Yolanda Reed
Philadelphia, PA 19124
***********@*****.***
SUMMARY
Highly motivated individual, team-oriented and possess a personable demeanor and positive attitude, excellent organizational skills, punctual, swift learner, works well with others, excellent customer service skills, competitive, confident, patient, resourceful and eager to learn.
SKILLS & CERTIFICATIONS
Microsoft Office
Typing: 50 wpm
Outlook
Dual Monitors
Business Processing Center (BPC)
Sessions
Microsoft Office
SharePoint
EDUCATION
Simon Gratz High School
Diploma
EMPLOYMENT HISTORY
Prudential Financial Fort Washington, PA
Relationship Specialist Oct 2002 – April 2021
Review incoming medical forms to ensure underwriters have the information needed to assess risk and determine rates for clients. Communicate with external vendors to follow-up with outstanding medical requirement to fulfill task. Validate services in client records to pay invoices on their behalf. Research and prepare letters in response to customers inquires. Responsible for training team members on obtaining transfers of assets from a prior company to Prudential. Approve large billing amounts for medical services, and initiate wire transfers via electronic checks.