Customer Service Account Management
Resume:
WILL
OLIVAS
*************@*****.***
Dallas, Texas 75240
Bold Profile
Results-oriented Customer Service professional with a background in Account Management. Demonstrated success in providing exceptional customer service and leading successful projects. Skilled at identifying and resolving complex problems, driving growth, and cultivating strong client relationships. Known for persistence, drive, and adaptability, with a passion for taking on new challenges and expanding his knowledge. Excellent verbal and written communication skills, with the ability to collaborate effectively both independently and within teams. Committed to supporting organizational goals while continuously advancing personal and professional development.
PROFESSIONAL SUMMARY
SKILLS
• Client Communication Skills
• Service Coordination
• Effective Communication
• Critical Thinking
• Adaptability
• Problem-Solving Skills
• Account management
Troubleshooting and problem
resolution
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• Relationship building
• Advanced Microsoft Office Skills
• Phone and email etiquette
• Client Support Services
Insurance Institute of America
CERTIFICATIONS
Eastfield Community College
Mesquite, TX
EDUCATION
WEBSITES, PORTFOLIOS, PROFILES
• www.linkedin.com/in/willolivas21
Assured Benefits Administrators - Customer / Client Support Account Coordinator
Dallas, TX • 04/2022 - 05/2024
Ameriflex - Client Relationship Specialist / Account Coordinator 03/2020 - 04/2022
WORK HISTORY
Served as a third-party client advocate in the implementation of corporate health insurance policies, ensuring a smooth onboarding process and seamless client experience
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Collaborated with medical vendors partnered with Assured Benefits Administrators (ABA), developing and executing implementation strategies tailored to each client's environment, addressing potential issues, and securing buy-in from department heads
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Directed and supervised all stages of the implementation lifecycle, coordinating with clients and the Implementation Manager to streamline project efficiency and adherence to timelines
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Prepared and distributed final plan documentation, based on tailored health and medical benefit summaries, to Account Executives and clients, ensuring accuracy and clarity in all deliverables
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Delivered exceptional client care, acting as the primary point of contact and maintaining professional relationships with current, prospective, and former clients to ensure satisfaction and loyalty
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Managed and serviced the Ameriflex portfolio, supporting both new and existing accounts with a focus on efficient account management and customer success
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Cultivated and strengthened relationships with Plan Administrators and Brokers, actively driving client retention and contributing to business growth
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Educated clients on system usage, available tools, and relevant policies to enhance product understanding and optimize their
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Bachelor of Administration:
Business Administration
Skyline High School
Dallas, TX • 01/1991
Diploma: Business Administration Aspire Financial DBA Texas Lending.com - Post Closing Bank Coordinator
Dallas • 08/2018 - 05/2020
experience with our services
Stayed up to date on all industry regulations and compliance requirements to ensure adherence and provide accurate guidance to clients
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Monitored warehouse bank credit lines to ensure compliance with capacity requirements, optimizing financial resources and supporting regulatory standards
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Managed warehouse banking functions and maintained strong relationships with banking partners, coordinating fund requests for title companies involved in new home purchases and refinancing
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Collaborated with the Closing and Underwriting departments to confirm that closing documents align with warehouse credit usage, ensuring balanced and compliant credit line utilization
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Initiated and processed outgoing money transfers, rigorously verifying authorization and maintaining high accuracy across transactions
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Reconciled and settled Purchase Advices on warehouse lines, verifying each transaction's accuracy and confirming purchases with designated investors
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Supported Shipping and Funding departments by addressing and resolving issues related to warehouse lending operations, ensuring a seamless post-closing process
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SKILLS - CORE COMPETENCIES
Client Relations, Skilled in building and maintaining strong relationships with clients, ensuring high satisfaction and long-term loyalty.
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Customer Service, Extensive experience providing exceptional service, resolving issues, and enhancing customer experience.
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Interpersonal Skills, Collaborating effectively with others, managing diverse viewpoints, and building strong relationships during times of change.
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Critical Thinking, Proven ability to analyze complex situations, identify issues, and implement effective solutions.
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Adaptability, Ability to adjust and respond effectively to changing circumstances, new situations, or challenges, often requiring flexibility in thought and behavior.
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Problem-Solving Skills, Identifying issues, analyzing options, and finding creative solutions to challenges arising from change.
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English
Full Professional
LANGUAGES
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