Customer Service Financial Services

BLANCA IVETTE ORTIZ

Cell: 863-***-**** Email: *************@*****.***

PROFILE

Dedicated, highly motivated, bilingual professional with over 15 years of progressively responsible experience in the insurance and financial services industry. Acknowledged for integrity, strong organizational skills, and uncompromising devotion to service. Able to manage multiple client systems while developing strong client/customer relations. Dedicated professional with a strong customer service background. Proven communication skills and excellent time management skills. Able to consistently prioritize work and meet deadlines. Team player with ability to share knowledge, follow direction, and remain calm and focused under pressure and in demanding conditions.

CORE SKILL SET

• Problem Resolution Techniques

• Analytical Thinking

• Bilingual Spanish/English

• Service Excellence

• Effective Communication

• Strong Attention to Detail

• Ethics & Confidentiality

• Computer Ability (65 WPM)

• Time Management

EXPERIENCE

Sr. Financial Carrier Specialist

Sedgwick Claims

Management Services, Inc.

Remote

2022 – Present

Managing complex financial accounts.

Monitor and review AIG monthly reconciliation.

Providing guidance and training to other colleagues.

Ensures accounts and variances are accurately stated and conducts timely reconciliations.

Improving our process and procedures.

Report any data issues to IT Data group.

Manage several meetings with CSD and Carriers to discuss accounts reconciliations.

Financial Carrier Specialist

Sedgwick Claims

Management Services, Inc.

Windsor, CT

2019 – 2022

Analyzes accounts and financial related data.

Ensures accounts and variances are accurately stated and conducts timely reconciliations.

Validate and clear up historical payments.

Report any data issues to IT Data group.

Manage several meetings with CSD and Carriers to discuss accounts reconciliations.

Billing Service Associate

Sedgwick Claims

Management Services, Inc.

Windsor, CT

2012 – 2015

Billed monthly loss activity invoices on local and national accounts.

Monitored and collected overdue invoices.

Reconciled and reported any discrepancies found in records.

Reported excess claims to CSD and mapped to the carrier bank account.

Reviewed insurance policies and updated client cards.

Assistant Manager

Sunbelt Credit

Daytona Beach, FL

2008 - 2009

Prepared and processed high volume of loan applications.

Performed collection calls and applied payments to account.

Conducted fieldwork activities on delinquent accounts.

Assisted with the development and training of all new personnel.

Processed tax returns for customers.

LTC Billing Consultant Premium Waiver

Tech/Admin. Assistant

Aetna, Inc.

Hartford, CT

2005 – 2008

Posted payments to accounts and processed reconciliation reports.

Monitored financial data and cleared any discrepancies.

Quickly and effectively resolved customer challenges.

Analyzed financial information and reports to determine further action.

Examined detail information to process claims.

EDUCATION & TRAINING

Certified Tax Preparer, Daytona Beach, FL 2008 - 2009

Southern College • Orlando, FL 2000

Coursework towards Business Administration degree

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