Customer Service Wealth Management

Lucinda Egolf

************@*****.*** 717-***-**** Fitzgerald, GA

SUMMARY

Seasoned professional with 23 years of diverse experience, including office administration, billing, and claims adjustment. Excelled in customer service and support roles, demonstrating strong communication and organizational skills. Seeking a Remote position to leverage extensive background in administrative tasks and client relations. WORK EXPERIENCE

Colony Wealth Management Fitzgerald, GA

Office Administrator Aug 2018 - Present

• Oversee daily administrative operations for Colony Wealth Management, ensuring efficient office functionality, managing correspondence, scheduling appointments, maintaining records, and providing exceptional support to financial advisors and clients.

Hoover Rehab Mechanicsburg, PA

Biller May 2016 - Aug 2017

• Managed and processed all billing transactions for Hoover Rehab, ensuring accurate invoicing, adherence to insurance protocols, and timely submissions to facilitate efficient revenue cycle operations. Highmark Blue Cross Blue Shield Camp Hill, PA

Claims Adjuster Oct 2014 - Apr 2016

• Conducted comprehensive reviews and processing of medical insurance claims, ensuring accuracy and adherence to Highmark Blue Cross Blue Shield policies and industry regulations, while providing timely resolutions and maintaining high standards of customer service.

Cumberland Valley School District Mechanicsburg, PA Paraprofessional Sep 2012 - Oct 2014

• Provided instructional support to students under the direction of a licensed teacher, assisting with classroom management and the implementation of lesson plans to enhance student learning in the Cumberland Valley School District.

West Perry School District Elliottsburg, PA

Emotional Support Teacher Sep 2007 - Aug 2010

• Provided specialized instruction and emotional support to students with diverse emotional and behavioral needs at West Perry School District, fostering a nurturing learning environment that prioritized student mental health and academic achievement.

West Perry Pharmacy Loysville, PA

Pharmacy Technician Sep 2002 - Dec 2007

• Assisted in the accurate preparation and dispensing of prescription medications, maintained inventory control, and provided exceptional customer service while adhering to regulatory standards at West Perry Pharmacy. Phico Insurance Company Mechanicsburg, PA

Customer Service/ Help Desk Apr 1994 - Apr 1998

• Provided comprehensive customer support by addressing inquiries, resolving issues, and facilitating claims processing, while maintaining high satisfaction levels through effective communication and problem-solving at Phico Insurance Company's Customer Service/Help Desk. EDUCATION

Shippensburg University Shippensburg, PA

Bachelor of Science, Business Education Dec 2002

SKILLS

Database Management • Staff Training • Financial Services Support

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