2013
Customer Service Representative
• Log all call received into a computer database, and manage conflict resolution with difficult personnel, handle complaints and issues in diplomatic and professional manner
• Resolve enrollment, claims and referral issues, and process and submit appropriate forms • Perform superior customer service and support initiatives with expertise and confidentiality for Medicare advantage members.
Allstate Roadside assistance Xerox September 2012 to December 2012 Customer Service Representative
Houston, TX
• Assist members with questions regarding their membership
• Answered inbound calls and assist customers with roadside assistance and dispatching drivers • Assist consumer with trip planning as needed
• Informed customers about billing procedures, processed payments and provided payment option setup assistance
• Addressed customer service inquiries quickly and accurately
• Consulted with upset customers to determine best methods to resolve service and billing issues
Kissito Poste Acute Care
August 2009 to September 2012
Nursing Assistant
Katy, TX
• Conducted routine checks on standard patient vitals, including blood pressure, blood sugar and heart rate
• Documented patient intake and dietary requirements and assisted with feeding to promote proper patient nutrition
• Provided daily living activities to patients by serving meals, feeding, ambulating and turning over and positioning patients • Promoted patient satisfaction by assisting with daily living needs such as bathing, dressing, toileting and exercising
• Worked with physicians and nursing team members to support patient needs, including collecting specimens, monitoring vitals and maximizing patient comfort
Education and Training
University Of Phoenix 2015 Masters of Business Administration
Houston, TX
Texas Southern University 2009 Bachelors of Arts (BA): Liberal Arts
Certifications
EC-6 Core Teacher Certification September 2016 to September 2017
International Scrum Institute
Certified Scrum Master
Contact this candidate